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Rajesh Agarwal

Managing Director
Napier Park Global Capital

Rajesh Agarwal is a Managing Director and the lead Portfolio Manager of Mortgage Strategies at Napier Park Global Capital ("Napier Park"). Napier Park separated from Citigroup's alternative investment arm, Citi Capital Advisors ("CCA"), in February 2013. Prior to joining CCA in March 2008, Rajesh was a Managing Partner and Portfolio Manager in HSPI, LP formerly affiliated with Halcyon from 2006-2008. Prior to joining Halcyon from 2004-2006, Rajesh was a Senior Analyst at Merrill Lynch Investment Managers ("MLIM"), where he served as lead analyst for asset selection across residential housing sectors (Prime/Alt-A/Sub-Prime) and CDOs for three high-grade CDO deals launched and managed by MLIM. ... (view full description)

Monel Amin

Head of Risk Strategy

Monel Amin is Founder and Head of Risk Strategy at arthance, a global risk management firm for the buy-side industry. Prior to that she was Head of Liquid Investments Risk at Citi. Her experiences include risk managing multi-billion dollar institutional hedge fund platform and fund investments, corporate pension plans, liquid alternatives, bank-owned life insurance policies and structured investment vehicles. Monel has extensive background in new product launch, seed investments, restructuring, and risk mitigation activities as well as comprehensive multi-asset risk infrastructure development and regulatory reporting. She has also held diverse roles as Market Risk Manager for Traded Credi ... (view full description)

Keith Black

Managing Director, Curriculum and Exams
Chartered Alternative Investment Analyst Association (CAIA)

Keith Black has over twenty years of financial market experience, serving approximately half of that time as an academic at the Illinois Institute of Technology and the other half as a trader and consultant to institutional investors. He currently serves as Associate Director of Curriculum for the Chartered Alternative Investment Analyst (CAIA) Association, where he writes curriculum and exams covering topics in alternative investments. During his most recent role at Ennis Knupp + Associates, Keith advised foundations, endowments and pension funds on their asset allocation and manager selection strategies in hedge funds, commodities and managed futures. Prior experience includes commodities ... (view full description)

Michael Bleich

Ophir Partners, LLC

Mike began his finance career in the market risk department of Chase Manhattan in 1998. In 2000, he joined the equities division of Lehman Brothers where he remained for nine years, eventually transferring to Barclays Capital after the Lehman Brothers bankruptcy. Mike took his team from Barclays and formed Scout Trading LLC in May 2009. Scout Trading is primarily an ETF market making firm, having built a suite of automated trading technology to support market-making that has led to consistent superior returns since its inception. Ophir Partners, an asset management company, grew out of Scout to capitalize on strategies that are more suitable in a fund structure than a trading company. A ... (view full description)

Frank Brochin

Chief Investment Officer
Berens Capital Management

FRANK BROCHIN, Chief Investment Officer, brings more than 20 years of public and private equity investment experience in developed and emerging markets. Prior to joining Berens, Frank was the co-founder and chief investment officer of StoneWater Capital, an asset management firm focused on emerging and frontier markets, in particular Asia. Previously, Frank was a partner of Warburg Pincus, a leading global private equity firm, where he led investments in the enterprise software, information technology and communications sectors in the US, Western and Eastern Europe as well as Israel. Earlier in his career, Frank spent 4 years in Tokyo, Japan, as a research engineer with Nippon Telegraph and ... (view full description)

Joseph Brusuelas

Senior Economist
Bloomberg, L.P.

