AR Symposium 2011

Venue: The New York Athletic Club
Location: New York
Dates: Wednesday, 02 November 2011 - Thursday, 03 November 2011

The 8th annual AR Symposium (previously the Absolute Return Symposium) 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 also addresses the overall outlook for the hedge fund industry and financial markets. It will look at the opportunities, challenges and risks across a range of investment strategies. Keynote speakers include: EMMANUEL ROMAN, MAN GROUP; MITCH JULIS, CANYON CAPITAL; NASSIM TALEB, UNIVERSA INVESTMENTS REGISTER NOW Call +1 212 224 3570 or email: events@hedgefundintelligence.com



Keynote Speakers:

 

Mitch Julis,
Canyon Partners

Mitch Julis is co-founder, co-chairman and co-CEO of Canyon Partners a global alternative asset management firm, specializing in credit-oriented investments.
Canyon, headquartered in Los Angeles, manages approximately $20 billion in assets.
Prior to forming Canyon, Mitch was responsible for distressed and special situation securities at Drexel Burnham Lambert. Previously, he was a bankruptcy and creditors¡¯ rights attorney at Wachtell, Lipton, Rosen & Katz in New York. Mitch is a graduate of the Woodrow Wilson School at Princeton University (B.A., magna cum laude, Phi Beta Kappa), Harvard Law School (J.D., magna cum laude) and Harvard Business School (M.B.A., honours).


 

  Manny Roman,
Man

Emmanuel Roman is COO of Man, a group-wide role with prime responsibility for integrating the GLG acquisition. He is also the key link between the sales, investment, product development and operational sides of the combined business. He joined the Board of Man in May 2011.
Before joining GLG Partners, Emmanuel worked at Goldman Sachs International Limited, which he joined in 1987. Over the years he worked in the fixed income, investment banking and capital markets areas.


 

  Nassim Taleb
Universa Investments

Nassim Taleb is the distinguished scientific advisor for Universa Investments and is considered the premier specialist of rare events (black swans).  He has advised heads of states, top financial institutions, and various central banks on tail risks.   
He is the author of Fooled by Randomness, The Black Swan, and The Bed of Procrustes: Philosophical & Practical Aphorisms, which have been translated into over 32 languages. Being among the most veteran option traders in the world, Nassim has held senior trading and managing director positions at investment banks.
Currently, Nassim is a Distinguished Professor of Risk Engineering at New York University Polytechnic Institute.


 



Panellists Include:

 

 
Indrajit Bardhan,
Credit Suisse

Indrajit Bardhan is a managing director of Credit Suisse in the investment banking division, based in New York. He is head of prime services risk as well as head of prime services Americas, and is responsible for funding and liquidity for the equity division.
Indrajit joined Credit Suisse in 2009 from Merrill Lynch where he was COO of prime services responsible for risk, profitability and strategy, and head of funding, capital and liquidity for the equities division. Prior to Merrill Lynch, Indrajit spent 13 years with Goldman Sachs Securities Services in New York and London where he traded a range of products including convertibles, warrants, stock loan and delta one products.
Indrajit holds a Bachelors degree from I.I.T. in Mumbai, India, as well as a Masters and Ph.D. in Operations Research from Columbia University's School of Engineering and Applied Sciences. Indrajit lives in New York with his wife and four children.



Julian Barrowcliffe,
Chichester Capital

Julian Barrowcliffe is a managing partner and portfolio manager of Chichester Capital Management.
Chichester is a discretionary commodities trading firm that engages primarily in relative value commodities trading and opportunistically in directional commodities trading. 
Prior to founding Chichester in 2009, Julian was a managing director of Proxima Alfa Investments and senior portfolio manager of its Anglian commodities team.  From 1999 to 2004, he was global head of commodities trading at Bank of America in New York.    From 1996 to 1999, Julian was part of Cinergy Capital and Trading.  Prior to this, he was a director and head of energy trading at Merrill Lynch.  He also worked at Bankers Trust in London and New York and Shell International.  Julian received his B.A. (Honors) D.I.S. Business Administration and French from Loughborough University of Technology in the U.K.



