EuroHedge Summit 2010

Venue: Palais de la Bourse
Location: Paris
Dates: Wednesday, 21 April 2010 - Thursday, 22 April 2010

Held in Paris every Spring, the EuroHedge Summit is a major hedge fund event which attracts the industry's elite from around the globe. The event offers incisive and topical content about hedge fund strategies and addresses the overall outlook for the hedge fund industry and financial markets, as well as the opportunities, challenges and risks across a range of investment strategies.


Our events are renowned for their strong content which, unlike many other conferences, is put together by editors who are closely linked to the industry.  The experienced and dedicated journalists of EuroHedge ensue that the Summit covers only the most important and topical issues to the industry, and that the most influential players are speaking at the event.  You will hear from the following in 2010:


Keynote speakers:

 

 

Leda Braga, BlueCrest Capital Management

Leda Braga is president of BlueCrest Capital Management, a global alternative asset management firm with around $18 billion of assets under management and offices in London, New York, Boston, Geneva and Singapore. At BlueCrest, Leda runs the systematic trading unit with three main strategies and approximately $10 billion of assets under management. She oversees all of the modelling work across BlueCrest’s various non-systematic funds. Leda joined BlueCrest in October 2001 from Cygnifi Derivatives Services (a JP Morgan spin-off). At Cygnifi she was part of the management team. Prior to Cygnifi, Leda spent nearly seven years at JP Morgan as a quantitative analyst in JPM's derivatives research team. Leda's past experience includes modelling of interest rate exotics, FX/interest rate hybrid instruments and equity derivatives. She holds a PhD in Engineering from Imperial College, where she worked as a lecturer and led research projects for over three years prior to joining JP Morgan in the early 1990’s.

 

 

Aziz Nahas, 1798 Global Partners

Aziz Nahas joined Lombard Odier in August 2007 from Dillon Read Capital Management where he was global head of equities to set up the group's dedicated hedge fund (1798 Global Partners). He is now head of equities and convertibles of Lombard Odier Investment Manager. Lombard Odier is a 200 year old private ownership by eight managing partners with unlimited liability. It manages $150 billion of AuM with $35 billion for institutional clients. Present in 18 countries, the group employs 1,800 professionals. Aziz started his career in 1994 at Banque Paribas. In 1996, he joined Credit Suisse First Boston, where he became head of equity derivatives in Europe. In 2004, he moved to JP Morgan as global head of the proprietary equity business. Aziz holds a BA in Law from Sorbonne University and a MSc in Finance from Ecole Superieure de Commerce de Paris (ESCP).

 

Joseph Oughourlian, Amber Capital 

Joseph Oughourlian is co-founder and managing partner of Amber Capital. He is the sole portfolio manager of the Amber Global Opportunities Fund and the Amber Master Fund. Joseph began his career at Société Générale in Paris in 1994 and soon moved to New York to the US risk arbitrage desk, within the bank’s equity derivatives division. In 1997, he started managing a proprietary trading desk of Société Générale in New York. This led to the Amber Fund being established in October 2001, with seed capital from the bank. From 2001 to 2005, he managed the Amber Fund at Société Générale and started raising outside capital in 2003. In November 2005 he co-founded Amber Capital, the investment manager for the Amber Funds, and became independent. Amber Capital grew and established a strong presence in Europe. In January 2009, Amber Capital launched the Amber Global Opportunities Fund with Joseph as the sole portfolio manager. Joseph graduated from the HEC Business School and from IEP (Sciences-Po), both in Paris, and earned an MSc in Economics from Sorbonne in Paris.

 


 

 

Other speakers:

Elena Ambrosiadou, IKOS

Elena Ambrosiadou is CEO of IKOS, which she founded in 1991 as one of the first independent hedge funds in Europe. Today, IKOS operates a global infrastructure with execution sites/offices and research facilities in New York, Tokyo, Vienna, London, Cyprus and Monaco. With 70 professionals and an asset base of approximately $1.5 billion, IKOS is listed among Europe’s 30 largest single manager hedge funds (Financial News September 2009). The firm is a specialist in global quantitative trading of all asset classes using strategies which apply the scientific method to investment management. Elena has over 25 years of hedge fund and general management experience; having held international management positions with British Petroleum in the UK, Australia and the US and management consulting with KPMG in Bahrain. She was ranked as one of the Top 50 Leading Women in Hedge Funds (The Hedge Fund Journal in association with PwC, February 2010). Recently Elena has been appointed a member of the Cranfield School of Management Advisory Board. 

Andrew Baker, The Alternative Investment Management Association Limited (AIMA)

Andrew Baker is the chief executive officer of The Alternative Investment Management Association Limited (AIMA), the trade association representing the global hedge fund industry, and has been in this role since January 2009. Prior to joining AIMA he spent six years at Schroders in London where he was COO - alternative investments. Previously, Andrew held senior business management positions at Gartmore and UBS Asset Management after a 15 year spell of managing institutional assets at HD International and N. M. Rothschild. In the early 1980s he spent two years on secondment at the Bank of Papua New Guinea in Port Moresby. Andrew has a degree in Mathematics from Imperial College, London and is married with three children.

Jamil Baz, GLG

Jamil Baz is chief investment strategist at GLG where he co-manages the Atlas Macro Fund with Driss Ben-Brahim. GLG is a leading global investment manager and currently manages net client assets of more than $22 billion for both high net worth individuals and institutions. Prior to GLG, Jamil helped build PIMCO’s new asset allocation platform, was a managing director in macro proprietary trading at Goldman Sachs and the global chief investment strategist of Deutsche Bank. He has published extensively on topics such as asset allocation, risk premia, term structure, option and swap pricing and foreign exchange trading. Jamil holds degrees from HEC Paris, LSE (MSc), MIT (SM) and Harvard University (AM, PhD). He teaches Financial Economics at Oxford University.

Mark Benson, Ravenscourt Capital Partners (UK)

Mark Benson is managing partner and chief investment officer of Ravenscourt Capital Partners (UK) LLP. His primary responsibility is for the fund’s investment strategy. Ravenscourt Capital is a long/short credit fund manager focused on the European markets. The fund was launched in October 2008 and returns for 2009 were in excess of 43%. The fund is structured to trade all levels of the capital structure and generate returns throughout the credit cycle. The team’s extensive credit trading and research expertise is deployed in an ‘opportunistic’ style strategy with focus on the technical and trading aspects of the market as well as fundamental value. The dynamic risk management approach ensures the Fund’s portfolio is adequately capitalised for all market environments. Mark has over 25 years of experience in fixed income. His recent responsibilities include fixed income chief investment officer for CQS and head of European fixed income at Lehman Brothers.

Nathanael Benzaken, Lyxor

Nathanaël Benzaken is head of managed account development for Lyxor Asset Management, overseeing its strategic development on a global basis. Nathanaël joined Lyxor AM in March 2001 as head of the long/short equity desk. He was promoted to managing director and head of the hedge fund research and selection department in January 2005, where he was in charge of the construction and management of the managed account platform, including due diligence, selection and risk management of hedge funds. He was appointed head of managed account platform development in June 2009. Prior to joining Lyxor AM, he was manager of the financial risk consulting division at Andersen (Luxembourg) for two and half years and treasurer at Crédit Agricole for three years. Nathanaël graduated from Marseille Business School (France) and holds a Master’s degree in Finance from Toulouse University (France).