Joseph Brusuelas is a Senior Economist with Bloomberg, LP and the Bloomberg Briefs newsletter group. He specializes in analyzing the U.S. economy, monetary policy, labor markets, fiscal policy, economic indicators and the condition of the U.S. consumer. He is a co-founder of the award winning Bloomberg Economic Brief and was recently named as one of the 25 economists to follow by the Huffington Post. He regularly appears on Bloomberg Television and Bloomberg Radio and is frequently quoted by the financial press on the U.S. and global economies. He is the co-author of Forex Analysis and Trading: Effective Top-Down Strategies Combining Fundamental, Position, and Technical Analyses and the u ... (view full description)

Jay Caauwe

Managing Director
Cboe Global Markets

Jay Caauwe, Managing Director of Business Development at CBOE Futures Exchange (CFE), is primarily responsible for promoting the CBOE Futures Exchange’s roster of volatility products based on the CBOE Volatility Index (VIX Index) to both sell-side and buy-side clients.   Prior to joining the Exchange in 2004, he was a floor trader at the Chicago Mercantile Exchange (CME Group) for 17 years, acting as either an independent trader or lead broker for some of the industry’s leading proprietary trading firms.   Jay serves as a board member of the FIA Chicago and is active within the City Club of Chicago, the Chicago Council on Global Affairs and is an Advisory Board Member ... (view full description)

Chris Cary

Director, Financial Institutions Ratings
Standard & Poor's Ratings Services

Alexei Chekhlov

Head of Research and Portfolio Manager
Systematic Alpha Management, LLC

Dr. Alexei Chekhlov is a Portfolio Manager and Head of Research of Systematic Alpha Management, LLC, and currently also serves as an Adjunct Professor at Columbia University, MA in Mathematics of Finance Program. Dr. Chekhlov graduated from Moscow Institute of Physics & Technology in 1990 with Highest Honors in Theoretical Physics & Applied Mathematics. He earned his Ph.D. in Applied & Computational Mathematics from Princeton University in 1995. Prior to co-founding SAM, Alexei worked for Wexford Management (Quantitative Analyst, options pricing and trading), BNP Paribas (Proprietary Trader, quantitative global fixed-income futures trading) and TrendLogic Associates (Assistant Director of Re ... (view full description)

Ricardo Cortez

Broadmark Asset Management, LLC

As Co-Chief Executive Officer, Mr. Cortez is responsible for the management of Broadmark’s day-to-day business activities as well as the oversight of the firm’s sales and marketing efforts. In addition, he is a member of the Investment Team and serves as the firm’s Chief Risk Officer. Mr. Cortez joined Broadmark in September 2009 as President, Global Distribution and was named Co-CEO in June 2013. Before Broadmark, he was President of the Private Client Group for Torrey Associates, LLC. Additional prior roles include Vice President at Goldman Sachs serving as Product Manager of the firm’s Global Multi-Manager Strategies program, and Senior Vice President with Prudential Investme ... (view full description)

Michael Craig-Scheckman

CEO, Lead Portfolio Manager
Deer Park Road Corporation

Michael Craig-Scheckman has been in the investment business for over 35 years and has over 20 years experience in the mortgage-backed/asset-backed (MBS/ABS) field. Mr. Craig-Scheckman is President and Owner of Deer Park. He has operated DPRC as an investment advisor, focused exclusively on MBS/ABS, from 2003 until the present. Mr. Craig-Scheckman is the lead Portfolio Manager. Mr. Craig-Scheckman started his focus on MBS/ABS while working at Millennium Partners in 1993. He maintained a portfolio management relationship, focused on MBS/ABS, with Millennium from 1993 until 2010. Prior to his employment at Millennium in 1993, Mr. Craig-Scheckman held various trading positions at sev ... (view full description)

Nancy Davis

Founding Partner, CIO
Quadratic Capital

Nancy Davis is the Managing Partner and Chief Investment Officer of Quadratic Capital, a global macro hedge fund based in Greenwich, CT. Nancy began her career at Goldman Sachs and spent ten years at the firm, seven in the proprietary trading group. In 2003, Nancy became Head of Credit, Derivatives and OTC Trading for the proprietary group. During her time at Goldman, she managed one of the largest buy side option portfolios. Nancy left Goldman in January 2008 to join Highbridge as a Portfolio Manager. At Highbridge, Nancy managed $500 million of capital in her derivatives-only portfolio. Prior to founding Quadratic, she served as the Director of Derivatives across asset classes at AllianceB ... (view full description)