Don Bobbs,
Stark Investments

Don Bobbs is a senior portfolio manager at Stark Investments with responsibility for global credit-related strategies, including distressed investments.
Founded in 1992 and based in Milwaukee, Wisconsin, Stark Investments is a $3 billion global alternative investment firm providing multi-asset investment capabilities through a diverse array of fundamental and quantitative strategies.
Prior to joining Stark in 1999, Don worked at Northwestern Mutual Life Insurance Company in capacities ranging from securities analyst to portfolio manager in the private placement and high yield/emerging market departments. Don holds an M.B.A. and B.S. in Quantitative Business Analysis with Distinction from Indiana University.


Darcy Bradbury,
D. E. Shaw

Darcy Bradbury is a managing director of D. E. Shaw & Co., L.P. and the director of external affairs for the D. E. Shaw group.
Darcy has over 25 years of experience in finance in both private and public sectors. After completing her graduate studies, she worked in public finance investment banking until 1990, whe
n she was appointed deputy comptroller for public finance for the City of New York. She then joined the U.S. Department of the Treasury, serving as assistant secretary for financial markets. Darcy worked at bankers Trust and Mezzacappa Management, LLC. before joining the D.E. Shaw group in 2007.
Darcy received an M.B.A. with honors from Harvard Business School and an A.B. magna cum laude in Social Studies from Harvard University.

Ken Brody,
Taconic Capital Advisors

Ken Brody is a co-founder of Taconic Capital Advisors, a multi-strategy event driven hedge fund, founded in 1999. Taconic currently manages approximately $9.1 billion.
Ken served as president and chairman of the Export-Import Bank of the United States. He spent 20 years at Goldman, Sachs & Co.  where he was a general partner and member of the management committee. He formerly served as chair of the University of Maryland investment committee and on the board of directors of Quest Diagnostics Incorporated, AlexBrown Incorporated, Federal Realty Investment Trust, and Telerate Incorporated.
Ken received an M.B.A. with high distinction from Harvard Business School in 1971, where he was a Baker Scholar. He served as an officer in the United States Army, attaining the rank of Captain.


 

Troy Buckner,
NuWave Investment Management

Troy Buckner is the founder and managing principal of NuWave Investment Management, leading its systematic investment strategies and development of non-correlated investment programs. Troy possesses 25 years of trading experience and an in-depth understanding of market theory.
Established in 2000, NuWave specializes in developing quantitative trading strategies and their systematic application to financial and commodity markets. NuWave manages more than $1 billion of institutional and high-net worth assets.
Troy is an industry veteran who began his career at Salomon Brothers. He started his own business in 1991 to focus on the design and implementation of trading models that would eventually support NuWave.


Scott Carpenter, 
State Street 

Scott Carpenter, CAIA, is a senior vice president and the head of client relationship management and strategy for State Street's alternative investment services businesses. In this capacity he is responsible for the hedge fund, private equity and real estate customers of State Street as well as the multi-year strategy for the AIS division.
State Street's hedge fund administration services are offered through International Fund Services ¨C A State Street Company. State Street/IFS is the second largest hedge fund administrator with $480 billion in hedge fund assets under administration.
Scott holds a Bachelor of Science in Management and Entrepreneurial Studies from Babson College in Wellesley, MA, and is an active member of the Chartered Alternative Investment Analyst Association (CAIA).

Stephen Casner,

Hazel Tree Fund Services


Stephen Casner is the CEO of HazelTree Fund Services and oversees all corporate functions with a focus on achieving maximum value for the company's clients, employees and investors.
Prior to joining HazelTree, Stephen served as CEO of AIM-TO, a provider of data aggregation and risk management systems for the alternative investment industry. Previously, he was the CEO of Picasso Software, Inc., a private equity backed builder of custom software solutions for the world's largest asset managers. Stephen has led other companies to record growth as a senior leader at The Quantra Corporation and U.K. based Frasier Williams.


