Conference Speakers

Diana Amoa

CIO, Long Biased Strategies, Kirkoswald Asset Management

Diana Amoa is the CIO of Long Biased Strategies at Kirkoswald, based in New York. Prior to this role, Diana was a managing director and senior portfolio manager at JPMorgan Asset Management co managing in excess of USD 10 bn in global fixed income and currency strategies Diana has also previously held EM fixed income and FX trading roles at UBS, Société Générale and Standard Chartered Bank.

Diana holds an MSc and MBA from the University of Oxford, where she attended as a Rhodes Scholar She also holds a BSc in finance and banking from the University of Reading and is a CFA charter holder.

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Mark Attanasio

Director of Absolute Return Strategies, General Motors Pension

Mark Attanasio is a Director at General Motors Asset Management (“GMAM”). He currently oversees a team responsible for managing an allocation to hedge funds across a number of GM related pension plans.  Mark has been a member of this program since its inception in 2001. His primary responsibilities include due diligence, risk management and portfolio construction. Additionally, Mark has managed GM’s Equity and Global Tactical Asset Allocation programs during his career and sits on a several internal committees that oversee GM’s pension assets.

Mark joined GMAM in 1999, where his initial responsibilities were in risk management until his transition into the Absolute Return Strategies Group. Prior to joining GMAM, Mark worked at Bankers Trust Company in their Investment Consulting and Risk Management Groups.

Mark received a BA in Economics and an MBA from Rutgers University. Mark is a Chartered Financial Analyst.

Yale Baron

Yale Baron

Co-CIO, Anchorage Capital Group, L.L.C.

In his role as Co-Chief Investment Officer, Yale is responsible for leading the research and execution process across the structured credit platform at Anchorage. He is a voting member of Anchorage’s Investment Committees. He is a member of the U.S. CLO and CDO Investment Committee and Chair of the European CLO Investment Committee. Yale joined Anchorage as Head of Structured Credit in November 2008. Prior to joining Anchorage, Yale worked at JP Morgan and in his most recent role was responsible for the global CLO business. Prior to joining JP Morgan, he was an investment banker in Deutsche Bank’s CDO business. He also held various positions in investment banking including in the CDO business at Goldman Sachs. Yale has a total of 25 years of experience in the financial services industry and received a B.S. in Economics from the Wharton School at the University of Pennsylvania, where he graduated summa cum laude, and he holds the Chartered Financial Analyst designation.

Jordan Barrow

Jordan Barrow, CFA

Co-Head of Liquid Credit, Portfolio Manager, Shenkman Capital

Jordan Barrow joined Shenkman Capital in 2004. He has over ‌​​18​‌ years of leveraged finance investing experience and has been a portfolio manager since 2011. Mr. Barrow has experience managing portfolios for the Firm’s High Yield, Short Duration, and Convertible strategies. He started his career as a high yield research analyst specializing in Healthcare and has also covered Retail, Technology and Service Industries. In 2010, Mr. Barrow was instrumental in launching the firm’s Short Duration High Yield Strategy. He was also key in the launches of the Global Convertible and Investment Grade Convertible Strategies, in 2015 and 2014, respectively. Mr. Barrow is a member of Shenkman Capital’s Risk Committee and currently serves on the board of the Friends of Mount Sinai Health System. Mr. Barrow received a BA degree in Economics and International Relations from the University of Pennsylvania. In addition, he is a CFA charterholder (2007).

Mark Baumgarner

Mark Baumgartner

Chief Investment Officer, Carnegie Corporation

Mark Baumgartner is Carnegie’s Chief Investment Officer, responsible for oversight of the foundation’s endowment.

Prior to joining Carnegie, he was CIO at the Institute for Advanced Study, an institution supporting research in science and the humanities in Princeton, New Jersey. Previously, he served as Director of Asset Allocation and Risk at the Ford Foundation, and co-Head of Morgan Stanley’s Global Portfolio Solutions group.

Prior to Morgan Stanley, Mark was a Portfolio Manager at two hedge funds, Quantal Asset Management, a quantitative equity market neutral fund, and Strategy Capital, a fundamental equity fund. He began his career as a management consultant.

Mark is a member of the Board of Directors of Scientific Technologies Ltd, a startup focused on developing technologies that will have a transformative impact at global scale, a member of the Board of Directors of The Investment Fund for Foundations (TIFF), a Trustee and Chair of the Investment Committee for the YMCA Retirement Fund, and served on the Board of Directors and Investment Program Committee for the Foundation Financial Officers Group (FFOG).

He received a Ph.D. in Aerospace Engineering and a Certificate in Public Policy from Princeton University. He also holds the Chartered Financial Analyst designation.

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Catherine Beard

Senior Vice President, Alternatives Consulting, Callan

Afsaneh Beschloss

Afsaneh Beschloss

Founder and Chief Executive Officer, RockCreek

Afsaneh Mashayekhi Beschloss is founder and CEO of Rock Creek, a leading global investment and advisory firm that applies cutting-edge technology and innovation to investments. Previously, she was Managing Director and Partner at the Carlyle Group and President of Carlyle Asset Management, and Treasurer and Chief Investment Officer of the World Bank. Ms. Beschloss also worked at Shell International and J.P. Morgan. She has led global public policy and financial policy advising governments and central banks in energy, infrastructure and impact investing.

She serves on the boards of the Institute for Advanced Study in Princeton, the World Resources Institute, the American Red Cross, and is the Vice-Chair of the Public Broadcasting Service (PBS). Ms. Beschloss is a member of the World Economic Forum and the Council of Foreign Relations. She is a recipient of the Institutional Investor Lifetime Achievement Award, Robert F. Kennedy Ripple of Hope Award, and recognized as one of American Banker’s Most Powerful Women in Banking.

Ms. Beschloss holds an MPhil (Honors) in Economics from the University of Oxford, where she taught international trade and economic development. She is the co‐author of The Economics of Natural Gas and author of numerous journal articles on energy policy.

Jan-Paul Bruynes

Partner, Akin Gump Strauss Hauer & Feld LLP

Key Experience
– Represents domestic and offshore hedge funds and hedge fund managers in all aspects of their business.
– Advises on compliance with regulatory demands, particularly those related to exchange, self-regulatory, and governmental audits and investigations.
– Extensive experience representing CTAs in the highly regarded global commodities funds practice.

Practice
JP Bruynes works with a range of professionals in the private investment space, focusing on the formation and operation of quantitative investment managers and funds. He actively participates in structuring, negotiating and documenting fund formation, seed capital and other transactions. He also advises hedge fund managers, investment advisers, commodity trading advisors (CTAs), commodity pool operators (CPOs) and third-party marketers with regulatory compliance, including responses to SEC, CFTC, NFA and exchange audits and investigations.

JP advises clients with respect to a broad variety of investing activity, including:
– Securities
– Commodities
– Futures contracts
– Options
– Swap transactions
– Cryptocurrencies.

JP brings over 25 years of experience representing leading quantitative fund managers in a practice that, in multiple industry surveys, is consistently hailed as a leader. With a team of over 100 lawyers, the practice is distinguished by the resources that it dedicates to representing quantitative fund managers, the high-profile nature of its engagements and the number of industry-leading managers that it represents.

JP is involved in community, civic and charitable activities that include membership in the Alternative Investment Management Association (AIMA) Commodity Futures Trading Commission (CFTC) working group, the Managed Funds Association CTA/CPO forum and the Connecticut Hedge Fund Association. He is also a former member of the New York City Bar Association’s Committee on Futures and Derivatives Regulation and its CPO/CTA subcommittee.

Representative Work
Assisted a global commodities fund in connection with the establishment of a new fund for its flagship program and modernization of the related Bermuda fund.
Advised an investment management firm in its establishment of a new master feeder fund to trade its futures program.
Supported an investment management firm in obtaining Securities and Exchange Commission investment adviser registration and in preparing necessary compliance policies and procedures.
Has assisted clients in navigating complex new swaps trading rules, including the implantation of the Markets in Financial Instruments Directive (MiFID) II, Dodd-Frank Protocols I and II, the European Market Infrastructure Regulation (EMIR) swaps rules, proposed CFTC federal speculative position limits for futures and related swaps, aggregation rules and exemptions, and the applicability of swaps reporting. Given the sometimes overlapping and potentially different requirements of Dodd-Frank and EMIR, frequently advises clients on transacting transatlantic business.
Actively advising many of the world’s largest CTAs and hedge fund managers in connection with MiFID II and General Data Protection Regulation (GDPR) compliance.

Christopher Burton

Christopher Burton

Global Head of Commodities, Credit Suisse Asset Management

Christopher Burton, CFA, FRM, is a Managing Director within Credit Suisse Asset Management, based in New York. Mr. Burton serves as the Global Head of Commodities within Asset Management. He also currently acts as Senior Portfolio Manager and Trader for the Commodities Team. In this role, Mr. Burton is responsible for analyzing and implementing the team’s hedging strategies, indexing strategies, and excess return strategies. Prior to joining Credit Suisse in 2005, Mr. Burton served as an Analyst and Derivatives Strategist with Putnam Investments, where he developed the team’s analytical tools and managed their options-based yield enhancement strategies, as well as exposure management strategies. Mr. Burton earned a B.S. in Economics with concentrations in Finance and Accounting from the University of Pennsylvania’s Wharton School of Business. Additionally, Mr. Burton is a CFA Charterholder and has achieved Financial Risk Manager® Certification through the Global Association of Risk Professionals (GARP).

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Elizabeth Burton

Managing Director, Client Investment Strategist, Goldman Sachs Asset Management

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Pablo E. Calderini

President and Chief Investment Officer, Graham Capital Management, L.P.

