EuroHedge Summit 2012

Venue: Palais de la Bourse
Location: Paris
Dates: Tuesday, 24 April 2012 - Thursday, 26 April 2012

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.


Who will speak at the EuroHedge Summit?


Keynote Speakers
:
 

Persio Arida
BTG Pactual

Dr. Arida is a Managing Partner, Board Member and Chairman of Asset Management at BTG Pactual. Prior to joining BTG Pactual, Dr. Arida worked in a variety of roles in the private and public sectors. He was Governor of the Central Bank of Brazil, President of the National Economic and Social  Development Bank (BNDES), Director of the Board of the Central Bank of Brazil and Secretary of the Ministry of Planning, Federal Government of Brazil.
In the private sector Dr. Arida was a Board Member of Banco Itaú Holding Financeira SA, Banco Itaú SA and of Sul-América SA. He was Director of Opportunity
Asset Management Ltd., Board Member of Unibanco SA and Director of Brazil Warrant Ltd. Since the 1970s, he has also worked as an economic and financial consultant.
Dr. Arida was a professor of both USP and Catholic University of Rio De Janeiro. He has published several papers in specialized journals and has edited several books. Dr. Arida holds a PhD in Economics from Massachusetts Institute of Technology.  

 

Kyle Bass
Hayman Capital Management
 

Kyle Bass is the principal of Hayman Capital Management LP. Hayman Capital Management serves as the investment manager to the Hayman Capital Master Fund, LP and Japan Macro Opportunities Master Fund, LP. Kyle is a member of the board of directors of The University of Texas Investment Management Company. He is a founding member of the Serengeti Asset Management Advisory Board and serves on the board of directors of the Troops First Foundation, Business Executives for National Security, and Texas Ranger Association Foundation. Kyle has testified as an expert witness before the US House of Representatives, US Senate and Financial Crisis Inquiry Commission.

 


Guillaume Rambourg
Verrazzano Capital

Guillaume Rambourg is the founder and CIO of Verrazzano Capital, a fund management company set up in Paris last October. Guillaume will be responsible for the management of two European equity long/short funds, that will be launched in March 2012. Guillaume spent the first 15 years of his fund management career at Gartmore, where he co-managed the highly successful AlphaGen Capella and AlphaGen Tucana funds, alongside Roger Guy. He is a keen marathon runner. The Verrazano-Narrows Bridge, which marks the start of the New York marathon, was the inspiration for the firm's name.

 

 




 

Panellists / session speakers:


Dan Arbess,
Perella Weinberg

Dan Arbess is a partner at Perella Weinberg Partners and portfolio manager of the $2.2 billion PWP Xerion funds.  The Xerion strategy pursues event-driven and special situation corporate investments within a broad macro investment framework. Perella Weinberg Partners is a leading independent financial services firm. Established in 2006, the firm provides advisory and asset management services to a global client base.  Perella Weinberg Partners has approximately $8 billion AUM across various investment strategies. Dan received a Bachelor of Laws from Osgoode Hall Law School in Toronto, and a Master of Laws from the Harvard Law School.  He is a member of the council on foreign relations and the Atlantic council, and is a frequent writer and commentator on the economy and global markets.


Andrew Baker
AIMA

Andrew Baker is the chief executive officer of AIMA, the trade association representing the global hedge fund industry, and has been in this role since January 2009. Prior to joining AIMA Andrew spent six years at Schroders in London where he was COO - alternative investments. Previously, he 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.

 

 


 

Sven Bakker
Saemor Capital

Sven Bakker is CIO and a member of the investment committee at Saemor Capital, where he manages the quantitative stock selection process. He is also responsible for the technology, media and telecoms sectors as well as mining, chemicals, capital goods and business services. Sven joined Aegon in 2007 with the goal to found Saemor. Prior to this he was in charge of European equities and quantitative strategies at PGGM, the Dutch health care pension fund, where he started as a portfolio manager for Japanese equities in 2001. The quantitatively-oriented Global equities portfolios that Sven was responsible for at PGGM had about €9 billion invested in them. Sven holds an MSc in Systems Engineering, Policy Analysis and Management from Delft University of Technology and has been a CFA charterholder since 2003.

 

 


Heinz Blennemann
Blennemann Family Investments

Heinz Blennemann is a principal at his single family office and is a diversified investor with a passion for angel investing in technology startups. Through his family office, Heinz invests in a portfolio of diversified funds and has a passion for investing in and mentoring technology startups. Heinz serves on the advisory faculty at the Institute for Private Investors (a network of 300 family offices) and the governing body of the Institutional Investor Conference. Prior to investing in technology, he built a technology team at Juniper Networks and taught Electrical Engineering at Stanford University. Heinz received his MBA from Wharton.

  

 


 

Darcy Bradbury

The D. E. Shaw Group/MFA

Darcy Bradbury is a managing director of D. E. Shaw & Co., LP and director of external affairs for the D. E. Shaw group. In that capacity, she is responsible for managing government and regulatory affairs and communications for the firm globally. Darcy served as chair of the board of the Managed Funds Association from 2009 to 2011 and is currently a member of it’s executive committee. She has over 30 years of experience in finance in the private and public sectors. She received an MBA with honours from Harvard Business School and an AB in Social Studies, magna cum laude, from Harvard University.

 


Nathanaël Benzaken
Lyxor Asset Management 

Nathanaël Benzaken is head of managed account development for Lyxor, 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 2005, where he was in charge of the construction and management of the managed account platform, including due diligence, selection and risk management. He was appointed head of managed account platform development in 2009. Prior to joining Lyxor AM, Nathanaël was manager of the financial risk consulting division at Andersen (Luxembourg) and treasurer at Crédit Agricole.
Nathanaël graduated from Marseille Business School and holds a Master’s degree in Finance from Toulouse University.


