InvestHedge Forum 2012

Venue: The British Museum
Location: London, UK
Dates: Tuesday, 02 October 2012 - Wednesday, 03 October 2012

A unique hedge fund conference, the InvestHedge Forum tackles a variety of investor-related topics and examines how investors are investing in and buying hedge funds. More than 350 hedge funds, institutional investors and funds of hedge funds will meet at the British Museum to discuss the most pressing issues of the day, including tail risk, equities, emerging markets, Asia, M&A, regulation, transparency and commodities. Speakers inlude, Ash Williams, Florida State Board of Administration, Martin Källström, AP1 and Dame Amelia Fawcett, Hedge Fund Standards Board. REGISTER NOW - UK: +44 (0)20 7779 7222 / US: +1 212 224 3570 or email: events@hedgefundintelligence.com


Keynote Speakers:

 

Dame Amelia Chilcott Fawcett
Chairman
Hedge Fund Standards Board

Amelia Chilcott Fawcett is the chairman of the Hedge Fund Standards Board in London.  She also is chairman of the Guardian Media Group plc in London, a non-executive director of State Street Corporation in Boston, Massachusetts and a non-executive director of Investment AB Kinnevik in Stockholm.
Between 2007 and 2010, Amelia was chairman of Pensions First, a financial services and systems solutions business.   She began her career at the US law firm of Sullivan and Cromwell. Before joining Morgan Stanley in London in 1987 working most recently as vice chairman, since being appointed in 2002.  She stepped down from her executive role in October 2006 and was a senior advisor to the firm until April 2007.
Amelia is a governor of London Business School, a commissioner of the UK-US Fulbright Commission, and a trustee of Project HOPE UK.   Amelia was appointed a Dame Commander of the British Empire in the 2010 Queen’s Birthday Honours List for services to the financial services industry, in addition to being awarded the CBE in 2002, also for services to the financial industry.  She received the Prince of Wales’ Ambassador Award in 2004 and an honorary degree from the American University in London (Richmond) in 2006.
Amelia has a degree in History from Wellesley and a Law degree from the University of Virginia. She was admitted to the New York Bar in 1984. Her interests include fly fishing, sailing, hill-walking and history, and she sailed across the Atlantic in 2006 to raise £250,000 for Breakthrough Breast Cancer.

 

Martin Källström
Portfolio manager
AP1

Martin Källström is the portfolio manager responsible for hedge fund investments ($1.6 billion) at AP1.
AP1 manages $35 billion worth of assets and is part of the Swedish state pension system. Martin has researched hedge funds in different capacities for close to 10 years. Prior to heading up the hedge fund portfolio, he was responsible for the private equity portfolio at AP1 with fund commitments of $1.8 billion. Before joining AP1 he was head of investment and actuarial consulting at Aon in the region and a member of the global investment practice committee.
Martin began his career as an actuary at Watson Wyatt and holds a Masters in Finance from Stockholm School of Business.

  Ash Williams
Executive director and chief investment officer
Florida State Board of Administration 

Ashbel (Ash) Williams is the executive director and CIO of the Florida State Board of Administration (SBA).  The SBA manages assets under broad investment authority granted by the board’s trustees.  The trustees are Florida’s governor, chief financial officer, and attorney general.  Among the over $150 billion in assets under management are those of the Florida Retirement System (FRS) Trust Fund.
Prior to joining the SBA, Ash was a managing director at Fir Tree Partners and previously was president and CEO of Schroder Capital Management, both headquartered in New York City. He previously served as executive director of the SBA from 1991 to 1996 and in senior management positions in Florida’s executive and legislative branches.  
He serves as chairman of the Florida State University Foundation, an advisory board member of the Robert Toigo Foundation, and a leadership council member of the Robert F. Kennedy Center for Justice and Human Rights. He is an Episcopal lay minister.
Ash holds both BS and MBA degrees from Florida State University (FSU) and completed post graduate programmes at the University of Pennsylvania’s Wharton School and Harvard’s John F. Kennedy School of Government.



Speakers include:

 

Steven Bell
Director
GLC

Steven Bell is a director of GLC, the long-established hedge fund company based in London. He is principal portfolio manager of its Global Macro Fund, with AuM of over $500 million.
Steven started his City career 25 years ago as chief economist for Morgan Grenfell, then Deutsche Morgan Grenfell, Deutsche Bank and Deutsche Asset Management. His macro hedge fund experience came in the five years before he joined GLC, when he was fund director of Deutsche’s asset allocation funds.
Steven has Economics degrees from the London School of Economics and Stanford University and was an Economic Adviser at the Treasury.

Akshaya Bhargava
InfraHedge

Akshaya Bhargava is the CEO of InfraHedge, an investor-centric hedge fund managed account platform for institutional investors that was acquired by State Street in 2011. InfraHedge focuses on institutional investors and provides them with the end to end managed account infrastructure to set up managed account programmes to their own specifications. Investors have full flexibility to select managers of their choice and choose from a range of structures, domiciles and other attributes that are critical to effective and efficient managed accounts.
Prior to establishing InfraHedge, Akshaya was the CEO of Butterfield Fulcrum Group, a hedge fund administration business. Akshaya has more than 32 years of business experience and holds a degree in Economics from Fergusson College, India, and a Master of Business Administration from Indian Institute of Management.