Pablo E. Calderini is the President and Chief Investment Officer of Graham Capital Management, L.P. (“GCM”), an alternative investment firm with approximately $17 billion in AUM as of August 1, 2021.  Mr. Calderini is responsible for the management and oversight of the discretionary and systematic trading businesses at GCM, among other things.  Mr. Calderini is also a member of the firm’s Executive, Investment, Risk and Compliance committees. He joined GCM in August 2010 and became an Associated Person and Principal of GCM effective August 13, 2010. Prior to joining GCM, Mr. Calderini worked at Deutsche Bank from June 1997 to July 2010 where he held positions of increasing responsibility, most recently the Global Head of Equity Proprietary Trading. Mr. Calderini commenced his career at Deutsche Bank as Global Head of Emerging Markets. During his tenure at Deutsche Bank, Mr. Calderini also helped manage several groups across the fixed income and equity platforms, including the Global Credit Derivatives Team. Mr. Calderini received a B.A. in Economics from Universidad Nacional de Rosario in 1987 and a Masters in Economics from Universidad del CEMA in 1989, each in Argentina.

Allen Cheng

Associate Partner, ESG Investment Lead, Alternatives Research, Aon

Allen manages the New York office of the Hedge Fund Research Group and brings over 20 years of alternative investment experience. He is also the asset group head for ESG leading in policy design, investment manager rating implementation and consulting advice to firms requiring ESG solutions.

Before joining Aon Hewitt in 2014, he was Chief Investment Officer at Altegris Advisors where he managed the research group and was Co-Portfolio Manager of the firm’s alternative funds.  Allen was previously a Managing Director at Bank of America where he built and directed the hedge fund portfolio investment team and additionally oversaw numerous hedge fund products across diverse strategies. He has significant experience in the alternative investment industry, particularly in the areas of ESG, investment research and portfolio management across multiple investment strategies.

Allen earned his MBA from the University of Michigan and BA in Finance from the University of Maryland.  As a volunteer, Allen is an Investment Committee member for Rady Children’s Hospital in San Diego, CA.

Choi Young

Young Choi

Partner, Portfolio Manager – Rockford Tower, King Street Capital Management

Young Choi is a Partner, Senior Trader, and the Portfolio Manager of Rockford Tower Capital Management. Young is a member of the Global Investment Committee, U.S. Investment Committee, CLO Investment Committee and Risk Committee.

Prior to joining King Street in 2006, Young worked at Citadel Investment Group, as a Credit Analyst in the Distressed/High Yield Group and Portfolio Manager of the firm’s $2 billion U.S. leveraged loan portfolio and CLO. Prior to that, Young consulted at Bain & Co.

Young received a B.A. summa cum laude in Economics and a B.S.E. in Electrical Engineering from Duke University.

Dr. John Claisse

CEO, Albourne Group

John Claisse joined Albourne in July 1996, relocated from London to San Francisco in July 2003 and became Albourne Group CEO in August 2015. John is an equity partner and member of Albourne’s Executive Committee and also chairs the firm’s Corporate Planning Council, which comprises Albourne’s function and region heads. John helped develop the firm’s proprietary risk analytics and was formerly the Senior Analyst for quantitative equity strategies and multi-strategy hedge funds. John remains a Portfolio Analyst working with several public and corporate plans, large endowments and foundations. John also serves on the Advisory Board of the Sussex University School of Business, on the Board of Trustees of Standards Board of Alternative Investments (SBAI), and on the Governing Board of The Robert Toigo Foundation.

John holds a first class Mathematics Degree and a PhD from Sussex University.

Albourne is an independent advisory firm focused on hedge funds, private equity, private credit, real assets, real estate and dynamic beta. Founded in 1994, Albourne has over 300 clients with over $650bn invested directly in alternative investments.

Nicholas Cormier

Nicholas Cormier

Portfolio Manager, Canada Pension Plan Investment Board

Nicholas oversees CPP Investments’ external allocations to Systematic Macroeconomic strategies and is also responsible for portfolio construction across the broader hedge fund program. Prior to joining CPP Investments in 2015, he started his career as an Analyst in the Credit Rating Assessment Group at the Bank of Canada. Nicholas holds a Master of Financial Economics from the University of Toronto and a Bachelor of Commerce from Mount Allison University. He is also a CFA® charterholder.

Dylan Curley

Dylan Curley

Global Head of Business Development, U.S. Bank Global Fund Services

Emil Dabora, PhD

Emil Dabora, PhD

Senior Portfolio Manager, Event Driven, Tudor Investment Corporation

Dr. Dabora joined Tudor Investment Corporation in early 2015 from Harvard Management Company, where he served, since 2009, as Managing Director and Head of Developed Equity Markets. At Harvard, he built, launched and ran the event driven team and managed the long/short equity and emerging markets teams. From 2003–2009, Dr. Dabora served as Senior Managing Director and Equity Partner at Caxton Associates, and created the event driven strategy and had one of the largest risk allocations. Prior to Caxton, he worked as a Vice President on the Special Situations Proprietary Trading desk at Morgan Stanley between 1997 and 2003. Dr. Dabora holds a BS in Economics from Massachusetts Institute of Technology and a MA and PhD in Economics from Harvard University.

Subhasis Daas

Subhasis Das

Senior Portfolio Manager, State Board of Administration, Florida

Subhasis Das is currently a Senior Portfolio Manager within the Strategic Investments asset class at the State Board of Administration of Florida (SBA). Subhasis’ primary responsibilities are researching, sourcing and oversight for a variety of hedge fund and private credit strategies. Prior to his current role, he spent ten years as the Director of Research in the Global Equity asset class where his responsibilities included analysis of global equity portfolios, researching portfolio strategies, oversight of external active managers and asset class risk management. Subhasis worked as a business economist for government agencies and a bank before his time at the SBA. Subhasis’ educational background consists of a PhD degree in economics, a MBA and a MS in computer science.

Derek Drummond

Derek Drummond

Portfolio Manager-Funds Alpha, State of Wisconsin Investment Board

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Luke Ellis

CEO, Man Group

Luke Ellis is Chief Executive Officer of Man Group, a global active investment firm. Man Group has five investment engines (Man AHL, Man Numeric, Man GLG, Man FRM and Man GPM), which manage USD 135.3 billion (as at 30 June 2021) in a range of liquid and private markets. With a central objective to deliver alpha for clients through time, Man Group provides a wide range of alternative and long-only portfolio solutions for its client base. As CEO, Luke leads the firm’s Executive Committee, working with teams across investment, distribution, technology and infrastructure, while seeking to deliver the right outcomes for clients and positioning Man Group to adapt to opportunities as markets evolve. He is also the Deputy Chairman of the Standards Board for Alternative Investments (SBAI), and Chair of the Board of Trustees for Greenhouse Sports. Luke joined Man Group in 2010 and was previously President of the firm, responsible for management across investment engines. Prior to this, he was Chairman of Man GLG’s Multi-Manager activities and was Managing Director of Man FRM from 1998 to 2008. Luke was previously a Managing Director at JPMorgan in London and Global Head of the firm’s Equity Derivatives and Equity Proprietary Trading businesses. He holds a BSc (Hons) in Mathematics and Economics from Bristol University.

Erik Falk

Erik Falk

Head of Strategy, Magnetar Capital

As Head of Strategy at Magnetar Capital, Mr. Falk focuses on the firm’s strategic initiatives. He also serves as a member of its Investment and Management Committees, as well as the Magnetar Strategic Capital Investment Committee. Prior to joining Magnetar in 2017, Mr. Falk was Global Head of Private Credit and the Co-head of Leveraged Credit at KKR, where he spent over eight years of his career. Previously, he was the Co-head of Global Securitized Products at Deutsche Bank where he co-founded the Special Situations Group and launched the ABS CDO business. Mr. Falk began his career in 1992 with Credit Suisse First Boston in ABS Banking. He has served on the boards of the Loan Syndications and Trading Association (LSTA), Corporate Capital Trust and Corporate Capital Trust II – business development companies sub-advised by KKR – and various companies on behalf of Deutsche Bank. Mr. Falk is currently a member of the advisory committee of a private middle market lender and of the Investment Committee for The Public Theater.

Mr. Falk earned a BS and MS in Chemical Engineering from Stanford University.

Frederic Favre

Frederic Favre

CIO and CEO, Alpstone Capital

Frederic is CIO and CEO of Alpstone Capital with 25 years of global markets experience.  Prior to co-founding the firm in 2016, Frederic was a Partner and Portfolio Manager of a global macro portfolio at BlueCrest Capital Management (2008-2016). Prior to BlueCrest, Frederic was a senior derivatives trader at Barclays Global Investors (BGI), now BlackRock from 2003, predominantly responsible for establishing a Fixed Income derivatives capability, developing strategies to create hedge funds in Fixed Income and Credit. Prior to this he was a hedge fund strategies analyst at HDF Finance (Rothschild). Frederic started his career at Paribas (BNP Paribas) in 1998, initially in risk management before moving to trading, across a breadth of asset classes. He holds a post-graduate degree DESS 203 (1999) in Financial Markets from University Paris-Dauphine and the equivalent of a BSc. in Management Science (1996) and an MSc. Finance (1997) from Institut National des Telecoms.

Anne-Marie Fink

Anne-Marie Fink

Private Markets & Funds Alpha Chief Investment Officer, State of Wisconsin Investment Board

Jillien Flores

Jillien Flores

Executive Vice President and Managing Director, Head of Global Government Affairs, Managed Funds Association

Jillien Flores serves as Executive Vice President, Managing Director, Head of Global Government Affairs at Managed Funds Association (MFA).

Flores joined MFA after six years at Vanguard, one of the world’s leading asset managers. There, she advocated before Washington policymakers on a range of issues related to US capital markets, tax, and retirement policy. Leveraging policy depth, strategy, and relationships, Flores achieved policy outcomes beneficial to Vanguard’s clients on issues including equity market structure, ESG and corporate governance, and systemic risk.

Throughout her career, Flores has sought opportunities to advance Diversity, Equity, and Inclusion within the financial services sector, serving in leadership roles of related efforts at Vanguard.

Prior to joining Vanguard, Flores was Director of Government Relations at Porterfield, Lowenthal, Fettig & Sears, where she represented clients before Congress and the federal financial regulators in the asset management, insurance, securities, and biotechnology sectors. She was involved in the legislative and rule-writing process for several financial services laws and regulations, including the Dodd-Frank Wall Street Reform and Consumer Protection Act and the Jumpstart Our Business Startups Act.