Laurence Boursican
Conatus Finance 

Laurence Boursican is a consultant at Conatus Finance, since joining in 2008. Conatus Finance is a finance consulting firm specialised in asset allocation, portfolio diversification and risk advisory for institutional investors. Conatus Finance is advisor for dedicated funds of hedge funds for three large institutional clients. During 10 years at Sucres et Denrées (Sucden), an international commodities trading group, Laurence held various positions in controlling, finance, and project finance. Moving abroad to Brazil in 2001, she started with partners Empreenda, 2002 to 2005, a microfinance institution sponsored by Société Générale Brazil which developed up to 3500 clients. Returning to France in 2005, she was appointed CFO of MicroCred, a private equity fund of €20 million investing in Microfinance Institutions in emerging countries with the financial support of institutional investors. 
 

Peter Brewer
PCE Investors / Cumulus

Peter Brewer is chief investment officer - Cumulus Funds at PCE Investors Ltd. Peter manages the Cumulus Energy Fund, which focuses on trading European power and gas futures.  The fund has won several awards including ‘Best Energy or Commodities Hedge Fund’, ‘Best Specialist Fund’ and ‘Most Innovative Product’. He has been involved in the energy markets for well over a decade, having worked at Aquila Energy and Credit Lyonnais before founding the Cumulus business. Peter has a masters degree in Finance from the London Business School and a masters degree in Management and Computer Science from the University of Cambridge.

 


Jeffrey Brummette
OneWall Advisors

Jeffrey Brummette is the founder and chief investment officer of OneWall Advisors UK LLP, a newly launched global macro manager with offices in London and Singapore. The OneWall global fund invests throughout the world in highly liquid instruments looking to participate in major moves in foreign exchange rates, interest rates and equity markets. Jeff started his career as an economic research analyst with Irving Trust. He spent ten years at Prudential Insurance managing a variety of global fixed income portfolios. He lived in Singapore for two years managing Salomon Smith Barneys FX trading and was a founding partner of Rubicon Fund Management in London.  

  


Malcolm Butler
Comac Capital

Malcolm Butler is COO and partner at COMAC Capital where he runs all business activities and sits on COMAC Europe’s investment committee. Malcolm previously worked at Citigroup before joining COMAC and was the EMEA head of securities and funds services.  He also held positions as managing director, CFO for the global transaction services businesses in London; was the global COO for the proprietary risk treasury business  and held various trading and management positions. Malcolm is a Sloan Fellow from LBS and has a degree in Politics and Modern History from Edinburgh University.

 


Brian Clavin,
KPMG
 

Brian Clavin is an audit partner with KPMG in Dublin where he leads its hedge fund team.
KPMG provide audit, advisory and taxation services to hedge funds and alternative investment managers through a specialist team operating in all the major fund jurisdictions.
Brian has been with KPMG for 24 years where he has specialised in the investment management industry for the past 15 years.


Matteo Dante Perruccio,
Hermes BPK Partners
 

Matteo Dante Perruccio is chief executive and founding partner of Hermes BPK Partners.
Hermes BPK Partners is a hedge funds solutions provider established as a partnership with Hermes Fund Managers Limited, an asset manager 100% owned by the BT Pension Scheme, the largest private pension scheme in the UK.
Prior to his current role, Matteo was co-chief executive of Olympia Capital Management. Before this, he spent six years working at Pioneer Global Asset Management. Matteo also served as a board member of Pioneer Global Asset Management and vice chairman of Pioneer Alternative Investments Ltd. He is currently a non-executive board member of Jupiter Asset Management. Matteo obtained a BA from The University of Notre Dame, USA and a MA from The American University School of International Service, Washington DC.


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. Previously, Gavyn was an Economic Policy Adviser to the Prime Minister at 10 Downing Street from 1974 to 1979. Gavyn then pursued a career as a city economist. He has been an adviser to HM Treasury (1992 to 97), and a Visiting Professor at the London School of Economics (1988 to 96). Gavyn was chief economist at Goldman Sachs from 1986-2001.

 

 


 

Heath Davies
Signet Capital Management

Heath Davies is managing director of Signet Capital Management Limited, head of group due diligence, and co-portfolio manager of the Signet Global Equity Fund, having joined the firm five years ago. Signet is an award winning global fund of hedge fund specialist managing $1.3 billion. Signet is best known for its flagship Global Fixed Income Fund, along with its emerging market, credit, equity, multi-strategy and UCITS offerings and its customised investment solutions. Before joining Signet, Heath was head of hedge fund research at London based fund of fund firm, Redi & Partners. He has over a decade's experience in various alternative asset classes, and has presented at industry events in Europe, Middle East and Africa, and on CNBC. Heath trained and qualified as a Chartered Accountant.

  


 

Sylvie Dehove
Amundi Alternative Investments 

Sylvie Dehove is deputy CIO at Amundi Alternative Investments. In her role, Sylvie has a special focus on client dedicated portfolios / investment mandates, and is responsible for defining the strategic asset allocation for the firm. Prior to joining the company in 2007, Sylvie worked at Amundi Investment Solutions (ex Credit Agricole Structured Asset Management), where she was promoted to head of the Paris investment team, and played an active role in the creation of the alternative managed account platform of the company.  From 2002 until 2005, Sylvie worked at Lyxor Asset Management. Sylvie holds a post-graduate degree (DESS) in International Financial Management 1998, from Institut d'Administration des Entreprises and a research degree (DEA) in Energetic Mechanics 1997.She obtained an Engineering degree, with honours 1997, from Polytech'Marseille (Institut Universitaire des Systèmes Thermiques Industriels).

 


Thomas Deinet
Hedge Fund Standards Board 

Thomas Deinet is executive director of the Hedge Fund Standards Board (HFSB). Before joining the HFSB, Thomas was a senior manager at Oliver Wyman, the management consulting firm. In 2007, he was the project manager in charge of orchestrating the development of the best practice standards proposed by a group of 14 leading hedge fund managers and the establishment of the HFSB. Thomas joined Oliver Wyman in 2002 after working as an analyst in energy trading for a major commodities trading firm. Thomas graduated from the University of Karlsruhe, Germany and holds a masters degree from Purdue University, US. He is a CFA charterholder.