Eric Bissonnier, EIM

Eric Bissonier is partner and chief investment officer of EIM Europe and Asia. EIM manages $8.7 billion for its institutional clientele comprising pension funds, banks, government authorities, endowments, foundations and family offices. Eric began his professional career as a financial analyst at Chase Private Bank in Geneva in 1992, and served as a portfolio manager responsible for multi-asset class and multi-currency portfolios between 1994 and 1998. In November 1998, E.I.M. S.A. recruited Eric to work as portfolio manager and research analyst. He worked with the founder and chairman, Arpad Busson. He was made CIO for Europe and Asia in 2003 and is a member of the Global Strategic Forum and Investment Committee. Eric is a frequent speaker on alternative strategies, asset allocation and risk management at conferences worldwide. He holds an MSc in Economics from the University of Geneva, Switzerland and is a CFA Charter Holder. 

Guido Bolliger, Olympia Capital Management

Guido Bolliger is CIO of Olympia Capital Management (OCM). Prior to this, He was co-CIO and risk and quantitative analysis managing director. Guido began his career in 1995 at the Banque Cantonale Vaudoise (Lausanne, Switzerland) as a mutual fund manager. He then worked for two years as an index fund manager and quantitative analyst at Synchrony S.A. From 2004 to 2005, he worked for Julius Baer Investment Fund Services as a senior quantitative analyst in Zurich. Currently, Guido is an invited professor of finance at the University of Neuchâtel (Switzerland). He holds a BS in Management Science from the University of Neuchâtel, an MS in Economics and Finance of the University of Geneva and also a PhD in Finance, from the  Swiss Financial Institute and the University of Neuchâtel.

Patrick Brennan, NewFinance Capital

Patrick Brennan is the portfolio manager for credit investments at NewFinance Capital (NFC). Patrick joined NFC, which is the fund of hedge fund arm of Schroders, in August 2004. Founded in 2002, it was acquired 100% by Schroders. NFC employs 40 people with analysts based in London and New York, managing over $3 billion, solely in funds of hedge funds and managed accounts. NFC’s product range currently comprises of eight funds of hedge funds with a strong proven performance from an innovative range of funds focusing on commodities, fixed income/credit and macro. Patrick has over 15 years credit experience including responsibility for international credit Trading at Merrill Lynch from 1995 to 2000 and managing convertible bond and credit arbitrage strategies at two hedge funds: Pioneer and Santoma. Patrick has a MA (Hons) from Oxford University and a Master in Politics from the College of Europe, Belgium.

John Brynjolfsson, Armored Wolf

John Brynjolfsson, CFA, is chief investment officer of Armored Wolf, LLC and oversees all investment. Based in California, Armored Wolf was founded by John in 2008 and launched its debut Armored Wolf Alpha Fund in February 2009. The Armored Wolf Alpha Fund is a global macro strategy structured to profit from the macro imbalances created by inflation/deflation. Current AUM is $110 million. John was formerly with PIMCO for nearly 20 years. An expert in real-return assets, he launched and grew PIMCO’s real-return platform to approximately $80 billion. He ran PIMCO’s second, third and fourth largest public funds and is regarded as one of the world’s foremost authorities on inflation-linked investing, having written several books on the topic and worked with the US treasury to design the TIPS market in 1996. He holds a bachelor’s degree in Physics and Mathematics from Columbia College and a Master’s degree in Finance and Economics from the MIT Sloan School of Management. 

Sean Capstick, Deutsche Bank

Sean Capstick is managing director of Deutsche Banks London office. He is also global head of hedge fund capital group and European co-head of global prime finance sales. Sean joined Deutsche Bank in 2007. Prior to this, He spent nine years at Morgan Stanley, where most recently he had responsibility for prime brokerage sales into the UK and Europe, as well as being product manager for active extension strategies in Europe. Before moving to prime brokerage he had responsibility for pan European equity sales into the UK. Sean worked for four years at Goldman Sachs in London and New York in pan-European equity sales before joining Morgan Stanley. He has BA and MBA degrees from Northwestern University. Sean was a domestic US insurance analyst at Lehman Brothers in New York for two years before graduate school. Golfing is a passion.

Paul Casson, Henderson Global Investors

Paul Casson is a director of pan-European equities at Henderson Global Investors and is the co-manager on the flagship European Absolute Return Fund as well as managing long-only accounts. Paul also runs a sophisticated UCITS III fund which has the ability to take long and (synthetic) short positions in pan-European equities. Henderson Global Investors is one of Europe’s largest investment managers, with over €65.4 billion AUM (as at 31 December 2009) employing over 900 people worldwide. Henderson was one of the pioneers in the European hedge fund industry launching its first hedge fund in 1999. The firm manages over $3 billion in hedge and UCITS III absolute return funds. Paul has a background in accountancy and began his investment career when he joined Martin Currie in 1997. He then worked at SVM Asset Management before joining Henderson in 2005. He has been running long/short money since 2001. 

Leonard Charlton, Dalton Strategic Partnership

Leonard Charlton is the fund manager of the Melchior European Fund, a long short European equity fund. He is also a partner of the management firm Dalton Strategic Partnership (DSP). In managing the fund, Leonard combines his fundamental stock selection skills with an active trading overlay. DSP was established in 2002 as a global investment management firm. The firm currently has AUM of $1.7 billion and offices in London, Hong Kong, Mumbai, Tokyo and Toronto. Investment management is its only business and its investment products carry the brand name Melchior. Before joining DSP to launch the Melchior European Fund in 2006, Leonard was an equity trader for Goldman Sachs International between 1998 and 2003. Subsequently, he joined GLG Partners as a co-manager of the GLG European Opportunities Fund. Leonard holds an MSC in Management Science from the University of Manchester Institute of Science and Technology. 

Stan Chaudhry, Thames River Capital

Stan Chaudhry is head of operational due diligence for the multi manager division of Thames River Capital LLP. Established in 1998, Thames River Capital is a performance focused boutique asset manager. With over £8.4 billion of assets under management across nine investment teams, Thames River is widely recognised as one of the most successful boutiques in recent years. With 169 staff, of which 88 are investment professionals, Thames River has established a strong reputation for its range and skills in managing long/short, UCITS III, property and multi manager investment products. Stan joined Thames River Capital in January 2005. Previously he spent 10 years at Deloitte & Touche, most recently holding the position of assistant director in their Corporate Finance Group (London and New York) where he specialised in due diligence. He holds both Chartered Accountant (UK) and Certified Public Accountant (USA) qualification. He has a BSc in Biochemistry (Honours) from the Imperial College of Science, Technology and Medicine, University of London and is a CAIA Charterholder. 

Tony Chedraoui, Tyrus Capital

Tony Chedraoui is chief investment officer and partner of Tyrus Capital LLP and is the portfolio manager for the Tyrus Capital Event Fund. Tyrus Capital LLP specialises in equity event-driven investing and launched in Q4 of 2009 with assets of around $1.6 billion. Tony was previously global head of event-driven strategies at Deephaven Capital Management from 2006 to 2009, and portfolio manager of the Deephaven European Event Fund.  Before this he worked at Lehman Brothers, initially as an investment banker focusing on mergers and acquisitions from 2000 to 2004, and then as a proprietary trader managing an event-driven strategy from 2004 to 2006.  He has a BSc in Computer and Communication Engineering from the American University of Beirut and a MSc in Finance from the Hautes Etudes Commerciales. 

Russell Clark, Horseman Capital Management

Russell Clark is a portfolio manager at Horseman Capital Management. Russell joined Horseman in 2006, managing the emerging market investments of the Horseman Global Fund Ltd (“HGF Ltd”) until October 2006 when the Horseman Emerging Market Opportunities Fund Ltd (“HEMO Ltd”) was launched. Russell was solely responsible for this multiple award winning fund up to December 2009 when it was agreed that he would assume responsibility for HGF Ltd and HGF LP from January 2010. Horseman Capital Management Ltd was founded by John Horseman in July 2000. The company is owned entirely by the partners with no external capital. The company manages approximately $1.2 billion of assets in its Global and European Select Funds. Russell started his investment career at UBS Wealth Management in 2000, transferring to GAM in 2002 as an investment analyst, a post he held until 2006. He has a BA Hons in Economics and a BA in Asian Studies from the Australian National University. Russell is a CFA Charterholder.