Flores earned a B.A. from the George Washington University in Washington, DC.

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Marcus Frampton

Chief Investment Officer, Alaska Permanent Fund Corporation

Marcus Frampton, CFA, CAIA, FRM serves as the Chief Investment Officer of the Alaska Permanent Fund Corporation, where he manages a team of 25 investment professionals and is responsible for leading the firm’s investment activities.  Mr. Frampton has been with APFC since 2012 and served as the Director of Investments, Real Assets & Absolute Return before his promotion to CIO in 2018.

Prior to joining APFC, Marcus held diverse roles ranging from investment banking with Lehman Brothers, private equity investing with PCG Capital Partners, and as an executive with LPL Financial, a private equity backed portfolio company.

Mr. Frampton holds a BA in Business-Economics with a minor in Accounting from UCLA.  In addition to serving on the Board of Directors of Managed Funds Association, Marcus is also a Director of Scientific Industries, Inc. (OTC: SCND), a leading manufacturer of laboratory equipment and developer of intellectual property and products around bioprocessing; Nyrada, Inc., a privately-held drug development company; and Twin Creeks Timber, LLC, a privately-held owner/operator of institutional quality timberland assets.

David Francl

David Francl

Managing Director, Absolute Return, San Francisco Employees’ Retirement System

David Francl is Managing Director of Absolute Return for the City and County of San Francisco Employees’ Retirement System (SFERS) where he oversees a multi-billion-dollar absolute return program.   Prior to joining SFERS in early 2016, David spent over 18 years in a variety of management roles at Intel Corporation where he most recently served as a Director of Treasury Retirement Investments.  David’s two decades of experience span the capital markets and include corporate acquisitions, co-investments, secondary market transactions and extensive alternative investment manager research and selection.  His educational background includes a BBA from the University of Wisconsin and MBA from the Haas School of Business, UC – Berkeley.  Additionally, he is a Certified Public Accountant.  He is a member of the Berkeley-Haas Hedge Fund Strategies Advisory Panel and guest lecturer at the Haas School of Business, UC-Berkeley, as well as a frequent speaker at investment industry events.  David is a founding member of the San Francisco Absolute Return Institute and serves on the investment committee of a Bay Area endowment.

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Greg Galligan

Senior Managing Director, Head of Direct Lending, Vista Credit Partners

Sander Gerber

Sander R. Gerber

Founder and Chief Investment Officer, Hudson Bay Capital

Sander Gerber is Chief Executive Officer and Chief Investment Officer of Hudson Bay Capital, a multi-strategy hedge fund manager investing globally. Mr. Gerber has more than 30 years of investing experience in multiple securities classes and derivatives across a broad range of strategies. Hudson Bay Capital has delivered high quality risk adjusted returns for investors throughout multiple market cycles.

In 2008, Mr. Gerber developed the Gerber Statistic, which measures the co-movement of financial assets, enabling early detection of concentration risks and insufficient diversification within an absolute return portfolio. Later, after many years in collaboration with Harry Markowitz, the Nobel Prize-winning economist and father of Modern Portfolio Theory (MPT), research was completed to optimize the modern portfolio construct by replacing historical covariance with the Gerber Statistic. This groundbreaking paper was published in the Journal of Portfolio Management of February 2022.
Mr. Gerber is also the chief designer of his firm’s proprietary Deal Code framework, a scalable, repeatable portfolio management system that provides granular control seeking to minimize loss, maximize return, and optimize the judgment skills of Hudson Bay Capital’s investment professionals.
Mr. Gerber began his investment career in 1991, as a member of the American Stock Exchange working as an equity options market maker. In 1997, he founded Gerber Asset Management LLC (“GAM”) to develop and engage in proprietary investment strategies, many of which are utilized by Hudson Bay Capital today. In late 2005, Mr. Gerber and Yoav Roth co-founded Hudson Bay Capital, which absorbed GAM’s business and 15 employees.

Prior to becoming a member of the American Stock Exchange, Mr. Gerber was an Associate Consultant at Bain & Company, a leading strategic management consulting firm where he assisted the senior management of multinational corporations to identify and implement corporate growth opportunities.
Mr. Gerber is a member of the Council on Foreign Relations and the Economic Club of New York. He is a fellow and board member of the Jerusalem Center for Public Affairs, an independent research institute specializing in public diplomacy and foreign policy. Mr. Gerber serves as a member of the United States Agency for International Development’s Partnership for Peace Fund Advisory Board. The Board provides information and advice to USAID, and other U.S. Government agencies to promote economic cooperation, people-to-people peacebuilding programs, dialogue, and reconciliation between Israelis and Palestinians. Mr. Gerber was previously a member of the Director of National Intelligence’s Senior Advisory Group (SAG). SAG provides the Director of National Intelligence with an informed, external perspective regarding policy, industry best practices, technology breakthroughs, and best-in-class solutions relevant to current intelligence issues.

Mr. Gerber graduated cum laude from the University of Pennsylvania, with a BSE in Finance from Wharton and a BA in Humanistic Philosophy from the College of Arts and Sciences.

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Jonathan Glidden

Chief Investment Officer, Delta Air Lines

Jamie Gnall

Jamie Gnall

Senior Vice President, Alternatives Client Solutions, Wilshire Advisors LLC

Jamie Gnall is a Senior Vice President with Wilshire Associates and a member of Wilshire’s Alternatives Manager Research team. Mr. Gnall works in Wilshire’s Santa Monica office and leads the firm’s hedge fund discretionary and non-discretionary efforts.  He is responsible for providing alternative discretionary and non-discretionary services to institutional plan sponsors, including public pension funds, private pension plans, endowments, foundations, and insurance companies. These services include alternatives investment policy development, asset allocation, portfolio structuring, manager selection, and portfolio monitoring.  His research, portfolio management, and advisory responsibilities include multiple types of alternative investments, including hedge funds, risk premia, liquid alternatives, and private credit.  He is also a member of Wilshire’s Hedge Fund of Funds Asset Class Committee.

 

Prior to joining Wilshire Associates in 2015, Mr. Gnall worked at Royal Bank of Canada in New York where he was involved in the management of a diversified portfolio of hedge funds and provided customized investment advisory solutions to clients of RBC Global Asset Management.  Before that, he worked at Morgan Stanley where he was part of a six-person team responsible for the selection and investment management of commodity trading advisors and global macro hedge funds on Morgan Stanley’s wealth management platform.

 

Mr. Gnall earned his BA in economics from Vanderbilt University. Mr. Gnall holds the Chartered Financial Analyst designation.

 

Nick Granger

Nick Granger

Managing Director and Portfolio Manager, PIMCO

Mr. Granger is a managing director in the Newport Beach office and leads PIMCO’s quantitative portfolio management team. He is the lead portfolio manager of PIMCO’s flagship quantitative hedge fund strategy, along with oversight and portfolio management responsibilities across PIMCO’s range of systematic funds. Prior to joining PIMCO in 2020, Mr. Granger was based in London as chief investment officer and head of research at AHL, the systematic division of Man Group. In this role he was also portfolio manager of the firm’s quantitative multi-strategy fund, and a specialist in systematic volatility strategies. Prior to Man Group, he was an equity derivatives strategist at J.P. Morgan. He has 18 years of investment experience and holds a bachelor’s degree in mathematics from Oxford University, a master’s degree in philosophy from Kings College London, and a Ph.D. in mathematical logic from the University of Manchester.

Jody Gunderson

Jody A. Gunderson

Managing Principal, AB CarVal

Ms. Gunderson is a managing principal and member of the Investment Committee for CarVal Investors, responsible for leading the firm’s investment strategy and management, as well as its global loan portfolios and real estate businesses. In addition, Ms. Gunderson manages investments in asset-backed securities globally, including residential mortgage-backed securities, commercial mortgage-backed securities and collateralized loan obligations. Prior to joining CarVal Investors in 1994, Ms. Gunderson was a manager in the financial services practice of PriceWaterhouseCoopers where she served investment fund, commercial banking and thrift clients. Ms. Gunderson earned her B.S. degree in Business from the University of Minnesota and is a Certified Public Accountant (inactive).

CarVal Investors is a leading global alternative investment fund manager focused on distressed and credit-intensive assets and market inefficiencies. Since 1987, our experienced team has navigated through ever-changing credit market cycles, opportunistically investing $100 billion in 5,300 transactions across 77 countries. Today, CarVal Investors has approximately $10 billion in assets under management in both credit and real estate strategies.

Matt Halbower

Matt Halbower

Founder, Chief Executive Officer and Chief Investment Officer, Pentwater Capital Management

Matt is the Founder, CEO, CIO, and Portfolio Manager of Pentwater Capital Management. Matt’s experience in event driven investing comes from his years as a Portfolio Manager of event driven trading and distressed securities at Deephaven Capital Management, from his experience as the founder of the Deephaven Event Fund, and from his years of experience as a Portfolio Manager at Citadel Investment Group.  Matt has 20 years of investment industry experience. Matt graduated with a B.S. in Electrical Engineering from the Massachusetts Institute of Technology in 1991 and a J.D. from Harvard Law School in 1994.

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Anders Hall

Chief Investment Officer, Vanderbilt University

Anders W. Hall serves as Vanderbilt University’s vice chancellor for investments and chief investment officer.  He leads the Office of Investments, where he is responsible for managing the university’s $7 billion long-term investment pool, including the endowment.  Vanderbilt’s endowment serves as the financial underpinning for the university’s mission of teaching, cutting-edge research, and service.

Hall came to Vanderbilt in September 2013 from Duke University, where he worked for over a decade as head of public securities for DUMAC, the university’s investment management company.  He oversaw public investments for the Duke University endowment, pension plan, health system’s long-term assets, and the Duke family foundation.

Prior to that, Hall was an investment consultant with Hewitt Investment Group in Rowayton, Connecticut, and Atlanta, Georgia, where he advised approximately 20 institutional clients.  They included the New York Stock Exchange, Freddie Mac, and the University of Alabama System.

He also spent three years in the Prudential Advanced Management Development Program, a highly-selective leadership training program based in Newark, New Jersey.

