Absolute Return Symposium 2012

Venue: 10 On The Park
Location: New York
Dates: Thursday, 01 November 2012 - Friday, 02 November 2012

The Absolute Return Symposium is the premier New York hedge fund conference. It attracts the elite from the U.S. hedge fund industry and from across the globe. This year top managers and investors will offer incisive commentary on the industry's accelerating growth and widening dispersion of returns and look at the outlook for and opportunities in equities, macro and commodities. As the global hedge fund industry marches past the $2 trillion mark, don't miss the chance to learn from the true money makers. REGISTER NOW - US: +1 212 224 3570 / UK: +44 (0)20 7779 7222 or email: events@hedgefundintelligence.com


Keynote speakers include:

 

 

Deepak Narula,
Founding partner
Metacapital Management
 

Deepak Narula is the founder of Metacapital Management, a fund management company specializing in mortgage backed securities. 
Metacapital launched its current flagship Mortgage Opportunities Fund in July 2008.  The new Mortgage Value Fund was launched in May, 2012. 

Prior to launching Metacapital, Deepak was a managing director at Lehman Brothers.  He joined Lehman in 1989 and worked in mortgage research and strategy until 1995, when he was the head of the strategy group. From 1993 to 1995, Deepak was ranked on the Institutional Investor All-America research team for his work on mortgage backed securities.  In 1995, he moved to trading mortgage backed securities and stayed at Lehman in that capacity through 2000.
Deepak holds a Ph.D. in Management Science from Columbia University (1989) and a B.Tech. in Electrical Engineering from the Indian Institute of Technology (IIT) Kanpur (1985). In addition he has taught courses at Columbia Business School, New York.

Andrew Redleaf,
Founder and chief investment officer
Whitebox Advisors

Andrew Redleaf, Whitebox Advisor, LLC’ s founder and chief investment officer has more than 30 years of experience trading in convertible securities and other optionality-driven markets. Before founding Whitebox,
Andrew was a founding partner of Deephaven Asset Management and managed the Deephaven Market Neutral Fund from 1994 through 1998. From 1980 to 1994, Andrew was an options trader at the Chicago Board Options Exchange (CBOE), the world’s largest options exchange. Before the CBOE, Andrew was an options trader with Gruntal & Company.

Dinakar Singh,
Founding partner
TPG-Axon

Dinakar Singh is the founding partner of TPG- Axon Capital, a leading global investment firm. Through offices in New York, London, Hong Kong and Tokyo, TPG-Axon invests across global markets and asset classes. The firm was founded by Mr Singh in late 2004, in partnership with Texas Pacific Group.He was previously a partner at Goldman Sachs, where he was co-head of the principal strategies department. During his 14 years at Goldman Sachs, he served on a number of the firm’s key leadership committees, including the Securities Division Operating Committee, Risk Committee, Partnership Committee, and Asia Management Committee. He serves on the Yale University Investment Committee, Trilateral Commission, and the boards of the New York Public Library, Columbia University Medical Center, The Rockefeller University and Cold Spring Harbor Laboratories.


 


Panellists include:

Jason Bonanca,
Partner and head of strategy and research
MKP Capital Management

Jason Bonanca is a partner, head of strategy and research and a member of the management advisory committee at MKP.  He is responsible for directing research activities to support all of the firm’s investment strategies and leads a team of investment professionals identifying trade opportunities across global markets.   Before joining the firm in 2007, he spent seven years as a senior member of Credit Suisse's FX research and strategy team.  During the last year of his tenure, he served as chief strategist of that team.  From 1998 to 2000, he was a trader-analyst on the open market desk of the Federal Reserve Bank of New York, where he was responsible for analytical coverage of a variety of developed and emerging markets.                                                                
Jason received a BA in International Relations, summa cum laude, from Tufts University (1994).  He was a Fulbright Scholar at the Institut d'Etudes Européennes of the Université Libre of Brussels, Belgium (1995) and also holds a MA in International Economics and European Studies from the Johns Hopkins School of Advanced International Studies (1997).

Greg Buechele
Portfolio manager – base and precious metals
Vermillion Asset Management


Greg Buechele has been trading base and precious metals at Vermillion since 2007 and has spearheaded the Firm’s participation in physical metals markets worldwide.  Greg formerly worked as a trader in Goldman Sachs’ fixed income currency and commodities (FICC) division, where he was one of four New York-based execution traders/managers of the 24 commodities that comprise the GSCI and its sub-indices.  He handled passive and active investor flows focusing primarily on the CME GSCI listed future contract in addition to the monthly rolls of nearby energy, agricultural, base and precious metal commodities. Greg also spent a year trading the firm’s forest products portfolio. Greg graduated from The Pennsylvania State University’s Schreyer Honors College, earning a BS in Electrical Engineering and honors in Finance and International Business.

Terri Chernick,
Chief investment officer
The Koffler Group

Terri Chernick is the chief investment officer for The Koffler Group.  She is in charge of Koffler's investment group overseeing asset allocation and manager selection. Terri is a Harvard Business School alumnus, third-generation family member, and principal of her family business. Her leadership of The Koffler Group portfolio won the family the award of The Family Office of the Year by Institutional Investor in 2010 and Best CIO within a Single Family Office by the FOR in 2012. Terri has a unique background that includes corporate consulting at Bain and Company, hands on management within Fortune 500 companies.  The Koffler Group was formed from the sale of the American Tourister Luggage.  The company now has an active real estate development group.  Terri has a special interest in seeding small high performance (sharpe>3) hedge fund start ups.  Her hobbies include meditation, scuba diving, and brain sciences.