  Tim Bond
Strategist
Odey Asset Management

Tim Bond currently works at Odey Asset Management, engaged primarily in the economic and general strategy research roles for both the private wealth and institutional sides of the business.
Tim joined Odey in September 2010 from Barclays Capital. Tim worked at Barclays Capital for 12 years, starting in early 1998.  Prior to Barclays, he worked at Moore Capital and spent 10 years at Tokai International, a proprietary trading and advisory boutique owned by Tokai Bank. Over the three years between leaving Oxford and starting at Tokai, Tim worked as a Eurobond trader.
Tim is 48 years old, married, with three children. He was educated at Tonbridge School and Oriel College Oxford, where he gained a BA Honours in English Literature.

  Leonard Charlton
Partner
Dalton Strategic Partnership

Leonard Charlton joined Dalton Strategic Partnership as a partner in 2006 to launch and manage the Melchior European Fund, an equity long short strategy which has generated low volatility, positive returns every year with low correlation, low leverage and high alpha.
Dalton Strategic Partnership is an independent, global investment management firm with AUM of $2.1 billion, as of 30 June 2012, which is dedicated to enhancing and preserving clients’ capital.
Leonard started his career as an equity trader for Goldman Sachs in 1998 before moving to GLG in 2003 where he was co-manager of the GLG European Opportunity Fund in 2004/2005.

  Steve Charlton
Director of consulting services
NEPC

Steven F. Charlton, CFA, is director of consulting services and the head of NEPC, LLC’s discretionary consulting business, responsible for design and strategic direction of outsourcing efforts and coordination of product delivery. 
Founded in 1986, NEPC is 100% employee owned and operated with 31 partners, 310 clients and $700 billion in assets under advisement. 
Steve has been at NEPC for over 16 years; four years as the head of NEPC’s consulting business and 10 years as head the defined contribution practice.  When not spending time with his wife and three children, Steve is an avid fly fisherman, golfer and skier.

  Russell Clark
Partner and fund manager
Horseman Capital Management

Russell Clark is a partner and fund manager at Horseman Capital Management, an investment company that specialises in managing long/short equity hedge funds.
Russell has been responsible for the management of the multiple award-winning Horseman Emerging Market Opportunities Fund since its launch in October 2006, until 31 December 2009. He took responsibility of the Horseman Global Fund on 1 January 2010.

Russell has a Bachelor degree, Honours, in Economics and a Bachelor degree in Asian Studies from the Australian National University. He became a CFA Charterholder in 2004.

  Alexandre Col
Head of investment fund department
Banque Privée Edmond de Rothschild

Alexandre Col has been involved in the hedge fund industry since he joined the bank in 1994. He oversees all activities linked to the funds of funds business.
Alexandre holds three degrees, in Business Administration, Economics and in Political Science, and two post-graduate diplomas, in Political Science and in International Economic Relations.
His expertise brought him to take part in various external committees of experts, as follows: chairman of the Regulatory Circle of the Alternative Investment Council (AIC) of the Swiss Fund Association (SFA); member of the Alternative Investment Management Association Limited (AIMA); member of the Alternative Investment Council (AIC) of the SFA; member of the European Fund and Asset Management Association (EFAMA); and member of the Swiss Council of Hedge Funds (TCF).

Knut Eirik Dahl 
Spencer House Partners 

Knut Dahl is a partner at Spencer House Partners, an independent merchant banking boutique established that provides M&A and strategic advice to companies in the investment management industry.  
In addition, through its partners Spencer House Partners also take equity stakes in high quality businesses.  In the last two years it has advised on over £4 billion on announced transactions in the investment management industry with over $180bn of assets under management (including over $15 billion in the alternative industry). 
Knut joined Spencer House Partners in 2009 after 18 years with JPMorgan/Bear Stearns, Putnam Lovell and Lehman Brothers.
Randall Dillard 
Chief investment officer
Liongate Capital Management

Randall Dillard is a co-founder and the chief investment officer of Liongate Capital Management.
Formed in 2003, Liongate is an investment management and research firm specialising in portfolios of hedge funds. Liongate serves its clients through offering of multi-strategy and strategy specific funds of hedge funds and tailored solutions.
Previously, Randall was at Nomura International as managing director within investment banking and also the head of merchant banking, which managed discretionary and principal investments on behalf of Nomura and related entities. He is a post-graduate of law and faculty Fellow of Pembroke College, University of Cambridge, and also founded the Randall Dillard Fellowship.

William Donzeiser 
Head of equity prime services and index trading, Americas
RBS

William Donzeiser is the head of equity prime services and delta1 index trading in the Americas for the Royal Bank of Scotland. 
William joined the Royal Bank of Scotland in 2006 as head of synthetic products for the Americas.  In 2009 he assumed the role of head of equity delta 1 and financing, Americas responsible for synthetic prime services including delta1 flow and structured OTC products, securities lending, as well as index and ETF trading.  His role was further expanded in 2012 to include global oversight of the equity prime hedge fund and investor offering.
Prior to joining RBS, William worked at Bank of America in New York for seven years in its equity derivatives division and eventually prime brokerage business and had held various positions within Bankers Trust Co. 