Hall, a chartered financial analyst, double-majored in public policy studies and economics at Duke University, where he earned a bachelor of arts in 1993.  He earned an MBA from the New York University’s Stern School of Business, where he majored in finance and economics and graduated with high honors in 1999.

Hall serves on the boards of Big Brothers Big Sisters of Middle Tennessee, the Pi Kappa Phi Foundation, Rock the Street Wall Street, and The Healing Trust.  He previously served as a member of the governing board of Westminster Presbyterian Church and co-chaired the Annual Fund at University School of Nashville.

Hall lives in Nashville with his wife, Joanna, and their three children: Latham, Stewart, and Charlie.

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Jan Hatzius

Chief Economist and Head of Global Investment Research Division, Goldman Sachs & Co.

Jan is head of the Global Investment Research Division and the firm’s chief economist. He is a member of the Firmwide Client and Business Standards Committee. Previously, he was head of Global Economics and Markets Research. Jan joined Goldman Sachs in the Frankfurt office in 1997 and transferred to New York in 1999. He was named managing director in 2004 and partner in 2008. Prior to joining Goldman Sachs, Jan was a research officer at the London School of Economics. Jan is the No. 1 ranked global economist in the annual Institutional Investor Global Fixed-Income Research Team, a position he has held in the global or US category for the past decade. Jan is a member of the economic advisory panels of the Federal Reserve Bank of Chicago and the Congressional Budget Office. Jan earned a D.Phil. in Economics from Oxford University, as well as degrees from the University of Wisconsin-Madison and the Kiel Institute for the World Economy

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Kenneth J. Heinz

President, HFR Inc.

Kenneth J. Heinz, CFA is the President of Hedge Fund Research, Inc. (HFR) and is a leading authority on the global hedge fund industry. Mr. Heinz manages HFR’s industry leading hedge fund index business, including the HFRI, HFRX, HFRL and HFRU Indices. Mr. Heinz has provided specialized consulting services to the industry’s most significant institutional investors globally and has worked directly with thousands of managers, including many of the industry’s most influential firms. He has also contributed authoritative research and commentary to some of the industry’s best-known conferences and organizations, having provided keynote presentations at or for the following: Cayman Islands Alternative Investment Summit, GAIM (Monaco), the SwissFunds Association (SFA), University of Chicago Booth School of Business, Alternative Investment Council of Switzerland (AIC), University of Chicago Center for Research and Security Prices (CRSP), Skybridge Conference (Las Vegas), Money Talks (China) and various CFA Society Events. He is also a highly sought-after source of expert commentary for leading media outlets Including the Fox Business News, Wall Street Journal (WSJ), Financial Times (FT), Dow Jones Newswires, CNBC (U.S., European, Asian), New York Times, London Times, the Guardian, CNN, Fortune, Time, Pensions & Investments, Barron’s, the Nikkei, Bloomberg and many more.
Mr. Heinz has a Master of Business Administration from University of Chicago Booth School of Business with a concentration in Econometrics and Statistics and is a Charter Financial Analyst (CFA). Mr. Heinz holds a Bachelor of Science from the University of Illinois, with a concentration in Finance, Business Finance, Investments and Financial Institutions. Mr. Heinz also has experience as a trading member of Chicago Mercantile Exchange, Chicago Board of Trade and Chicago Board of Options Exchange.

 

Elizabeth Hewitt

Elizabeth M. Hewitt

Chief Investment Officer, Senior Vice President, Alfred P. Sloan Foundation

Elizabeth Hewitt joined the Alfred P. Sloan Foundation in 2015 as Chief Investment Officer and Senior Vice President.  As Chief Investment Officer, Hewitt is responsible for managing the Foundation’s endowment, including asset allocation strategy, fund manager selection, risk analysis, portfolio performance evaluation, and liquidity management.  Prior to joining the Foundation, Hewitt was Managing Director of Public Investments at the Robert Wood Johnson Foundation where she selected and monitored investments with managers, participated on the institutions risk assessment committee and contributed to overall portfolio management. Earlier in her career, Hewitt was a Senior Vice President for Lazard Asset Management (2001-2006), a Hedge Fund Analyst for The Torrey Funds (1999-2001), and a Wealth Management Associate for the U.S. Trust Corporation (1998-1999).  She holds an MA from the University of St. Andrews, Scotland. She is a Trustee of The Cary Institute of Ecosystem Studies, Millbrook NY and a member of the Investment Committees for The Madeira School, McLean VA and the Berkshire Taconic Community Foundation, Sheffield MA.

Ulrike Hoffman-Burchardi

Ulrike Hoffmann-Burchardi

Managing Director, Senior Portfolio Manager, Tudor Investment Corporation

Dr. Ulrike Hoffmann-Burchardi is a Senior Portfolio Manager and Managing Director at Tudor Investment Corporation, overseeing a global equity portfolio inside Tudor’s flagship client strategy. Focusing on the opportunities of digital disruption, Ulrike invests into companies with a long-term investment horizon, making substantial use of new data sources to understand market trends and technology adoption.

She was recognized in 2022 as one of “100 Most Influential Women in US Finance” by Barron’s magazine and in 2019 as one of ”50 Leading Women in Hedge Funds” by the Hedge Fund Journal in association with Ernst & Young. Prior to managing her current fundamental equity portfolio for Tudor’s flagship fund, Ulrike was instrumental in building the global quantitative equity investment strategies for Tudor in London and New York from 1999 to 2009.

Ulrike serves on the board of 100 Women in Finance, a global 15,000 member non-for-profit organization to empower women in the finance and alternative investment industries. An advocate for STEM education in grades K-12, she serves as a member of the advisory board of NYC FIRST, a global youth-serving robotics community. Further, she joined the advisory board of Portfolios with Purpose, a non-for-profit organization that fosters investment literacy among pre-career diverse youth. She is a member of the Economic Club of New York as well as of Atlantikbruecke.

She holds a PhD in Finance from the London School of Economics and Political Science (2000), and graduated first in her class with a Master degree in Finance from the University of St. Gallen in Switzerland (1995).

Ulrike is a Fellow of the 2021 class of the Finance Leaders Fellowship and a member of the Aspen Global Leadership Network.

Jason Josephaic

Jason Josephiac

Senior Vice President, Research Consultant, Marketable Alternatives, Meketa Investment Group

Mr. Josephiac joined Meketa Investment Group in 2021 and has formally been in the investment industry since 2008. A Senior Vice President of the firm, Mr. Josephiac serves as a Research Consultant in Meketa’s Marketable Alternatives practice covering multiple types of strategies such as beta-neutral, long volatility and uncorrelated/niche opportunities. His work includes investment due diligence, portfolio construction, asset allocation and oversight of client portfolios.

Prior to joining the firm, he was responsible for managing United (Raytheon) Technologies’ portable alpha/hedge fund program as well as covering global equities, risk parity and multi-asset/strategic partnership portfolios. Prior to that, he held multiple roles at The Boston Company Asset Management as part of the business development and client service teams.

Mr. Josephiac graduated magna cum laude from Bentley University with a Bachelor of Science in Finance and minors in Economics and International Studies. He is a CFA and CAIA charterholder as well as a member of the CFA Hartford Society. He is a member of the Bentley University endowment investment committee and a member of the Ellington Community Scholarship Association.

Simon Judes

Simon Judes

Co-Chief Investment Officer, Winton Group

Simon is Co-Chief Investment Officer, with overall responsibility for investment and research. He is also a member of Winton’s executive management and investment committees.
Simon joined Winton in 2008 as a researcher focused on designing commodity trading systems. In subsequent years he led research into new macro and equities trading strategies and portfolio construction methods, before taking overall responsibility for futures strategies in 2016.
Simon has a first-class honours degree in physics and philosophy from Oxford University, and a PhD in physics from Columbia University, with a thesis on string theory and cosmology.

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Stephen King

Author, Columnist and Senior Economic Adviser, HSBC

Stephen King is an economist and author.
Stephen’s fourth book, We Need to Talk About Inflation, will be published by Yale in April 2023. Described by Mervyn King, former Governor of the Bank of England, as “timely, well-researched and very well-written”, the book offers “fourteen urgent lessons from the last 2,000 years”.
His last book, Grave New World: The End of Globalization, the Return of History (Yale) was published in May 2017 to considerable critical claim: long-listed for the FT-McKinsey Business Book of the Year, it was later picked as a ‘book of the year’ by the Financial Times. It has since been translated into multiple languages.
Since 2018, Stephen has been a regular columnist for the London Evening Standard. He has also written for, among others, the Financial Times, the Times, the Independent and the New York Times. Between 2015 and the 2017 General Election, he was a Special Adviser to the House of Commons Treasury Committee.
Stephen is an accomplished public speaker and has presented at conferences all over the world.
As part of a portfolio of interests and following 17 years as HSBC’s Chief Global Economist, Stephen was appointed HSBC’s Senior Economic Adviser in 2015.
Stephen’s career began at H.M.Treasury, where he was an economic adviser within the civil service.
Stephen studied at New College, Oxford. In his spare time, he plays the piano.

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James Ko

Deputy Chief Investment Officer, Arizona Public Safety Retirement System

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Paul Kreiselmaier

Head of Hedge Funds, Verus Investments

Mr. Kreiselmaier has over 20 years of investment experience in various roles in both manager due diligence, portfolio management, and quantitative research. At Verus, he is primarily responsible for investment strategy, due diligence, portfolio construction recommendations and relationship building across the hedge fund universe.

Prior to joining Verus, he was a senior research analyst at Russell Investments where he was responsible for evaluating, recommending and monitoring hedge funds for inclusion in client portfolios. He began his career at Russell evaluating US large cap equity and Global Tactical Asset Allocation (GTAA) managers. He also worked at Mellon Capital Management where he was responsible for both research and portfolio management related roles focused on both equity and GTAA mandates.

Mr. Kreiselmaier graduated from Trinity University with a bachelor of arts (BA) degree in economics. He also holds a master’s degree in business administration (MBA) from the University of Texas at Austin. He is a CFA charter holder  (Chartered Financial Analyst) and a member of both the CFA Institute and the CFA Society of Seattle. Mr. Kreiselmaier is also a member of the Chicago Quantitative Alliance.

