Absolute Return Spring Symposium 2013

Venue: 10 On The Park
Location: New York
Dates: Thursday, 21 March 2013 - Thursday, 21 March 2013

The Absolute Return Symposium, held annually in New York, attracts elite hedge fund managers and investors from across the globe. This year top managers and investors will offer incisive commentary on the industry's expansion, widening dispersion of returns and look at the outlook for and opportunities in credit, 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


 

Jonathan Bloom
Chief Operating Officer, Eagle River Asset Management LLC

Jonathan has over 25 years of capital markets and is a founding member (2010) and the chief operating officer of Eagle River Asset Management LLC – focused on fundamental credit research which is applied to corporate events.  Formerly, he was a managing director at Citigroup.  At Citigroup, Jonathan delivered sophisticated swap, financing and tax efficient transactions to the firm’s largest hedge fund clients.  Before Citigroup, Jonathan worked on developing a hedge fund and he was the head of synthetic prime brokerage sales at Banc of America Securities LLC.  In 1998 Jonathan established the Chicago, Banc of America Securities, Prime Brokerage office and managed the group until 2003. From 1990 until 1998, he was a senior manager at Arthur Andersen LLP, where he provided tax and consulting services to hedge funds, investment partnerships and hedge fund investors. Before Arthur Andersen, Jonathan was a floor member of the Chicago Board of Trade, trading options on Treasury Bond Futures. He received a Juris Doctor degree from Chicago-Kent College of Law, with a focus on Commodity and Security law and he passed both the Illinois Bar and the Illinois Certified Public Accountant examinations and he received a BS degree in Accounting, from Northern Illinois University. Additionally, Jonathan held Series 7, 9, 10 and 63 NASD securities licenses. 

Jean-Marc Bonnefous
Founder and Managing Partner, Tellurian Capital Management LLP

Jean-Marc Bonnefous is the founder and managing partner of Tellurian Capital Management LLP, an investment management firm specialising in energy and commodity investment strategies. Before that he was the global head of commodity derivatives at BNP Paribas until 2006, based in New York and London.  In this capacity, he built and managed the commodity derivative trading business at BNP Paribas across a wide range of commodity assets including oil, natural gas, power, emissions, coal, metals and agricultural commodities. Jean-Marc has been involved in commodity derivatives trading throughout his career and participated in the development of the OTC derivative market in oil, natural gas and base metals from the early 1990's. The Tellurian Commodity Ascend Fund is the firm’s flagship product.

James Canales
Partner and CEO, StoneWater Capital

James P. Canales joined StoneWater Capital in 2009 as a partner and chief operating officer.  James was previously with Octane Research Inc. where during various periods he served as chief investment officer, chief operating officer and head of risk for this Switzerland-based fund of hedge funds group.  James previously was chief operating officer of Parker Global Strategies, LLC a Connecticut-based fund of funds and was a partner at Aletheia Research and Management, a predominantly traditional long-only manager.  Before entering the financial industry, he spent 20 years in various senior management roles with firms in the distribution and manufacturing sectors.  He holds a BS in Economics from Santa Clara University and completed the Advanced Management College, an executive program offered by Stanford University. He also completed coursework in Economics and Politics at the London School of Economics through IES.

 

Michael Carter
Chief Investment officer, Magnetar Capital

Michael Carter is chief operating officer and a member of the investment and management committees at Magnetar Capital. He oversees the back office management team. Before joining Magnetar in 2008, Michael was a managing director in the hedge fund banking group of Lehman Brothers. During his 15 years at Lehman Brothers, Michael worked in a variety of fixed income and banking areas including interest rate derivatives, securitization, structured credit and CDOs. Michael earned a BS in Business and Minor in Politics from Wake Forest University.

Paul Crone
Founder and Chief Investment Officer, Citrine Capital Management

Paul Crone is the founder and chief investment officer of Citrine Capital Management. He has over 20 years of experience in the metal industry, including trading metals with and for big physical players, financial institutions and hedge funds. Previously he was head trader at Touradji Capital Management LP (January 2005 to February 2012), helping the company to grow to be uniquely positioned within the commodity investment world, going from $50m AUM to $4bn. Before this he was a consultant at Catequil (August 2004 to December 2004), helping to unwind the base metals portfolio, and head metals trader at Investec Bank (January 2001 to July 2004), having built a global commodity trading business, being a risk taker and active in the options market and long dated structured trading. His other roles have included senior vice president at AIG International Trading (April 1998 to December 2000), and senior dealer on the LME floor at Sogemin Metals (Natexis) (July 1994 to April 1998) and Triland Metals (September 1989 to July 1994).