 

Luke Ellis
Chief executive officer and Chief investment officer
FRM

Luke Ellis is CEO and CIO of FRM and a member of the Man executive committee. 
FRM is a leading alternative investment management business. With a broad range of funds for institutional and private investors globally, it is known for its performance, innovative product design and investor service. FRM FUM is $19.5 billion as at 17 July 2012.
Prior to Luke assuming his current role, he was head and CIO of Man’s multi-manager business, which combined with FRM in July 2012.
Luke will be responsible for continuing to build the FRM range of investment solutions for private and institutional clients, and further developing Man’s leading position in structured products, funds of funds, managed accounts and tailored portfolios.

Patrick Fenal
Unigestion

Patrick Fenal is the deputy chairman of Unigestion. He also heads Unigestion’s Family Investment Office. 
Patrick joined Unigestion as a bond manager in 1979 and developed the ‘horizon yields’ technique (currency hedged fixed income management) from 1982. In 1986, he pioneered Unigestion’s move into hedge funds, building one of the most highly respected fund of hedge fund teams. Before his appointment as deputy chairman of Unigestion in 2011, Patrick was the chief executive officer of Unigestion SA from 1996 to 2010.
Patrick started his career in wealth management at Credit Suisse, before working in Iran for ABN Amro. He studied Economics at the University of Geneva.

 

Loïc Fery
Founder and managing partner
Chenavari Investment Managers

Loïc Fery is founder and managing partner of Chenavari Investment Managers.
Chenavari is an alternative fund manager focused on credit markets. Chenavari AUM are around $1.7 billion as of March 2011. The firm’s flagships hedge funds are the Multi-Strategy Credit Fund and the Toro Fund. Prior to setting up Chenavari, Loïc was global head of credit markets at CALYON, the investment bank of the Credit Agricole group. Before joining CALYON, he was at SG in both London and Hong Kong, where he was one of the initial members of the credit derivatives group.
Loïc graduated from HEC in Paris and has co-authored several books on credit derivatives, structured credit and securitisation.

John Franklin
Investcorp Hedge Funds

John Franklin joined Investcorp in 1997 and is currently chief operating officer of its hedge funds business responsible for operations, business strategy, product development and conduct of investment and sales processes.
Prior to this role, John was head of asset allocation, responsible for portfolio construction and performance benchmarking of customised accounts and commingled funds. Prior to his tenure at Investcorp, he worked at Citicorp for four years implementing securities custody systems at Citibank locations in Eastern Europe.
John holds an MBA from XLRI Jamshedpur, India with specialisation in Finance and Systems, and an Engineering degree from Mangalore University, India. He is a CFA Charter holder.

Ben Funk
Managing director and head of research
Liongate Capital Management

Ben Funk is a managing director and the head of research at Liongate Capital Management. Ben oversees qualitative research and quantitative risk management at Liongate.
Formed in 2003, Liongate is an investment management and research firm specialising in portfolios of hedge funds. Liongate serves its clients through its offering of multi-strategy and strategy specific funds of hedge funds and tailored offerings.
Ben was previously at Morgan Stanley. He studied first at Purdue University, holds a Master of Business Administration from the University of Stockholm, and earned his Master of Research and PhD at London Business School.
 

Robert Gardner
Co-chief executive
Redington Partners

Robert Gardner is founder and co-CEO of Redington Ltd, a progressive investment consultancy founded in 2006.
Robert cut his teeth at Deutsche Bank before joining Merrill Lynch in 2003, working as director in its Insurance and Pensions Solutions Group. He was responsible for implementing and executing ALM derivative solutions across several asset classes. In 2008, Robert also co-founded Mallowstreet, the online pensions community that brings pension fund decision makers and product providers together. He is passionate about the impact of social media on business believing that education, collaboration and contributions are the best way to tackle pension challenges.
Outside of pensions and social media, Robert is passionate about tennis and is often seen practicing his serve-volley around the office.

Tom Healy
Genii Solutions

Tom Healy founded Genii Solutions LLP in 2010 to provide consulting on operational infrastructure to institutional investors in hedge funds.
Prior to this, Tom spent six years as COO of a fund of hedge funds firm overseeing $4.5 billion of clients’ assets. He has 15 years experience in the hedge fund services industry including CEO of one of the largest global hedge fund administrators with assets under administration of $100 billion.
Throughout his career, Tom has overseen the establishment and management of scalable solutions in both the hedge fund administration and hedge fund asset management businesses. Tom is a Certified Public Accountant and trained at Coopers & Lybrand.

Mark Horne
Towers Watson

Mark Horne joined Towers Watson in March 2008 as a senior investment consultant in the fixed income manager research team. He is a member of Towers Watson's bond and hedge fund ASK teams (area of specialist knowledge) undertaking manager research, product and business development.  
Prior to Towers Watson, Mark spent two years at Natixis Global Associates UK Ltd as director of client services and fixed income product specialist and five years with RBS Asset Management specialising in manager research and product construction, covering a range of regional and global fixed income, equity and hedge fund mandates. Prior to that, he undertook a range of private banking and investment training roles. Mark is a CFA charter holder (Chartered Financial Analyst).