Chad Earnst

Assistant Director
U.S. Securities & Exchange Commission

Chad Alan Earnst is an Assistant Director in the Asset Management Unit of the SEC's Division of Enforcement. The Asset Management Unit focuses on investigations involving investment advisers, investment companies, mutual funds, hedge funds, and private equity funds. Mr. Earnst supervises cases involving board governance, compliance, valuation, performance, insider trading, conflicts of interest, derivatives, and disclosures, among other issues. Mr. Earnst also serves as Assistant Regional Director for the SEC's Miami Regional Office. Prior to joining the SEC in 2003, Mr. Earnst was a litigation attorney with a Washington DC based law firm. Mr. Earnst received a Juris Doctor, Magna Cum L ... (view full description)

Darren Feld

Vice President
Mesirow Advanced Strategies, Inc.

Darren Feld is a Vice President at Mesirow Advanced Strategies, Inc (MAS). MAS is a widely-recognized investment advisor specializing in building customized multi-manager portfolios for qualified institutional investors. Mr. Feld has over 20 years of experience serving in various research, investment advisory, and analysis roles at leading asset management, alternatives, and insurance firms. He joined MAS in 2004, focusing primarily on hedge fund manager due diligence, strategy analysis, and manager monitoring. Since 2009, Mr. Feld has leveraged his experience in manager due diligence to create customized client solutions at MAS, and is a member of the Client Portfolio Management ... (view full description)

Diego Ferro

Co-Chief Investment Officer
Greylock Capital Management LLC

Mr. Ferro joined Greylock Capital in 2009 as a Portfolio Manager and became a Partner in August 2010 and Co-Chief Investment Officer with Hans Humes in October 2012. Mr. Ferro has 21 years of experience working on Wall Street and in banking. Prior to joining Greylock Capital, Mr. Ferro was co-head of Latin America Fixed Income Trading and Structuring at Goldman Sachs & Co. Inc. In this capacity, he was responsible for the New York and South American operations which included market making in emerging market debt, proprietary trading and deal structuring in currencies, rates, credit trading and illiquid risks (asset backed securities, loans and hybrid securities).Before joining Gold ... (view full description)

Leandro Festino

Investment Strategist
Meketa Investment Group, Inc

Leandro Festino, Managing Principal, heads the company's Miami office, with responsibilities for the Southeastern U.S., the Caribbean, and Latin America.Mr. Festino started his career in the investment consulting industry in 1999, and joined Meketa Investment Group in 2003. He advises both private and public pension plans, as well as single family offices. His consulting work includes investment policy design and asset allocation modeling, in addition to analysis of manager and fund performance. He assists the firm's Private Markets team by conducting due diligence on Latin American partnerships.A frequent speaker at industry events, Mr. Festino holds the Chartered ... (view full description)

Doug Fincher

Portfolio Manager
Ionic Capital Management

Doug Fincher is a portfolio manager at Ionic Capital Management in New York. Ionic manages $2.5B across a variety of private and registered funds with a focus on relative value, long volatility and event driven strategies. Prior to joining Ionic in 2013,Doug was the President and CEO of Rock Maple Funds LLC, a New York based Fund of Hedge Funds from 2008-2012. During his tenure he was a also a portfolio manager and served on the firms investment committee. In 2011 he was instrumental in the launch of multi-manager alternative mutual fund in partnership with a large trust bank. From 2002-2008 he worked for CIBC WM Inc., where he managed two departments and served on the bank’s U.S. Executiv ... (view full description)

Charles Friedberg

Chief Operating Officer
Barnstar Funds

Charles P. Friedberg, CFA, Partner and Chief Operating Officer Charles brings over 18 years of industry experience to the Barnstar team. Charles most recently was Chief Investment Officer at Stride Capital, structuring and leading the strategic relationship between Stride and Barnstar. In 2003, Charles, as Managing Director and Portfolio Manager, was the founding investment director of the fund-offunds business, Angelo Gordon Advisors, for Angelo Gordon & Co. Angelo Gordon Advisors grew to $1 billion in assets under management under Charles’ leadership. While at Angelo Gordon, Charles focused on emerging and undiscovered investment managers. During this period Angelo Gordon became ... (view full description)