Putnam Coes, 
Chief operating officer
Paulson & Co

Putnam Coes is chief operating officer of Paulson & Company, Inc. and is responsible for the non-investment functions of the Firm. Paulson & Company manages approximately $22bn in merger arbitrage, event-driven and credit strategies from offices in New York, London and Hong Kong. Before Paulson, Putnam was a managing director with Morgan Stanley, was chief operating officer of the Firm’s hedge fund business and earlier was chief operating officer of the Firm’s fund-of-funds business. He is a graduate of Yale School of Management and Trinity College.

Howard Cooper, 
Chief executive officer
Cooper Family Office

Howard Cooper began his career aggressively trading equities for his own account, becoming a full-time trader in the mid-80s. In 2006, Howard established a single-family office to manage his family assets, which were derived from his stock trading endeavors. His SFO has transitioned to global investing primarily in alternative investments, including hedge and private equity funds. The Cooper Family Office also partners with a number of Asian and European FOs, with which they research and invest in opportunities in China, Australia and Eastern Europe, along with frontier markets. Howard is an honors graduate of Princeton University, where he also guest lectures. Howard’s spare time is devoted to his favorite philanthropic endeavor of supporting music and art education among underprivileged students, and he has established a family foundation to support these causes.

Patrick Dimick,
Portfolio strategist
Bridgewater Associates

Patrick Dimick is a portfolio strategist at Bridgewater Associates. He is a senior member of the research group with expertise in portfolio structuring and the foreign exchange, interest rate, commodity, and equity markets. He is a contributor to Bridgewater's Daily Observations and Patrick also works with Bridgewater’s clients to develop investment strategies that meet their objectives and to provide insight into the research group’s thinking on global markets and economic conditions.  He has been with the firm since 2007. Before joining Bridgewater in 2007, Patrick's 17 years of market experience were with Medley Global Advisors, UBS Investment Bank, and Credit Suisse First Boston. He received a BA in Economics (1989) and an MA in International Economics and Finance (1990) from Brandeis University.

Peter Dom,
Founding partner
AF Advisors

Peter Dom is one of the founding partners of AF Advisors, a Dutch research and consultancy company servicing financial institutions. Peter is an expert on managed accounts and he has worked as a strategic advisor and project manager for several international financial institutions. A notable project is the structuring and implementation of the large and award-winning (Financial News Award for Most Pioneering European Institutional Investor in Hedge Funds 2011 and 2012) dedicated managed account platform for the second largest Dutch pension fund service provider PGGM. Before AF Advisors, he worked for more than ten years at Robeco Asset Management as head of key account management, head of marketing Benelux and head of product development structured products. Peter holds a masters degree in Business Law from the Erasmus University Rotterdam.  
Steven Drobny,
Author and co-founder and chief executive officer
Drobny Global Asset Management 

Steven Drobny is the co-founder and chief executive officer of Drobny Global Asset Management (DGAM). He also chairs the firm’s investment committee and risk management committee.
DGAM is a leading independent investment management firm dedicated to offering hedge fund solutions to institutional investors (pensions, sovereign wealth funds, foundations, university endowments, family offices, other asset managers).  The firm positions itself as an extension of its clients’ in-house research staff, developing investment guidelines for investing in liquid macro and commodity strategies, building customized hedge fund portfolios, assisting in risk management, and formulating unique ways to integrate macro principles through active advisory.
Steven is widely regarded as a thought leader in the hedge fund industry. He is the author of both Invisible Hands (Wiley, 2010) and Inside the House of Money (Wiley, 2006).   Steven received a BSBA from Bucknell University and an MSc from the London School of Economics.

Ryan Duncan, 
Global co-head of advisory group
Newedge 

Ryan Duncan is global co-head of the advisory group for Newedge Alternative Investment Solutions.  His responsibilities entail the development of investor-focused research on a wide variety of hedge fund strategies including managed futures, global macro, commodity, currency, and volatility trading.   He has been the author and co-author on several papers focused on the performance characteristics of hedge fund strategies and portfolio construction issues, such as Superstars versus teamwork and There are known unknowns. Additionally, he manages the Newedge Index committee and has worked to develop a number of hedge fund indices as well as design customized performance and risk reporting for clients. Such experience differentiates Ryan as a sought after advisor to institutional investors. Before joining Newedge, he developed software for the Weiland Financial Group. Ryan holds a BBA in both Economics and Management Information Systems from The University of Iowa and is a CAIA designee.

Paul Germain,
Credit Suisse

Paul Germain is a managing director of Credit Suisse in the investment banking division, based in New York. He is global head of coverage for prime services and a member of the global equity operating committee and the Americas equity management committee.
Paul joined Credit Suisse in April 2010 to lead the prime services distribution strategy across prime brokerage, Delta One, and futures. Before joining Credit Suisse, he was co-head of the US client franchise in prime brokerage at Goldman Sachs. Before that, he was co-head of the global institutional effort and chief of staff for the head of US equity. Paul earned an MBA from Harvard Business School and a BS from the Wharton School of Business at the University of Pennsylvania.