Raelan Lambert

Raelan Lambert

Global Alternatives Leader, Senior Partner, Mercer

Based in Sacramento, CA, Raelan Lambert is Global Alternatives Leader of Mercer. Ms. Lambert joined Pavilion Alternatives Group in 2005, which was acquired by Mercer in 2018. She has been in the financial services industry since 1998, focusing on private equity and private markets since 2005.

Ms. Lambert leads and oversees Mercer’s specialty Alternatives business encompassing strategic research, trusted advice and implemented advisory solutions for institutional investors globally.

Previously, Ms. Lambert was based in New York City, where she worked at Google predecessor, DoubleClick, and focused on financial institutions. Prior to that, Ms. Lambert was a consultant in American Express’ strategic technology relationships advisory group, which worked directly with the firm’s C-level executives and all divisions of the firm and its top technology partners. Ms. Lambert started her career at Goldman Sachs in the finance and wealth management divisions, including assignments in Tokyo and Hong Kong.

Ms. Lambert was recognized as CIO’s Knowledge Broker’s New Guard in 2019. She received a BA in French Language and Literature from the University of Virginia with honors and remains fluent in French.

Atul Lele

Atul Lele

Portfolio Strategist, Bridgewater Associates

Atul Lele joined Bridgewater in 2018, and is a Portfolio Strategist. As a senior member of the research group, Atul works closely with our Co-CIOs, and also partners 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. Prior to joining Bridgewater, Atul spent five years as the Chief Investment Officer of Deltec International Group, where he was responsible for their investment management and advisory platform, focusing on the investment strategy, portfolio management and analytical processes behind the strategic and tactical global macro funds, and authoring the firm’s global macro research publications. Prior to that, Atul spent five years as the Head of Strategy, Economics and Quantitative Research for Credit Suisse Australia, where he was top ranked by clients and external surveys. Before that, he spent eight years as a Portfolio Manager and Partner at White Funds Management, a multi-asset class fund manager. Atul has regularly appeared in the financial media and in investment-related books. He is also a CFA charterholder, and holds a Bachelor of Commerce in Accounting and Finance from the University of New South Wales.

Jimmy Levin

Chief Investment Officer and Chief Executive Officer, Sculptor Capital Management

Jimmy Levin is the Chief Investment Officer and Chief Executive Officer of Sculptor Capital and a member of Sculptor Capital’s Board of Directors. Mr. Levin joined Sculptor in 2006 and is the Chairperson of the Firm’s Portfolio Committee, the Chairperson of the Partner Management Committee and a member of the private investment committees.

In his role, Mr. Levin oversees all aspects of the Firm’s investment portfolios, including capital allocation across investment strategies and geographies, as well as driving our business strategy and making key operating decisions.

Mr. Levin holds a Bachelor of Arts in Computer Science from Harvard University. Mr. Levin serves on the Board of the East Harlem Tutorial Program.

Kim Lew

Kim Lew

CEO and President, Columbia Investment Management Company

Kim Y. Lew is CEO of Columbia Investment Management Company which manages the $11 billion endowment of Columbia University of New York.  Previously, she was the CIO of Carnegie Corporation of New York, the private grant making foundation founded by Andrew Carnegie in 1911 which she joined from the Ford Foundation.  Lew started her career in the middle market banking group of Chemical Bank and following business school joined Prudential Capital Group.

Lew graduated from the Wharton School of the University of Pennsylvania with a B.S in Economics and from the Harvard Graduate School of Business with an MBA.  She is a CFA charterholder and has served as both a standard setter and grader.

Lew serves on the Boards of Ariel Investment Management Mutual Funds, TIFF Advisory Services, and Girls Who Invest.  She serves on the investment committees of the ACLU and National Gallery of Arts.

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Wei Li

Global Chief Investment Strategist, BlackRock

Andrew Lo

Andrew W. Lo

Charles E. & Susan T. Harris Professor, MIT Sloan School of Management; BlackRock Financial Management, Inc. 

Andrew W. Lo is the Charles E. and Susan T. Harris Professor at the MIT Sloan School of Management and director of the MIT Laboratory for Financial Engineering. He received his Ph.D. in economics from Harvard University in 1984. Before joining MIT’s finance faculty in 1988, he taught at the University of Pennsylvania’s Wharton School as the W.P. Carey Assistant Professor of Finance from 1984 to 1987, and as the W.P. Carey Associate Professor of Finance from 1987 to 1988.

He has published numerous articles in finance and economics journals, and has authored several books including Adaptive Markets: Financial Evolution at the Speed of Thought, The Econometrics of Financial Markets, A Non-Random Walk Down Wall Street, Hedge Funds: An Analytic Perspective, and The Evolution of Technical Analysis. He is currently co-editor of the Annual Review of Financial Economics and an associate editor of the Financial Analysts Journal, the Journal of Portfolio Management, and the Journal of Computational Finance.

His awards include the Alfred P. Sloan Foundation Fellowship, the Paul A. Samuelson Award, the American Association for Individual Investors Award, the Graham and Dodd Award, the 2001 IAFE-SunGard Financial Engineer of the Year award, a Guggenheim Fellowship, the CFA Institute’s James R. Vertin Award, the 2010 Harry M. Markowitz Award, and awards for teaching excellence from both Wharton and MIT.

Chris Longworth

Chris Longworth

Investment Director, GAM Systematic

Dr Chris Longworth is an Investment Director and co-leads the GAM Systematic Cambridge team.

Since joining the firm in 2010, Chris’s focus has been on the development and enhancement of the team’s investment strategies. Chris has been heavily involved in the research and review of all aspects of the Core Macro programme since its inception in 2013. He is the author of the longest standing model traded within that programme. In addition, Chris has led the effort to incorporate novel or alternative data sources into the portfolio as well as the expansion of the team’s tradable universe into new and unconventional markets. Prior to joining GAM Systematic, Chris was part of the Machine Intelligence Laboratory at Cambridge University, where he obtained MPhil and PhD degrees. He also holds a BSc in Computer Science from Royal Holloway, University of London.

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Farouki Majeed

Chief Investment Officer, Ohio School Employees Retirement System

Dharmesh Maniyar

Dharmesh Maniyar, PhD

Chief Executive Officer and Chief Investment Officer, Maniyar Capital

Dharmesh Maniyar launched Maniyar Capital in May 2020 after spending seven years as Tudor (2013-2020) where he was Managing Director and a Partner focused on discretionary macro trading. Prior to joining Tudor, Dharmesh was a portfolio manager at Brevan Howard Asset Management, LLP (2008-2013). Previously, he worked as a post-doctoral research associate for globally collaborated Managing Uncertainty in Complex Models (MUCM) project at Aston University in England (2006-2008). Prior to receiving his PhD, he was a Senior Software Engineer at the Centre for Development of Advanced Computing in India (2001-2003). Dharmesh holds both a BSc in Chemistry and Physics (1998) and a Master of Computer Applications (2001) from Bhavnagar University and a PhD in Applied Mathematics (Machine Learning) from Aston University (2006).

Edouard Matitia-Cohen

Edouard Matitia-Cohen

Global Head of Equity Financing Distribution, Bank of America

Edouard Matitia-Cohen is a Managing Director and Global Head of Equity Financing Distribution at Bank of America, based in New York.

In his role, he is responsible for all sales globally across Prime Financing, Equity Synthetics, Stock Loan, Capital Strategies and Business Consulting, ensuring the delivery of an integrated coverage and distribution strategy worldwide. He joined the firm in 2012 and was previously Americas Head of Equity Sales.

Prior to joining Bank of America, Matitia-Cohen was the European Head of Equity Derivatives, Convertibles and Delta One sales at Credit Suisse, based in London. He was a member of Credit Suisse’s European Equity Management Committee and Global Equity Management Committee.

Previously, Matitia-Cohen worked at Morgan Stanley for over 11 years and held various roles including the Head of U.S. Capital Structure and Special Situations business in New York, and a member of the Equity Derivatives trading team in London.
He holds a B.A. (Hons.) in economics from ICADE University in Madrid and Ecole Superieure de Commerce in Reims, France.

Matitia-Cohen serves on a variety of boards in multiple capacities across leading organization in several fields. He is a term corporate member of the Council of Foreign Relations (CFR), Executive Advisory Board member of the Hispanic Latino Advancement Org., Board member of the Managed Fund Association (MFA), and an outside advisor to the Board at the ISW, The Institute for the Study of War in Washington, D.C.

Alice Mok

Alice Mok

Executive Director, Capital Introduction, UBS

Alice Mok is an Executive Director on the UBS Capital Introduction team based in New York. Alice joined the team in early 2021. She covers a broad range of hedge fund managers and institutional investors primarily in the east coast. Prior to this role, Alice was a senior member of the Credit Suisse Capital Introduction team in New York for 4 years. Before that, she spent over 8 years at Morgan Stanley on the capital introduction team based in Hong Kong and has extensive global experience working with hedge funds. Alice started her career as an accountant for Deloitte and segued to finance with her first role at Goldman Sachs. Alice has a BS from New York University with a double major in Finance and CPA Accounting.

Louis Molinari headshot

Louis Molinari

Managing Director, Barclays

Mr. Molinari is a Managing Director and a member of the Prime Services senior management team at Barclays, based in New York.

Mr. Molinari joined Barclays in September 2008 from Lehman Brothers, where he was a Managing Director and US Head of the Capital Introductions.  Prior to joining Lehman Brothers he was a founding partner and President of Metropolitan West Securities LLC, a US Investment Advisor and Broker Dealer firm.  Under his leadership Metropolitan West accumulated over $400bn in assets under custody across 50+ account relationships globally.  Mr. Molinari was a member of Metropolitan West’s executive, credit and investment committees.  He began his career at Merrill Lynch, working in various roles throughout the firm and ultimately serving as Managing Director of their Institutional Asset Management businesses.

Mr. Molinari has a JD from Fordham University School of Law and a BS in Business Administration from Fordham University.  Mr. Molinari is a member of the New York State Bar.