Alexandre Col, Banque Privée Edmond de Rothschild

Alexandre Col is head of the investment fund department at Banque Privée Edmond de Rothschild S.A., Geneva, the headquarters of the group. He has been involved in the hedge fund industry since he joined Rothschild in 1994. He oversees all activities linked to the funds of funds business. The group invests more than $11 billion in hedge funds, including the two Luxemburg umbrella funds, Edmond de Rothschild Prifund (with $3 billion AUM) and Asian Capital Holdings (with $600 million AUM). The group has more than 40 years experience in the hedge fund industry as it launched the first fund of funds in 1969. The bank is listed on the Swiss Stock Exchange and manages approximately $90 billion. Born in 1963, Alexandre has French-Swiss dual nationality. He holds three degrees in Business Administration, Economics and Political Science and two post-graduate diplomas in Political Science and International Economic Relations. 

Martin Cornish, Katten Muchin Rosenman Cornish

Martin Cornish is the managing and senior partner of Katten Muchin Rosenman Cornish LLP, the London affiliate of US law firm Katten Muchin Rosenman LLP. Martin was previously the principal of M.W. Cornish, a niche financial services firm which he originally established in 1997; partner and head of PricewaterhouseCoopers' financial services network of law firms, consisting of some 2,500 lawyers in over 40 countries; European legal director of a US investment bank; and a partner of Simmons and Simmons solicitors, where he qualified. Martin is an acknowledged legal expert and regularly appears as such in the Legal 500 and Chambers' Directories of leading lawyers, having acted for securities, commodities and derivatives brokers and dealers, banks, investment banks and investment managers for over 20 years.

Duncan Crawford, Newedge

Duncan Crawford is global head of capital introductions for Newedge's Prime Brokerage group. He is responsible for a diversified team of people and the team’s duties involve manager and investor sourcing and facilitation of investments through multiple initiatives. Prior to his current role, Duncan was head of capital introductions for Fimat’s Prime Brokerage Group from 2000 to 2007. Previously, he was head of futures trading for Fimat between 1996 and 2000, and was a futures broker from 1992 to 1996.  He began his career with Fimat in 1991 in the clearing business. Duncan left Newcastle upon Tyne University in 1990 with a BSc Hons in Agriculture and Food Marketing.


 

Paul Crean, Finisterre Capital

Paul Crean is CIO and portfolio manager of the Finisterre Sovereign Debt Fund. Prior to this, Paul was global head of Hard Currency EM Trading at West LB from 1998 to 2002. Before that, he was executive director and head of EM Sales at UBS London from 1993 to 1997. From 1986 to 1993, Paul was working in Proprietary Fixed Income and Currency trading, EM institutional sales at Banque Paribas. Paul earned a BA Hons in Economic and Social History at the University of York.


 

Michel Danechi, Armajaro Asset Management

Michel Danechi is a partner at Armajaro Asset Management. Having traded in emerging markets for over 15 years, Michel brings a vast amount of knowledge and contacts to the Armajaro Emerging Markets Fund. Most recently, Michel was hired by Lehman Brothers International (Europe) in London to build and head up the emerging markets equities team. The team managed the banks’ equity derivatives and cash portfolio, mainly in Russia, Greece, South Africa, Israel, Middle East, Czech Republic, Poland, Hungary and Turkey. Under his leadership, Lehman emerged with a strong presence in emerging markets. Prior to joining Lehman Brothers International (Europe), Michel was head of the London office and head of EMEA equity trading at CA-IB International Markets (part of Bank Austria Creditanstaldt / Unicredit) where he was responsible for equity trading and for pricing and structuring EMEA equity derivative structures. In addition Michel successfully managed and traded the firm’s proprietary book. 

Gavyn Davies, Fulcrum Asset Management

Gavyn Davies is chairman of Fulcrum Asset Management and co-founder Prisma Capital Partners. Fulcrum Asset Management was founded by Gavyn and Andrew Stevens in 2004, and the firm specialises in hedge funds, asset allocation and managed accounts driven by mainly macro themes. Gavyn studied economics at St. John's College, Cambridge and Balliol College, Oxford from 1969 to 74. He was an Economic Policy Adviser to the Prime Minister at 10 Downing Street from 1974 to 79. Gavyn then pursued a career as a city economist, first with Phillips and Drew, then with Simon and Coates. He has been an adviser to HM Treasury (1992 to 97), a Visiting Professor at the London School of Economics (1988 to 96). Gavyn was chief economist at Goldman Sachs from 1986-2001 and was repeatedly ranked as the top global economist in surveys of institutional investors. He was Chairman of the BBC from 2001 to 04 and is a partner at Active Private Equity. 

Lars Dollmann, Adelphi

Lars Dollman joined Adelphi in February 2007 to become portfolio manager of the Adelphi Emerging Europe Fund. Founded in 1997, Adelphi Capital is a leading alternative asset investment manager. The firm manages two fundamentally focused, European equity long/short strategies; Adelphi Europe and Adelphi Emerging Europe. Lars began his career as a management consultant at Porat & Co., Tel-Aviv, Israel in 2000. In 2001 he joined Deka Investment as a junior fund manager, eventually progressing to Deka’s emerging Europe fixed income team. In 2003 Lars joined Deka’s equity department, where he took over responsibility for Emerging Europe equities research and subsequently became the fund manager of the Deka Convergence Fund (which went on to become a Standard and Poor's 5 star rated fund). At the time he left Deka, Lars was responsible for managing an asset base of more than €1.2 billion. Lars graduated from Passau University in 1999 with a Diploma in Business Administration, having also studied previously at Tel-Aviv University Overseas Student Programme. 

Mark Dow, Pharo Management

Mark Dow is a senior portfolio manager for Pharo Management LLC. He has more than 19 years of experience in economics and emerging markets. Prior to joining Pharo Management LLC in 2004, he was a portfolio manager at MFS Investment Management for six years, where he managed a variety of fixed-income funds, with special emphasis on emerging markets.  Previous to that, he worked for four years as an economist at the International Monetary Fund and for three years at the US Department of the Treasury, where he specialised in countries with exceptional financing needs and in debt sustainability analyses. Mark did his graduate work at the Fletcher School (ABD PhD) and gained his undergraduate degree from UC Berkeley (BA). 

Christopher Fawcett, Fauchier Partners

Christopher Fawcett is senior partner at Fauchier Partners LLP, which he co-founded in 1994. Fauchier Partners is one of Europe's leading managers of funds of hedge funds and currently manages and advises on approximately $7.5 billion, with offices located in London, New York and Guernsey. Previously, he worked at Euris SA, a French investment holding company. He gained experience in the securities industry with Morgan Grenfell, Industrial Technology Securities, a venture capital company of which he was co-founder, and at the Duménil Group. He is an appointed member of the council of the Alternative Investment Management Association (AIMA), a trustee of the Hedge Fund Standards Board Limited (HFSB), a director of the CFA Society of the UK and a director of Mirabaud Gestion SA. Christopher has an MA in Law from Oxford University, an MBA with distinction from INSEAD, and is a qualified Chartered Accountant. 