Adam Dunsby
Partner, SummerHaven Investment Management

Adam Dunsby is a partner at SummerHaven Investment Management where he conducts research. Adam has 18 years of experience developing and implementing quantitative commodity and global macro strategies for investors. He is a co-author of Commodity Investing (Wiley Finance 2008) and received his PhD in Finance from the Wharton School of the University of Pennsylvania.

Peter Getsinger
Managing Partner and Chief Investment Officer, Nexstar Capital Partners

Peter Getsinger has been involved in international business for 37 years and has 22 years of experience in Latin America. Peter founded Nexstar Capital Partners in January 2004 and has primary responsibility for investing and managing the assets of the Fund as well as managing the activities and operations of Nexstar. Before forming Nexstar, he was head of global investment banking for Latin America at Deutsche Bank. He held the same role at Bankers Trust before its merger with Deutsche Bank. He previously headed fixed income sales for the UK, Europe, and the Middle East at Lehman Brothers, and managed the fixed income sales effort and the international fixed income asset management business in Europe at Smith Barney in London. Peter currently serves as a board director for Electro Dunas S.A.A. (Peru) and has previously served on the board of GPU Argentina Holdings, Inc. He graduated from Williams College with a BA in American Civilization.

Worth J. Gibson
Chief Operating Officer & Executive Managing Director, Forest Hill Capital, LLC.

Worth Gibson has 20 years of experience in capital markets and has been with Forest Hill Capital since 2004. The firm serves an international investor base that includes foundations and endowments, pension funds, and family offices. As of December 31, 2012, total assets under management were approximately $663m. Worth’s responsibilities include managing the operations of the firm, serving on the investment committee and overseeing investor relations and business development. Before joining Forest Hill, Worth was founder and president of Worth Haven Capital Management, LLC where he was portfolio manager for the Worth Haven Strategic Growth portfolio, a separately managed account for individual investors. Before founding Worth Haven Capital, Worth served as vice president of institutional equity capital markets for Stephens Inc. Worth holds a Bachelor of Arts from the University of Arkansas at Little Rock. He serves on the Foundation Board of Directors for Catholic High School for Boys and is a member of the Foundations investment committee.

Renee Haugerud 
Founder, Chief Investment Officer and Managing Principal, Galtere

Renee Haugerud is the founder, chief investment officer and managing principal of Galtere Ltd.  Throughout her 30-year career, Renee has acquired expertise trading all asset classes, through posts in the U.S., Canada, the U.K., Switzerland, Australia, and Hong Kong.  She began her career trading cash commodities in the United States and Canada for Cargill Inc. and Continental Grain.  At Cargill, she held global management roles on foreign exchange, fixed income, and commodities trading desks, finally returning to the U.S. as vice president/structural trading manager at Cargill’s corporate headquarters.  Following her years at Cargill, Renee managed proprietary trading desks for NatWest Markets and Hunter Douglas N.A before launching Galtere. Renee’s insights on behavioral finance and the interrelationship of macroeconomic trends have made her a sought-after speaker.  She has been interviewed by CNBC, CNN, Barron’s, Forbes, Bloomberg and Time Magazine.

Christopher Hilditch
Partner, Schulte Roth & Zabel

Christopher Hilditch, a partner and head of the firm's London office, advises a wide range of institutional and entrepreneurial managers on structuring and establishing investment funds, especially hedge funds and funds of hedge funds, and other innovative products. On an ongoing basis, he advises promoters and managers on operational issues, including prime brokerage arrangements, investment transactions and relations with investors. He also advises on regulatory issues affecting funds and their managers, as well as on corporate, securities and partnership law issues. Listed as a leading hedge fund lawyer in Chambers UK, The Legal 500 UK, PLC Cross-border Investment Funds Handbook, The International Who's Who of Private Fund Lawyers and Who's Who of Professionals, Chris is a frequent speaker on hedge fund and related topics and a regular contributor to a variety of industry publications. 