Kenneth Goodreau
Chief investment officer
Officer of the General Treasurer

Kenneth Goodreau is the chief investment officer at the Office of the General Treasurer.  In this capacity, he manages and directs the state’s multi-billion dollar pension system, as well as the short term investments and long term debt program.  In addition to managing the fund, Kenneth maintains relationships with money managers, banks, financial institutions and investment firms.  Kenneth’s thorough knowledge of the principles of money management facilitates his role as advisor to the State Investment Commission and the Public Finance Management Board. 

Before his work at the Treasurer’s Office, Kenneth was the senior technical analyst for Leerink Swann & CO. in Boston, Massachusetts and then the managing partner for Knollwood Capital Partners LP, a small, Boston-based, technically driven hedge fund.

Kenneth graduated with a BA in Business Administration, Marketing and Economics from the University of Rhode Island. 

Will Graves,
Chief investment officer
Boardman Bay Capital Management 


Will Graves is the
chief investment officer and founder of Boardman Bay Capital Management, a long/short equity fund focused on the global technology, media and telecom sectors. 
Boardman Bay is an absolute return, low-net exposure strategy that predominantly invests in middle to large capitalization equities and derivatives. The fund seeks to generate alpha through deep fundamental analysis, stock selection and optimal idea expression.
Will previously worked at Stark Investments, a global multi-strategy fund, and Talpion, a long/short equity manager. He has deep technology industry experience, having worked in Silicon Valley at an early stage cloud-computing start-up which was later sold to Sun Microsystems. Will has an MBA from the Wharton School at the University of Pennsylvania and graduated from the US Naval Academy.  He is an active sailor and has won national championships in multiple classes. 

Gregory Heyman
Chief operating officer,
Kensai Asset Management 

Gregory Heyman joined Kensai Asset Management in 2012. Before joining Kensai, Gregory was chief operating officer and chief compliance officer at Miura Global, a global long/short equity investment fund from 2006 to 2011 where he oversaw marketing, IR, legal, compliance, HR and operations. Before Miura, Gregory was managing director at Rhombus Capital Management and was a securities and operations analyst at Icahn Associates Corp. Gregory began his career at Tiger Management, where he worked as a summer associate in 1998. Gregory holds a JD from Yale Law School and an AB from Dartmouth College and was a Fulbright Scholar. He serves on the boards of the Tiger Foundation, United Hatzalah of Israel and the East Harlem School where he serves as vice chairman.

Richard Howard, 
Managing director
Hayman Capital Management

Richard Howard is a managing director – global strategist at Hayman Capital Management covering global markets. His responsibilities include the firm’s macroeconomic and geopolitical research, as well as investment thesis generation for non-US interest rates, foreign exchange, equities and sovereign credit. Before joining Hayman Capital Management in March 2007, Richard spent two years in Washington D.C. as a strategic consultant with Clark & Weinstock, one of Washington’s leading public affairs and strategic consulting firms.  Previously, he was employed by the Australian law firm of Clayton Utz Attorneys.  Richard graduated from the University of New South Wales in December 2003, with a bachelor of Laws and bachelor of Commerce in International Business.  He is also accredited in Sovereign Credit Risk Analytics by Standard & Poor’s. 

Brett Jefferson,
President and chief investment officer
Hildene Capital Management

Brett Jefferson is president and chief investment officer at Hildene Capital Management and oversees all firm investment decisions and strategies. Before founding Hildene, Brett was a managing director and senior portfolio manager at Marathon Asset Management, where he was responsible for CDO, CBO, and CLO investments in the Marathon Structured Finance Fund. Brett has 15 years of experience in the structured finance market and five years of experience in the option arbitrage industry. Brett earned his masters of Management degree from the J.L. Kellogg School of Management at Northwestern University in 1996 and his BA from Syracuse University in 1988.

Efrem Kamen
Pura Vida Investments

Efrem J. Kamen founded Pura Vida Investments in 2012 and is its managing member.  
From 2011 - 2012, Efrem was portfolio manager at Waterfront Capital, a Millennium affiliated fund, where he led an expansion initiative to add a healthcare business and was responsible for managing the healthcare portfolio.  From 2007 - 2011, he was an analyst at Diamondback Capital, responsible for medical device, diagnostic, and life science investments.  From 2008 - 2010, Efrem served as a director of Neovasc, a publicly traded cardiovascular device company.  From 2006 - 2007 he began his career on the buy-side at Citadel, where he joined as a junior analyst, and was promoted to Analyst, responsible for the medical device portfolio.  In 2004, Efrem began working in healthcare on the medical device equity research team at SG Cowen and Citigroup.  
Between graduating college in 2001 and starting his job at SG Cowen in 2004, Efrem worked at JP Morgan in investment banking and led several entrepreneurial efforts. He graduated with a BA from Columbia College, Columbia University in 2001.