Patrick Fenal, Unigestion

Patrick Fenal is chief executive officer of Unigestion, which he joined in 1978. He led Unigestion’s foray into hedge funds (1986) and became Unigestion’s CEO in 1996. Founded in 1971, Unigestion is a privately owned asset management company headquartered in Geneva providing investment solutions to institutional clients (86%) and high net worth families (14%). With over €7 billion total AUM and 147 employees (as of 31 December 2009), Unigestion focuses on the management of three innovative strategies for long-term institutional solutions: minimum variance equities, funds of hedge funds, private equity funds of funds. Patrick started his career at Credit Suisse. He is also a member of the advisory board of the EDHEC Risk and Asset Management Research Centre. In 2008, Patrick contributed to the creation of AIMA's Guide to Sound Practices for Funds of Hedge Funds, as chairman of the steering committee. Patrick studied Economics at the University of Geneva.

Stanley Fink, International Standard Asset Management (ISAM)

Stanley Fink joined the International Standard Asset Management (ISAM) as chief executive officer in September 2008.  Prior to joining ISAM, Stanley spent more than 21 years at leading quoted hedge fund manager Man Group plc. When Stanley retired as group chief executive in 2007, Man had grown the fund management business to the largest quoted hedge fund manager in the world with alternative assets under management of approaching $80 billion. Graduating from Trinity Hall, Cambridge with a degree in Law, Stanley qualified as a Chartered Accountant in 1982 before going on to work at Mars for a year followed by three years at Citibank NA as a vice president. In January 2009 he was appointed co-Treasurer of the UK Conservative Party, and in July 2009 he became chairman of the children’s charity ARK (Absolute Return for Kids), taking over from founding chairman Arpad Busson.

David Fishwick, M&G Investments

Dave Fishwick is head of the macro team at M&G Investments and fund manager of the Episode Fund. M&G Investments is the UK and European fund management arm of the Prudential Assurance Company with £169 billion AUM (09/09). Dave joined the Prudential in 1987 as a European economist developing views on global bond and currency markets. In 1994, he re-located to Prudential’s Australian business, becoming head of fixed interest and asset allocation strategy. During this time, he developed his ideas on market behaviour and designed the strategy, philosophy and process that was implemented for the PAC's Life Fund when he returned to Europe in 1999. Following the success of the mandate, the Episode Fund was launched in 2005. Episode is a discretionary global macro fund with a strong influence from behavioural finance.

Patrick Flaherty, Credit Suisse

Patrick Flaherty is a managing director of Credit Suisse in the EMEA regional management group, based in London. He is a senior relationship manager for its large hedge fund clients, with key account management responsibilities across the bank. Patrick was previously responsible for the client facing businesses within prime services, including sales coverage, account management and capital services. Prior to that, he was head of European equity sales for all institutional clients in the UK and Ireland. Patrick joined Credit Suisse First Boston from James Capel & Co in 1998 where he was head of European equities sales. Between 1994 and 1996, he established HSBC James Capel's Central and Eastern European equities sales and research team. Prior to this, he was a European equities salesman in London and Sydney. Patrick holds a BA (Hons.) in Economics from UCE, Birmingham. 

Stephen Foster, Credit Suisse Alternative Investments

Stephen Foster is the COO for the single manager hedge fund group at Credit Suisse Alternative Investments (CSAI) which covers a variety of strategies including global macro, L/S equity and insurance linked. CSAI has approximately $185.9 billion of managed assets across hedge funds, private equity, real estate, credit, and quantitative and index strategies. Stephen previously had roles within the prime brokerage business at Credit Suisse including global co-head of hedge fund services. He has been involved in the hedge fund industry since 1995 and has been a director of several hedge funds and hedge fund managers including the CQS Convertible and Quantitative Strategies Fund. He remains on the board of several hedge funds. Stephen has been a member of the London Investment Banking Association Prime Brokerage Committee and has served on various Alternative Investment Management Association committees. He has spoken at many hedge fund conferences in Europe and North America. 

Randal Freeman, Centaurus Capital

Randel Freeman is a director and chief investment officer of Centaurus Capital Limited. Prior to leaving in August 2000, he was, from 1995, a risk arbitrage investment manager at Paribas in London prior to its merger with Banque National de Paris in May 2000 and subsequently at BNP Paribas. From 1989 to 1995 he was an associate at Goldman Sachs in Chicago and New York. Centaurus Capital was founded in 2000 by Bernard Oppetit and Randel.  The Centaurus team was one of the pioneers in international event-driven investing, having worked together since 1995 at Paribas. Today, the firm has 21 employees, of whom 11 are investment professionals. Randel holds a MBA from the University of Chicago, a BBA from Loyola University and is a Chartered Financial Analyst. 

Georges Gedeon, Mereor Investment Management and Advisory

Georges Gedeon  is chief investment officer and co-executive committee member at Mereor Investment Management and Advisory (Mereor), a Paris-based asset management firm focused on merger arbitrage and credit strategies. Mereor manages the Mereor Absolute Return Fund which was launched on February 9, 2010. Mereor also provides managed account services.  The firm is run by Georges Gedeon and Jean-Luc Biamonti, a former Goldman Sachs partner and co-head of the French and Belgian Investment Banking. Georges was an investment manager at GLG Partners until March 2009.  He joined GLG in July 2002 with a focus on merger arbitrage and credit. Prior to GLG, Georges worked for nine years as an investment banker at Goldman Sachs in the French investment banking team.  Georges holds dual degrees in Engineering and Finance from the University of Pennsylvania and a MBA from Insead. Georges is married and has two children. He enjoys travelling and playing tennis. 

Michele Gesualdi, Kairos

Michele Gesualdi joined the Kairos Group in 2003. He is responsible for the London operation on the fund of funds side and is a portfolio manager for these products. Michele has more than 10 years of experience in the selection of hedge funds having worked both in London and New York. The Kairos Group is the leading independent player in the alternative asset management space in Italy, with over $6 billion under management. The firm has been a pioneer in this field and the first to launch hedge funds and fund of hedge funds in Italy. Michele Gesualdi holds a B.A. in Economics and Financial Markets (summa cum laude) from the Bocconi University in Milan. 

 

Kevin Gundle, Aurum Funds Limited

Kevin Gundle is senior executive officer of Aurum Funds Limited, overseeing Aurum's investment and research framework and chairing the firms risk committee. Aurum is an award winning manager of multi-strategy fund of hedge funds. Aurum believe that there is a link between a firm’s past and future performance; and that this link is created by the human capital of the firm. The founders of Aurum continue to manage the business today; applying the same core values, investment philosophy, management discipline and sensitivity to risk that has been applied consistently for over 15 years. Kevin is a founding member of Aurum Fund Management Ltd and is also a director of several of Aurum’s Bermuda and Irish offshore funds. He is also a trustee of both Absolute Return for Kids (ARK) and the One to One Children’s Fund. Kevin holds a Bachelor of Science Honours degree in Computer and Control Engineering.

Peter Harrison, RWC Partners

Peter Harrison is chief executive officer of RWC Partners Limited. He is responsible for the day to day management and oversight of the business and was responsible for the development and launch of the RWC UCITS III SICAV launched in 2006. RWC Partners is a private asset management company with $2.5 billion of assets under management. The company manages hedge funds, UCITS III funds across five investment teams. Of particular note are the US equity team managed by Mike Corcell, the European equity team managed by Ajay Gambhir and the convertible bond team managed by Davide Basile. Prior to RWC, Peter was global chief investment officer of Deutsche Asset Management Group, responsible for $520 billion of assets. Over the past 20 years he has been the head of global equities at JPMorgan Asset Management and a portfolio manager at Newton and Schroders.