Tushar Chande, 
Rho Asset Management 

Tushar Chande is co-founder and head of research at Rho Asset Management AG.
Tushar founded and has served as president of Longview Capital Management, L.L.C, since 2001. From 1997 to mid-2000, he was an executive vice president and member of Tuscarora Capital Management, L.L.C. In 1995 he published Beyond Technical Analysis (John Wiley and Sons). Tushar began his career as a CTA in 1991, with Kroll, Chande and Co, Inc, where he also published The New Technical Trader (Wiley, 1994)
Tushar started his career in 1984 with General Electric (GE), at their Corporate R&D Center, where he was awarded 10 patents for various innovations in the transmission of high power lasers through optical fibers. He obtained his Ph.D. in Metallurgical Engineering from the University of Illinois in 1984.

Matthew Crakes,
GreenHeart Capital Partners


Matthew Crakes is managing partner of Greenheart Capital Partners LLC, an emerging markets long/short equity investment advisor.
Prior to founding Greenheart Capital Partners, Matthew was a managing director at Shumway Capital Partners. Prior to that, he was a managing director in high-yield cable/telecom research at Merrill Lynch. During that time, Institutional Investor ranked him as one of the top analysts for four consecutive years.
Previously, Matthew was a research associate covering the wireless industry at Wasserstein Perella, and a first lieutenant in the Army, working in military intelligence and the airborne infantry. He received an M.B.A. from the University of Southern California and a B.S. in Finance and Economics from Indiana University. Proficient in Mandarin, Matthew attended graduate school at Fudan University in Shanghai.


Adi Divgi,
New York City Retirement Systems

Adi Divgi currently manages the opportunistic fixed income program at the New York City Retirement Systems. This program aims to invest in alternative credit managers to enhance returns across the City's various pension funds.
Prior to this role, Adi worked as a director at Auriga Securities managing a portfolio of US RMBS and Latin American corporate credits. Prior to Auriga, he co-managed the secondary credit and structured finance portfolios at Patriarch Partners. He began his credit trading and investing career at Deutsche Bank, working in the New York and Mexico City offices.
Adi is a graduate of the Huntsman Program, with a B.A. in International Studies and Spanish from the University of Pennsylvania and a B.S. in Economics and M.B.A in Finance from the Wharton School.


  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, Mark 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 U.S. Department of the Treasury, where he specialized in countries with exceptional financing needs and in debt sustainability analyses. 
Mark did his graduate work at the Fletcher School (A.B.D. Ph.D.) and gained his undergraduate degree from UC Berkeley (B.A.).


 

  Jay Feuerstein, 
2100 Xenon 

Jay Feuerstein is the CEO/CIO at 2100 Xenon Group. He is responsible for managing and directing the futures portfolio and research.
2100 Xenon¡¯s investment strategy is a 100% systematic, fully diversified managed futures strategy that augments diversified trend following models with opportunistic strategies stemming from an edge that relates to its intimate understanding of the global fixed income markets and Central Bank behavior.
Jay began his career in 1980 as one of the earliest traders and arbitrageurs of the financial futures complex. He previously held executive positions at Bear Stearns, Kidder Peabody, and Drexel Burnham Lambert.


Josh Fink,
Enso Capital Management

Josh Fink is the C.E.O. and chief investment officer of Enso Capital Management.
Before founding Enso, he was a managing director at Argonaut Capital Management, where he operated as both a portfolio manager and an analyst.
Josh has also held positions at Tiger Investment Management and Morgan Stanley Asset Management. . He is a regular participant in the World Economic Forum in Davos. Josh holds a B.A. from the University of Pennsylvania.


  Alex Garrard,
BTG Pactual

Alex Garrard is a partner of BTG Pactual. He works as a portfolio manager for BTG Pactual Asset Management (Europe) LLP overseeing principal and client investment activities across global emerging credit markets.
BTG Pactual is one of the largest independent financial groups headquartered in emerging markets. With approximately $40 billion under management, BTG Pactual Asset Management provides a range of traditional and alternative investment products for private clients, financial intermediaries and institutional investors.
Alex is a former professional macroeconomist who previously worked as an economic advisor to the UK Treasury and as an emerging market economist in the City of London.