 


Tim Dingemans
Adelante Asset Management 

Timothy Dingemans has been a portfolio manager on the emerging debt side at Adelante Asset Management since its formation in 2009.  This involves managing investments for the emerging debt fund in local currency bonds, interest rate swaps, currency hedges and related derivatives.  
Adelante is a multi-asset class emerging markets specialist managing three total return funds which currently have $130 million assets under management. Timothy has extensive experience in emerging market local currency debt and foreign exchange having worked in the field for over 20 years. Previously he worked at UBS, ING and Morgan Stanley. His interests include scuba diving and underwater archaeology.


Christopher Fawcett
Fauchier Partners

Christopher Fawcett is senior partner at Fauchier Partners which he co-founded in 1994. Fauchier Partners is one of Europe’s leading managers of funds of hedge funds, with approximately $8.0 billion of assets under management and advice. Christopher is a council member of AIMA (Alternative Investment Management Association), a trustee of the Hedge Fund Standards Board Limited (HFSB), and a director of the CFA Society, UK. Previously, he worked at Euris SA; Morgan Grenfell; and the Duménil Group. Christopher has an MA in Law from Oxford University, an MBA with distinction from INSEAD, and is a qualified Chartered Accountant.

  



Otto Francke 
SEB

Otto Francke is a senior portfolio manager within the alternative investment team at SEB. He joined SEB in 2007 to head the portfolio management of two dedicated market neutral products. Otto has been active in the alternative industry since 2003. He joined SEB from Atlas Capital Group in London, where he was a portfolio manager and research analyst covering long/short equity strategies.  Otto holds a masters degree in Mechanical Engineering specialising in Applied Mathematics from The Royal Institute of Technology, Stockholm.

  

 


Mark Geene
PGGM

Mark Geene is a senior investment manager of hedge funds at PGGM Investments. Mark joined PGGM in 2007 and is responsible for sourcing, due diligence, monitoring, implementation (both managed accounts and commingled structures) and portfolio management activities of hedge funds. Until 2011 he predominantly focused on credit related strategies and since 2012 mostly on a range of equity related strategies. Previously Mark has worked at Fortis Investments as senior investment manager hedge funds. Before that he was the senior strategist at Blue Sky Group and worked at OPTAS as portfolio manager equities. Mark started his career in 1996 as a quantitative researcher at ABN AMRO Structured Asset Management. Mark has a Masters degree in Economics, with honours, from the University of Tilburg.

 

  


Bradley George
Investec

Bradley George is head of commodities and resources and portfolio manager at  Investec Asset Management (IAM).Investec Asset Management is an active investment manager with seven core investment capabilities: 4Factor equity, commodities and resources, contrarian, South African equities, fixed income and currency, multi-asset and frontier.  The firm is still managed by its founding members, and has an AUM of $88.1 billion as of December 31 2011. Bradley joined IAM, London in 2006, after seven years at Goldman Sachs.  Prior to this he worked in the investment banking division on natural resources M&A transactions in both London and South Africa. Previously he spent three years at KPMG in the financial services division, treasury advisory group.  Bradley graduated from the University of Cape Town with an Honours degree in Business Science in 1994. He completed his Post Graduate Diploma in Accounting (PGDA) from the University of Cape Town in 1995. 

 


Barry Goodman
Millburn Ridgefield Corporation

Barry A. Goodman is executive vice president and director of trading for Millburn Ridgefield Corporation. He is a member of Millburn’s investment committee, responsible for the management of the firm’s quantitative, systematic trading methodology, and plays an integral role in setting the strategic direction of the firm. Millburn is one of the world’s leading and most experienced alternative investment money managers, trading liquid foreign exchange and futures markets since 1971. Millburn manages approximately $2.0 billion and has over 70 employees based in Greenwich, New York, Chicago, Tokyo and London. Barry graduated magna cum laude from Harpur College of the State University of New York in 1979 with a BA in Economics.   

 



Paul Gooding
HSBC

Paul Gooding is European head of RMB business development for HSBC and has been with the firm for eight years. This is a new role for the bank as it looks to build on the recent positive momentum around the growth of London as an offshore RMB centre. The bank is uniquely positioned to help facilitate this growth given its position as a leading RMB house in Hong Kong and the market leader in the fx and dim sum bond markets. Paul has extensive knowledge of the capital markets and prior to this role, was European head of credit trading at HSBC. Prior to joining HSBC, Paul was head of credit trading for Credit Suisse, and a senior trader for Greenwich Capital.

Kay Haigh
Avantium Investment Management 


Kay Haigh is the CIO and founder of Avantium Investment Management (AIM). AIM was launched in October 2011 focusing exclusively on emerging markets. AIM’s Liquid Emerging Markets Macro Fund current AUM stand at $620 million.  Prior to setting up Avantium, Kay was responsible for emerging markets at Deutsche Bank.  Over the course of a 17 year career at Deutsche Bank, he worked in Singapore, London, New York and Latin America. Kay holds an MPhil in Economics from Oxford University.


Peter Hart
valu-Trac Investment Management 

Peter Hart is head of alternative investment at Valu-Trac Investment Management Limited.  He is the portfolio manager of the firm’s flagship product, Valu-Trac Strategic, a global asset allocation strategy implemented with managed futures diversified across equity indices, bonds, currencies and commodities. Valu-Trac was established in 1985 and in addition to asset management provides investment research and administration services. Assets under management and advice were $559 million at the end of February 2012. Peter has been at Valu-Trac since 1999 and previously worked at Sumitomo Bank Capital Markets as a credit analyst.  Peter is an associate of the Society of Investment Professionals.