Christine Gaelzer Helou

Global Fund Match

Christine N. Gaelzer Helou, CFA, is the Principal of Global Fund Match, where she assists institutional clients in identifying notable non-traditional asset managers as well as boutique managers of traditional asset classes. Most recently Ms. Helou was a Managing Director at CoreCommodity Management, LLC, where she oversaw European and Latin American markets providing professional commodity management services to investors seeking exposure to the asset class. Previous to joining CoreCommodity, Ms. Helou oversaw global client portfolio management for commodities at Credit Suisse where she was responsible for product development and expanding Credit Suisse's global commodity presence. Pr ... (view full description)

Louis Gargour

Chief Investment Officer
LNG Capital LLP

Mr Gargour has 28 years of corporate bond experience, including 15 years of portfolio management experience. He began his career on Wall Street in 1985 with Salomon Brothers in NY and progressed his career as Vice President and Head of High Yield/Credit (Switzerland) at JP Morgan and Executive Director and Head of High Yield/Credit (Switzerland) at Goldman Sachs. He left Goldman to be co-founder and Managing Director of Taurus Investment Management, a hedge fund which merged with RAB Capital in 2001. Subsequently, he was the Senior Portfolio Manager of the RAB European High Yield Fund and Director of Fixed Income. He has a BS in Finance & Marketing from Georgetown University and a MBA fr ... (view full description)

Worth Gibson

Chief Operating Officer
Forest Hill Capital

Worth has 20 years of experience in the capital markets. Worth’s responsibilities include managing the operations of Forest Hill Capital, serving on the Firm’s investment committee and overseeing investor relations. Prior to joining the firm, Worth was founder and president of Worth Haven Capital Management, LLC where he was portfolio manager for the Worth Haven Strategic Growth portfolio, a separate account managed product for individual investors. During this period Worth also served as a contributing writer to’s professional markets site, Street Insight and has also been a featured portfolio manager on CNBC. Before founding Worth Haven Capital, Worth served as Vice Presiden ... (view full description)

Josh Goldstein

President & COO
Verition Fund Management

Mr. Goldstein serves as President and Chief Operating Officer at Verition. Prior to Verition, Mr. Goldstein was Chief Operating Officer of NM Holdings, LLC where he oversaw Mr. Maounis family office investments. Previously, he held positions at Lehman Brothers, the Yankees Entertainment & Sports Network, LLC (YES Network) and First Manhattan Consulting Group. Prior to that, he practiced corporate and securities law at Blank Rome and served as an Assistant District Attorney in New York. Mr. Goldstein holds a J.D. from Brooklyn Law School, where he was a Senior Editor of the Law Review, and a B.A. from the Pennsylvania State University.

David Hinman

Chief Investment Officer
SW Asset Management

David has over twenty years of experience investing in global credit strategies. Prior to co-founding SW Asset Management LLC, David was Global Head of Credit at Drake Management in New York where he oversaw $5Bn in credit assets with hedge funds and various fixed-income portfolios. Prior to Drake, David was a Portfolio Manager at Ares Management, based in Los Angeles, where he managed credit-based portfolios, including the Ares Total Value Fund, an absolute-return, long/short credit hedge fund. Prior to joining Ares Management, David was a Portfolio Manager at Pacific Investment Management Company (PIMCO) in Newport Beach, California. During his ten-year tenure at PIMCO, Davi ... (view full description)

Dave Hoffman

Conference Producer
Information Management Network

Jason Huemer

Symmetry Peak Management

Ben Hunt

Chief Risk Officer
Salient Partners, L.P.