Seema Hingorani
Head of Public Equities and Hedge Funds, Bureau of Asset Management
NYC Office of the Comptroller

Ms. Seema Hingorani currently serves as the head of public equities and hedge funds with the Bureau of Asset Management in the New York City Comptroller’s Office, which manages NYC’s pension fund assets of over $120bn.  Seema is a veteran investor and asset manager with nearly 20 years of U.S. and global public market investment experience. Seema has served as the global director of fundamental research at Pyramis Global Advisors; as a portfolio manager and senior equity analyst with Andor Capital Management; a senior equity analyst at Pequot Capital Management; and as an equity analyst with the T. Rowe Price Group. Seema is an active member of the board of directors of Project Enterprise, a non-profit microfinance organization dedicated to supporting and to developing entrepreneurs and small businesses (most of which are women and women-owned) in under-resourced communities in New York City. She has also served as a member of the National Finance Committee of Secretary Clinton’s Presidential Campaign. She is a member of the Managed Funds Association’s Institutional Investor Advisory Council and of the Economic Club of New York. Seema earned her BA in Psychology/Philosophy from Yale College and her MBA in Finance from The Wharton School, University of Pennsylvania.

Tomas Jelf
Chief Economist, Prologue Capital

Tomas Jelf is chief economist at Prologue Capital, heading up the firm's macro research efforts.  Tomas was previously chief market strategist at Nexus Capital, a Bermuda-based macro hedge fund where he led the firm’s research and strategy efforts. At that time Nexus was the sole manager for George Soros' Quantum Fund.  Before that, Tomas was senior market strategist at Nexus Research Corp in New York. Tomas began his career as a researcher at the United Nations in Geneva, monitoring and analyzing direct investment flows to Eastern Europe.   He began his career in finance in 1997 as a currency strategist with Swissbank/UBS. Tomas has a degree in Political Science from the University of Stockholm and a masters degree in International Economics from Bocconi University, Milan.

Efrem J Kamen
Founder & Managing Member, Pura Vida Investments

Efrem J. Kamen founded Pura Vida Investments in 2012 and is its managing member. From 2011 to 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 until 2011, Efrem was a senior analyst at Diamondback Capital, responsible for medical device, diagnostic, and life science investments. Previously, Efrem served as a director of Neovasc, a publicly traded cardiovascular device company, as an analyst at Citadel, and on the medical device equity research team at SG Cowen and Citigroup. Efrem graduated with a BA from Columbia College, Columbia University in 2001.

David Katz
President and Chief Operating Officer, Larch Lane

David Katz is the president and chief operating officer of Larch Lane and joined the firm in 2011. David was previously a co-founder and partner of Rocaton Investment Advisors, an institutional investment consulting firm with $300bn of assets under advisement. Before founding Rocaton, David was a managing director at BARRA RogersCasey, also an institutional investment consulting firm. He began his career in 1989 at Goldman Sachs. David has more than 20 years of business development, sales, marketing, client service, operations, and management experience. David received his BA from the University of Pennsylvania and his MBA from New York University's Stern School of Business. He currently serves on the Board of Overseers of the Annenberg Center of the University of Pennsylvania and as member of the investment committee of the Westport (CT) Public Library Endowment.

David Keily
General Counsel and Chief Compliance Officer, Visium Asset Management

David Keily joined Visium Asset Management as general counsel and chief compliance officer in June 2011. He was previously chief operating officer and before that, head of marketing and investor relations at Catalyst Investment Management, where he worked from 2005 to 2011. From 2001 to 2005, David served as senior vice president, marketing and investor relations at KBC Alternative Investment Management. Before that he worked at Wasserstein, Perella & Co. and at D.E. Shaw & Co. He has a JD from Stanford University as well as a PhD and an AB in Slavic Languages and Literatures from Harvard University and Harvard College, respectively.      
                           

Robert Koenigsberger
Managing Partner, Chief Investment Officer, Gramercy Funds Management

Robert Koenigsberger is founder, chief investment officer and the managing partner of Gramercy. Robert has over 24 years of investment experience dedicated to emerging markets with a specialization in fixed income securities and founded Gramercy in 1998. Robert serves as portfolio manager for Gramercy Argentina Opportunity Fund and co-portfolio manager for Gramercy Emerging Markets Fund and Gramercy Distressed Opportunity Fund. Most recently, in 2009/2010, he led Gramercy’s efforts in conceiving, organizing and facilitating the successful restructuring of Argentina’s defaulted debt – the first private sector led restructuring of a sovereign default. Robert is head of the Investment Committee and the Asset Allocation Committee. Before founding Gramercy, Robert was a senior vice president at Lehman Brothers from 1995 to 1998, having previously been a vice president at Merrill Lynch, Pierce, Fenner & Smith Incorporated for three years. Robert received a MBA in Finance from Wharton, a MA in International Studies with a concentration in Latin America from the University of Pennsylvania and a BA in Latin American Political Science and History of Latin America from the University of California, San Diego where he graduated with honors.