Sam Monfared

Sam Monfared

Head of Quant and Risk Research, Preqin

Sam Monfared joined Preqin in November 2020 and is the newest member of the Insights team. Prior to joining Preqin, Sam served as Chief Risk Officer of Anchor Pacific Investment Management (“APIMC”), where he was responsible for portfolio strategy development, portfolio construction, risk analytics and research design. Prior to working at APIMC, he held various research positions and analyzed public and private markets. Sam holds a PhD in Finance, and is a CFA and a CAIA charter holder

Edward A. Mulé

Edward A. Mulé

Founding Partner, Portfolio Manager & CEO, Silver Point Capital

Mr. Mulé is the CEO of Silver Point Capital and Portfolio Manager of Silver Point’s funds, having built and run the Firm since inception in 2002. Silver Point Capital is a global credit investor managing approximately $21bn in investible assets. Prior to founding Silver Point, Mr. Mulé worked for more than 16 years at Goldman Sachs. Mr. Mulé, together with his co-founding partner Mr. O’Shea, led Goldman’s special situations businesses, including establishing a proprietary middle market direct lending business for the firm. He headed or co-headed Goldman’s Special Situations Investing Business from 1999 to 2001, and co-founded and headed or co-headed the Asian Special Situations Investing Business (“ASSG”) and associated funds, including the Goldman Sachs Special Opportunities (Asia) Fund, from 1998 to 2001. In 1996, Mr. Mulé and Mr. O’Shea established a proprietary middle market lending business for Goldman. Mr. Mulé was elected general partner in 1994. Before joining Goldman’s special situations efforts in 1995, Mr. Mulé worked for Jon Corzine and Henry Paulson in 1994 and Robert E. Rubin and Stephen Friedman from 1991 to 1994 in the Office of the Chairman. In this role, he assisted the chairmen on strategy and its implementation, as well as reengineering, setting up control and compliance infrastructure and cost cutting. Prior to that, Mr. Mulé was an investment banker in the Mergers and Acquisitions Department from 1984 to 1991, specializing in a number of areas, including telecommunications, consumer products and forest products. He was a member of Goldman’s Senior Traders Committee. Mr. Mulé graduated magna cum laude from the University of Pennsylvania’s Wharton School, contemporaneously receiving both his M.B.A. and B.S. degrees at the age of 21.

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Brian Neale

Vice President of Investments, Nebraska Foundation

Mr. Neale has over two decades of institutional investment experience and is responsible for the oversight and investment of more than $2.8B of investable assets on behalf of the University of Nebraska Foundation.  In this role, his principal duties include establishing long-term asset allocation policies and short-term tactical tilts, manager research and selection, portfolio compliance and oversight, and serving as principal staff liaison to the Foundations Investment Committee.  Additionally, Mr. Neale is part of the Foundations Executive Leadership Team.  Mr. Neale has been with the Foundation since 2014, having joined most recently from MedStar Health (Baltimore, MD), and Wells Fargo Securities (Richmond, VA) prior to that.  He Holds a Bachelors of Arts degree in History from the Virginia Military Institute and an MBA from The College of William & Mary.  Proud to call himself a Midwesterner, he resides in Lincoln with his wife and two children.

Ric Ochman, CFA

Head of Quant Capital Introduction, JP Morgan

Ric Ochman, CFA is an Executive Director in the J.P. Morgan Capital Advisory Group.  Prior to joining J.P. Morgan Ric was the Global Head of Hedge Funds for AIG Investments. Before that Ric was a research analyst at Adair Capital. Ric started his career as a quantitative research analyst at State Street Global Advisors. Ric has an MBA from New York University and a BSBA from Boston University. He lives in New York City.

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Andrew Palmer

Chief Investment Officer, Maryland State Retirement and Pension System

Andrew Palmer, CFA is the Chief Investment Officer for the Maryland State Retirement and Pension System. In this role, he is responsible for the day-to-day operations of the System’s investment division and has overall responsibility for the System’s investment program.

Previously he was the Deputy Chief Investment Officer, Director of Fixed Income for the Tennessee Consolidated Retirement System. In addition to his role as Director of Fixed Income, he led the construction of a Strategic Lending Portfolio, was a member of the Private Equity and Real Estate Committees and shared in the responsibility for tactical asset allocation and new product development. He began his career at ASB Capital Management, a Bethesda, Maryland based institutional advisory firm.

Mr. Palmer is a member of the University of Maryland, Economics Leadership Council, and the ILPA, has been active in the CFA program and was President of the Washington Association of Money Managers. He received a BA and an MA in Economics from the University of Maryland.

Diego Parrilla, SQ

Diego Parilla

Partner, 36 South Capital

Diego Parrilla is Principal, Investment Committee at 36 South Capital a $2 billion AUM hedge fund manager with a 20+ year track record investing in long-dated options and volatility markets. Prior to joining 36 South in London in January 2023, Diego was Managing Partner at €1.8b Quadriga Asset Managers in Madrid and brings 25+ years of investment and senior leadership experience in global macro and commodity markets at industry leaders JP Morgan, Goldman Sachs, Merrill Lynch, BlueCrest, Dymon Asia, and Old Mutual Global Investors between London, New York, and Singapore. Diego is co-author of best-seller “The Energy World is Flat” (2014), author of “The Anti-Bubbles” (2017) and selective contributor to leading financial media, including two Financial Times Insight Columns. Diego holds MS Mining and Petroleum Engineering from the Polytechnic University of Madrid. and MS Mineral Economics from the Colorado School of Mines in Golden, MS Petroleum Economics and Management from the French Institute of Petroleum in Paris, where he completed his thesis on Real Options, and completed the JP Markets Finance Program in 1998. Diego is married and father of 3 children, passionate about sports and former competitive football and tennis player, and passionate about foreign cultures and languages, fluent in Spanish, English, French and keen student of Italian and Mandarin Chinese.

Carlos Rangel

Carlos Rangel

Chief Investment Officer, Kellogg Foundation

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David S. Richter

Managing Director, Investment Committee Chair, Absolute Return Strategies, GCM Grosvenor

Mr. Richter is Chair of the Absolute Return Strategies Investment Committee, Co-Head of Absolute Return Strategies Research and serves on the Global Investment Council and the ESG Committee. He is also a member of the Strategic Investments Investment Committee. Mr. Richter approves portfolio allocations prior to implementation and shares responsibility for the evaluation, selection and monitoring of absolute return investment strategies and investment managers. Prior to joining GCM Grosvenor, he was the Founder and Managing Partner of Waveland Capital Management, L.P., a U.S. long/short equity hedge fund affiliated with GCM Grosvenor. Previously, he was a Manager with KPMG Peat Marwick, and then a Vice President of JMB Realty Corporation in the Corporate Acquisitions Group. Mr. Richter graduated summa cum laude with his Bachelor of Science in Accountancy from the University of Illinois at Urbana-Champaign. He is a Certified Public Accountant and received the national AICPA Elijah Watt Sells Award from the American Institute of CPAs for his scores on the Uniform CPA Examination.

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Jackie Rosner

Managing Director, PAAMCO Prisma

Jackie Rosner joined the firm in 2013 and is a Managing Director and a member of the Portfolio Management team, with a specific focus on global macro, relative value, managed futures, and quantitative strategies. Prior to joining, Mr. Rosner was a Managing Director, head of global macro and systematic trading strategies, and a member of the executive committee at Union Bancaire Privee Asset Management in New York. Prior to UBP, Mr. Rosner was a proprietary trader at BNP Paribas in New York. Mr. Rosner has also been a portfolio manager at both Archeus Capital Management and Millennium Partners, and was a founding member of a proprietary trading desk in the fixed income department of Chase Manhattan Bank/J.P. Morgan. Mr. Rosner began his career at Salomon Brothers (Citibank) where he held various positions of increasing responsibility primarily focused on quant, trading, and fixed income strategies. Mr. Rosner is on the advisory board for the MIT Sloan Department of Finance, volunteers as a master’s thesis supervisor at the Department of Mathematics at NYU Courant, and has guest lectured at Columbia University’s Department of Financial Engineering. Mr. Rosner holds a B.S. in Economics, a B.S. in Management Science, and an M.Sc in Management from the Sloan School of Management at Massachusetts Institute of Technology. He also holds an M.Sc in Mathematical Finance from New York University and completed the following Charters: CFA, CAIA, CMT, and FRM.

Dylan Ross, Brigade Capital

Dylan Ross

Partner and Co-Head of Structured Credit, Brigade

Mr. Ross is a Portfolio Manager and Co-Head of Structured Credit. Mr. Ross joined Brigade in 2008 and along with Mr. Bleier developed the firm’s structured credit investing capabilities, including proprietary analytic tools and risk systems. He launched Brigade’s dedicated Structured Credit fund in 2014 and oversees a team of 12 individuals who are responsible for identifying and sourcing opportunities across all structured credit markets, including ABS, CLOs, CMBS, RMBS, Specialty Finance, and Synthetic Structured Credit. Mr. Ross also oversees the structuring of Brigade’s global CLO management platform. Prior to joining Brigade, Mr. Ross was a member of the Global Structured Products Group at Banc of America Securities where he originated and traded CLOs and CDOs. Mr. Ross sits on the leadership council for Success Academy Charter Schools in New York City. Mr. Ross received a BA in Mathematical Economics from Pomona College.

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Jon Schulhof

Co-Founder and CEO, Footprint Ventures

Sarah Schroeder, SQ

Sarah Schroeder

Researcher and Portfolio Manager, One River Digital

Sarah Schroeder is a Researcher and Portfolio Manager for One River Digital. Her focus is on the development of quantitative investment strategies applied to digital assets. Sarah was previously an executive director at AQR Capital, where she served on the portfolio management team for the firm’s systematic macro and trend strategies. In that role, she was primarily responsible for the firm’s alternative trend-following strategy and directional macro strategies. Before her tenure at AQR, Sarah worked on quantitative strategy development as part of Credit Suisse Asset Management’s Alternative Liquid Trading Strategies team. Her career began with quantitative modeling for a boutique economic consulting company that specializes in intellectual property valuation. Sarah graduated from the University of California at San Diego with high honors and received a B.S. in Management Science from the economics department as well as a B.A. in Public Law. Sarah also holds a Master’s in Financial Engineering from the University of California at Los Angeles.