Andre Havas, Optimized Portfolio Management

André Havas is head of investor relations at Optimized Portfolio Management (OPM). OPM is Scandinavia’s leading fund of hedge fund manager and hedge fund selection team. It manages approximately $500 million through fund of hedge funds and advisory mandates for institutional investors. OPM’s selection process is focused on correlation, risk and performance of the underlying funds. André has 14 years experience of alternative investments from the investor relations side. Previous experience includes six years working for GAM and CDK in London. Before joining OPM, he was employed by Deutsche Bank in Stockholm.  He earned a Bsc in Business Law, French and Italian from the University of Lund in Sweden. André’s passions include red Bordeaux and his family.

Zbigniew J. Hermaszewski, Altis Partners

Zbigniew Hermaszewski is principal and head of research and technology of Altis Partners. Zbigniew created the Altis trading system in 1997 and founded Altis alongside three other principals (Alex Brunwin, Stephen Hedgecock and Natasha Reeve-Gray) in 2000. Trading since 2001, Altis Partners is a $1.4 billion diversified systematic managed futures programme. Zbigniew graduated from the Imperial College of London in Physics, where he also studied towards a PhD in Mathematics. He started his career as an analyst in 1982 with Wood Mackenzie & Co. His experience includes three years with Sabre Fund Management as director of research where he worked on proprietary technical system and product construction; as well as portfolio construction, trading system research and implementation with Adam Harding & Lueck in 1993. Zbigniew also spent four years from 1989 to 1992 with UBS as a director, and previously four years with James Capel & Co as an account executive. 

Melissa Hill, Sabre Fund Management

Melissa Hill is the managing principal and senior executive officer at Sabre Fund Management.  Having joined the firm in 1996, she became a member of the board in March 2000 and occupied the role of chief operating officer from 2003 to 2005, leading a management buyout in December 2005.  Melissa is responsible for Sabre’s overall business strategy and firm direction.  She is also a member of the Investment Committee which supervises the ongoing development of Sabre’s funds. Sabre Fund Management is one of London’s oldest firms.  Originally founded in 1982 by the previous management team, Melissa was appointed just as the firm was considering a transition from futures fund management to hedge fund strategies.  She then worked closely on the launch and development of Sabre’s first quant strategy in 1997.  Today, the firm manages the award winning Sabre Style Arbitrage Fund managed by Dan Jelicic and Sabre Adaptive Trading, managed by Alexandre Guillaume.

Nicolas Hirsch, Amundi Hedge

Nicolas Hirsch is business development manager for Amundi sales teams promoting the Amundi Hedge Managed Account Platform. Previously, Nicolas was in charge of prime broker and OTC counterparty relationships within the managed account platform team of CASAM from September 2005 to August 2007. From 2001 to September 2005, he worked at Lyxor Asset Management where he held a similar position overlooking all prime brokerage and OTC counterparty relationships. He primarily focused on business, legal and operational issues. Nicolas started his career in the alternative industry at Bear Stearns International in London where he was a hedge fund relationship manager in the prime brokerage department from 1997 to 2001. Prior to that, he worked in numerous financial institutions. Nicolas is a graduate from IPAG Paris business school and holds a Master’s degree with a specialisation in Bank and Insurance.

Caroline Hoare, GLC

Caroline Hoare is CEO and director of GLC Ltd. Caroline is a qualified lawyer and has been the CEO since 2001. GLC is one of the oldest hedge fund management companies in the UK and is based in London. GLC trades approximately $2 billion AUM in single strategies and multi-strategy programmes for a primarily institutional investor base. Caroline has 15 years’ experience of the structuring, regulation, administration and operation of alternative investment funds. She joined GLC as chief executive officer in 2001. Having practised at the bar, Caroline started her career in fund management in 1994 when she joined GNI Ltd, where she became an associate director in the legal and compliance department. In 1999 Caroline became a director of GNI Fund Management Ltd. Her passions include opera, theatre, champagne and parties. 

David Hoey, ABC Arbitrage Asset Management

David Hoey is vice-chairman and COO of ABC Arbitrage Asset Management (ABCAAM), the operational division of the ABC Arbitrage group. Together with Dominique Ceolin (chairman and CEO) they co-manage the extent of the groups activities. After three years with a division of Credit Agricole post-graduation he joined the founders of ABC Arbitrage in 1996. As an executive board member since the outset, he has contributed to the group’s strategic development and growth of its core business. Listed on Euronext, the group has shown consistent profitability since its creation with ROE in excess of 30% annually over the last five years. Historically of a proprietary orientation, in 2007 ABCAAM launched its first fund, ABCA Arbitrage Opportunities Fund, an Irish QIF. The Fund houses one of the group’s legacy strategies exploiting the global M&A universe from a statistical approach, and has provided an annualised return of 6.13% since inception (to February 2010). 

Mike Humphries, Polygon CB Partners

Michael Humphries is CIO of the Polygon Convertible Opportunity Fund. Polygon CB Partners LLP was established in 2009 to invest in convertible arbitrage through a concentrated and research intensive approach. Michael joined Polygon in 2009 from MKM Longboat where he was a founding principal with responsibility for the convertible, event and equity strategies.  MKM was formed through the separation of Sagamore Hill’s European business in 2006 and was winner of the 2006 EuroHedge Mixed Arbitrage and Multi-Strategy Fund of the Year.  Mike joined Sagamore from Goldman Sachs in 2002, built and ran the European franchise and was responsible for the non-US convertible business and the development of the European event and credit businesses.  Previously, Mike spent eight years at Goldman Sachs including six years in the prop convertible business and several years in investment banking.  Mike began his career in equity research at James Capel in 1993.

Cyril Julliard, Europanel Research & Alternative Asset Management

Cyril Julliard is co-founder and president of Europanel Research and Alternative Asset Management (ERAAM). Founded in 1998, ERAAM is a Paris based firm investing exclusively in European alternative investments either on behalf of institutional investors or for its funds of funds. Prior to founding ERAAM, Cyril set up a European hedge fund (Colbert) and held senior management and fund management positions on fixed income at Finacor and BZW.

 

Fredrik Juntti, Montrica Investment Management LLP

Fredrik Juntti is a manager at Montrica Investment Management which he cofounded in 2006 following an 11 year career in finance. Montrica Investment Management LLP is a London-based investment manager focused on European event driven investment opportunities. The firm was founded by Andrew Metcalfe, Svein Hogset and Fredrik Juntti in 2006 and is managed by an executive committee consisting of the three founders as well as Richard Haas (COO) and John Mackenzie (general counsel). Prior to joining Montrica, Fredrik was a managing director and portfolio manager of European event-driven/value investing at Citadel Investment Group. Prior to Citadel, Fredrik was a member of the management team of AB Custos, an active value investment vehicle. Fredrik began his career at Morgan Stanley in 1995. Fredrik holds an MSc in Financial Economics from the Stockholm School of Economics and an MSc in Commercial Law from the University of Stockholm.

Darren Ketteringham, PricewaterhouseCooopers

Darren Ketteringham is a partner in PricewaterhouseCoopers (PwC) London Banking and Capital Markets Practice. He has 16 years extensive industry experience working with, advising and auditing PwC’s major global banking and capital markets clients. Darren leads PwC's prime brokerage practice in the UK and has worked with many of the leading global Prime Brokerage houses advising on operating model design and resilience and providing independent third party assurance over their business models and related controls as they consider their response to recent market stress and regulatory change. Over the past 18 Months Darren has been the COO on the Lehman administration in the UK and has also led the unwind of Lehman's financing (being stock loan/borrows and repos/reverse repos) business in the marketplace. 