  Mary Goodman,
James Caird Asset Management

Mary Goodman is managing director for James Caird Asset Management (U.S.) LP. 
James Caird Asset Management was formed in 2008 by Tim Leslie.The AUM is $2.1 billion.
Mary was special assistant to the president for financial markets under Lawrence Summers from 2009 to2010 and was a senior advisor to Treasury Secretary Geithner. Mary joined the Obama team in November 2008 to work on developing a comprehensive financial stability plan to stabilize the financial system, restore confidence in U.S. banks and restart securitization markets.  Mary was with Moore Capital Management from 1998 to2008.   From 1991 to1998 she was with the U.S. Treasury Department.


Jay Gould,
Pillsbury 


Jay Gould is a partner, the leader of Pillsbury's Investment Funds & Investment Management practice team. He represents investment fund general partners in all aspects of their businesses.
Jay is a founder, board member and counsel for the California Hedge Fund Association, a board member and counsel for the Florida Alternative Investment Association, the past president and board member of the Seattle Alternative Investment Association, and a member of the steering committee for the Managed Funds Association's Outside Counsel Forum.
Prior to joining Pillsbury, Jay  served as chief counsel for E*TRADE Global Asset Management, Inc., senior investment funds counsel to Bank of America NT&SA, and as an attorney with the Securities and Exchange Commission, among other professional positions.


 

Renee Haugerud,
Galtere 

Ren¨¦e Haugerud is the founder, chief investment officer and managing principal of Galtere Ltd., a registered investment advisor that manages several commodity-based global macro strategies. 
Ren¨¦e began trading the global financial and commodity markets in 1981 at Cargill Inc.  Prior to founding Galtere in 1997, she led proprietary trading for Natwest in Hong Kong, after which she returned to the U.S. as financial trading manager for Hunter Douglas. 
Ren¨¦e is active in the community of women and business leaders, and an advocate for numerous global education initiatives.


Michael Hennessy,
Morgan Creek Capital

Michael Hennessy is co-founder and managing director at Morgan Creek Capital Management.
Morgan Creek provides investment funds and services based on the University Endowment model of investment.  AUM is roughly $10 billion.
Previously Michael was VP and co-founder of UNC Management Company.  Before UNC, he was an investment director at DUMAC (Duke University).  Before Duke, he was an associate at Smith Breeden.  He received a M.B.A. from Fuqua (Duke University), and holds a B.S. from William & Mary.  Michael is treasurer of Duke Federal Credit Union, chair of the Carolina Friends School investment committee, and a member of the College of William & Mary Foundation board of trustees and chair of its investment committee.

Heather James
Federal Street Partners

Heather James is a principal and director of research at Federal Street Partners, LLC. She also sits on the Investment Research Committee.

Federal Street Partners was founded in 2000 as a vehicle to invest the personal capital of the principals in hedged strategies and was opened to outside investors in 2002. It is a globally diversified portfolio of hedge funds with allocations to directional, relative value, multi-strategy, event driven strategies as well as emerging markets and Asia.

Heather was previously with Insinger de Beaufort. She is a member of The Greenwich Roundtable and 100 Women in Hedge Funds and an ardent collector of wine.


   
Keith Johnson,
Newedge

Keith Johnson is the head of capital introductions, Americas Prime Brokerage for Newedge U.S.A., a joint venture between Calyon and Societe Generale. His primary focus is capital introduction to hedge fund managers.
Newedge is a major force in global multi-asset brokerage with a world-leading position in the execution and clearing of listed derivative products.
Prior to the inception of Newedge, Keith was senior vice president at Calyon Financial¡¯s Alternative Investments Group. Before this he worked on the floor of the Chicago Mercantile Exchange. Keith received his Bachelor¡¯s of Science degree in Kinesiology from University of Illinois, Champaign ¨C Urbana in 1987.


 

Joshua Kaplan, 
CHIMCO

Josh Kaplan is senior director of hedged strategies at CHIMCO (Catholic Healthcare Investment Management Company). He oversees and is responsible for the management of the hedge fund portfolio.
CHIMCO is a wholly owned subsidiary of Ascension Health, the largest nonprofit healthcare system in the U.S. CHIMCO manages Ascension¡¯s investable assets portfolio of roughly $16 billion.
Prior to CHIMCO, Josh was the CIO at Drexel University in Philadelphia. He was named one of the Rising Stars of Foundations and Endowments by Institutional Investor News in 2009 and is an active board member of the Mid-Atlantic Hedge Fund Association. Josh is a graduate of the Goizueta Business School at Emory University and he is married with two kids, an eight year old daughter and a six year old son.