Kunjal Shah

Kunjal Shah

Chief Investment Officer, Lyxor Asset Management, Inc.

Kunjal Shah joined Lyxor Asset Management Inc. (“Lyxor Americas”) in August 2014 as the Global Head of Hedge Fund Research. He was appointed as Chief Investment Officer in May 2020. Mr. Shah is responsible for supervising the Portfolio Management and Hedge Fund Research teams, as well as developing advisory investment offerings and customized hedge fund solutions. Mr. Shah brings more than 20 years of experience in hedge fund manager selection, due diligence, and monitoring to his position.

Prior to joining the firm, Mr. Shah was employed by Arden Asset Management, where he was a Partner and Managing Director. Prior to that, he was a Director and Co-Head of Hedge Fund Credit Risk Management for the Americas at Deutsche Bank AG. He was also an integral member of the Hedge Fund Credit Risk Management team at Goldman Sachs & Co. in New York, where he led due diligence and monitoring of hedge funds.

Mr. Shah holds a B.A. in Economics from the University of Manchester, and an M.B.A. in Finance, Management and Strategy from the Kellogg School of Management at Northwestern University.

Greg Sharenow

Greg Sharenow

Managing Director and Portfolio Manager, PIMCO

Mr. Sharenow is a managing director and portfolio manager in the Newport Beach office, focusing on commodities, real assets, and inflation solutions. He leads PIMCO’s commodity portfolio management group. He also co-manages PIMCO’s Energy and Tactical Credit Opportunities strategy. Prior to joining PIMCO in 2011, he was an energy trader at Hess Energy Trading, Goldman Sachs, and DE Shaw. He was previously senior energy economist at Goldman Sachs. His co-authored article, “Beating Benchmarks,” won the Second Annual Bernstein Fabozzi/Jacobs Levy Award for Outstanding Article after it was published in the Journal of Portfolio Management. He has 23 years of investment and financial services experience and holds bachelor’s degrees in mathematical methods in the social sciences and in economics from Northwestern University. He is a member of the Council on Foreign Relations.

Nathan Sheets

Nathan Sheets

Global Chief Economist, Citigroup

Nathan Sheets recently joined Citigroup as Global Chief Economist.  In that role, he helps lead the Firm’s team of economists around the world.  His own research focuses on global themes, with a particular emphasis on the position of the United States in the world economy.

Previously, Mr. Sheets worked at the Federal Reserve Board for 18 years in a variety of positions.  From September 2007 to August 2011, he served as Director of the Board’s Division of International Finance and one of three Economists to the Federal Open Market Committee (FOMC).  He advised the Committee on macroeconomic and financial developments in foreign economies, as well as on the outlook for U.S. trade, the dollar, and global commodity prices.  He also played a key role in the design and implementation of the Fed’s swap line program with other central banks that was put in place during the financial crisis.  Mr. Sheets represented the Federal Reserve at many international meetings—including of the G-20, G-7, and OECD—and was a member of the Committee on the Global Financial System sponsored by the Bank for International Settlements.  From 2006-07, while on leave from the Board, he served as a Senior Advisor to the U.S. Executive Director at the International Monetary Fund.

Mr. Sheets has published research in the Journal of Money, Credit, and Banking, the Journal of International Money and Finance, the Journal of International Economics and the Review of International Economics.  He received his B.A. in economics in 1989 from Brigham Young University.  As a recipient of the National Science Foundation Fellowship, Mr. Sheets completed his Ph.D. studies at the Massachusetts Institute of Technology in 1993.

Paul Singer

Paul Singer

Founder, President, Co-Chief Executive Officer, and Co-Chief Investment Officer, Elliott Investment Management

Paul E. Singer is the Founder, President, Co-Chief Executive Officer, and Co-Chief Investment Officer of Elliott Investment Management. Launched in 1977 with $1 million of capital, total assets under management for the Elliott funds have grown to approximately $55.7 billion as of June 30, 2022.  Elliott is a Florida–based trading firm with affiliated offices elsewhere.

Mr. Singer is co-founder of Start-Up Nation Central, an Israel-based non-profit organization.  He is also chairman of The Manhattan Institute for Policy Research.

Mr. Singer holds a B.S. in Psychology from the University of Rochester and a J.D. from Harvard Law School.

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Donna Snider

Chief Investment Officer, Hackensack Meridian Health

Michael Soss

Michael Soss

Deputy Chief Investment Officer, Millburn Ridgefield Corporation

Michael Soss, PhD is the Deputy Chief Investment Officer of Millburn Ridgefield Corporation, and serves as a member of Millburn’s Investment Committee. He joined the firm in 2022 and shares responsibility with Grant Smith, Chief Investment Officer, in the management of the firm’s Research & Development functions. Mr. Soss received an AB degree in Mathematics from Harvard University, and MSc and PhD degrees in Computer Science from McGill University in Montreal, Canada. Mr. Soss has substantial experience in the asset management industry including, most recently, more than 5 years at Point72 Asset Management, where he headed the firm’s Fusion group, a quantitative trading group focused on internal alpha capture. Experience prior to Point72 includes senior roles at J.P.Morgan, SECOR Asset Management and Goldman Sachs.

Roark Stahler

US Head of Strategic Consulting, Barclays

Mr. Stahler is the US Head of Strategic Consulting at Barclays. Mr. Stahler joined Barclays in 2008 as a member of the Strategy team working on various projects across the Investment Bank. Prior to joining Barclays, he worked as a consultant for McKinsey & Company, advising Asset Managers and other financial institutions as well as several other client types.

Mr. Stahler holds an MBA as well as a BA from the Stern School of Business at New York University.

Mark Sullivan

Mark Sullivan, CFA, CMT

Senior Managing Director, Partner, Head of Global Macro, Wellington Management

Mark is the leader of Wellington Management’s Global Macro team. Mark is a veteran macro risk-taker, the lead portfolio manager for the team’s investment portfolios, and the architect of Wellington’s US$10 billion multi-PM macro platform. As a manager of portfolio managers, he is responsible for internal manager selection, alpha and risk allocation to managers, and risk management across the team’s investment portfolios.

Mark received his BA from Colgate University. In addition, he holds the Chartered Financial Analyst and Chartered Market Technician designations.

David Sultan

David Sultan

Chief Investment Officer, Fir Tree Partners

David Sultan is the Managing Partner and Chief Investment Officer of Fir Tree Partners, a value-oriented investment adviser founded in 1994.  The Firm capitalizes on mispriced opportunities across capital structures and asset classes, using a long-term and team-oriented approach.  Fir Tree manages assets on behalf of pension funds, endowments, foundations, families and other institutional investors.  Mr. Sultan joined Fir Tree in 1999 and assumed the CIO role in 2015.  Over his 22 year tenure at the Firm, Mr. Sultan has developed the Firm’s investment processes, culture and team.  Mr. Sultan has led the Firm’s corporate and sovereign credit, capital structure arbitrage, distressed, special situation equity and SPAC investments globally and through multiple market cycles.

Earlier in his career, Mr. Sultan was an investment banker at Wolfensohn and Co. and an analyst at fundamental value investment firm Siegler, Collery & Co.

Mr. Sultan holds a B.A. in Economics from Harvard University.

 

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Dan Sundheim

Founder and Chief Investment Officer, D1 Capital Partners

Lamar Taylor

Lamar Taylor

Interim Executive Director/Chief Investment Officer, Florida State Board of Administration

Lamar Taylor is the Interim Executive Director and Chief Investment Officer of the State Board of Administration of Florida (SBA), a state constitutionally-created $250+ billion investment management organization providing investment and trust services to certain Florida governmental entities. Most notably, the SBA invests the funds for the Florida Retirement System Defined Benefit Pension Plan. Prior to being named Interim Executive Director and Chief Investment Officer, Lamar served as the SBA’s Chief Operating and Financial Officer.

Since joining the SBA in 2002, he has served in key roles throughout the organization and the Division of Bond Finance, including serving as the SBA’s Deputy General Counsel and Deputy Executive Director.

Lamar is an attorney and CPA with private and public sector experience. He received his law degree and masters in accounting degree from the Florida State University and his Bachelor of Science degree in accounting from the University of Florida. He also holds an LLM in taxation from the University of Florida.

Noah Theron

Noah Theran

Executive Vice President and Managing Director, Head of Global External Affairs, Managed Funds Association

Noah Theran is MFA’s Executive Vice President and Managing Director, Head of Global External Affairs.

Noah joined MFA after six years at Internet Association, a national trade association representing more than 40 of the world’s top internet companies, where he oversaw global communications, creative, marketing, events, and grassroots. In this role, he helped grow Internet Association from a startup into a respected voice on tech policy issues.Prior to Internet Association, Noah was Director of Communications at the American Investment Council, the trade association representing the interests of the world’s largest private equity firms. There, his team earned a PRSA Silver Anvil Award of Excellence, Reputation/Brand Management for their campaign to help the private equity industry manage the spotlight of the 2012 presidential election.

Noah also worked at Rasky Baerlein Strategic Communications in Washington, where he developed and executed communications strategies for a diverse set of clients with broad reputation, image, and crisis management challenges.

Noah earned his B.S. from Cornell University in Ithaca, NY.

Osei Van Horne

Osei Van Horne

Co-Global Head, Managing Partner, Sustainable Growth Equity Investments, JP Morgan

Osei Van Horne, Co-Global Head and Managing Partner of J.P. Morgan Sustainable Growth Equity within J.P. Morgan Private Capital, a division of J.P. Morgan Global Alternatives in J.P. Morgan Asset Management.

Osei joined J.P. Morgan Private Capital in 2021. Alongside Tanya Barnes, Osei co-leads the SGE platform, which leverages the global scale, sustainability expertise and data intelligence of J.P. Morgan to invest in companies that are leading the transition to a sustainable future. SGE will initially seek to invest in private growth companies that produce measurable, science-based and commercially-driven positive sustainability outcomes. He has over 20 years of principal investing and corporate finance experience.