GJ Koomen, Sothic Capital Management LLP

GJ Koomen is the managing partner and chief investment officer of Sothic Capital Management LLP. Sothic is a distressed situations specialist. Its objective is to achieve superior risk-adjusted returns over a multi-year period, through investments in distressed and event-driven special situations which generally have a low correlation to the overall market. Investments are based on a bottom-up, fundamental research driven approach with a special focus on capital preservation. Sothic’s AUM is approx $247 million. Prior to founding Sothic, GJ was a managing director and head of JP Morgan’s Credit Proprietary Positioning Business. He was the portfolio manager for the distressed group from 2001 to 2008. Previously, he was head of Merrill Lynch's European Distressed Trading Group from 1998 to 2001 and head of ING's European Proprietary Special Situations Group from 1994 to 1998.GJ holds a degree in Business Administration from Rijksuniversiteit Groningen (Netherlands).

Borja Largo, Allfundsbank Alternative

Borja Largo is the chief executive officer of Allfunds Alternative. Allfunds Alternative is the subsidiary of Allfunds Bank dedicated to institutional services of advisory of fund of hedge funds. Allfunds Alternative was founded in 2008 and is developing relations with institutions worldwide. Borja is also the chief investment officer of Allfunds Bank where he has direct responsibility over the fund research, portfolio advisory and product specialist teams. He joined Banif (the Santander Group Private Bank) in 1999 as a fund analyst until 2000 when he became one of the founding members of Allfunds Bank as a spin off of Banif´s third party fund department. 

Eric Le Coz, Carmignac Gestion

Eric Le Coz is director of product development, a member of the investment committee, and a member of the executive board at Carmignac Gestion. Carmignac Gestion is an independent European asset management firm with €39.5 billion assets under management, headquartered in Paris. The Carmignac investment style is non benchmarked and fundamentally driven. The investment range of French FCP and Luxembourg SICAVs offer UCITS III compliant open funds in: global equity, balanced, bond, specialised and alternative asset management. Eric has held several posts as portfolio manager at Carmignac Gestion. He is an active member of the investment committee and acts as adviser to Edouard Carmignac on several aspects of the investment management business. Eric is responsible for all product development at Carmignac Gestion. Prior to Carmignac Gestion, Eric has held several senior positions as a financial market derivative’s manager both on the buy and sell side at companies such as Altus Finance and GNP Commodities in Chicago. 

Sven Liden, Man Investments

Sven Lidén is head of product strategy and business development of Man Investments, based in Pfäffikon, Switzerland. Man is the global leader in hedge fund investing with over $40 billion AUM and 1500 employees. Man Group is a FTSE100 company, based in London. Prior to his current responsibilities, Sven was head of portfolio management and a member of the management committee of RMF. Prior to joining RMF in 2001, he was responsible for several development projects in Czechoslovakia and the Baltic States for the Swiss government before he co-founded the Liden & Denz language school in St. Petersburg, Russia, the world’s market leader in teaching Russian as a foreign language. Subsequently, he was the co-head of Swiss Re’s CEE marketing team. Sven received both his master MBA and MSc from the University of St. Gallen, Switzerland. He is a member of the Swedish Society of Financial Analysts (SFF).

Alistair Lumsden, CQS

Alistair Lumsden is chief investment officer for CQS' ABS strategies with responsibility for devising and executing the asset backed securities strategies for the firm on a global basis.  He is the senior portfolio manager for the CQS ABS Fund which was launched in October 2006. Ali is also a member of the CQS executive committee. Prior to joining CQS in 2006, Alistair was responsible for running the asset management desk within Rabobank’s Vehicle Management Group. He was a founding member of the management team responsible for the launch of Rabobank’s Tango structured investment vehicle, where he had primary responsibility for managing the $10 billion asset portfolio. Before this, Ali was a portfolio manager at Abbey National Treasury Services where he invested in a variety of MBS and ABS securities, with primary responsibility for developing the bank’s $15 billion HEL portfolio from 1995 to 2001. Alistair holds a BSc in Business and Management Studies from the University of Bradford. 

Paul Marshall, Marshall Wace

Paul Marshall is Chairman and CIO of Marshall Wace LLP. Marshall Wace is one of Europe’s leading hedge fund groups with offices in London, Hong Kong and Connecticut. The firm combines traditional fundamental long/short equity strategies with its unique alpha capture strategy known as TOPS. Marshall Wace has won a number of high profile investment awards. Paul is a founding member of the Hedge Fund Standards Board. In January 2009, he appeared before the UK Treasury Select Committee Review on the role of hedge funds in the financial crisis and he was also a member of HM Treasury Asset Management Working Group (2009). Paul holds an MBA from INSEAD Business School and a BA (Hons) from St John’s College, Oxford University. 

Jarkko Matilainen, Varma Mutual Pension Insurance Company

Jarkko Matilainen is director of hedge funds at Varma Mutual Pension Insurance Company, and has been responsible for Varma’s hedge and distressed fund investments from 2003 to present. Varma is a private sector pension insurance company in Finland with an AUM of €30 billion. Prior to Varma, Jarkko was a partner in Avenir, a Helsinki based equity long/short fund from 2000 to 2003. From 1996 to 2000, he was an economist and strategist in Pension-Varma.

Jon Mills, KPMG

Jon Mills is UK head of IM&F audit and a partner in KPMG’s financial sector practice. He is responsible for the provision of audit and risk advisory services to clients with a particular emphasis on investment management and funds. Jon is a member of KPMG’s UK, Europe and Global Investment Management and Funds practice groups. He also sits on the ICAEW’s investment management committee. Jon leads KPMG’s client service teams for a number of major investment management, fund and hedge fund assignments. He has extensive experience in AAF 01/06 and SAS 70 reporting and FSA regulatory reporting engagements.
Jon has more than 15 years experience in the financial sector, having joined KPMG in 1991.  He has worked with global organisations across numerous jurisdictions, including four years spent on secondment to KPMG Bermuda.  Jon is a graduate of the University of Exeter and is  a Fellow of the Institute of Chartered Accountants in England and Wales.

Ian Morley, Allenbridge Hedge

Ian Morley is chairman of Allenbridge Hedge, a hedge fund rating and consulting company. He is also global economic adviser to Collins Stewart Wealth Management, NED at Infonic, a FOF software company and director of Wentworth Hall, a consulting and private equity company. Ian was the founding chairman of The Alternative Investment Management Association (AIMA). He has advised the Bank of England, the Central Bank of Ireland, the OECD, the EU, the FSA and other international institutions about the hedge fund industry. Ian graduated with a BSc Economics (Hons) from the LSE. He appears regularly on television, radio and conferences throughout the world and his articles are frequently published in leading financial journals. Ians hobbies include marathon running, weight training, dancing, boating, football, philanthropy and community theatre. He lives in London with a dog, cat and sometimes his children. 

Paul Netherwood, Beach Horizon

Paul Netherwood is a founding partner of Beach Horizon LLP with responsibilities for investment management and research for Horizon. He was responsible for designing and building the Horizon trading system. Paul has over 16 years experience in designing and building trading systems and large-scale risk management systems in a number of investment banks. Prior to founding Beach Horizon in May 2005, he was at Beach Capital Management from 2001 where he was responsible for building systematic trading systems. Paul started his career at AHL (now Man Investments Limited) in 1993 where he was involved in trading system development. He later moved to Nomura to build risk management systems. Following that, he was chief architect at a risk management software house responsible for building credit risk management systems for Deutsche Bank. Paul has a PhD in Pattern Recognition and a BSc (Hons) in Computer Science from Kingston University in London UK. 

Colin O'Shea, Hermes

Colin O’Shea is head of commodities at Hermes, which he joined in April 2008.  He is responsible for managing the Hermes suite of commodity funds and for driving the business forward into the third party asset management space.  Colin has also implemented a commodity hedge fund manager program for the British Telecom Pension Scheme. Prior to Hermes, Colin worked as an investment manager with Railpen Investments (investment manager to the £20 billion Railways Pension Scheme), as an investment consultant at Mellon and in the pension’s consultancy at HSBC Actuaries & Consultants Ltd where he began his career. Colin is a Fellow of the Institute of Actuaries. He studied Actuarial Mathematics and Statistics at Heriot-Watt University, Edinburgh and graduated with First Class Honours.  Colin is also a trustee director of the Hermes Group Pension Scheme. 