Jerry Haworth
36 South Advisors

Richard (Jerry) Haworth is a founding partner and the chief investment officer of 36 South Advisors LLP, constantly scanning the global markets looking for mis-valued assets. 36 South is an established absolute return fund manager which specialises in managing global macro/volatility funds designed to perform well in most market environments, but substantially outperform in periods of extreme market movement and volatility. With a 24 year career in the financial markets, Jerry was instrumental in the establishment of the futures and options market in South Africa before founding 36 South in New Zealand in 2001. 36 South successfully relocated to London in 2009.

 

 

 


Peter Hughes
Apex Fund Services

Peter Hughes is the group managing director and founder of Apex Fund Services Ltd. Apex is one of the world’s largest independent fund and private equity administration companies which Peter founded in September 2003. Under his control Apex Fund Services has grown rapidly and now has approximately $20 billion of assets under administration. Peter qualified as a chartered accountant in 1994 and is a fellow of the Institute of Chartered Accountants in England and Wales. Between  2000 and  2003 he was chief financial officer of FMG Fund Managers Limited. During 1999 he was a financial analyst with Cazenove Fund Management and prior to this, a group manager with Hemisphere Management Limited. Peter received a BSc, honours in Economics from Bristol University.

Chris Jones
bfinance

Chris Jones recently joined bfinance as head of alternatives, advising institutional investors on all aspects of their allocation to hedge funds. bfinance is an independent investment consultant that has advised on over $90 billion of investments, over $20 billion of which is in alternatives. Chris has 18 years experience of investing in alternatives, most recently as CIO of Key Asset Management, and has authored numerous academic papers and a book on the area. Chris has a degree in Mathematics from Oxford University and a doctorate from the Judge Business School at Cambridge University, where he is a fellow and lecturer.

  

 


Rob Kirkwood
Carrhae Capital 

Rob Kirkwood is  co-founder  and head of business development at Carrhae Capital. This includes asset raising, investor relations, product development and recruitment initiatives. Carrhae Capital is an employee-owned long/short hedge fund formed in December 2011. It is seeded by Blackstone Strategic Alliance Fund II. As of April 2012 it manages approximately $375 million.  It invests in global equities with a bias to emerging markets, via a market neutral approach and using bottom-up stock selection to deploy capital in unique investment opportunities. Prior to Carrhae Capital, Rob was a managing director at Credit Suisse Asset Management,   founded and oversaw the London office of  Quellos Capital Management and  afterwards  was a managing director of BlackRock Alternative Advisors. He began his career in the FX division at Swiss Bank Corporation.  Rob holds a first class degree in Economics and an MPhil in Economics, from Cambridge University.


Richard Kobler
SMN Investment Services

Richard Kobler is responsible for the global business development at SMN. smn Investment Services was founded in 1996 and runs a fully systematic managed futures fund (CTA). Over this 15 year period smn Diversified Futures Fund returned an annualised +9.23% net of fees to investors. The fund is established under Luxembourg law and offers weekly liquidity. SMN´s AUM are about $1 billion. Richard was a senior analyst and co-portfolio manager at Man Investments from 2004 to 2011. Before that, he was an associate investment operations at LGT Capital Partners. Richard studied Business Administration and is a CAIA charterholder.

Inigo Lecubarri
Abaco

Inigo Lecubarri is the founder of Abaco. Abaco is a market neutral and sector neutral equity fund investing in the financial sector. Abaco generates absolute returns by capturing relative value within the sector while targeting low volatility. Abaco has navigated through a full bull and bear market achieving positive uncorrelated performance, low volatility, full liquidity and transparency even during distressed times. Prior to founding Abaco in 2003, Inigo had 14 years’ experience in equity research, as managing director of European financial institutions at Salomon Brothers. In 2002 he was ranked number one in European banks (Extel Institutional Investors, Greenwich, CFO’s Reuters).

 


David Lenfant
Laffitte Capital

David Lenfant is a founding partner of Laffitte Capital Management, in charge of business development and a member of the firm’s investment committee. David has 17 years of experience in finance. He worked for Citibank as a sales warrant. In 1996, he moved to Credit Mutuel-CIC to open an equity derivatives sales desk (warrants, options strategies and convertible bonds). After this,  David managed, alongside three other founding partners of Laffitte CM, a €10 billion portfolio dedicated to merger arbitrage, basket trading and equity finance with desks in Paris, New-York and Singapore. In 2007, the team decided to set up its own investment company with a specific focus on Ucits event driven funds.
David graduated from the Business School Euromed Marseille and HEC Montreal. He has a Masters in Financial Markets from Paris Dauphine University.

 

  


Marina Lewin
Bank of New York Mellon 

Marina Lewin heads global business development and client relationship management for BNY Mellon Alternative Investment Services (AIS), a leading provider of hedge fund, private equity and fund of fund administration and custody. At the end of 2011, AIS serviced over $520 billion in assets under administration and custody. Marina is also a frequent speaker at industry events and serves as a media spokesperson for the company's alternatives businesses. 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. Marina has over 25 years experience in the securities industry business, having previously held roles in product, operations and sales management. Marina graduated from Barnard College and received her MBA in Finance from New York University.


Jonathan Lourie
Cheyne Capital 

Jonathan H. Lourie is the founder and chief executive officer of Cheyne Capital Management (UK) LLP. Under his leadership, Cheyne Capital has grown to become one of the largest alternative investment managers in Europe.  The firm’s main areas of expertise include corporate credit, real estate debt, event driven and equity and equity-linked investing.  Prior to the inception of Cheyne Capital in June 2000, Jonathan worked from 1985 at Morgan Stanley where he was responsible for the creation and development of the convertible bond management practice. Jonathan was educated from 1967 to 1979 at the International School of Geneva and from 1979 to 1983 at Dartmouth College in Hanover, New Hampshire, from which he graduated phi beta kappa and summa cum laude in 1983.