Jeffrey Kaplan,
Chief operating officer
Appaloosa Management

Jeffrey Kaplan joined Appaloosa in April 2011 as the chief operating officer. Before his current role, Jeff was a managing director and global head of mergers and acquisitions and corporate finance at Bank of America Merrill Lynch. Previously, he was a managing director and global head of financial sponsors and leveraged finance at Merrill Lynch, where he began his investment banking career in 1987. In addition, Jeff was an executive vice president of MacAndrews & Forbes from 1992 until 1996, where he directed acquisitions. Jeff received a BS-MBA in Accounting and Finance from New York University and was an Applied Mathematics major at Brown University.

Bruce Karpati
Chief, Asset Management Unit, Enforcement Division
U.S. Securities and Exchange Commission

Bruce Karpati is chief of the Asset Management Unit in the Division of Enforcement of the U.S. Securities and Exchange Commission. The Asset Management Unit focuses its investigations on investment advisers, investment companies, mutual funds, hedge funds, private equity funds, and other investment vehicles managed by investment advisers.  Bruce has led a number of investment adviser investigations involving valuation, performance, insider trading, derivatives, manipulation, conflicts of interest, soft dollars, best execution, disclosure, market timing, and late trading.  Previously, Bruce was founder and head of the SEC’s Hedge Fund Working Group, and has served as assistant regional director for the New York Regional Office of the SEC.  Earlier, he was a branch chief and attorney in the Division of Enforcement.  Before the Commission, Bruce was an associate at Dechert LLP in Washington, D.C. Bruce received his JD from the University at Buffalo Law School and his BA in International Relations from Tufts University.

 

Simon Lack,
Author, The Hedge Fund Mirage, and Founder
SL Advisors LLC

Simon Lack founded SL Advisors, LLC, a registered investment advisor, in 2009.
Before this, Simon spent 23 years with J.P. Morgan. Much of his career with J.P. Morgan was spent in North American fixed income derivatives and forward FX trading. He sat on J.P. Morgan’s investment committee allocating over $1 billion to hedge fund managers and founded the J.P. Morgan Incubator Funds, two private equity vehicles that take economic stakes in emerging hedge fund managers. Simon serves on the board of trustees of Wardlaw-Hartridge School in Edison, NJ where he chairs the investment committee, and also chairs the memorial endowment trust investment committee of St. Paul’s Church in Westfield, NJ. Simon is a CFA Charterholder and the author of
The Hedge Fund Mirage: The Illusion of Big Money and Why It's Too Good to Be True.

Marina Lewin, 
Global head of sales of alternative investment services 
BNY Mellon Alternative Investment Services


Marina Lewin is the head of sales for asset servicing Americas and the global head of sales for alternative investment services.  In this role, she is responsible for developing and overseeing asset servicing’s overall sales strategy for insurance, corporate and public pension plans, endowments and foundations.  Globally, Marina is responsible for increasing BNY Mellon’s market share with traditional and alternative investment managers, including hedge funds, fund of hedge funds, and private equity.  Marina also serves as a member of BNY Mellon's operating committee.

Ross Margolies,
Founder and portfolio manager
Stelliam Investment Management LP

Ross Margolies is the founder/portfolio manager of Stelliam Investment Management. He manages both a long-short equity hedge fund and long equity fund for Stelliam.  In 2009, Stelliam was named Absolute Return’s US Equity Fund of the Year and for 2010 and 2011 it was named a Barron’s Top 100 hedge fund.  Over his career, Ross has managed strategies including long-short equity, long equity, long convertibles, asset allocation and multi-strategy arbitrage. Before Stelliam, Ross has been a Barron's Top 100 equity manager for six consecutive years, Lipper 5 Year Award winner for two years and Morningstar 5 star manager. 

Michael Masters,
Founder and managing member 
Masters Capital Management 


Michael W. Masters is the founder and managing member of Masters Capital Management, LLC. Michael has led this Atlanta based firm as its chief investment officer-portfolio manager since its inception in 1994. Masters Capital is the investment manager of the Marlin Fund which invests primarily in US-listed equities and options. The fund’s strategy is centered on both ‘theme’ and ‘behavior’ investing.  Michael is the founder of Washington, DC-based ‘Better Markets,’ which promotes public interest in transparency, accountability, and financial market oversight. He has presented expert testimony to the US Congress, CFTC, Financial Crisis Inquiry Commission, and other foreign governments. He has also presented to institutions including: OPEC, The Hyman P. Minsky Conference, The Energy Information Administration, Harvard Kennedy School, Massachusetts Institute of Technology, and Georgia Institute of Technology. Michael is a 1989 graduate of the University of Tennessee with a BS in Finance.  While at the University of Tennessee, he was a member (All American and captain) of the swimming team. 

 

Nick Mitsiou,
Executive director
LGT Partners

Nick Mitsiou joined LGT Capital Partners in 2008 where he is executive director, portfolio manager of the Crown Natural Resources FoFs and CTA, macro, commodities hedge fund analyst.
Before joining LGT Capital Partners, he was vice president – strategy head for systematic strategies (CTA and systematic equity market-neutral hedge funds) at Unigestion for two years and vice president – strategy head for tactical trading (CTA, global macro, emerging markets hedge funds) and relative value strategies (convertible arbitrage, equity market-neutral, fixed income arbitrage hedge funds) at ING Alternative Asset Management for three years. He also held portfolio management roles at Dunn Capital Management and Graham Capital Management, having begun his career as portfolio manager of a global macro hedge fund at Milburn Corp between 1993 and 2001.
Nick is a CFA charter holder and has an MBA from the University of Rochester.