 

Steve Kuhn
Partner & head of fixed income trading, Pine River Capital Management
 

Steve Kuhn is partner and head of fixed income trading at Pine River Capital Management. Steve is the lead portfolio manager for the Pine River Fixed Income Fund and co-portfolio manager for the Pine River Liquid Mortgage Fund.  Pine River is a $9.5bn global asset management firm providing solutions to qualified clients across three actively managed platforms: hedge funds, separate accounts and listed investment vehicles. Before joining Pine River in 2008, Steve served on the MBS desk at Goldman Sachs Asset Management and Cargill and traded at Citadel. Steve graduated from Harvard University in 1991.

Andrew Lapkin
President, HedgeMark International
 

Andrew Lapkin is president of HedgeMark International, LLC, with responsibility for the selection, due diligence and monitoring of funds on the HedgeMark managed account platform. Before joining HedgeMark, Andrew was the president and chief operating officer of Measurisk, a J.P. Morgan company that was formerly affiliated with The Bear Stearns Companies. While at Measurisk, a provider of sophisticated risk transparency and risk measurement solutions, Andrew worked with more than 1,000 hedge funds, representing over $650bn in assets, including 75 of the world's largest 100 funds. As a co-founder of Measurisk, Andrew was instrumental in the development and oversight of the company's core risk management offerings. He has extensive experience in the areas of hedge fund strategies, holding-based risk analytics and securities analysis, including value-at-risk, stress testing and position-based analytics for multi-manager, multi-asset class, global portfolios. Andrew was awarded an MBA in Finance and Management from Columbia University and a BA in Economics from Lafayette College.

Marina Lewin
BNY Mellon

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.

 

Simon Lorne
Vice Chairman and Chief Legal Officer, Millennium Management

Simon Lorne is vice chairman and chief legal officer of Millennium Management. Millennium Management is a New York-based multi-strategy hedge fund manager with $7.8bn in AUM and offices around the world. Simon is a former general counsel of the SEC (1993 to 1996), a former managing director at Salomon Brothers and Citigroup, and a former partner in the Los Angeles law firm of Munger Tolles & Olson LLP.  He is an adjunct member of the faculty at the N.Y.U. Law School and N.Y.U.’s Stern School of Business, and is co-director of Stanford Law School’s Directors’ College.

Jeff Meyers
Founder, Cobia Capital Management

Jeffrey Meyers graduated from the Columbia University School of Engineering and Applied Sciences with a BS in Mechanical Engineering in 1991 and from the University of California at Los Angeles with an MS in Atmospheric Science in 1993. In 1995, Jeff began his career as a financial analyst at CM Advisors, a start-up long/short equity fund managed by Curtis Macnguyen. In 1996 he joined SC Fundamental LLC, a long/short equity fund managed by Peter Collery and Gary Siegler as a financial analyst.  During his tenure at SC he began to focus on the small cap technology space with a value approach.  In 1999, he joined Ivory Investment Management, where he continued his work on the small cap technology sector. In 2002, he joined Ibis Capital as a partner and managed the technology portfolio there.  For four years beginning in 2003, he worked for Intrepid Capital Management where he helped manage a $300m small cap technology fund. In 2008, he founded Cobia Capital Management and currently manages a $25m value-oriented long/short equity fund focused on the small cap technology universe.

Chris Osborne
Chief Executive Officer, Sberbank CIB USA

Chris Osborne is chief executive officer of Sberbank CIB USA (formerly 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.

Andrew Rabinowitz
COO and Partner, Marathon Asset Management

Andrew Rabinowitz is a partner, chief operating officer and a member of the firm's executive committee. He is responsible for global policies and infrastructure, business and client development and various strategies for firm wide initiatives. Andrew joined Marathon in 2001 from Schulte Roth & Zabel, where he was a practicing lawyer. Previously, Andrew was at Ernst & Young as a CPA. He co-founded The R Baby Foundation which has raised several million dollars for children's hospitals in the United States. Andrew is a CPA in New York State and a member of the Bar in New York and Washington, D.C.