Susan Kim,
FX concepts

Susan Kim is vice president; legal counsel and compliance director at FX Concepts, LLC.
FX Concepts is one of the world¡¯s leading independent providers of foreign currency management and research.  Since 1988, FX Concepts has managed currencies for institutional investors and funds through both overlay and absolute return strategies.  FX Concepts currently has over $6 billion under management.
Prior to joining FX Concepts in 2007, Susan had positions in the legal and compliance departments of JP Morgan Asset Management and Credit Suisse Asset Management.  Before that, she was an examiner in the SEC¡¯s Pacific Regional Office as part of the investment adviser/investment company examination program.  She received her J.D. from the Fordham University School of Law.  Susan is a certified wine sommelier.


Steve Ku,
Visium Asset Management

Steven Ku, CPA, CTP, is the chief financial officer and a partner of Visium Asset Management. 
Visium manages $3.5 billion in several funds including long/short equity, credit, event-driven and multi-strategy.
Prior to joining Visium, he served as the controller of Balyasny Asset Management.  Steven previously served in similar roles at Caxton Associatesand Moore Capital Management.  He also spent several years in Ernst & Young¡¯s audit and consulting practice where he obtained his certification as a Certified Public Accountant in the State of New York.  Steven is a Certified Treasury Professional registered with the Association for Financial Professionals.  He is a graduate of Pace University in New York City with a B.S. in Public Accounting.


Simon Lack,
SL Advisors

Simon Lack founded SL Advisors, LLC, a registered investment advisor, in 2009.
Before this, Simon spent 23 years with JP Morgan. Much of his career with JPMorgan was spent in North American fixed income derivatives and forward FX trading. He sat on JPMorgan¡¯s investment committee allocating over $1 billion to hedge fund managers and founded the JPMorgan Incubator Funds, two private equity vehicles that take economic stakes in emerging hedge fund managers.
Simon serves on the board of trustees of Wardlaw-Hartridge School in Edison, NJ where he chairs the investment committee, and also chairs the memorial endowment trust investment committee of St. Paul¡¯s Church in Westfield, NJ. Simon is a C.F.A. Charterholder and the author of ¡®The Hedge Fund Mirage¡¯ (release date December 2011).


Adrian Landgrebe,
Sagil Capital

Adrian Landgrebe is a portfolio manager at Sagil Capital LLP and is responsible for investment selection and research.
Sagil Capital is a London-based investment manager, focused on generating attractive absolute returns in Latin America through a long-short equity strategy.
Adrian is one of the founding partners of Sagil and was previously the head of the global equity trading team at Rand Merchant Bank, specializing in emerging markets and commodity equities. He also previously worked at PricewaterhouseCoopers. Adrian is a C.F.A. charterholder, a Chartered Accountant and holds a B.Comm. and B.Acc. from the University of the Witwatersrand in South Africa.


Marina Lewin,
BNY Mellon Alternative Investment Services

Marina Lewin heads global business development for BNY Mellon Alternative Investment Services, a leading provider of hedge fund, private equity and fund of fund administration and custody.
Currently, BNY Mellon services over $450 billion for alternative asset managers.  Marina spearheaded the white papers ¡°Institutional Demand for Hedge Funds: New Opportunities and New Standards¡± (parts I and II) and ¡°The Hedge Fund of Tomorrow: Building an Enduring Firm¡±  in conjunction with Casey, Quirk & Associates.
Before joining BNY Mellon, Marina was with JPMorgan and Deutsche Bank and had a variety of roles in the securities industry. She has also had extensive experience as a senior manager for key business integration projects. Marina graduated from Barnard College and received her M.B.A. in Finance from New York University.