Nick De Monico, 
Chief executive officer, hedge fund strategies group
Commonfund

Nick De Monico is chief executive officer of the Commonfund Hedge Fund Strategies Group, is responsible for investment and business leadership for the Commonfund hedge fund portfolios, including commingled funds and separate accounts in directional and relative value strategies. Before that, Nick served as deputy chief investment officer and head of marketable alternative strategies. Before joining Commonfund in 2002, Nick was managing director and portfolio manager for Citigroup Alternative Investments, where he was on the management team responsible for $2 billion in hedge fund investments for eight diversified multi-strategy and single-strategy funds. Nick earned his MBA in Finance and Marketing from the Columbia University Graduate School of Business and a BA in Political Science from Columbia College.

Jonathan Neiss, 
Assistant portfolio manager
Contrarian Capital Management


Jonathan Neiss joined Contrarian in 2004 and serves as assistant portfolio manager. In his role at Contrarian, he is focused on sourcing and managing distressed investments in U.S. corporate loans, bonds and trade claims. Jonathan is currently a board member of Exam Management Services Inc. and has served on a number of ad hoc creditor committees in large corporate bankruptcies including Adelphia, Calpine Corp., Charter Communications, Federal Mogul, Loral Space & Communications and Sea Containers Ltd. Before joining Contrarian, he was a distressed debt analyst with Murray Capital Management. From 2000 until 2002, he was an associate in the investment banking division at Salomon Smith Barney. From 1997 to 2000, he was an analyst in the investment banking division at Chase Securities Inc. Jonathan graduated from Yeshiva University receiving his BA degree with honours in Economics.
 

Michael Neus, 
Managing partner and general counsel
Perry Capital

Michael C. Neus is a managing partner and general counsel at Perry Capital, LLC.  He is responsible for all legal, compliance, human resource and administrative matters. Perry Corp. is a private investment firm founded in 1988, which manages approximately $8 billion across a variety of asset classes including publicly traded equity and debt securities, private equity and real estate. Mike is a frequent lecturer on hedge fund topics and currently chairs the investment advisory subcommittee of the Managed Funds Association, the primary trade organization of the hedge fund industry.

William Orum,
Partner and deputy chief investment officer
Capricorn Investment Group

William Orum is a partner and deputy chief investment officer of Capricorn Investment Group.  Capricorn is a multi-billion dollar global investment firm managing capital across both fund and direct strategies on behalf of families and foundations.  William is responsible for asset allocation, risk management and marketable investments in the portfolio.  Before joining Capricorn in 2004, he was an investment banker with Merrill Lynch & Co. in their global industries group.  Bill received a BA in Political Science from Amherst College and an MBA from the NYU Stern School of Business, both with honors. 

Chris Osborne,
Chief executive officer
Troika Dialog USA, Inc 

Chris Osborne is chief executive officer of Troika Dialog USA. With over 20 years of international experience in consulting, finance and government, Chris has worked with corporate, asset management and government clients in a number of roles in New York, Moscow and Washington. During his six years in Moscow, Chris held positions in the U.S. State Department and in investment banking with Troika Dialog, the oldest and largest private investment bank in Russia. Chris then held positions at Erste Bank and JPMorgan Chase in institutional equity sales, and headed the emerging markets division of Medley Global Advisors. He returned to Troika in 2007. A chartered financial analyst (CFA), Chris received a bachelors degree from New York University and a masters degree in International Affairs from Columbia University. 

Bill Perkins,
Managing partner and chief investment officer
Skylar Capital Management

William O. Perkins III is managing partner and chief investment officer at Skylar Capital.
Bill Perkins has more than two decades of experience in the energy trading industry. He recently founded Skylar Capital. Before starting Skylar Capital, Bill was a trading principal for Centaurus Energy in Houston, Texas (Centaurus) until May 2012 when John Arnold made the decision to wind up Centaurus.  Bill joined Centaurus at its inception in August 2002. Before Centaurus, Bill was employed as a trader and risk manager for various firms including El Paso Energy, Statoil, AIG Energy Trading, and Zahr Securities.  Bill is also the founder and president of Small Ventures USA, LP (SMV), a private equity and venture capital firm based in Houston, Texas, and founded in 1997. He received a bachelor of science degree in Electrical Engineering from the University of Iowa where he also played for the Hawkeye's football team.
Kenneth S. Phillips, 
Founder and chief executive officer 
HedgeMark

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. 

Andrew Rabinowitz,
Partner and chief operating officer
Marathon Asset Management

Andrew Rabinowitz is a partner and chief operating officer at Marathon Asset Management. He is also a member of the firm’s executive committee. He manages Marathon’s day-to-day activities including oversight of the firm’s global infrastructure including operations, treasury, legal, compliance and technology. Andrew also co-founded The R Baby Foundation which has raised several million dollars for children's hospitals in the U.S. Andrew holds his J.D. in Law from Fordham University School of Law and a B.B.A. in Accounting from Pace University, magna cum laude. He is a C.P.A. in New York and is currently a member of the Bar in New York and Washington, D.C.