 

 


 

Francois Marbeck
La Banque Postal 

Francois Marbeck is director of diversification investments at La Banque Postale. In 2007, François joined La Banque Postale as director of diversification investments, heading the investment department in charge of Diversification Assets (equities/commodities/alternative investments/private equity/real estate/infrastructure) for the proprietary account of La Banque Postale. Prior to this, Francois worked for CDC IXIS Asset Management as head of bond funds, and then director of global balanced funds and International equities. Before this he worked as a Eurobond trader, primary dealer in French OATs in the early 90’s, then bond mutual fund manager at Credit Lyonnais. 
 

Nicola Meaden Grenham
Alpha Strategic

Nicola Meaden Grenham is the chief executive of Alpha Strategic PLC. From 2001 until the end of 2003 Nicola was managing director and a member of the investment committee with the Blackstone Group Inc. where she was responsible for establishing and managing the development of the group's fund of hedge fund activities outside the United States. In 1990, Nicola founded TASS Research (TASS) which became one of the market's leading information, research and advisory companies specialising in hedge funds. In 2001 TASS (by then merged with Tremont) was bought by Oppenheimer Funds Inc.  Nicola’s doctoral thesis is entitled The Politics of Financial Regulation: Reform and Design in a Footloose World.

 

  


Andrew Meares
Capeview Capital 

Andrew Meares is a senior member of the team that manages CapeView Recovery Fund, a fundamental credit fund launched by Theo Phanos in 2003 and rebranded in 2011 from Trafalgar to CapeView.
CapeView Capital manages assets of approximately $700 million across the two strategies in credit and equity long / short. Andrew has 12 years experience in the European non-investment grade and distressed credit markets. Prior to joining Trafalgar in 2006, Andrew was a vice-president at Deutsche Bank on the leveraged finance team, originating and structuring non-investment grade debt transactions on behalf of private equity firms and corporates in Europe.

Rob Mirsky
KPMG

Robert Mirsky is a partner in KPMG’s Financial Services Practice and head of the UK hedge fund practice. He has over 14 years experience in advising financial services companies and hedge funds.  Robert joined the firm after overseeing the creation of an independent UCITS platform.  A US-trained lawyer, Robert was previously a partner in Ernst & Young’s hedge fund practice. Robert has worked with Big Four firms globally and he has considerable experience in the establishment, operation, and structuring of both offshore and onshore hedge funds. He has handled the tax aspects of cross-border financings, financial products, international mergers and acquisitions, insurance and project financings. Robert is also chairman and founder of the industry-supported charity Hedge Funds Care UK. Robert attended Boston University where he received a BA in Political Science, and American University's Washington College of Law where he received a JD. Robert is a Member of the New York Bar.

 

  


Ali Nejjar
Solaise Capital

Ali Nejjar founded Solaise Capital Management in November 2010 and is chief executive officer and chief investment officer. Prior to this, Ali joined Winton Capital Management in September 2001 and was the director of research from August 2004 until he left the company in August 2008. Ali joined Winton after graduating from the Ecole Nationale de la Statistique et de l'Administration Economique (ENSAE) in Paris with a degree in Mathematics, Statistics and Economics. He also holds a master’s degree in Finance and Economics from the London School of Economics.

 


Leonard Ng
Sidley Austin

Leonard Ng is a partner in Sidley Austin LLP’s financial services regulatory group in London.  Sidley Austin LLP is a global law firm, with approximately 1700 lawyers in 18 offices.  Leonard advises investment managers and other financial institution clients on practical issues arising from the changes in the EU regulatory landscape, including in relation to the EU short selling regulation, AIFM directive, the European market infrastructure regulation (EMIR), MiFID II and MAD II.  Leonard is a member of the UK FSA’s legal experts group on the AIFM directive and is a frequent speaker at industry conferences.


Stefan Nydahl
Brummer & Partners Archipel

Stefan Nydahl is managing director, chief investment officer and a partner of Archipel Asset Management. Prior to this, in 2005, Stefan was recruited to the role of portfolio manager for Nektar Asset Management, a Brummer & Partners subsidiary. In 2004, he took up a position as equity manager at AMF Pension where he also worked with strategic asset allocation. In 1998 Stefan was employed at Quantal International, a US company operating in the field of financial technology, where he was responsible for developing quantitative investment strategies. Two years later, he co-founded Quantal Asset Management LLC, a hedge fund manager focusing on quantitative market-neutral equity strategies. In 1998 Stefan received his PhD in Economics at Uppsala University, conducted research at the University of California, Berkeley, and at the central bank of Sweden.


Jens Nystedt
Moore Capital

Jens Nystedt is a global strategist at Moore Capital Management with a role in global macro analysis and portfolio management. Jens worked for almost six years as an economist at the International Monetary Fund (IMF).After leaving the IMF, Jens joined Deutsche Bank (DB) with senior research positions in both emerging market and Global FX research.  During 2006 and 2007 he was part of DB’s top II/Euromoney rated FX research team in his role as chief US FX strategist focusing in particular on G10 and links with emerging markets. Jens worked as part of Greg Coffey’s team at GLG Partners as the chief economist/strategist in 2007 and 2008. Jens holds an MSc. in International Finance from the Stockholm School of Economics, and a PhD in International Economics and Finance from the same business school.

 

  


Niels Oostenbrug
MN Services

Niels Oostenbrugis the head of alternative investments at Mn Services, including private equity, infrastructure, hedge funds and special investments. MN is one of the largest pension administrators and asset managers in the Netherlandswith more than €70 billion for a wide variety of pension funds in the Netherlands and the UK. Niels joined Mn Services in 2002, where initially he led the transformation from fund of hedge funds investments to single managers. Niels has more than 16 years of experience in financial markets. He graduated in 1995 with a Masters degree in Quantitative Business Economics from Erasmus University Rotterdam and a Masters in Financial Analysis (VBA) from the University of Amsterdam.