Ben Hunt is the chief investment strategist at Salient and the author of Epsilon Theory, a newsletter and website that examines markets through the lenses of game theory and history. Over 100,000 professional investors and allocators across 180 countries read Epsilon Theory for its fresh perspective and novel insights into market dynamics. As chief investment strategist, Dr. Hunt helps develop investment strategy for the firm, works with portfolio managers and key clients to incorporate his investment views into their decision-making process, and manages certain portfolios directly. Dr. Hunt is a featured contributor to a wide range of investment publications and media programming. ... (view full description)

Paul Joss

Investment Strategist
Hartford Investment Management Company

Paul Joss is an investment strategist and portfolio manager for Hartford Investment Management Company. Paul’s primary responsibilities include oversight for defined benefit pension investments and other long-duration assets. Specific areas of focus for 2015 include private debt, private market alternatives, iCOLI solutions, and pension de-risking more broadly. Prior to joining HIMCO in 2007, Paul served plan sponsors, endowments, and foundations in Canada as part of Towers Perrin’s (now Towers Watson’s) retirement and investment consulting practices. Paul is a CFA Charterholder, a Fellow of the Society of Actuaries, and has a Masters in Financial Mathematics from the University of Calgary.

Michelle Kelner

Co-Founder, Senior Partner
Sandglass Capital Management

Ms. Kelner is a founder of the Manager. Ms. Kelner was previously a Senior Partner and Portfolio Strategist with Prince Street Capital, a New York and Singapore based investment firm that specializes in emerging and frontier markets. At Prince Street, Ms. Kelner served on the firms investment committee and was responsible for investment idea generation for the firms portfolios. She also led the firms business development, including building the firms institutional investor base, institutionalizing internal investment and risk management processes, and developing external reporting procedures. Before joining Prince Street, Ms. Kelner spent 15 years in emerging markets as a portfolio manager a ... (view full description)

Robert (Bob) Kern

Executive Vice President, Business Development
US Bancorp Fund Services, LLC

<p>Bob Kern began his career with U.S. Bancorp Fund Services in 1982 and has served as a manager since 1984. In his current role, Mr. Kern manages all business development efforts including mutual fund, exchange traded fund, and alternative investment products. From 1984 to 1994, Mr. Kern managed business development efforts as well as the mutual fund Transfer Agent operation including the Investor Services group, Account Services, Legal Compliance, Document Processing, and Systems Support divisions. During that time, Mr. Kern assisted in the management and implementation of both services and technologies related to Transfer Agent and shareholder services, Fund Accounting, Fund Adminis ... (view full description)

Jeff Kilburg

Founder & Chief Executive Officer
KKM Financial

Jeff Kilburg is the Founder & CEO of KKM Financial. Mr. Kilburg, known in the industry as "Killir", has been trading the markets for over fifteen years. Mr. Kilburg started his career at the CBOE in Chicago. After working at Jon & Pete Najarian's Mercury Trading, he moved to the CBOT, now known as the CME Group.He started trading his own fund in the 30-year Bond pit in the late 1990's, then assumed a top-step position in the 10-year Note pit and has traded more than $20B (notional value) worth of US Treasuries. As a Financial market expert with a wide range of expertise, Jeff regularly appears on CNBC's "Fast Money" and "Power Lunch" as an official CNBC Contributor. He al ... (view full description)

Charles Krusen

Chief Investment Officer
Krusen Capital Management

Charles Krusen is the founder and CEO of Krusen Capital Management, an SEC-registered investment adviser. Krusen Capital is the advisor to the LionHedge Platform, which provides access to top tier hedge funds and private equity funds through single feeder funds, multimanager structures, and advisory relationships. Mr. Krusen serves as the Chief Investment Officer of Krusen Family Office, a single family office based in Tampa, FL. Mr. Krusen is invited frequently to make presentations at high-profile events, and has spoken in the Middle East, Europe, the Caribbean, and elsewhere on subjects including alternative investments, asset allocation, and manager selection. Before founding Krusen Capi ... (view full description)

Luis Laboy

Senior Managing Director and Head of Thematic Research
Everest Capital Inc.