Ryan Randall
Investment Officer, Fairfax County Retirement Systems

Ryan Randall, CFA is an investment officer with the Fairfax County Retirement Systems. The Fairfax County Retirement Systems includes three separate defined benefit retirement systems, Employees', Police Officers and Uniformed. Total assets for the systems were $5.7bn at most recent period end. Previously he was a sector analyst and the director of public policy at Passport Capital, LLC, a San Francisco based hedge fund. In that role, he was focused on investment research for the financial services sector, as well as studying Washington, D.C. and U.S. public policy. Ryan has nine years of investment experience in the hedge fund industry. Before joining Passport in 2008, he was a portfolio manager for Randall Capital, LLC, and before that spent four years as a research analyst. From 2000 until 2002, he was a director of wealth management at E*TRADE Financial Group, which he joined upon the acquisition of the company he founded in 1999. He holds a BA degree from the University of California, Los Angeles, and is a CFA charterholder.

**KEYNOTE SPEAKER**
Andrew Redleaf
Founder & CIO, Whitebox Advisors, LLC

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. Andrew received his baccalaureate and masters degrees from Yale University in 1978 in only three years. During that time, he was awarded the Yale math prize for outstanding undergraduate mathematician.

Emma Rodriquez-Ayala,
Assistant General Counsel, Mesirow Financial

Emma Rodriguez-Ayala is an assistant general counsel for Mesirow Advanced Strategies, Inc. She is responsible for assisting the general counsel with the legal affairs of Mesirow Advanced Strategies, Inc., including providing legal advice with respect to all aspects of its business, directing relationships with external counsel and assisting in maintaining its operations in compliance with relevant legal and regulatory requirements. Before joining Mesirow Advanced Strategies, Inc. in 2012, Emma was a founding and managing member of Sullivan Wolf LLC (f/k/a Rodriguez-Ayala Sullivan LLC), a boutique law firm providing legal services to investment management firms and specializing in hedge fund, private equity and other alternative investment products. Previously, she was an associate in the investment funds, advisers and derivatives group at Sidley Austin LLP. Additionally, Emma served as
external legal counsel to Mesirow Advanced Strategies during her time at both Sullivan Wolf LLC and Sidley Austin LLP. She received a BS BA summa cum laude from Saint Louis University and a JD from the University of Chicago Law School.

Richard Ryan
Director, Newedge USA

Richard Ryan is a director in Newedge’s alternative investment solutions group where he leads the capital introductions team in New York.  His responsibilities include sales, marketing, and capital introductions across a variety of hedge fund strategies including global macro, commodity, managed futures, and currency trading. Richard also focuses on developing strategic relationships with institutional investors globally that allocate to alternative strategies (family offices, fund of funds, pensions, endowments, foundations, consultants, and managed account platforms). Before joining Newedge, he held positions at the Coleman Research Group and the University of Richmond’s Research Center.  Richard holds a bachelor of science degree in Business Administration from the University of Richmond with concentrations in Finance and Marketing and a minor in Spanish.

Mark Rzepczynski
Chief Executive Officer, FourWinds Capital Management

Mark Rzepczynski is the chief executive officer of the funds group for FourWinds Capital Management, where he oversees alternative investments in commodity markets globally. He also heads the funds group investment committee and serves as the director on a number of FourWinds CM funds. Previously, Mark was the managing partner of Lakewood Partners LLC, a global macro hedge fund focusing on disciplined and systematic investing in foreign exchange, interest rates, and commodities through the application of structured decisions. Lakewood Partners merged with FourWinds Capital Management. Mark also was: president and chief investment officer for John W. Henry & Co; taxable bond quantitative and credit research director for Fidelity Management and Research; fixed income portfolio manager and research director at CSI Asset Management; and head of the fixed income financial strategies group at First Chicago Capital Markets. He is currently on the advisory board of the Chartered Alternative Investment Analyst (CAIA) Association and is an associate editor of the Journal of Alternative Investments. Mark received his AM and PhD in economics from Brown University and a BA in economics with honors from Loyola University of Chicago.