  Christian Howells
Product specialist
Aberdeen Asset Management

Christian Howells is product specialist at Aberdeen Asset Management, where he focuses primarily on the fund of hedge funds business. Christian is responsible for the detailed communication and development of the investment products and service offered to investors.  Aberdeen Asset Management PLC is a pure asset management company and only manages assets for third parties, allowing it to focus solely on their needs. It manages £183 billion of third party assets from its offices around the world, as at 30 June 2012. Christian graduated with a BSc degree in Microbiology from the University of Bristol and holds the Advanced Financial Planning Certificate (focused on investment management).

Robert Howie 
European head of the alternatives boutique
Mercer

Robert Howie is European head of the alternatives boutique, a unit within Mercer Investments.
Mercer has been providing investment services to clients for over 35 years and works with investors in 46 countries. More than 1,200 employees in 66 offices around the world provide advice to over 3,700 clients with more than £3.5 trillion in assets.
Located in London, Robert leads the manager research and generation of intellectual capital for alternative assets in Europe and is also global director for funds-of-hedge funds research.  Additionally, he advises institutional investors on the use of alternative assets.  Prior to joining Mercer, he worked for Barclays in London and African Life (now part of Sanlam) in South Africa.  Robert has a Master of Business Science from the University of Cape Town, and is a Fellow of the Institute of Actuaries.

  Ewan Kirk
Chief investment officer and partner
Cantab Capital Partners

Dr Ewan Kirk is chief investment officer and partner at Cantab Capital Partners LLP.  Ewan’s daily focus is research and development, risk management and managing Cantab’s quantitative team.
Cantab Capital Partners is a $3.6 billion systematic global macro hedge fund manager based in Cambridge, UK. 
Ewan previously ran the 120 strong Goldman Sachs Strategies Group in Europe, where he was responsible for all of Goldman Sachs’ quantitative technology.  Ewan has a PhD in Mathematics (General Relativity) from Southampton University, a Certificate in Advanced Study in Applied Mathematics from Cambridge University and achieved a First Class degree in Natural Philosophy and Astronomy at Glasgow University.

Robert Kosowski
Associate professor
Imperial College London

Robert Kosowski is associate professor in the finance group of Imperial College Business School, Imperial College London, and director of the Risk Management Lab. 
Imperial has around 13,500 full-time students, 3,330 academic and research staff and is consistently ranked among the top universities in the world. Robert is an associate member of the Oxford-Man Institute of Quantitative Finance at Oxford University and a member of AIMA's and PRMIA's research committees.  
Robert has consulted for private and public sector organisations and has worked for Goldman Sachs, the Boston Consulting Group and Deutsche Bank. His policy related advisory work includes: specialist adviser to UK House of Lords, and expert technical consultant at the International Monetary Fund, USA.. Robert holds a BA, First Class Honours, and MA in Economics from Trinity College, Cambridge University, and an MSc in Economics and PhD from the London School of Economics.

  David Kuenzi
Director of risk management and quantitive resarch
Aurora Investment Management

David Kuenzi is director of risk management and quantitative research for Aurora Investment Management, LLC, where he is responsible for developing quantitative and risk models, portfolio risk oversight, and functions related to overlay hedging and risk analysis. 
Aurora provides hedge fund of fund investment management and advisory services, and had over $10.5 billion in assets as of 1 June 2012.
David received a BA from Western Michigan University, an MFA from the University of Iowa, an MBA in Analytic Finance and International Business and an MS in Financial Mathematics from the University of Chicago, and is a Chartered Financial Analyst.

Jon Little 
Partner
Northill 

Jon Little is a partner of Northill Capital LLP.
Northill was founded at the end of 2010 by Jon with the backing of substantial private capital. The business will provide long term equity and seed capital to a small number of high quality start-ups or early stage managers, and equity capital to replace existing shareholders in larger more established asset managers.
Prior to founding Northill, Jon was vice chairman at BNY Mellon Asset Management. He was educated at Oxford Brookes University and his interests are running, skiing, sailing, wine and music.

  Damien Loveday
Global head of hedge fund research
Towers Watson

Damien Loveday is the global head of hedge fund research at Towers Watson and also heads the team responsible for researching fixed income hedge funds. In addition, Damien sits on the multi strategy/macro and equity long short hedge fund teams together with the distressed research team.
Towers Watson is a leading global professional services company that helps organisations improve performance through effective people, risk and financial management. Towers Watson Investment is focused on creating financial value for the world's leading institutional investors. It is a division of Towers Watson's risk and financial services business and has assets under advisory of over $2.1 trillion.
Prior to Towers Watson in 2006, Damien spent seven years at RBS Asset Management.
He was educated at Yale and the London School of Economics, gaining a BSc Honours in Accounting and Finance from the latter. Damien is a CFA charterholder.