Simon Parrott, J.P. Morgan Cazenove

Simon Parrott is managing director and head of special situations at J.P. Morgan Cazenove. J.P. Morgan Cazenove is a wholly-owned part of J.P. Morgan and provides hedge fund, corporate and institutional clients with cash equities solutions spanning sales and trading, special situations, electronic client solutions and commission management. Simon has over 20 years experience in the securities industry and specialises in sales, execution and research related to special situations including risk and event arbitrage, dual class share trades, company arbitrage and restructurings.

 

Paolo Pellegrini, PSQR Capital Management

Paolo Pellegrini is the president of PSQR Capital Management, a macro hedge fund manager pursuing global investment opportunities. Previously, Paolo was a managing director at Paulson & Co. where he co-managed the Paulson Credit Opportunity funds. In 2005, while at Paulson, he began researching what he perceived to be a major credit bubble, ultimately identifying the upcoming subprime collapse. PSQR was formed in April 2008, originally as a vehicle to manage Paolo’s personal wealth. Paolo’s earlier career includes work as a credit derivatives analyst at Mariner Investment Group and as an investment banker with Lazard Freres & Co. He holds a degree in electrical engineering from Milan’s Politecnico and a MBA from Harvard. He is president and a trustee of the Tony Blair Africa Governance Initiative-US and an international advisory board member of Friends of FAI, the Italian Environment Foundation.

Eric Personne, Bank of America Merril Lynch

Eric Personne is co-head of EMEA cross asset distribution platforms and head of EMEA equity and fund structured solutions group at Bank of America - Merrill Lynch (BAML). Eric’s mandate covers the creation, marketing and distribution of structured products (securitised or not, equity, commodity and fixed-income) to investors in EMEA. BAML is actively developing a HF-UCITS III platform ($1.5 billion AUM after 12 months of active marketing), with the aim to become a leader in the fast growing "Newcits" industry segment. Prior to joining BAML in 2007, Eric spent 10 years at Societe Generale where he was inter alia chief executive officer of Lyxor Asset Management (2003 to 2006). He is a graduate of Ecole Polytechnique (Paris) and Ecole Nationale des Ponts et Chaussees (Paris) and holds a post-master degree from University Paris Dauphine. 

Richard Pettifer, KPMG

Richard Pettifer leads KPMGs risk and compliance practice for the investment management sector in the UK. Richard has worked across the investment management sector (with traditional and alternative investment managers, wealth managers, sovereign wealth funds, custodians and administrators). His work covers the full value chain from strategic advice through to implementation of major change, but in his present role he is particularly focussed on helping clients manage their businesses through major regulatory change. Richard is also a regular speaker at conferences and a key contributor to much of the research KPMG undertakes in the investment management sector. Richard is a Chartered Accountant by training and has worked exclusively in the investment management sector for last 20 years. This includes four years with an investment manager, four years as head of product development for investments and insurance at National Australia Bank in the UK and 12 years in two separate periods at KPMG. 

Martin Phipps, Gartmore

Martin Phipps is head of alternative distribution for Gartmore, Europe. He has 25 years investment experience in both portfolio management and business management roles. Having started his career in the insurance industry with Pearl Assurance in 1982, he joined County Bank, investment division (owned by National Westminster Bank which subsequently acquired Gartmore) in 1985. By 2000, he was head of structured fixed income managing in excess of $3 billion in quantitative fixed income and currency overlay products. Since 2000, Martin has had a number of business management roles, including head of international client service and sales, and was appointed head of hedge funds in 2000. He has been instrumental in growing Gartmore’s hedge fund business. He is now the head of alternative distribution, Europe and is the president of Gartmore Distribution Services Inc., a US broker-dealer. Martin graduated from the University of Leeds in 1982 with an Honours degree in Management Studies and Geography.

Mike Powell, USS

Mike Powell has overall responsibility for the alternatives programme and is chairman of the Alternatives Investment Committee at USS. He is also a member of the Asset Allocation Committee and the Management Committee for the London Investment Office. USS is the principal pension fund for the UK university sector with in excess of 250,000 members and approximately £28 billion in assets. USS has targeted a 20% allocation of total assets into alternatives over the medium term and currently has approximately £3 billion invested across private equity, infrastructure and hedge funds. Prior to joining USS, Mike spent the majority of his career at Shell Pensions Management Services Limited in a variety of investment roles, latterly as the head of strategy.   He serves on a number of advisory boards for private equity funds and is also deputy chairman of the Private Equity Investors Association and a member of the BVCA Responsible Investment Advisory Board. Mike graduated with a first class honours degree in Economics from the University of Warwick where he was awarded the John Brack Memorial Prize for Applied Economics.  He is an Associate of the CFA Society of the UK.

Lee Robinson, Trafalgar Asset Managers

Lee Robinson is co founder of Trafalgar Asset Managers and chief investment officer of the Trafalgar Catalyst Fund. Lee and his team of nine dedicated analysts and traders specialise in event-driven strategies. This includes risk arbitrage where the team employs creative payoffs using options to define downside and optimise the risk/return profile.  Lee has an 11-year track record investing in this universe, stretching back to his time at Tudor Capital where he built and managed its global event driven business.  Prior to his time at Tudor, Lee was a senior credit derivatives trader at Deutsche Bank and an interest rate options trader at Bankers Trust. Lee is a graduate of Cambridge University where he earned a Bachelor’s degree in Mathematics.

Nick Roe, Citi

Nick Roe is managing director and global head of prime finance at Citi, responsible for the Global Prime Finance division of Citi. Nick joined Citi in October 2005 as European head of prime finance from Deutsche Bank, where he had been the global head of prime finance. Prior to Deutsche Bank, Nick had been at Morgan Stanley for 12 years, involved in the synthetic derivative product and the development in 1993 of the international prime brokerage platform. 


 

Brian Ruane, BNY Mellon Alternative Investment Services (AIS)

Brian Ruane was appointed CEO of BNY Mellon Alternative Investment Services (AIS) in November 2009.  As CEO of AIS, Brian focuses on expanding BNY Mellon's relationships with alternative asset managers globally and leveraging the competitive advantages of the company's products and services.  His role as CEO enlarges upon a relationship with AIS that began in 2004; during the intervening years he has played a key role in driving the strategic direction of AIS and managing its impressive growth. Brian is also a member of the board of directors and credit committee of Pershing LLC.  In 2003, he was co-opted onto The Federal Reserve Bank of New York’s working committee on The Future of The U.S. Government Securities Markets. Brian is a member of the advisory board of The UCD Michael Smurfit Graduate School of Business in Dublin and The Frank G. Zarb School of Business in New York. 

 

Tom Sandell, Sandell Asset Management

Tom Sandell founded Sandell Asset Management in January 1998 and actively manages the equity event portfolios and has senior risk management authority. In January 2010, after running a multi-strategy event-driven fund for the previous 12 years, Tom added the Castlerigg Merger Arbitrage Fund to Sandell’s offering. The merger arbitrage team invests in announced deals and generally does not have an appetite for large bets on situations with polar or unquantifiable outcomes. Preservation of capital is the fundamental objective of the fund; generating consistent returns with low downside volatility, largely independent of market movements. With an emphasis on international developed markets, Sandell has generally extracted a higher degree of return (both absolute and risk-adjusted) in the foreign markets across Europe, Canada, Austral-Asia and Latin America than from the United States. Prior to founding Sandell, Tom spent eight years at Bear Stearns where he established and ran a proprietary international arbitrage business and ultimately co-headed the department. 