Christian Lena

Vivaldi Asset Management

Christian has more than fifteen years of experience as an investment professional and is responsible for client relations and business development at Vivaldi Asset Management, an alternative investment specialist that provides solutions for institutional & retail investors. Christian’s previous experience includes leadership of investor relations and fundraising activities at ALPHA TITANS LLC (fund of hedge funds) and Aeon Capital (global macro hedge fund). Christian began his career in the financial markets as a professional equities trader with Tradescape (now Lightspeed Trading).     Mr. Lena received a dual graduate degree, the Master of ... (view full description)

Alan Lenahan

Managing Principal/Director of Hedged Strategies
Fund Evaluation Group

Alan is Director of Hedged Strategies at Fund Evaluation Group. FEG is an institutional investment consultant with over $40 billion in assets under advisement located in Cincinnati Ohio. Alan is a portfolio manager for FEG's suite of hedge fund of funds and liquid alternatives portfolios. Alan has focused on research across the spectrum of hedge fund and other non traditional investment structures for over a decade. His responsibilities include hedge fund and liquid alternative manager sourcing and selection, strategy research, portfolio construction, and client education. Alan also works in a consulting capacity with clients that have an alternative only or alternative research focused mand ... (view full description)

Daniel Levinson

Partner, Chief Operating Officer & Chief Financial Officer
Atalaya Capital Management LP

Daniel M. Levinson is a Partner, Chief Operating Officer & Chief Financial Officer at Atalaya. Over the past 30 years, Mr. Levinson has held senior level finance and operations positions at various financial institutions with extensive experience in accounting and portfolio management systems integration and implementation, regulatory procedures, tax planning and operations management. Before joining Atalaya early in the Firm's inception, Mr. Levinson was the Chief Operating Officer at Oracle Investment Management, a $1 billion health care hedge fund and private equity firm and a Managing Director and Chief Financial Officer at Morgens, Waterfall, Vintiadis & Co., a hedge fund and ... (view full description)

Peter Lupoff

Chief Investment Officer
Tiburon Capital Management, LLC

Mr. Lupoff is the Chief Investment Officer of Tiburon Capital Management, LLC, an event-driven alternatives manager. Mr. Lupoff is also the Co-Portfolio Manager of Tiburon Event-Driven strategies and was the founder of Tiburon Capital Management, LLC. Mr. Lupoff has previously held senior and portfolio management positions at Millennium Management, LLC, Robeco Weiss Peck and Greer and MJ Whitman, among others. Mr. Lupoff holds a B.A. degree from Hofstra University and an MBA degree from Fordham University. He is a frequent speaker and writing regarding his investment philosophies and is a regular Federal Reserve Bank Discussant and consultant on shocks and illiquid markets.

Steve Mason

Portfolio Manager
Collins Capital Investment

Steve is a Portfolio Manager at Collins Capital. Prior to joining Collins Capital, Mr. Mason worked with Banc of America Securities' Financial Sponsor Group where he executed private equity leveraged finance transactions including the financing for the buyout of HCA, Inc., the largest LBO at the time. Mr. Mason began his career with Weil Gotshal & Manges, a leading international law firm, focusing on merger and acquisition, securities and corporate transactions. He graduated summa cum laude with a B.A. from Virginia Tech where he was Phi Beta Kappa and a Commonwealth Scholar. Mr. Mason received his J.D. from the University of North Carolina at Chapel Hill School of Law.

Robert Mullin

Portfolio Manager
Tocqueville Asset Management

Robert co-founded the Real Assets Equity Income Fund, a long-only fund focusing on income generating natural resource companies, in 2009. The firm also manages  L/S and separate account mandates in the same sector. Robert and his partner, Phil Treick, manage the funds under the umbrella of Stephens & Co., which is  the family office of Paul Stephens (Robertson Stephens & Co. and RS Investments). Prior to that he spent 15 years running the Marathon Hard Asset Fund, a dedicated resource L/S fund. From 1999-2003 he also managed the resource portion (~$200M) for the Cypress Funds/Aesop Capital/Keck Foundation. Prior to Marathon, he co-managed the Franklin Natural Resource Fund ... (view full description)

Bill Murray

Senior Portfolio Manager

Lee Partridge

Chief Investment Officer & Managing Director
Salient Partners, L.P.