Alexander Lowe
ISAM

Alex Lowe joined ISAM in January 2011 as director of strategy and business development.
Prior to ISAM Alex was at Man Group, where he was originally head of product development for Man Global Strategies from 2003, and latterly from 2006 to 2009 CEO of MGS and a director of Man Investments Ltd. 
Prior to Man, Alex worked as a senior trader at BNP Paribas in Paris from 2001  where he was responsible for equity relative value trading setting up a series of quantitative models trading in Europe the US and Asia, and at ING Barings from 1998  as a senior salesman.  Alex graduated from Newcastle University with a degree in Politics and was a Captain in the British Army.

George Main
Chief executive officer and co-founder
Diversified Global Asset Management 

George Main is CEO and co-founder of Diversified Global Asset Management Corporation (DGAM).  George is responsible for overall firm management and direction, in addition to investment decision-making including hedge fund selection, hedge fund portfolio construction and tail hedge overlay management. 
DGAM is an independent alternative investment manager and advisor based in Toronto, Canada, with over $5.5 billion in managed and advised assets.
In 2007, George was appointed to the hedge fund investors’ committee of the President’s working group on financial markets.

  Roxanne Martino
Partner, president, chief executive officer and portfolio manager
Aurora Investment Management

Roxanne Martino is the partner, president, chief executive officer, and portfolio manager at Aurora Investment Management LLC.  She is responsible for monitoring and supervising the Firm’s investment activities.
Aurora provides hedge fund of fund investment management and advisory services, and had over $10.5 billion in assets as of 1 June, 2012.
Prior to joining Aurora in 1990, Roxanne worked at a multi-manager alternative investment firm, and at Coopers & Lybrand, focusing in the commodities and securities area.  She received a BBA from the University of Notre Dame and an MBA from the University of Chicago.

Pierre-Olivier Masmejean 
Chief investment officer
Omega Asset Management

Pierre Olivier ‘POM’ Masmejean is chief investment officer at Omega Asset Management Limited London.
Omega Asset Management (OAM) manages $730 million in Irish listed fund of hedge funds, backed by Omega Capital, a leading multi billion dollar Madrid based family office. Besides internal capital, OAM also has Spanish institutional investors, including pension funds and insurance companies, and also advises Omega Capital on absolute return and UCITS funds selection for their domestic products.
Prior to joining OAM in 2008, Pierre-Olivier worked as MD Europe for Guggenheim Advisors, a $3 billion managed account based fund of hedge fund. He was also CIO for LCF Edmond de Rothschild Multi Management, and held various positions at  DLJ and JP Morgan. Pierre-Oliver founded New Flag Asset Management, later sold to Putnam. He also worked at Salomon Brother International, and Merkuria. Pierre-Olivier holds an MBA from HEC, and a Masters in Political Sciences (Sciences-Po), Paris (Dean’s List).

  Andrew McCaffery
Global head of hedge funds
Aberdeen Asset Management


Andrew McCaffery is global head of hedge funds where he is responsible for the fund of hedge fund business and is chairman of the hedge fund investment committee within Aberdeen's alternative investment strategies division.
Andrew joined Aberdeen in 2011 from BlueCrest Capital Management, where he was a founder member of the alignment investors division. Prior to joining BlueCrest in 2008, Andrew was head of absolute return strategies at Aberdeen. Before that, he was CEO of Attica Alternative Investments Limited in London, a fund of hedge funds business.
Prior to that, Andrew was a managing director at UBS overseeing global coverage of hedge fund investors, having been an architect of the investment bank's hedge fund business planning and also a member of its proprietary risk committee.

Mark McKeon
State Street

Mark McKeon is the managing director of risk management services for State Street investment analytics where he oversees services that assist clients in quantifying and understanding the risk characteristics of their portfolios. He joined State Street through the acquisition of International Fund Services (IFS).
Mark has 15 years’ experience in market and credit risk management as well as derivative valuations. Prior to joining IFS and State Street, he was director of client services for a risk management software company, Askari.
Mark received his BSc. in Applied Mathematics and Certificate in Financial Mathematics from Dublin City University.

  Anne Marie Morley
Partner and managing director
Aurora Investment Management

Anne Marie Morley is partner and managing director of operational due diligence at Aurora Investment Management, LLC.  Her duties include evaluating and analysing the operations and controls of both existing and prospective hedge fund managers.
Aurora provides hedge fund of fund investment management and advisory services, and had over $10.5 billion in assets as of 1 June 2012.
Prior to joining Aurora in 2006, she held positions at Grosvenor Capital Management, LaSalle Portfolio Management and Edelman Public Relation.  Anne received her BS in Accounting from DePaul University and an MS in Taxation from DePaul University.

Ian Morley
Allenbridge Epic and Wentworth Hall Consultancy

Ian Morley is one of the pioneers of the hedge fund Industry. He has helped build and sell many hedge fund firms.He was the founding chairman of AIMA, and recipient of a lifetime achievement award to the Hedge Fund Industry. He is Chairman of Wentworth Hall Consultancy and Senior Consultant at Allenbridge AIS,a £40bn Pension consulting firm.
Ian has advised the OECD and the EU about the hedge fund industry. He has published numerous articles, lectured throughout the world and is an Industrial Fellow of Kingston University. Ian is a regular contributor on radio, TV and the press, including several FT and Times Comment pieces.
Ian has run 16 marathons, is a thespian of note and lifelong Spurs fan.  He lives in London with a dog, two cats and sometimes his children. Ian is a graduate of LSE.