Matthew Lindenbaum,
Basswood Capital Management

Matthew Lindenbaum is the portfolio manager and principal at Basswood Capital Management.
For the past 20 years, Matthew has been managing family investments and the various Basswood funds either individually or through Basswood Capital Management, LLC and its predecessor entity Basswood Partners, L.P. In 1986, Matthew joined the mortgage finance group at Merrill Lynch Capital Markets where he structured derivative mortgages securities, and helped advise banks on their financial strategies. In 1987, Matthew left Merrill to join SNL Securities, LLC, where he ultimately became a general partner. Matthew graduated phi beta kappa and summa cum laude from Brandeis University in 1986 with a B.A. in Economics.


 
  Ross Margolies,
Stelliam Investment Management


Ross Margolies is the founder/portfolio manager of Stelliam Investment Management. He manages both a long-short equity hedge fund and long equity fund for Stelliam. 
In 2009, Stelliam was named Absolute Return¡¯s U.S. Equity Fund of the Year and for 2010 it was named a Barron¡¯s Top 100 hedge fund. 
Over his career, Ross has managed strategies including long-short equity, long equity, long convertibles, asset allocation and multi-strategy arbitrage. Prior to Stelliam, Ross has been a Barron's Top 100 equity manager for six consecutive years, Lipper 5 Year Award winner for two years and Morningstar 5 star manager. 


Michelle McCloskey,

Man Group

Michelle McCloskey is head of hedge fund research of Man Investments¡¯ multi-manager business, which has $12.7 billion in FUM. It is a part of Man Group plc, which has $65 billion in AUM.
Michelle has over 20 years of experience in commodities trading, primarily in the energy sector, for a variety of institutions including energy companies, investment banks, and private asset managers. Her experience encompasses commodities portfolio management, building and management of trading organizations, market development, education, origination and sales. Michelle graduated magna cum laude with a B.S. in Chemical Engineering from Texas Tech University.

David Mooney
Schroders NewFinance Capital

David Mooney is chief investment officer and portfolio manager at Schroders NewFinance Capital.
Prior to Schroders, David worked for Merrill Lynch from 2004 to 2005 as managing director with responsibility for proprietary commodity investments.  In 2003 he built a European power and gas business and a derivatives capability for Trafigura AG, a private oil trading company. From 1997 to 2002 David worked for Bank of America, where he built and managed the proprietary commodity trading business. Before this he pioneered the development of the natural gas market in North America, both at Citibank and at EuroBrokers LLC.
David has a B.A. in Economics, Trinity College Dublin.


  Roy Niederhoffer,
Niederhoffer Capital Management

Roy Niederhoffer is president and founder of R. G. Niederhoffer Capital Management, Inc. (RGNCM).
Founded in 1993, RGNCM has employed a quantitative, behavioral finance-based strategy to trade equities, fixed income, foreign exchange and commodities to provide returns that are both valuable on a stand-alone basis and also negatively-correlated to its clients' portfolios.
Roy graduated magna cum laude from Harvard in 1987 with a degree in Computational Neuroscience.  He currently serves on the board of several arts organizations. He is an accomplished classical and jazz pianist, plays violin with the Park Avenue Chamber Symphony, and is an avid skier.

 
 
Alex Roepers,
Atlantic Investment Management


Alex Roepers founded Atlantic Investment Management, Inc. in 1988 and has since grown it into a $1.8 billion value-oriented global equity hedge fund firm with offices in New York and Tokyo. 
The firm¡¯s flagship funds, Cambrian Fund with $675 million and the AJR Fund with $506 million, have respectively generated a 19.8% net compound annual return and 13.4% net compound annual return since fund inception.

 


Arvind Sanger
Geosphere Capital Management

Arvind Sanger is managing member, portfolio manager, CEO of Geosphere Capital Management, LLC which he founded in 2007.
From 2002 to 2007, Arvind was a portfolio manager at SAC Capital where he was one of the senior
©\most equity portfolio managers at the firm. He managed a team of six investment professionals in New York and Singapore. Prior to his tenure at SAC, Arvind had a 15©\year career as a top©\ranked sell©\side oil services and equipment analyst at a number of firms.
He is a graduate of the Indian Institute of Technology, Bombay and received his M.B.A. from Tulane University. Arvind is a member of the Business School Council at A.B. Freeman School of Business at Tulane University and Chairman of the Board of Pratham U.S.A., an organization affiliated with the largest educational N.G.O. in India
.