Jose Santamaria, RBC Dexia Investor Services

José Santamaria is director of business development for RBC Dexia Investor Services. Based in Luxembourg, José is responsible for securing new business relationships in the alternative investments market. José comes to RBC Dexia from RBC Wealth Management, where he was head of institutional sales and business development for RBC Wealth Management. He had joined Global Private Banking in 2000 to oversee fund administration in the Channel Islands. Previously, José worked with RBC Wealth Management, starting in 1997 as director of fund services. In this role, José helped set-up the offshore service model for the Americas (Canada, USA and Latin America). Prior to joining RBC, José was manager of fund operations at both National Trust Company and Canada Trust Company. 

Tom Sargeant, Tudor Group

Tom Sargeant is the director of international product development, responsible for the development of new products as well as establishing and furthering client relationships for the Tudor Group. Tom joined Tudor in September 2007, prior to this he worked at Goldman Sachs Asset Management (GSAM) where he was an executive director in hedge fund strategies focusing on business development across Europe, the Middle East and Asia.  Prior to joining GSAM, he worked in the investment banking division of Goldman Sachs in the communications media and technology group where he focused on strategic advisory and financing initiatives for a range of European technology, information service and telecom companies. Tom holds an MA in Politics, Philosophy and Economics from Oxford University and is a Chartered Financial Analyst. 

Karsten Schroeder, Amplitude Capital AG

Karsten Schroeder is the CEO of Amplitude Capital and the portfolio manager for the Amplitude Dynamic Trading Fund and the Amplitude Klassik Fund. He oversees all the key decisions related to product development, research and strategy for the Amplitude’s range of funds. Together with his partners he founded Amplitude Capital in September 2004. Prior to that, Karsten was with McKinsey where he was involved in a number of key Corporate Finance projects involving blue chip European clients. He started trading futures and options at a young age and eventually turned his passion into his profession. Karsten regularly speaks at conferences and appears as a frequent guest on business channels, such as Bloomberg and CNBC. He received his Business Diploma from the HHL in Germany. Growing up in former Eastern Germany, he also lived in the US and Australia.

Douglas Shaw, BlackRock

Douglas Shaw is managing director and head of BlackRock's Proprietary Alpha Strategies. He is also a member of the Leadership Committee and a non-executive director of the Alternative Investment Management Association, responsible for representing the Europe, Middle East and Africa region, which he will serve until 2010. Doulgas joined the firm when Merrill Lynch Investment Managers (MLIM) merged with BlackRock in 2006. At MLIM, He was the head of alternative investments. Prior to this, he was COO of the Children's Investment Fund (TCI), a single manager global equity hedge fund based in London. Before this, he worked at Gartmore Investments Limited as head of derivative investment where he helped in the creation of the hedge fund business. Douglas began his career working with derivatives at Société Générale and Banque Paribas. Douglas earned a BA degree, with Honours, in Geography at the University of Oxford in 1986. 

Mikael Spangberg, SEB Merchant Banking

Mikael Spångberg has been head of the alternative investment team within SEB Merchant Banking since 2007. The team has a long history of seeding and incubation hedge fund managers. His team also manages a couple of alternative investment strategies e.g. two funds with a dedicated market neutral focus. Mikael is also a credit committee member and is active in various projects within SEB trading and capital markets. He has been active in the alternative industry during the last 10 years and has participated in seminars and events such as the EuroHedge Summit. He started his career at the equity finance desk and since then he has had several senior positions within the banking industry including senior credit analyst and portfolio manager. Mikael holds a Master of Science degree in Financial Economics. 

Bernhard Steege, Albourne Partners

Dr. Bernhard Steege is senior analyst and partner at Albourne Partners. He is a member of the board of management for Albourne Partners. Deutschland AG (Germany), where he works in business development and portfolio construction. Bernhard began his career with a general banking apprenticeship at Stadtsparkasse München (Germany) in 1988, studied at Ludwig-Maximilians University (Germany) from 1990 to 1995 where he gained his PhD in Business Administration in 2005. From 1995 to 1997, he worked as consultant financial services for Ernst & Young Consulting (Germany). Between 1997 and 2008, he worked at Bayerische Landesbank (Germany) where he performed several functions over the years (head of alternative investments, head of project transformation in business field financial markets, head of business development financial markets).

Simon Thorp, Liontrust Investment Services

Simon Thorp is head of fixed income at Liontrust Investment Services Ltd. Liontrust Asset Management PLC, which was founded in 1994, is a process-driven independent fund management group focused on UK, European and global equities and fixed income. On 24 March 2010, group funds under management stood at £1.160 billion. Simon launched Liontrust’s credit hedge fund in 2000 and in March 2010, Liontrust Credit Absolute Return Fund, the first UCITS III compliant, hedge fund heavy, absolute return strategy. He gained significant fixed income markets experience while working in a variety of senior trading and management roles such as chief executive at Exco, co-head of global fixed income at NatWest Markets, head of sterling bond trading at Salomon Brothers and trading various fixed income assets at SG Warburg and at Akroyd & Smithers.

Ton Tjia, Ratio Asset Management

Ton Tjia is a partner at Ratio Asset Management LLP. Ratio Asset Management was founded in 2006 by Jonathan Sharpe and Ralph Jainz. The company manages the Ratio European Fund, a small/mid cap European long/short fund. The company has AUM of $170 million in the strategy. A new European all-cap long/short fund (Ratio European Opportunities Fund) will be launched on May 1st, to be managed by Ton. Ton has 30 years total investment experience and a graduate degree in Econometric Sciences of the University of Amsterdam. This includes most recently 11 years long/short stock picking; first at Olympus Capital, which he founded; thereafter at Millennium Capital. Beforehand, he was at Schroder Investment Management for 11 years where he was board director in charge of the European analyst’s team. Ton’s hobbies are tennis, skiing and cooking.  He has a great passion for Venice and its place in history.

Christiaen van Lanschot, VOC Capital Management

Christiaen van Lanschot is CEO of VOC Capital Management LLP, a specialised commodity asset manager. VOC Capital was founded by a team of highly experienced individuals who formerly worked together at AIG Financial Products, where they were responsible for the development and implementation of commodity investments and strategies. Its first fund, the VOC Capital Commodity Alpha Fund, was launched in 2009 and is an absolute return fund. It systematically invests in a number of bespoke investment strategies via multiple proprietary models on a long/short basis. Christiaen has been working in the finance industry for nearly 15 years. He joined Banque AIG in 2001, where he was initially responsible for the structuring and marketing of commodity derivatives. Prior to this, he was responsible for marketing derivative products at General Re Financial Securities and subsequently at Morgan Stanley Dean Witter. Christiaen holds an MBA in Finance from the CASS Business School in London.

Markus Weigl, Superfund Consulting GmbH

Markus Weigl is managing director of Superfund Consulting GmbH, Vienna, which he joined in 2004. His responsibilities include consulting other members of the Superfund group of affiliated companies in the areas of international product and organisational structuring; as well as legal and compliance, finance and controlling and administration matters. With a successful track record spanning more than 14 years, Superfund funds have proven to be among the world's most successful investments. Since 1996, Superfund has paved the way for private individuals to profit from managed futures funds by offering lower minimum investment levels. Markus is a member of European Commission Expert Group on Financial Education (EGFE), Brussels; and the board of directors of the Austrian organisation of foreign investment companies (Vereinigung Ausländischer Investmentgesellschaften in Österreich (VAIOE), responsible for alternative investments. Markus earned a Bachelor of Arts degree at the University of Vienna.