  David Nazar
Founder and managing partner
Ironshield Capital Management

David Nazar is the founder and managing partner of Ironshield Capital Management LLP. David has ultimate responsibility and veto over portfolio management, research, trades and risk management.
Ironshield is a pan-European investment manager focusing on stressed, distressed and event driven credit situations. The investment process is predominantly fundamental with a medium to long term investment horizon.
Before launching Ironshield in August 2007, David managed the European special situations principal investment group in Bank of America. He has two decades experience in European distressed debt investing and investment banking. David has a BA, Honours, from Cambridge.

  Maarten Nederlof
Managing director and head of portfolio solutions
PAAMCO

Maarten is a managing director and head of portfolio solutions at PAAMCO. He is a member of the risk management and management committees.
Prior to joining PAAMCO, Maarten held various positions at Deutsche Bank Securities, Inc. and Deutsche Asset Management, including managing director and global co-head of the hedge fund capital group and global head of the pension strategies group. In addition, he was a managing director and portfolio manager at K2 Advisors, LLC, as well as director and head of investor risk management at Capital Market Risk Advisors. Maarten began his career as a quantitative strategist at Salomon Brothers, Inc. He is a member of the investment committee of The John D. and Catherine T. MacArthur Foundation.
Maarten is a frequent lecturer and featured speaker at business schools, seminars and industry conferences. Maarten has 25 years of experience in investment management and portfolio construction with institutional investors.

 

Tim Ng
Managing director
Clearbrook


Tim Ng is a managing director and head of research at Clearbrook. Within this role he is involved in global macro and manager research, portfolio analysis and risk management..
Prior to Clearbrook, Tim was president and chief investment officer of Structured Investments Group, LLC. Previously, he has been a managing partner with European based investment advisory firms and has held the title of senior vice president and partner in varying roles at Prudential Securities, Smith Barney, and Oppenheimer & Company. With more than 25 years investment experience, Tim has had oversight of more than $5 billion of investor capital. He is a board member of Clearbrook Global Advisors and the Florida Alternative Investment Association. He has been a holder of securities licenses Series 3, 7, 24, 63 and 65. Tim received a BA in Economics from Stony Brook University and an MBA with honours from Long Island University.

  George Papamarkakis
Co-founder, managing partner and chief investment officer
North Asset Management

George Papamarkakis is a co-founder, managing partner and chief investment officer at North Asset Management (North).
North is an alternative asset management company based in London and founded in 2002. George manages North’s flagship fund the MaxQ Fund, an uncorrelated alpha macro fund.
Formerly George was managing director at Morgan Stanley within the fixed income department. He was instrumental in developing Morgan Stanley’s proprietary trading franchise and risk profile in derivatives, fixed income and foreign exchange in the European time zone. George studied Political Science and International Relations at University of Athens, Law Department.

Andrea Pederzolli
Director
Mangusta Risk Management 


Andrea Pederzolli is head of research and co-founder of Mangustarisk. He is responsible for the asset allocation committee and the manager selection and evaluation in the alternative space.
Mangustarisk is a risk management consultancy firm with €55 billion of assets under advice.  It is dedicated to institutional clients and is leader in the pension fund market in Italy.
Prior to founding Mangustarisk in 2000, Andrea held different positions at Merrill Lynch, Barclays Capital and IBJ. He is an electronic engineer, holds a Master in Finance from LBS and pursued a PhD in Finance also at LBS. 

Alexandre Pini 
Portfolio manager
Banque Privee Edmond de Rothschild 

Alexandre Pini is a portfolio manager in the investment fund department of Banque Privée Edmond de Rothschild, Geneva. 
He is in charge, with a team of analysts of managing several funds of hedge funds within the Edmond de Rothschild Prifund Alpha umbrella, including the flagship fund EDR Prifund Alpha Uncorrelated.
Alexandre holds a degree in Economics from the Ecole des Hautes Etudes Commerciales (HEC) of Lausanne University (HEC); and a Master degree in International Economy and Management from the Scuola di Direzione Aziendale de l’Università Commerciale Luigi Bocconi in Milano.

  Ian Prideaux
Chief investment officer
Grosvenor Estate

Ian Prideaux manages the Grosvenor Estate’s non-property investment portfolio. This includes long equity and bond portfolios, commodity, hedge fund and private equity investments. He is responsible for asset allocation and manager selection, investments being managed externally.
Ian has been with Grosvenor since 2006, and was previously at HSBC Private Bank, SG Warburg (now UBS) and Price Waterhouse (now PWC).

Thomas Raber
Alvine Capital 

Thomas Raber is the managing director and founder of Alvine Capital.
Before founding Alvine in 2005, Thomas was a partner and managing director of Key Asset Management (UK) Ltd for seven years. Prior to this he was executive vice president and the European head of fixed income sales for Banque Nationale de Paris in London and executive director in the fixed income and equity departments at Lehman Brothers in London and Geneva for over 10 years. He started his career in the fixed income department at CSFB in London and New York.
Thomas holds a MBA from the University of Chicago Booth School of Business and a BA in Economics from Boston University. 