Stephen Oxley,
PAAMCO

Stephen Oxley is a managing director at PAAMCO, where he heads the firm’s client service group with overall responsibility for the firm’s global client relationships. He is involved in all stages of the investment process and is a member of the investment oversight committee and the account management committee. Prior to joining PAAMCO, Stephen was a partner and senior investment consultant at Watson Wyatt, LLP in London, where he provided investment advice to a number of large pension fund clients. In addition, he was head of the hedge fund research team and took part in the management of the firm’s investment practice. Stephen is a frequent guest speaker at investment conferences and writes regularly in various industry publications. He has completed the three investment management programmes at London Business School and in addition holds the Investment Management Certificate. Stephen has twenty-four years of investment management experience with institutional investors.

   


Kenneth Phillips,
HedgeMark International


Kenneth S. Phillips is founder and CEO of HedgeMark International LLC.
HedgeMark is an independent hedge fund managed account and risk monitoring platform, featuring a broad range of investment strategies managed by many of the industry's leading hedge fund managers, and supported by a fully-integrated suite of holdings-based risk and performance analytics. Kenneth was the founder, president and CEO of PMC International (now Envestnet PMC), the industry’s largest independent manager and administrator of separately managed account platforms.  A founding member of the Wilshire Cooperative, he also served for 10 years as a member of the advisory board of IMCA.  Kenneth received his education at Colorado State University.


Jean-Pascal Porcherot
Lombard Odier

Jean-Pascal Porcherot is a member of the executive committee of Lombard Odier Investment Managers (LOIM) and head of the alternative solutions group. Jean-Pascal joined Lombard Odier in May 2009 and became head of product management of LOIM in 2010.Its AUM stood at $36 billion as of December 31 2011, and the company had $3.3 billion in alternative products, including single-manager hedge funds, FoHFs and HF mandates. Jean-Pascal graduated from Ecole Nationale Supérieure des Télécommunications in Paris and holds a masters degree in Financial Markets from ESSEC/Pierre et Marie Curie.


Larry Powell, 
Utah Retirement Systems

Lawrence (Larry) Powell is deputy chief investment officer at the Utah State Retirement Fund (URS). Working with CIO Bruce Cundick, he is ultimately responsible for the oversight and management of the investment team, analysing deals and investing in all global public and private market asset classes. The URS is a public pension plan managing the retirement benefits of more than 150,000 public employees in the State of Utah. As of December 2009, the plan’s assets approximated $18 billion. URS has adopted a policy asset allocation that looks more like an endowment fund than a pension fund, with a target allocation to alternatives of 40%. Prior to joining URS, Larry served as managing director of External Public Markets at the Teacher Retirement System of Texas. Previously, Larry was president and CIO of a macro hedge fund firm, which he founded in 1987. He holds a BS degree in Finance and Real Estate from the University of Arizona, Tucson.

 

  


Matthew Roberts,
Towers Watson 

Matthew Roberts is senior investment consultant and head of multi strategy hedge funds in the manager research team at Towers Watson. He also leads the multi asset diversified growth and multi strategy hedge fund research teams. He is responsible for driving the research agenda and concluding on manager decisions in those asset classes.  Towers Watson is a leading global professional services company that helps organisations improve performance through effective people, risk and financial management. The company offers solutions in the areas of employee benefits, talent management, rewards, and risk and capital management. Towers Watson has 14,000 associates around the world.
Matthew joined Towers Watson (then known as Watson Wyatt) in 2005 having graduated at Bristol University with a BSc in Economics and Finance. Matthew is a CFA charterholder and in his spare time enjoys swimming as well as playing golf and hockey.

  

 


Lee Robinson,
Altana Wealth

Lee Robinson is the founder and CIO of Altana Wealth Limited. Altana was originally established to manage Lee’s personal estate, the main aim being to counter the destructive effects of inflation by delivering real (inflation-adjusted) returns. Its AUM is $60 million. Lee was the CIO and co-founder of Trafalgar which progressed from just $6 million of day one money in November 2001, to a business with over $3 billion at its peak, over 40 staff, nominated and winning several industry awards include five nominations and two wins in 2008. Lee has a BA in Mathematics from Cambridge University.

 


Manny Roman, 
Man GLG

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.

 

 

 


Sir Paul Ruddock,
Lansdowne Partners

Sir Paul Ruddock is a co-founder and CEO of Lansdowne Partners. Sir Paul was, from 1992, managing director and head of the International department of Schroder & Co. Inc. which he had joined in 1984. From 1980 to 1984 he was an institutional equity salesman at Goldman Sachs & Co. Sir Paul is chairman of the Victoria & Albert Museum, chairman of the Gilbert Trust for the Arts, a trustee of the Metropolitan Museum of Art, New York, a Bancroft fellow of Mansfield College, Oxford University and a director of the Alternative Investment Management Association. Sir Paul holds an MA, and a first class BA in Law from Oxford University.

  

  


Paul Sansome
Ferox Capital

Paul Sansome has been a partner of Ferox Capital LLP for 12 years.  He is head of business development and is in charge of external research. He has also been responsible for research and private investments. Ferox is a specialist convertible bond manager running both hedge and long-only, UCITS and Cayman funds.  The focus is very much on return generation and aligning our interests with those of the clients.  Ferox manages $1 billion. Paul’s prior experience was with bulge-bracket firms (JPMorgan, UBS and Merrill Lynch), mainly in an origination role for convertibles. 
Paul holds an MA from Cambridge.


 

Karsten Schroeder
Amplitude Capital

Karsten Schroeder is the chairman of Amplitude Capital and the portfolio manager for the Amplitude Dynamic Trading Fund, Klassik and Sinfonie Fund. He oversees all the key decisions related to product development and manages research and strategy for the Amplitude’s range of funds on a day to day basis. Together with his partners, Karsten founded Amplitude Capital in September 2004. Prior to this he was with McKinsey. Growing up in former Eastern Germany, Karsten also lived in the US and Australia. 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 various TV channels, such as Bloomberg, CNBC and ZDF.