Robert Richter
Cerberus Capital Management

Robert Richter joined Cerberus in 2008.  Before joining Cerberus, Bob worked at Bear, Stearns & Co. from 1983 to 2008, where he held several senior positions including senior managing director in the fixed income group, where he specialized in the development and distribution of structured products secured by a variety of residential mortgages, including prime, alt-a and subprime.  Bob previously traded and managed the sales force of the Commodity Arbitrage Group.  He is a graduate of Fordham University and received a JD from Pace University.

Greg Robbins, 
Chief operating officer and general counsel 
Mesirow Financial

Greg Robbins holds the titles of chief operating officer and general counsel—senior managing director, Mesirow Advanced Strategies, Inc. (MAS). Greg is also the chair of MAS’s operating committee. In Greg’s roles he is responsible for all non-client-facing and non-investment business activity at MAS, as well as the legal affairs of MAS. MAS is an institutional fund of hedge funds manager with approximately $14 billion AUM. MAS has offices in Chicago, London, and Hong Kong. Before joining MAS, Greg was a partner in the investment funds, advisers and derivatives group at Sidley Austin LLP.

Paul Roth,
Founding partner

Schulte Roth & Zabel

Paul N. Roth is a founding partner of Schulte Roth & Zabel and chair of its investment management group. Schulte Roth & Zabel is a multidisciplinary law firm with offices in New York, Washington, D.C., and London.  It is a leading law firm in private investments funds, including hedge funds, private equity and real estate funds. Paul has more than 40 years of experience representing hedge funds, private equity funds, offshore funds, investment advisers and broker-dealers in connection with fund formations and compliance, securities regulation, mergers and acquisitions (domestic and cross-border) and other financial transactions. He serves as a special adviser to the board of directors of the Managed Funds Association, adviser to the Alternative Investment Management Association and chair of the Subcommittee on Hedge Funds of the American Bar Association’s Committee on Federal Securities Regulation.

Harvey Sawikin,
Co-founder

Firebird Management LLC 

Harvey Sawikin co-founded Firebird in 1994. He is co-manager of Firebird Fund, which was one of the first funds created to invest in Russian stocks and is one of the best-performing of all hedge funds over the last 18 years. In addition, he co-manages Firebird New Russia Fund, Firebird Republics Fund and Firebird Avrora Fund, which also pioneered investment in Eastern European equities. He is a member of the management boards of Amber Trust and Amber Trust II, private equity funds focused on the Baltic States that Firebird launched in partnership with Danske Capital Finland. Before founding Firebird, Harvey was a law clerk on the U.S. Court of Appeals for the Second Circuit and an M&A specialist at the law firm of Wachtell, Lipton, Rosen & Katz. He is a graduate of Columbia University (Magna Cum Laude) and Harvard Law School (Cum Laude), where he was an editor of the Harvard Law Review. He is a member of the New York State Bar and a trustee of the Churchill School, where he serves on the finance and investment committees. He has written for several publications, including most recently Marc Faber’s  Gloom, Boom and Doom Report, and is also the author of a novel, published by Simon & Schuster in 1995.

Dan Schatzman,
Director of hedge fund research
Wolfson Family Office

Dan Schatzman is director of hedge fund research at Wolfson Group, a single-family office that has been invested in hedge funds for more than 30 years. The office is invested in dozens of funds, across asset classes, geographies, and AUMs. Before that he worked for another family office. He has an MBA from the University of Chicago.

Jack Schwager,
Author of a number of widely acclaimed financial books and co-portfolio manager
ADM Investor Services

Jack Schwager is a recognized industry expert in futures and hedge funds and the author of a number of widely acclaimed financial books. Jack is perhaps best known for his best-selling series of books based on his interviews with the greatest hedge fund managers of the last two decades: Market Wizards (1989), The New Market Wizards (1992), Stock Market Wizards (2001), and Hedge Fund Market Wizards (2012). He is also the author of the authoritative and highly regarded Schwager on Futures book series. He is currently the co-portfolio manager for the ADM Investor Services Diversified Strategies Fund, a portfolio of futures and FX managed accounts. Previously, Jack was a partner in the Fortune Group, a London-based hedge fund advisory firm, and spent 22 years as director of futures research for some of Wall Street’s leading firms. He holds a BA in Economics from Brooklyn College (1970) and an MA in Economics from Brown University (1971).

Tim Seymour,
Managing partner
Triogem Asset Managment
 

Tim Seymour is a co-founder and managing partner at Triogem Asset Management, a hedge fund manager formed in 2008, focused on emerging markets. Tim is a portfolio manager and member of the investment committee, overseeing portfolio construction/risk management. Before Triogem, Tim was a managing partner at Red Star Asset Management (Moscow, New York), focused on low volatility, multi-strat investing across Russia and the CIS.  Before Red Star, Tim was a partner and managing director for seven years at Troika Dialog USA. Tim is the host of CNBC’s emerging market program, Trading the Globe, and a trader on Fast Money. He received an MBA in International Finance from Fordham University and his undergraduate degree from Georgetown University.