  Anne Richards
Chief investment officer
Aberdeen Asset Management

Anne Richards is chief investment officer and head of Aberdeen Solutions. She is also head of the EMEA region and an executive director of Aberdeen Asset Management.
Aberdeen Asset Management PLC is a pure asset management company and only manages assets for third parties, allowing it to focus solely on their needs. It manages £183 billion of third party assets from its offices around the world, as at 30 June 2012.
Anne was chief investment officer and joint managing director of Edinburgh Fund Managers (EFM), which was acquired by Aberdeen in 2003. Prior to joining EFM, Anne worked for Merrill Lynch Investment Managers. Anne graduated in Electronics and Electrical Engineering from the University of Edinburgh and has an MBA from INSEAD.  Anne is also a Chartered Fellow of the Chartered Institute for Securities and Investment, and holds a Certified Diploma in Accounting and Finance (ACCA).

 

Julian Shaw
Head of risk management
Permal Group

Julian Shaw is head of risk management for the Permal Group, responsible for all risk management activities, fund derivative structuring and strategic portfolio advice to Permal clients, especially institutions such as pension funds and asset management companies.
Julian joined the Permal Group from Barclays Capital in 2004 where he was global head of market risk. Prior to Barclays, he was the quantitative analyst at Gordon Capital (market makers for Canadian stock index futures and options). He later joined CIBC as vice president for new products on the fixed income derivatives desk.
Julian has a Master's degree in Mathematics and is a Chartered Financial Analyst.

Bernd Scherer
Chief investment officer
FTC Capital

Dr. Bernd Scherer is chief investment officer at FTC Capital, a well established Vienna based managed futures company.
Previously Bernd was Professor of finance at EDHEC and managing director at Morgan Stanley, London. He has published more than 50 papers in academic journals including the Journal of Banking and Finance, Journal of Empirical Finance, Journal of Financial Market, Journal of Economics and Statistics, as well as in practitioner Journals like Financial Analysts Journal, Journal of Portfolio Management.
He authored or edited eight books on quantitative finance, including the Oxford Handbook of Quantitative Asset Management. Bernd is a reviewer in prestigious international finance journals and wrote several contributions for the Financial Times.

Paul Schwarz
Managing director and head of credit strategies
Lighthouse Partners


Paul Schwarz is managing director, head of credit strategies at Lighthouse Investment Partners LLC.
Lighthouse Investment Partners LLC is an investment management company focused on hedge funds and managed accounts.  Lighthouse has over $6 billion under management.
Paul joined Lighthouse in 2001 and is a member of the Lighthouse investment committee.  Paul earned an MBA from the University of Chicago and a BBA from the University of Iowa.  Paul is married with three children, has finished three marathons and is a Black Belt in Tae Kwon Do.  

  Scott Schweighauser
Partner and Chief investment officer
Aurora Investment Management

Scott Schweighauser is a partner and the chief investment officer at Aurora Investment Management, LLC.  His duties include evaluating and analysing both existing and prospective managers, their investment strategies and their risk controls.
Aurora provides hedge fund of fund investment management and advisory services, and had over $10.5 billion in assets as of 1 June 2012.
Prior to joining Aurora in 1994, Scott held positions at ABN AMRO Bank, Continental Bank, and Bankers Trust Co. He received his BA in Mathematics from Williams College and an MBA in Finance from the University of Chicago.

 

Pierre Sequier
Chief executive officer
Exane Asset Management

Pierre Sequier is the CEO of Exane Asset Management.

Paris based, Exane Asset Management specialises in managing European long/short equity funds. The company manages $4.8 billion in a comprehensive range of sector specific investment funds which are managed with a fundamental and market neutral approach.
Pierre started his career in 1990 at CCF (now HSBC France). He joined Sinopia Asset Management (HSBC group) in 1994 as a portfolio manager. In 1999 he became head of research and development and CIO in 2002 when he was involved in absolute return investments. He was appointed CEO in 2007.

 

Fehim Sever
Partner
Marshall Wace

Fehim Sever joined Marshall Wace in October 2008 and is the product manager of the award winning MW Global Opportunities strategy (Global long/short equity fund). Fehim was made a partner of Marshall Wace in December 2011.
Founded in 1997, Marshall Wace is a global asset manager offering a diverse set of alternative, long-only and bespoke investment solutions to a broad range of investors
, AUM as at 1 August 2012 totalled $6.8 billion.
Prior to this, Fehim spent seven years at Fidelity Investments, initially as an analyst and subsequently as manager of long-only and 130/30 funds. Fehim holds an MBA from the University of Michigan and a BA from Bogazici University. 