Neil Sherman
Managing Director, Credit Suisse

Neil Sherman is a Managing Director of Credit Suisse in the Investment Banking division, based in New York. He is a Key Account Manager and manages some of the Bank's largest hedge funds and other institutional relationships. Mr. Sherman joined Credit Suisse in 2012. From 2006 until 2012, Mr. Sherman was a managing director at J.P. Morgan, where he held positions in Prime Services managing the global sales organization), Investment Banking Coverage for Financial Institutions (specializing in hedge funds and other asset management companies), and Investor Client Management (acting as a senior relationship manager). From 1983 until 2006, Mr. Sherman worked at Lehman Brothers, where he held positions as Global Head of Prime Brokerage Sales and Marketing, Managing Director in Equity Capital Markets (with responsibility for Financial Services and Health Care), Managing Director in Debt Capital Markets (with responsibility for Hybrid Capital and Preferred Securities), and Associate General Counsel (with a specialization in commodities, futures, derivatives, securities lending and equities and fixed income trading). Mr. Sherman holds a BA from Johns Hopkins University and a JD from Emory University.

Derek Smith
Managing Principal & Senior Portfolio Manager, BlueMountain Capital Management

Derek Smith is a senior portfolio manager at BlueMountain, focusing on fundamental trading strategies. His core responsibilities are related to managing the long/short and capital structure strategies as well as fundamental strategies in our credit portfolio. Before BlueMountain, Derek worked at Deutsche Bank, where he was a managing director of global credit trading, managing investment grade and high-yield credit cash and derivatives desks for U.S. and Europe. Before that, he spent nearly 15 years working in various aspects of the fixed income, derivatives and credit markets at Goldman Sachs, managing the U.S. government options desk as well as the investment grade credit cash and derivative desks. While at Goldman Sachs, he worked with Alan Gerstein and Bryce Markus, two of our senior portfolio managers. In 2005 Derek served as chairman of the International Swaps and Derivatives Association (ISDA) Credit Derivatives Market Practice Committee.

Cameron Small
Managing Director, Citi

Cameron Small is a managing director, responsible for global macro sales at Citi. The team delivers the major macro themes, drivers, concepts and methods to monetise, expressed across products and geographies. The customer base globally includes hedge funds, asset managers and supranationals. Before joining Citi, Cameron ran Dresdner’s emerging markets trading, macro trading at Cargill and started in FX derivatives at Bankers Trust in 1990. Outside Citi, Cameron is an international bridge player.

Nicole Solomon
Portfolio Manager and Director of Investments, Ocean Road Advisors

Nicole Solomon is portfolio manager and director of investments 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.

 

Xiao Song
Portfolio Manager, Emerging Markets, Contrarian Capital Management

Mr. Xiao Song is the portfolio manager for Contrarian Emerging Markets, L.P. In addition to managing this stand-alone product, Xiao oversees all the firm’s investments in emerging markets. He joined Contrarian Capital Management, L.L.C. in 2003 as a senior analyst for Contrarian Distressed Equity Fund, L.P. and Contrarian Long Short, L.P. where his responsibilities included sourcing, researching, and proposing distressed long and short investments across the capital structure. From 2001 to 2003, Xiao was an analyst in the mergers & acquisitions investment banking group at Merrill Lynch & Co where he performed detailed fundamental analysis on current and prospective client companies across all industries. Xiao received a BS in Finance from the University of Illinois in 2001. He is fluent in Mandarin. 

Scott Stelzer,
Senior Managing Director, Head of CMBS Securities and Trading, Cerberus Capital Management

Scott Stelzer joined Cerberus in 2008.  Before joining Cerberus, Scott held several positions at Morgan Stanley from 1998 to 2007, including managing director in the global proprietary credit group.  In this capacity, he was responsible for managing CMBS and all other commercial real estate security and loan trading activities. From 2002 to 2006, Scott was the head of CMBS trading in the securitized products group at Morgan Stanley, where he oversaw all proprietary and flow trading of cash and synthetic CMBS, real estate CDOs, Fannie Mae DUS and GNMA project loans.  From 1996 to 1998, Scott traded CMBS at Salomon Smith Barney and was an acquisitions associate at JMB Real Estate Investment Group.  Scott is a graduate of the University of Pennsylvania and received an MBA from the Wharton School of Business at the University of Pennsylvania.