Andrew Seaman
Stratton Street Capital 

Andrew Seaman is partner and fund manager at Stratton Street Capital LLP. He manages Stratton Street’s Renminbi Bond Fund and WONDA Bond and Currency Fund (formerly Asian Bond Fund). Andrew also advises the New Capital Wealthy Nations Bond Fund (launched in 2009) and EFG’s New Capital Total Return Bond Fund (launched in 2003). Stratton Street Capital’s AUM is currently $1 billion, mostly fixed income.Andrew has over 20 years’ experience in the fund management industry and  has previously worked for Investec and Guinness Flight. He has received a number of awards and commendations from the likes of the Wall St. Journal and Asian Investor magazine. Andrew has a BSc in Financial Economics.


Anuraag Shah
Tusker Capital 

Anuraag Shah is the chief investment officer of Tusker Capital and the portfolio manager of the Tusker Investment Fund, a global commodities hedge fund, at Tusker Capital. Anuraag developed his fundamental commodities-investing strategy at Louis Dreyfus Commodities. The strategy involves analysing the commodities supply chain from the ground to the consumer, and takes long/short positions in both the companies and/or their underlying commodities. Previously, Anuraag worked at Goldman Sachs and Morgan Stanley in principal investing and trading, and also managed capital for the BAM Atlas Global Fund. He graduated with a BSc/MSc from the London School of Economics and an MBA from INSEAD.


James Skeggs
Newedge

James Skeggs is the head of research, EMEA for Newedge Alternative Investment Solutions with responsibilities for the development of investor-focused research on a wide variety of hedge fund strategies including managed futures, global macro, commodity, currency, and volatility trading.
James has written papers on a variety of subjects including the performance characteristics of these strategies, and various portfolio construction questions. He spearheaded the launch of a number of strategy indices, and has designed customised performance and risk reporting for managed account investors.
He is a regular participant at industry conferences and events, and is frequently published or quoted in journals and media. James has a BSc, honours, in Chemistry from Durham University, is a CAIA designee, and worked for Ruffer LLP prior to joining Newedge.

Claire Smith,
Albourne Partners

Claire Smith is a research analyst and partner at Albourne Partners Limited. Albourne Partners is the leading global advisory firm on alternative investments with $300 billion of assets under advisement. Since 2004 Claire has covered quantitative equity market neutral, statistical arbitrage, convertible arbitrage and volatility arbitrage hedge funds and tail hedging strategies for Albourne. Previously, she worked for 13 years in derivatives at UBS group companies and was appointed head of European convertible sales in 1994 and head of investor derivatives marketing in 1996. Claire completed a masters programme in Chemical Engineering at Imperial College, London. She is a London board director of 100 Women in Hedge Funds.

 

 


Mikael Spångberg
SEB

Mikael Spångberg is managing director and head of SEB's alternative solutions team with investment professionals in Stockholm and London.
Prior to this, Mikael was heading the alternative investment team within SEB Merchant Banking and an active hedge fund investor since 2003 in various roles including analyst and portfolio manager. He is a member of several investment committees as well as a credit committee within SEB and also active in various strategic projects within SEB's trading and capital markets unit. Mikael has been active in the alternative industry for the last 12 years.
He started his career at the equity finance desk within SEB and since then has had several senior positions within the bank including senior credit analyst and portfolio manager. Mikael holds a Master of Science degree in Financial Economics.


Lawrence Staden, 
GLC

Lawrence Staden is a principal of GLC. He is responsible for trading and research and his extensive experience allows him to act as the bridge between these two disciplines. Lawrence has almost 20 years’ experience running one of Europe’s longest established alternative investment management companies, combined with a previous seven years as a market maker and proprietary trader. Before establishing GLC in 1992, Lawrence worked with Bankers Trust from 1985. From 1988, he was the managing director of the Gilt Edged Market Maker and US Treasury Market Maker, analytic research and proprietary trading. He studied Maths at Cambridge and started his career in 1983 as an analyst/salesman with a UK stockbroker.

 

 


Sophie van Straelen
Asterias

Sophie van Straelen is the founder of Asterias Ltd, a consultancy located in London, specialised in delivering strategic insight in distribution for hedge fund managers. Sophie started her professional career in investment banking spanning derivative markets and hedge funds. Her 12 year experience in investment banking provided a strong base to found Asterias. In 2009 EFinancial News listed her as one of the top 100 most influential women in finance in Europe and she is a regular speaker at leading financial conferences. Asterias’ surveys and Sophie’s blog have become a recognised, valuable and independent source of analysis for the media, lobbying groups and investors.

 


Jerome Sutour
Cabinet Lefevre 

Jérôme Sutour is a partner of CMS Bureau Francis Lefebvre and is responsible for its Financial Services Group. CMS Bureau Francis Lefebvre ranks among the foremost business law firms in France, as a member of CMS, the organisation of 10 major independent European business law firms providing legal and tax services through 49 business centres around the world. Jérôme specialises in banking and financial law and co-chairs CMS’ funds and financial regulations practice groups. An important part of his work consists of assisting fund managers with the establishment and operation of investment funds, in particular, alternative and private equity funds.  Jérôme  is considered as a legal expert in private funds by the Who's Who Legal 2011, PLC Cross-Border Handbook: Investment Funds 2012.


Sanjay Tikku
KAUST Investment Managment Company
 

Sanjay Tikku is senior advisor at King Abdullah University of Science and Technology (KAUST).
KAUST is an international, graduate-level research university located in Thuwal, Saudi Arabia. The university was founded in 2009 and focuses exclusively on graduate education and research using English as the official language of instruction. It focuses on such disciplines as energy and environment, industrial biotechnology, and scientific computing, and seeks to create and support the highest standards of scholarship through merit-based opportunities for men and women from around the world. Sanjay was previously managing director at UBS Global Asset Management.