Denise Shull
Principal
The Rethink Group

Denise Shull transforms cutting-edge neuroscience into actionable risk decision-making strategies that boost the bottom-line.  
Her 2012 book, Market Mind Games, has been described by many on Wall St. as the “best of its genre” and “the best ever written” on the psychology of markets, risk and trading.   
Denise teaches risk-takers how to capitalize on the brain’s ability to unconsciously recognize patterns while simultaneously averting the biases itemized in Behavioral Finance. She is known for discovering that traders bring a fractally patterned perception bias to their judgment of uncertainty.   
A former member of The Chicago Mercantile Exchange, Shull founded The ReThink Group in 2003.  She and her team consult with CEOs, Chief Risk Officers, and Portfolio Managers on new ways to approach human performance and to literally rethink thinking itself.    
Denise has also appeared on CNBC’s Squawk Box, Bloomberg, PBS and the Discovery Channel. She currently writes for Psychology Today, Absolute Return, AllAboutAlpha and the Wall St. Regulatory site, CompliancEx. 
She graduated from Harvard’s “Investment Decisions and Behavioral Finance” and holds a Master’s degree in the Neuroscience of the Human Unconscious from The University of Chicago.

Rajiv Sobti,
Managing partner and chief investment officer
Karya Capital


Dr. Rajiv Sobti is managing partner and chief investment officer at Karya Capital.
From July 2008 until August 2011 he served as the CIO of Nomura Global Alpha. Rajiv joined NGA from Proxima Alfa Institutional Advisor LP, where he served as the firm’s chief executive officer and chief investment officer.
Rajiv joined Proxima Alfa from BlackRock Financial Management where he was a senior member of the Investment Strategy Group and co-head of the Fixed Income Group. Rajiv was also the co-portfolio manager of the Obsidian hedge fund. Prior to BlackRock, he led a distinguished fixed income quantitative research team at Donaldson, Luftkin & Jenrette. Rajiv served as chairman of the Bond Market Association’s Mortgage research committee from 1994 to 1996.
Rajiv holds a B.A. with Honors in Economics from St. Stevens College, an MBA in Finance from the Indian Institute of Management, a Ph.D. in Finance from The Wharton School and was an assistant professor at McGill University in Montreal.

Nicole Solomon,
Vice president, investments
Ocean Road Advisors
 

Nicole Solomon is a vice president and portfolio manager at Ocean Road Advisors. Nicole manages the firm’s public market portfolios, including the hedge fund and long only mandates. Ocean Road Advisors Inc. is an investment management company founded in 2005 to oversee the family assets of Edward H. Meyer, the former chairman, president and chief executive officer of the Grey Global Group and those of his son, Anthony E. Meyer, a private investor and entrepreneur. Before joining Ocean Road, Nicole spent six years at Ivy Asset Management, a multi-billion dollar fund of hedge funds in a senior due diligence role and helped manage the firm’s Emerging Managers portfolio. Nicole graduated from Columbia University with a degree in American History in 2002 and is a holder of the Chartered Alternative Investment Analyst designation.

Andy Stewart,
Managing director
Credit Suisse Asset Management

Andy Stewart is a managing director of Credit Suisse in the Asset Management division, based in New York. He is head of liquid alternatives. Andy joined Credit Suisse in December 2010 from Man Investments, where he was president and chief operating officer in the US, responsible for business management and overall supervision of the firm's activities in that market, as well as global head of managed accounts. Before joining Man, he spent five years at Financial Risk Management (FRM), most recently in New York and before that in London, where he led FRM's product development and strategy effort and was a member of the board of directors. Before joining FRM, he was an attorney in the investment funds group at Akin Gump Strauss Hauer & Feld. Andy received a BA from the University of California, Santa Barbara and a JD, cum laude, from Indiana University.

Steven Tananbaum, 
Founder
GoldenTree Asset Management

Beginning in early 2000, Steve Tananbaum founded and was instrumental in the building of GoldenTree Asset Management into an organization which is known for its bottom up value investment process, focused on the credit markets.  GoldenTree has produced strong competitive returns broadly across product lines since its inception.  Before forming GoldenTree, Steve joined MacKay Shields as an investment specialist in 1989 and became head of their high yield group in 1991.  Before this, Steve worked primarily on high yield and merger & acquisition transactions in the corporate finance department of Kidder, Peabody & Co.  Steve is a graduate of Vassar College (BA in Economics) and is a CFA charterholder. He serves as a Trustee of Vassar College and is a member of the Council on Foreign Relations.

George 'Beau' Taylor,
Founding partner and chief investment officer
Taylor Woods Capital Management

George (Beau) Taylor is a founding partner and the chief investment officer of Taylor Woods Capital Management LLC.  Taylor Woods Capital actively manages energy-focused commodities funds and accounts seeking superior asymmetric risk-adjusted returns via exposure to liquid, exchange cleared commodities, and foreign exchange.  Beau has 18 years of trading experience in the commodities markets.  Before founding Taylor Woods Capital in 2011, Beau served as a managing director of Credit Suisse as the head of the global commodity proprietary trading group and the co-head of global commodities.  He also served as a member of the fixed income operating committee.  Beau graduated from Cornell University in 1994 with a bachelor of science degree in Applied Economics and Business Management.

Colin Teichholtz,
Partner and senior portfolio manager
Pine River Capital Management

Colin Teichholtz is a partner and senior portfolio manager at Pine River Capital Management, focused on the mortgage and fixed income markets and related opportunities. Before joining Pine River, Colin was a managing director at Morgan Stanley from 2003 to 2011, where he was head of MBS pass-through trading, and co-head of US liquid interest rates trading. In 2003, Colin was a mortgage portfolio manager at Caxton Associates. From 1992 to 2003, Colin was at Goldman Sachs, initially as a market-maker before joining Goldman Sachs Asset Management’s portfolio management team in 2000. Colin received a BA in Economics with honors from Harvard College in 1992. He was admitted to the partnership upon joining the Firm in 2011.