Lee Partridge is the Chief Investment Officer of Salient Partners, a Houston based investment firm with over $17 billion in assets under management or advisement. Mr. Partridge spearheaded the development of Salients asset allocation funds, credit-related strategies and quantitatively managed funds. He also directly oversees the investment program for one of Salients largest institutional clients, a $9+ billion public pension plan, for which he was named Small Public Fund Manager of the Year by Institutional Investor in 2012.Previously, Mr. Partridge was the founder and CEO of Integrity Capital, LLC, which spanned traditional and alternative investment strategies, and the Deputy ... (view full description)

Robert Rauch

Partner, Portfolio Manager
Gramercy Funds Management

Mr. Rauch, 55, is a Partner and Portfolio Manager at Gramercy, an event-driven investment fund with US$ 3.8 billion under management specializing in opportunistic corporate and sovereign investments in global emerging markets. He serves as co-portfolio manager for Gramercy Emerging Markets Fund, Gramercy High Yield Corporate Debt Fund, and Gramercy Corporate Emerging Markets Debt Fund, and is the Portfolio Manager for Gramercy Distressed Opportunity Fund I and II, and for funds invested in non-performing mortgage loan portfolios in Mexico. He has been, or is currently involved, as a leading creditor or advisor in the restructuring of numerous companies across the emerging markets including ... (view full description)

Aron Rempel

J E Moody & Company LLC

Aron Rempel is a Principal of J E Moody & Company, a Portland, Oregon based CTA/CPO with approximately $435M under management, and 12+ years of experience trading client accounts.  During his tenure with the firm, he has had a wide array of responsibilities as part of the core team that developed and launched the JEM Commodity Relative Value Program in 2006.  In addition to providing oversight of the daily operations of the firm, Aron is a member of the research and development team.  He previously worked in the semiconductor industry, where he held positions as a System Design Engineer at Etec Systems, an Applied Materials Company, and as a Process Engineer at Intel.  ... (view full description)

Brian Rice

Portfolio Manager

Mr. Rice is a Portfolio Manager in the CalSTRS Corporate Governance Department and has been working in the governance group at CalSTRS for over 14 years.   His main areas of focus are integrating sustainability considerations into CalSTRS investment processes, managing the CalSTRS Sustainable Equity Portfolio, an $875 million externally managed public equity strategy that employs fund managers incorporating environmental, social and governance (ESG) factors into their investment analysis, and overseeing the internally managed CalSTRS Low Carbon Index. Mr. Rice’s sustainability integration duties include analyzing potential ESG related risks and developing and implementing appropriate r ... (view full description)

Melanie Rijkenberg

Associate Director

Melanie Rijkenberg, CFA, CQF is an Associate Director working in Portfolio Management. She is currently focused on European capital markets and manager research and is responsible for certain institutional client relationships. She joined PAAMCO's Irvine office in 2010 and moved to Europe to join the firm's London office in the Spring of 2012. Prior to joining PAAMCO, Melanie was an Analyst in the Pension Advisory Group at Integrated Finance Limited, a New York based boutique investment bank, where she focused on the development and sales of a proprietary pension product. From 2001 to 2003 Melanie competed on the US National Field Hockey Team. Melanie received her MBA from Columbia Busine ... (view full description)

Jason Ruggiero

Senior Portfolio Manager
EJF Capital

Mr. Ruggiero joined EJF at its founding in 2005. Prior to joining EJF, Mr. Ruggiero was an equity trader in FBR's Alternative Asset Investment Group, where he assisted Mr. Friedman in the day-to-day operations of FBR Ashton, L.P., a long/short hedge fund. In 2004, Mr. Ruggiero assumed co-portfolio manager responsibilities for FBR Ashton, L.P. Before joining FBR, Mr. Ruggiero was an auditor for Deloitte and Touche in Washington, DC, where he focused on the financial services industry. He holds a BBA in accounting from James Madison University and an MBA in finance from the University of Maryland.