Prior to joining SGE, Osei was a Managing Director and Co-founder of the technology growth equity division of Wells Fargo Strategic Capital. At Wells Fargo, Osei invested in opportunities across series B through pre-IPO stages, overseeing a pool of sustainable technology investments. Previously, Osei was an investor in the Merchant Banking Division of Goldman Sachs where he focused on executing equity and mezzanine debt investment strategies across sustainable investment opportunities led by underrepresented entrepreneurs. Over his career, Osei has led or participated in a diverse range of investments across various stage, geography and market cycles including Arcadia Power, Flexport, Notarize, Sitetracker, and MCCI Group, among many others.

Osei is an Adjunct Professor at Columbia University Graduate School of Business where he teaches Foundations of Private Equity. Previously, he was an Adjunct Professor at New York University where he taught M&A and venture capital. Additionally, Osei has published research in the Journal of Private Equity and has contributed to institutional equity research addressing sustainable investment strategies in U.S. public equities.

Moreover, Osei serves as an advisory board member of the Global Industrial and Sustainability Council, a trade organization initiative created to advancesustainable practices among corporate venture capital funds. He also serves as an advisory board member to theVenture Fund, a non-profit organization that provides financial literacy programing and micro-financing to women-led small businesses. Lastly, he is a mentor at All Raise, a non-profit organization dedicated to supporting women and non-binary investors and entrepreneurs.

Osei received a B.S. in biology from Howard University. He resides in San Francisco Bay Area, California, with his wife and two daughters.

John Velis

John Velis

FX and Macro Strategy, BNY Mellon

John leads our North American cross-asset class commentary, with a particular focus on analyzing monetary policy, inflation and employment data. A highly sought-after commentator on financial television networks around the globe, John has also been instrumental in the development of our suite of iFlow indicators.

Mithra Warrier

Mithra Warrier

Managing Director Head of North American Capital Introductions, Citi

Mithra Warrier is a Managing Director in Citi Prime Finance Origination, and is also Head of North American Capital Introductions. Mithra joined Citi in January, 2022, from TD Securities, where she oversaw Sales, Capital Introductions, and Client Services for the U. S. Prime Services business. Prior to joining TD Securities in November 2017, Mithra spent 15 years at Barclays, which she joined in 2008 through the acquisition of Lehman Brothers. During her time at Lehman Brothers and Barclays, Mithra worked in several areas of Financing, including Repo Salestrading, Credit Financing, Prime Origination, and Prime Account Management. Mithra graduated from Northwestern University in 2002 with a Bachelor of Arts degree in Economics.

Headshot of Trent Webster

Trent Webster

Senior Investment Officer, Strategic Investments, Florida State Board of Administration

Trent Webster is the Senior Investment Officer – Strategic Investments for the State Board of Administration of Florida, which manages approximately $204 billion for a variety of mandates in the state of Florida, including the $161 billion Florida Retirement System.  He is responsible for $14 billion of investments in hedge funds, private debt, real assets, insurance, principle investments, and other alternative investments.  Mr. Webster also was responsible for Private Equity for over a year.  Prior to being appointed Senior Investment Officer, Mr. Webster ran the Special Situations fund for the State Board of Administration, a US-focused, catalyst-driven public equity fund, and was responsible for external manager oversight in the Domestic Equities department.  Prior to coming to the State Board, Mr. Webster worked at Sprucegrove Investment Management and ScotiaMcLeod.  He has a Master’s in Business Administration from the University of Toronto and a Bachelor of Commerce (Honours) from the University of Saskatchewan.  Mr. Webster is a Chartered Financial Analyst.

 

Steven Wilson

Director, Public Markets, Teacher Retirement System of Texas

Steven Wilson is Director in the Public Markets group at the Teacher Retirement System of Texas, a $200 billion pension system serving 1.8 million active and retired educators and their families. Mr. Wilson is responsible for the $10B Stable Value Hedge Fund Portfolio, which includes allocations to Equity Market Neutral, Macro, Managed Futures, Platform, Volatility, and Reinsurance Hedge Funds. He is also responsible for the $7B World Equity Portfolio, which includes Beta Sensitive strategies benchmarked to global equity indices.

Prior to joining TRS, Mr. Wilson was an Investment Director at Ameriprise Private Wealth Advisors, where he oversaw fund selection for $250 million of client assets.

Mr. Wilson received an MBA from the Rice University Jones School of Business in 2012, is a graduate of the University of Texas at Austin McCombs School of Business, and holds the CAIA designation.

John Withrow

John Withrow

Principal, AB CarVal

Mr. Withrow is a principal for AB CarVal, responsible for leading high-yield debt trading. Prior to joining AB CarVal in 2015, he most recently served as senior managing director and senior portfolio manager for Macquarie Credit Nexus Fund Limited. While at Macquarie, he managed a long/short high-yield trading book focused on relative value trading opportunities and capital structure investments as well as leveraged loans. Mr. Withrow received his M.B.A. from the Fuqua School of Business at Duke University. He received his M.S. in bioengineering and B.S. in mechanical engineering from the University of Pittsburgh.

Tony Yoseloff headshot

Anthony A. Yoseloff

Executive Managing Member and Chief Investment Officer, Distressed Investments, Davidson Kempner

Anthony A. Yoseloff (Tony) is the Executive Managing Member of Davidson Kempner Capital Management LP, a global institutional investment management firm based in New York with over $33 billion in assets under management.  Mr. Yoseloff joined the Firm in 1999.  He is a member of the Board of Trustees of Princeton University, The New York Public Library and Leadership Enterprise for a Diverse America.  He also serves on the investment committee of The New York Public Library and is a member of the Board of Directors of PRINCO, the investment manager of the Princeton University endowment.

Mr. Yoseloff received a J.D. from Columbia Law School and an M.B.A. from the Columbia Graduate School of Business Administration in 1999.  He earned an A.B., cum laude, from the Woodrow Wilson School of Public and International Affairs at Princeton University in 1996.

John Young

John Young

Chief Investment Officer, Orchard Global

Mr. Young is Chief Investment Officer of Orchard Global. He is also the Senior Portfolio Manager for the EleganTree Fund, the EleganTree 2015 Tactical Fund, the Black Forest Fund, and the Taiga Fund. Prior to joining Orchard Global, Mr. Young was at Merrill Lynch in London, where he started and developed the Structured Illiquid Credit Trading Desk. Before Merrill Lynch, Mr. Young was at Deutsche Bank in London where he helped form and lead a solutions-driven trading desk within Structured Credit Trading/Principal Finance. Prior to this role at Deutsche Bank, he was in the firm’s Global Relative Value Group. Earlier in his career, Mr. Young worked at Aon Risk Services, focusing on risk management strategies for corporations in the natural resource sector. Mr. Young holds a BA from the Plan II Honors Program at The University of Texas at Austin and has an MBA from The Wharton School of the University of Pennsylvania.

Headshot of Justin Young

Justin Young

Director, Portable Alpha, South Carolina Retirement System Investment Commission

Justin Young is the Director for Portable Alpha at the South Carolina Retirement System Investment Commission where he spearheaded a restructuring effort for the top-quartile, $4bn hedge fund program. Prior to his current role he has covered multiple asset classes including core fixed income, commodities, GTAA, equity options, and other opportunistic investments. Before joining RSIC Justin was a Research Analyst at Bridgewater Associates.  Justin is a CAIA charter holder and a graduate of the University of South Carolina Honors College where he doubled majored in Finance and Economics.

Phil Yuhn

Phil Yuhn

Portfolio Manager, Man GLG

Phil Yuhn is a Portfolio Manager, Man GLG.

Prior to joining Man GLG, he worked as a portfolio manager at American Century Investments. Prior to this, he was a senior portfolio manager at HSBC Asset Management from 2009-2015. Prior to HSBC, Phil worked three years in the Emerging Markets Debt Strategy group at Lehman Brothers from 2005-2008.

He has been working in the industry since 2005 and holds an MBA from the University of Chicago Booth School of Business. He received a BS and an MEng from Cornell University.www.man.com/glg

Headshot of David Zervos

David Zervos

Chief Market Strategist, Jefferies LLC

David Zervos is currently Chief Market Strategist for Jefferies LLC and Head of the Global Macro Division of Jefferies Investment Advisers, LLC (“JIA”). David joined Jefferies in 2010 after spending 2009 as a visiting advisor at the Board of Governors of the Federal Reserve System in Washington, D.C. Prior to visiting the Federal Reserve, he held a variety of research, sales and trading positions in the private sector, most recently managing global macro portfolios for Brevan Howard and UBS O’Connor. He began his career as an economist at the Federal Reserve Board in the early 1990’s. He received a B.Sc. from Washington University, and an M.A. and Ph.D. in economics from the University of Rochester.

 

 

Nancy Zimmerman

Nancy Zimmerman

Co-Founder and Managing Partner, Bracebridge Capital

Nancy Zimmerman is co-founder and managing partner of Bracebridge Capital, a leading Boston-based hedge fund manager with over $12 billion under management. Bracebridge is a pioneer in the field of absolute return investing and for over 25 years has focused on generating returns that are largely uncorrelated with broad moves in equities, currencies and rates.

Bracebridge manages private investment funds serving longstanding investors that include endowments, foundations, family offices and pensions. Nancy began her career at O’Connor & Associates and managed the interest rate option group on a worldwide basis for Goldman Sachs before founding Bracebridge.

Nancy graduated from Brown University in 1985, is a Fellow of the Corporation of Brown University, and chairs the Carney Institute for Brain Science Advisory Council. Through the Carney Institute and other institutions—including the Transformative Scholars Program in Neurology at Mass General Hospital and the Ragon Institute of MGH, MIT and Harvard – Nancy has led a series of initiatives that fund early-career investigators. During 2020 she helped fund and promote cutting-edge research on COVID-19.

She is a member of the Board of Directors of Social Finance US, a non-profit that tackles complex social challenges through innovative public private partnerships, such as Social Impact Bonds and Pay for Success financing. She also served for a decade on the scholar selection committee of the Institute for International Education’s Scholar Rescue Fund.