Karthik Sankaran
Covepoint Capital Advisors

Karthik Sankaran is a managing principal and portfolio manager at Covepoint Capital Advisors LLC.
Covepoint is a global macro asset management firm operating at the intersection of developed and emerging markets, with a specific focus on foreign exchange.
Karthik has been active in currency markets since 1997. Prior to joining the Emerging Markets Macro Fund in 2006, he was an FX strategist at AIG Trading and at Bank Julius Baer. He has written extensively on the international economy for publications including The Financial Times, Absolute Return and Latin Finance. He holds graduate degrees in European History from Columbia University


  Tom Shandell,
GoldenTree Asset Management

Tom Shandell is a founding partner of GoldenTree Asset Management. He returned to GoldenTree in October 2009, having left the firm in 2007 to pursue the management of a start-up hedge fund comprised of assets from family and friends. 
Prior to joining GoldenTree in 2000, Tom was at Bear Stearns for 16 years, most recently as a senior managing director. He was a member of the Institutional Investor All-America Fixed-Income Research Poll team of gaming analysts for the five years prior to joining GoldenTree, most recently occupying the Second Team position.
Tom received a B.S. from The Wharton School of the University of Pennsylvania in 1982 and an M.B.A. from Columbia University in 1984.
    


 
  Geoffrey Sherry,
Lucidous Capital


Geoffrey Sherry is founding partner and co-CIO of Lucidus Capital Partners LLP. 
Lucidus is a $1.7 billion AUM liquid credit hedge fund.  Traded products include single name corporate credit and derivatives, credit indices, sovereign credit and EM.
Geoffrey formed Lucidus with partner Darryl Green and Caxton Associates LLC in 2009.  From 2005-2009, he was a senior portfolio manager at Caxton Associates.  Prior to joining Caxton, he was co-head of North America credit trading at J.P. Morgan.  He has an AB from the University of Chicago and an MBA from Harvard University.


  Stephen Siderow,
BlueMountain Capital Management

Stephen Siderow is a co-founder and the president of BlueMountain Capital. He is also a member of the firm's management committee.
Prior to co-founding BlueMountain in 2003, Stephen was a senior consultant with McKinsey & Company, where he focused on the financial services industry. Prior to that, he was a corporate attorney with Cleary Gottlieb. Stephen serves on the board of directors of The Civilians, an investigative theater organization, and Ars Nova, which provides training and development programs to young performing artists. Stephen is a member of the board of the New York City Council of Taglit-Birthright Israel.
Stephen holds a J.D. cum laude from Harvard Law School and B.A. magna cum laude in Philosophy from Amherst College.


  Wes Swank,  
Hayman Capital Management

Wes Swank is managing director of energy and natural resources at Hayman Capital Management. Responsibilities include sourcing and analyzing investment opportunities across multiple asset classes within the broad natural resources sector.
Hayman Capital Management, L.P. is a Dallas-based investment manager founded by J. Kyle Bass in December 2005.  Hayman Capital Master Fund, L.P. provides investment advisory services to its proprietary global-event fund complex. 
Prior to joining Hayman Capital Management in March of 2008, Wes worked in the M&A group of Citi¡¯s investment bank. He received his M.B.A. from Stanford University in June 2005 and a B.S. in Mechanical Engineering from the Virginia Military Institute in May 2003, where he graduated as valedictorian of his class. 


  Brian Taylor,
Pine River Capital Management


Brian Taylor is founding partner, CEO and CIO of Pine River Capital Management L.P., where he is responsible for management of the business and oversight of the funds.
Pine River is a global registered investment advisor currently managing approximately $5.5 billion across hedge funds, managed accounts and listed investment vehicles.
Brian founded Pine River Capital Management in 2002. Prior to this, he joined EBF & Associates in 1988, and was named a partner in 1997. He received an M.B.A from the University of Chicago in 1988 and a B.S. summa cum laude from Millikin University in 1986.