Yogi Thambiah,
Managing director
Credit Suisse Asset Management

Yogi Thambiah is the head of investment strategy Americas in the Asset Management division of Credit Suisse. He leads the effort to provide asset allocation advice, portfolio construction and risk management to institutional clients.  Yogi holds a bachelor of Technology from the Indian Institute of Technology and an MBA in Finance from the University of Rochester’s Simon School of Business. He has written articles for a variety of journals and is a CFA charterholder.
  David Warren, 
Chief executive officer
Brevan Howard Credit Catalysts Master Fund

David Warren is the chief executive officer of DW Investment Management, LP (DWIM), an investor advisor with $4.1 billion AUM which he founded in 2009, and the chief investment officer for Brevan Howard Credit Catalysts Fund (BHCC). David was a partner and chief executive officer of Brevan Howard US Asset Management LP from 2008 until he launched DWIM.  Before joining Brevan Howard, David spent 13 years at Morgan Stanley where, as a managing director, he ran various groups in corporate, mortgage, and securitized product trading. David has a BS in Computer Science from Yale University.
Chris Weafer,
Chief equity strategist
Troika Dialog 

Chris Weafer is the chief strategist at Troika Dialog. Chris rejoined Troika Dialog in 2011 from a similar role with UralSib Capital where he spent almost four years. Chris previously worked for four years as head of research at Troika Dialog between 1998 and 2002. He also worked for five years as chief strategist with Russia’s Alfa Bank. Before coming to Moscow in 1998, Chris was head of equity research in South East Asia for NatWest Markets, based in Thailand for two years. Before this, he spent seven years in Abu Dhabi as senior investment manager for the Abu Dhabi Investment Authority, one of the largest self-managed investment funds in the world. Chris was born and educated in Ireland.  

Scott Weiner,
Head of quantitative strategy
Velocity Capital 

Scott Weiner is a managing director and head of quantitative strategy. Before joining the firm, Scott was managing director and US head of equity derivatives and quantitative strategy at Deutsche Bank, where he was twice voted to the All-America Research Team in Equity Derivatives Research by Institutional Investor (II). II also recently ranked Scott one of the top ten equity research analysts on Wall Street for client responsiveness and investment ideas. His research has been published in Mathematical Finance as well as the Journal of Business and Economic Statistics. Scott holds a Finance degree from the Wharton School of the University of Pennsylvania, and masters and doctoral degrees in Economics from the University of Oxford.

Josh Weintraub, 
Senior managing director
Cerberus Capital Management

Josh Weintraub joined Cerberus in 2008. While at Cerberus, Josh served as vice chairman of Residential Capital from 2008 to 2009.  Before joining Cerberus, he spent eight years, from 2000 to 2008, at Bear, Stearns & Co. From 2000 to 2007, Josh headed the agency CMO, mortgage derivative and pass through businesses, and, in 2008, he co-headed US residential mortgage, ABS, and CDO trading. Before Bear Stearns, from 1999 to 2000, Josh managed agency and non-agency CMO and derivative trading at Greenwich Capital. From 1993 to 1999, Josh traded whole loans and agency and non-agency CMOs at Lehman Brothers.In 1993, Josh graduated from the Management Development Programme for Operations and Systems at Chase Manhattan Bank. Josh is a graduate of Lehigh University, 1991. 
Kevin Williams,
Managing director/partner
PAAMCO 

Kevin Williams is managing director/partner and director of investment operations, responsible for overseeing operational due diligence, legal and regulatory due diligence, fund accounting and administration and PAAMCO’s managed account platform. In addition, Kevin has certain institutional account management responsibilities and serves on the board of several PAAMCO funds. He is also a
member of the firm’s investment management and account management committees. Before joining PAAMCO in 2001, Kevin worked for McGladrey and Pullen, a national public accounting and consulting firm. Kevin graduated from the University of California, Los Angeles with a BA in Economics and received his MBA with a concentration in Investment Finance from the Marshall School of Business at the University of Southern California. Kevin is a CFA charterholder and a CPA (currently non-practicing/inactive).
John Williams,
President
Armour Group Holdings Limited
 

John Williams has over 30 years of worldwide insurance and reinsurance industry experience. John co-founded Armour Group Holdings Limited in 2007,  a specialist  property and casualty insurance company. Previously, he worked in a senior capacity at Imagine Group with responsibility for sourcing and structuring complex insurance transactions. He was co-founder and president of Castlewood Limited, a leading provider of run-off insurance products.  He also served as the underwriter and vice-president of the largest traditional Bermuda reinsurer, as chairman of the Bermuda Independent Underwriters Association and was a member of the Insurance Admissions Committee appointed by the Bermuda Minister of Finance.

 

 

If you would like to suggest a speaker or a topic, please contact:

Emma Kearney - ekearney@euromoneyplc.com

Josh Friedlander - jfriedlander@absolutereturn.net

Neil Wilson - nwilson@hedgefundintelligence.com

 


 
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