Joe Stewart
Managing Director, Head of Cross Asset and Hedge Fund Sales, Americas, UBS

Joe Stewart runs cross asset and hedge fund sales in the Americas and has been with UBS for over 16 years (April 1996 to present).  Joe began his career at Merrill Lynch working in the US government trading department. He left Merrill in 1996 for UBS, where he traded US Treasuries until 1998.  Taking a new post in London with UBS in mid 1998, Joe created an interest rate strategy group focused on then G-7 interest rate markets and utilizing technical analysis as main driver of market strategy.  In 2003, Joe accepted a role in credit sales with UBS in San Francisco, concentrating on West Coast asset managers building structured product and derivative portfolios.  In June 2007, he relocated to UBS’s then main campus in Stamford, CT as a senior credit salesman covering both hedge funds and long only credit investors. Joe accepted the role as head of high grade and derivative sales in the Americas in December 2008 from which has emerged his current role comprising of a rates, EM, and credit component for his cross asset team including the sales teams in Mexico and Brazil.

Maria Tapia
Partner, Investments, Alternative Investment Group, LLC

Maria L.C. Tapia is a partner of Alternative Investment Group responsible for manager oversight and partner relations.  She joined the firm in May 2002. Before joining Alternative Investment Group, Maria was president of Commonfund Securities, Inc., a broker-dealer subsidiary that provides investment advice and client service to clients of Commonfund, a multi-billion investment management organization serving endowments, foundations, and other non-profit institutions. Maria also had fund oversight responsibility for global and international fixed income funds from 1991 to 2002.  She was with Commonfund for 11 years. Before Commonfund, Maria was a director of Prudential Securities, Inc.'s Investment Banking Group where, from 1981 to 1990, she provided corporate finance and underwriting advice to U.S. and international corporate issuers, and organized investment funds for U.S. and international institutional investors. Maria holds a BS, cum laude, from the University of the Philippines and an MBA from The Wharton School, University of Pennsylvania.  Maria was a member of the Grumman Hill Montessori Association Investment Committee from 2002 to 2005.

Ashwin Vasan 
Founder and Chief Investment Officer, Trend Capital Management

 Ashwin Vasan has over 20 years of investment experience. Before founding Trend Capital, Ashwin was the head of macro trading at Shumway Capital Partners from July 2009 through its closure in March 2011. Before Shumway, he worked as a portfolio manager at Tudor Investment Corporation from 1999 to 2009, where he was also a partner. Previously, Ashwin was a portfolio manager at Oppenheimer Funds, where he oversaw the international fixed income business. He began his career at Citibank where he was an international economist from 1989 to 1991.

David Warren
CEO of DW Investment Management, LP

David Warren is the CEO of DW Investment Management, LP (“DWIM”), an investor advisor with $4.1 billion AUM which he founded in 2009, and the CIO for Brevan Howard Credit Catalysts Fund (“BHCC”).  David was a Partner and CEO of Brevan Howard US Asset Management LP from 2008 until he launched DWIM.  Prior to 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.

Scott Weiner
Managing Director, Head of Quantitative Strategy, VelocityCapital

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.

Boaz Weinstein **KEYNOTE INTERVIEW**
Founder & Chief Investment Officer, Saba Capital Management

Boaz Weinstein is the founder and chief investment officer of Saba Capital Management, L.P. Boaz founded Saba in 2009 as a lift-out of the Deutsche Bank proprietary credit trading group he started in 1998. As of February 2013, the firm manages $5.3bn, including approximately $500m in its tail hedge strategy. Previously, Boaz worked at Deutsche Bank for 11 years, the last eight as managing director (a title he received at age 27). In 2008, Boaz was promoted to co-head of global credit trading, overseeing 650 investment professionals. Boaz graduated from the University of Michigan with a BA in Philosophy. 

Patrick Wolff
Founder & managing member, Grandmaster Capital Management

Patrick Wolff is the founder and managing member of Grandmaster Capital Management. His business career started in 1997 and includes experience in strategy consulting, internet startups and banking. Patrick joined Clarium Capital Management in 2005 and served as a managing director and as a member of the firm’s investment committee. He left Clarium at the end of 2010 to launch Grandmaster Capital at the start of 2011. Between 1989 and 1995, Patrick played chess professionally. He is a Grandmaster, was twice the United States chess champion and is the author of several books on chess. Patrick holds a bachelor of arts in Philosophy from Harvard University and is a chartered financial analyst.

   


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

Emma Kearney - ekearney@euromoneyplc.com / +44 20 7779 8770

Josh Friedlander - jfriedlander@absolutereturn.net

Neil Wilson - nwilson@hedgefundintelligence.com

 


 
There are three easy ways to register for the Symposium....


Ticket Hotline: +44 (0) 20 7779 7222 / US: +212 224 3570

Email: events@hedgefundintelligence.com

Online: Complete our online booking form above


 

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