Stavros Siokos
Chief executive officer
Sciens Capital

Dr Stavros Siokos is chief executive officer responsible for the general management of Sciens Capital Limited
in its capacity as investment advisor and asset manager for the fund of funds and the managed account platforms.
Sciens is an independent asset manager with approximately $5 billion in AUM in funds of hedge funds, advisory, private equity and real assets.
Stavros previously held a number of senior roles: managing director within the equities division of Citigroup; head of investment management for Piraeus Bank; He was also chairman of Piraeus Wealth Management, a joint venture between the Piraeus Bank and BNP Paribas Wealth Management which he initiated and established. 

  James Skeggs
Head of research
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.

Rick Sopher 
Managing director
LCF Edmond de Rothschild Asset Management


Rick Sopher is the chairman of LCH Investments NV, the first multi-manager fund of hedge funds, launched in 1969. He is also managing director of LCF Edmond de Rothschild Asset Management Ltd and in 2012 became a director of a newly formed strategic alliance with RIT Capital Partners, which is headed by Lord (Jacob) Rothschild. Rick heads investment management of LCH and other funds in the Capital Holdings Group.
Prior to this, he was a partner at BDO Stoy Hayward responsible for corporate finance investigations. He was with that firm from 1981 to 1993, qualifying as a chartered accountant and becoming the youngest ever partner of the firm in 1988. Rick graduated from Cambridge University with a BA and MA in Economics in 1981. He was awarded the Chevalier de la Legion d’Honneur in 2007.

  Mikael Stenbom
Chief executive officer and majority owner
RPM

Mikael Stenbom is the CEO and majority owner of RPM Risk & Portfolio Management AB in Stockholm, Sweden. In addition to general management duties, Mikael is the chairman of RPM’s Investment Committee.
RPM, founded in 1993, is a specialist investment and risk manager with a strict focus on managed futures. Currently, RPM manages 15 investment mandates totaling approxately $1 billion and additionally acts as risk manager and risk monitor for an additional approximately $4 billion.
Mikael has served as the company’s CEO since its inception. Previous positions include CEO of a Scandinavian management consultancy firm and marketing director of Stockholms Optionsmarknad OM AB (OMX). Mikael is a graduate of the Stockholm School of Economics and the Royal Naval Academy in Sweden.

  Subhra Tripathy
Head of portfolio construction and quantitative strategies
Aberdeen Asset Management

Subhra Tripathy is head of portfolio construction and quantitative strategies at Aberdeen Solutions. Aberdeen Asset Management PLC is a pure asset management company and only manages assets for third parties, allowing it to focus solely on their needs. It manages £183 billion of third party assets from its offices around the world, as at 30 June 2012.
Subhra is a member of the Aberdeen Hedge Fund Investment Committee, and is responsible for portfolio construction for its products and customised solutions. He also leads research on quantitative  strategies such as market neutral, statistical arbitrage, systematic macro, and tail hedging. Subhra joined Aberdeen in February 2010 via the acquisition of various asset management businesses from the Royal Bank of Scotland PLC.  Subhra has a Master of Technology from the Indian Institute of Science, Bangalore,  an MBA from the Strathclyde Business School in Scotland, and has undertaken PhD coursework in Finance jointly at the London School of Economics and London Business School.
  Mark Unferth
Head of distressed debt and co-portfolio manager
CQS

Mark Unferth is head of distressed debt and co-portfolio manager for the European Distressed Fund at CQS.
CQS is a $11 billion global multi strategy asset management firm. It launched its first hedge fund in March 2000 and has since expanded its offering to include additional strategies and bespoke solutions in the areas of multi-strategy, convertibles, ABS, credit, loans and equities.
Mark has over 15 years experience of distressed investing having been a principal at Columbus Hill Capital Management LP and worked in a variety of roles at Metropolitan West Asset Management LLC, Credit Suisse First Boston, Donaldson, Lufkin & Jenrette and Citibank in New York.  Mark began his career in 1990 with the Federal Reserve Board in Washington, DC.

 

Hilmi Unver
Partner and head of alternative investments
Notz Stucki


Hilmi Ünver is a partner and CIO - 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.
 

Thomas Weber
LGT Capital Partners

Thomas Weber is a founding partner and CIO/head of hedge fund investment management at LGT Capital Partners which he joined in 1989
LGT Capital Partners is one of the world’s leading multi-alternative investment firm. LGT CP currently manages over $40 billion of assets in alternative asset classes and multi-asset solutions.
Thomas holds an MBA in Finance from Georgia State University, which he earned on a Fulbright Scholarship and a PhD in Business Administration from the St. Gallen Graduate School of Business (HSG).

  Mike Weston
Chief investment officer
DMGT Pension
Mike Weston became the in-house chief investment officer for the pension schemes of DMGT in 2009. He has responsibility for investment strategy and the performance of the scheme’s broad range of external asset managers, including the allocation to hedge funds.
For the previous 20 years Mike worked as an investment director in the City managing institutional equity portfolios at asset management firms such as Hermes and Merrill Lynch Investment Managers.
Mike holds an MBA from Cranfield School of Management and graduated from Cambridge University with an MA in Natural Sciences.
   
   
   
   
   
   

If you would like to suggest a speaker or a topic for the Forum, please contact our event programmers:

Niki Natarajan - nnatarajan@hedgefundintelligence.com

Neil Wilson - nwilson@hedgefundintelligence.com