  Mike Turner,
Financial Risk Management 

Michael Turner is head of quantitative research and analysis at Financial Risk Management. He manages FRM¡¯s quantitative team and is responsible for assessing investment risks in FRM portfolios and developing quantitative models used in FRM¡¯s investment process. He also manages investments in systematic trading managers.
Previously, Michael was head of research at Aspect Capital Limited, London and a Quantitative Research Analyst at Schroder Salomon Smith Barney. He holds a B.A. Honours, in Mathematics from the University of Oxford and a Ph.D. in Theoretical Physics from the University of Southampton. Michael joined FRM in 2007 and is based in London.


Eric Vincent, 
Ospraie Management
 

Eric Vincent most recently served as the president of Ospraie Management, LLC, an asset management firm focused on commodities and basic industries. 
Prior to joining Ospraie in 2004, he was COO of RHG Capital and was a partner at Omega Advisors.  Eric began his career as an attorney at Cravath, Swaine & Moore. From 2007 until October 2009, he was chairman of the managed Funds Association and was a member of its board of directors (2005 to 2011) and executive committee (2006 to 2011).  
Eric is currently a member of the Global Markets Advisory Committee of the U.S. Commodity Futures Trading Commission and a member of the Investor Advisory Group of the Public Company Accounting Oversight Board. 


Jim Vos,
Aksia
 

Jim Vos is CEO and head of research at Aksia. He is responsible for the overall management of the firm, including the research and advisory processes and advising clients about top down alternatives portfolio construction.
Aksia is an independent hedge fund research and advisory firm that works with institutional clients globally, providing manager, strategy and portfolio-level services.  Currently, Aksia advises on over $42 billion assets committed for allocation to hedge funds.
Jim has over 25 years of fund of hedge funds, research and derivatives experience in New York, London and Tokyo. Jim won the Institutional Investor Hedge Fund Consultant of the Year award in both 2009 and 2010.


  Sushil Wahdwani,
Caxton Associates/Wadhwani Asset Management 

Sushil Wadhwani is currently CEO of Wadhwani Asset Management LLP, a
London-based fund management company.
Sushil was a full-time external member of the Monetary Policy Committee at the Bank of England between 1999 and 2002. From 1995 to1999 he was head of the quantitative systems group, a member of the management committee and partner at Tudor Proprietary Trading LLC.  Sushil was previously director of equity strategy at Goldman Sachs International and before that reader / lecturer in Economics at the London School of Economics.
Sushil was educated at the London School of Economics, where he obtained a
B.Sc M.Sc and Ph.D in Economics. He has published a number of articles in academic journals. He received a CBE  in 2002.


  Deirdre Ypma,
APG Asset Management US Inc

Deirdre Ypma is a manager within the equity department of APG Asset Management. She holds portfolio management responsibility for the fundamental North America and rest of World manager pools. Prior to this she was a senior portfolio manager on two other external pools, the 875 Capital Fund and the Global Alpha Fund.
In 1998, Deirdre started at APG as a European sector analyst. She moved on to manage US and Canadian sector rotation portfolios, followed by a global sector allocation strategy. Prior to joining APG, she worked for ING Barings and Prudential Asset Management.
Deirdre received her undergraduate degree in Business from the University of Groningen, the Netherlands and an M.B.A. from the University of Scranton, Pennsylvania. She is a CFA charterholder.


  Jamie Zimmerman,
Litespeed Management

Jamie Zimmerman is the founder of Litespeed Management LLC where she serves as the chief investment officer and portfolio manager for Litespeed.  
Litespeed Management is investment manager to the Litespeed Master Fund, a fund with over 10 years track record and over $1 billion in assets under management.  The Fund makes investments across the capital structure focusing on companies undergoing balance sheet events, including balance sheet restructurings, bankruptcies, recapitalizations, divestitures, exchange offers, spin-offs, liquidations, and other business combinations, such as mergers, cash tender offers, and leveraged buy-outs.  
 Jamie founded Litespeed in October 2000.  She received a B.A. magna cum laude from Amherst College in 1981, a J.D. from the University of Michigan Law School and a Masters in English Literature from the University of Michigan's Horace Rackham Graduate School in 1984.