Pat Trew,
CQS

Patrick Trew is chief risk officer at CQS where he is responsible for managing the firm’s risk management functions including market, credit and operational risk. He is a managing member of CQS (UK) LLP, director of CQS Investment Management Limited, CQS Asset Management Limited and a member of the CQS executive committee. CQS is a $11.2 billion global multi strategy asset management firm. Prior to joining CQS, Patrick was executive director and co-head of collateralised lending risk management at Lehman Brothers from 2001 to 2003. Before this, he was director and head of risk management for European equity and credit trading at CSFB from 1998 to 2001. Pat holds an MA, Honours, in Physiological Sciences (Medicine) from St Anne’s College, Oxford.

 

  


Hilmi Unver, 
Notz Stucki

Hilmi Ünver is a partner and head of alternative investments at Notz Stucki. He is also a member of the investment committee of Haussmann Holdings, a fund of funds that that was co-founded by Notz Stucki in 1974. Founded in 1964, Notz Stucki & Cie is one of the pioneering firms in alternative investing and multi-management. It is one of the leading and fully independent asset management group in Europe with a global presence and assets in excess of $6 billion. Prior to joining Notz Stucki, Hilmi was a partner in charge of the alternative business at Octogone Gestion. Previously, he worked at Republic National Bank of New York and Lombard Odier. Hilmi holds a BBA from Hofstra University in New York. He is a passionate photographer.

  

 


Jim Vos,
Aksia

Jim Vos is CEO at Aksia LLC where he is responsible for overall management of the firm, design and direction of Aksia research processes, and direct advice to clients on portfolio construction and composition. Aksia is a leading independent hedge fund research and advisory firm offering manager, strategy, and portfolio-level consultancy services to global institutional clients with combined allocation to hedge funds of $41 billion. The company has offices in the US, Europe and Asia. Jim is former head of Credit Suisse Hedge Fund Investment Group and has 25 years of hedge fund experience.  He is a graduate of The University of Pennsylvania. 

 



Sushil Wadhwani,
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.


Chirstopher Watson, 
Finisterre Capital 

Christopher Watson is the head of research at Finisterre Capital LLP. Finisterre Capital, founded in 2002, is an emerging markets specialist. The Ffirm manages over $1.7 billion in emerging markets funds in a variety of asset classes, including sovereign debt, local currency debt, foreign exchange, corporate credit, special situations and equity. Christopher was (from 2006 to 2007) an investment analyst with Citigroup Global Special Situations principal investment unit. Before Citi, he worked from 2001 to 2004 structuring and underwriting corporate finance transactions at GE Capital. He began his career as a financial institutions banker at the Royal Bank of Canada in 1999. Christopher has an MBA from IMD in Lausanne, a Bachelor of Arts from McGill University in Montreal and is a CFA Charterholder.  


Emmanuel Weyd,
Eiffel Investment Group 


Emmanuel Weyd manages Eiffel Credit Opportunities, a discretionary long-short credit fund, investing in European corporate and financial credit at Eiffel Investment Group. Eiffel Investment Group is a Paris-based alternative asset manager, with ca. €300 million under management. Prior to joining Eiffel Investment Group in 2009, Emmanuel was a proprietary trader at J.P. Morgan (as a managing director in the Proprietary Positioning Business division). He previously headed debt capital markets at J.P. Morgan for part of Europe, in charge of debt origination, advisory and structuring. He had previously co-headed J.P. Morgan’s European credit research team. Emmanuel started his career as a credit analyst at Standard & Poor's.


Simon White,
Man GLG

Simon White is the global head of product and client operations (PCO) for Man Group PLC. 
Prior to GLG’s merger with Man in 2010, Simon served as the COO of NYSE listed GLG Partners Inc.  He also served as member of the Lehman Brothers International Europe creditors committee representing GLG from late 2008 through to early 2011. From 1995 to September 2000 he worked for Lehman Brothers, firstly as European controller, then chief administrative officer and finally executive director and branch manager of the GLG Partners division. Prior to 1993, Simon worked at Credit Suisse First Boston and PaineWebber in a number of senior business and support roles.  He is a fellow of the Institute of Chartered Accountants and has worked in the financial services business since 1986.

Greg Wojciechowski, 
Bermuda Stock Exchange 

Greg Wojciechowski is president and chief executive officer of the Bermuda Stock Exchange (BSX).  Prior to assuming this role he was the exchange’s chief operating officer.  Greg is also the chairman of the Financial Intelligence Agency in Bermuda. Prior to joining the Bermuda Stock Exchange in 1993, Greg held management positions at three large US brokerage firms. During this time his attention was focused on brokerage administration and operations in international and global markets. Greg received a Bachelor of Arts degree from the University of North Carolina at Charlotte.  He has studied International Business at The University of Copenhagen and has studied French and International Relations at the Universite D’Aix-Marseille (Institut Pour Etudiants Etrangers) in Aix-en-Provence France. Greg is a Bermudian and is married with two sons.
Spencer Woodward
Bluebay Asset Management

Spencer Woodward is a partner and co-head of operations with responsibility for all operational activities across multiple trading activities including OTC, exchange traded derivatives and securities for BlueBay Asset Management LLP. BlueBay is one of Europe’s largest managers of fixed income credit and alternative products. Based in London, with offices in the US, Luxembourg, Hong Kong and Japan, it manages over $40 billion, as at 29 February 2012, for institutions and high net-worth-individuals. The firm manages a combination of long-only and alternative debt strategies covering investment grade, high yield, convertibles and emerging markets. BlueBay Asset Management is wholly-owned by Royal Bank of Canada (RBC) and part of the RBC asset management division, RBC Global Asset Management group of companies. Prior to joining the company in September 2005 Spencer spent 12 years with Morgan Stanley.



 


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