David Seif

Director of Research
Quadratic Capital

David Seif is Director of Research at Quadratic Capital. Prior to joining Quadratic, he was a Partner and Vice President at Paulson & Co. As Paulson & Co.s economist, Dr. Seif built macroeconomic models to predict inflation, unemployment, and credit growth. He also managed Paulson's extensive commodity derivatives portfolio, for which he developed and implemented new risk systems. Dr. Seif additionally structured and traded exotic and vanilla derivatives to generate alpha by capitalizing on inefficiencies in foreign exchange, interest rate, and commodity markets. Dr. Seif holds a Ph.D. and an M.A., both in Economics, from Harvard University. He also holds a B.S. in Economics from the ... (view full description)

Michael Singer

Chief Executive Officer

Mr. Singer is the Chief Executive Officer of Ramius, a Cowen Group Company.Prior to joining Ramius, Michael Singer most recently served as Head of Alternative Investments at Third Avenue Management. Before that, Mr. Singer was Co-President of Ivy Asset Management, a Fund of Hedge Funds business with over $14 billion in assets. At Ivy, Mr. Singer established the firm’s strategic plan and ran the day to day activities. Mr. Singer began his career at Weiss, Peck & Greer where he spent nine years and served as Senior Managing Director and Executive Committee Member overseeing day to day operations, new product development, client relationship management, hedge fund sales and risk fun ... (view full description)

Steve Slaughter

Senior Vice President, Portfolio Manager
Oak Ridge Investments LLC

Steve Slaughter is a Senior Vice President and Portfolio Manager at Oak Ridge Investments LLC, responsible for research of companies in the Healthcare sector. In 2013, he launched the Oak Ridge SGS Healthcare Fund LLC, an alternative, concentrated healthcare-focused Capital Investment Fund. Prior to joining Oak Ridge, Slaughter was President of SMSV Advisory Services, Inc. which he cofounded in 2009, providing corporate development and independent market analytic services to a range of public and private health care companies. Immediately prior to SMSV, Slaughter was a Senior Vice President, Business Initiatives and Market Analytics, at Elan Pharmaceuticals Inc., of Dublin, Ireland. At Elan, ... (view full description)

Susan Slocum

Treasurer and Investment Officer
Children's Hospitals and Clinics of Minnesota

Susan Slocum is the Treasurer and Investment Officer of Children’s Hospitals and Clinics of Minnesota. She is responsible for managing investments, pension, debt and banking functions for a hospital system with $700 million in annual net revenues and $240 million in debt. She directs the investment strategies for corporate, defined benefit, defined contribution and foundation assets totally $850M. In additions, she directly manages the short term fixed income porfolios for the corporation and foundation. Responsible for management and agenda for Children's Investment Committee and , a Chair of the Twin Cities Hospitals' MNA and LPN Pension Asset Committee, governs $1.1 billion in multi-em ... (view full description)

Tready Smith

Founder & CEO
Bayshore Capital Advisors, LLC

As Founder and CEO, Tready is responsible for creating and implementing the firm’s strategic vision. She is a member of the investment committee and has spent the last 15 years directly investing in the full spectrum of alternative and traditional investments. Tready is also a managing member of ASAP Capital Partners, her family investment office. Prior to managing her family’s assets, Tready was a senior consultant at Deloitte & Touche. She graduated from the University of North Carolina, Chapel Hill, with a degree in Business Administration.

Stephen Solaka

Managing Partner
Belmont Capital Group

Stephen Solaka is a Managing Partner and co-founder of Belmont Capital Group. He has over 14 years of financial market experienced focusing on equity risk management, options and portfolio management. Stephen is frequently quoted by Barron’s, The Wall Street Journal and Bloomberg regarding ETFs and options. Prior to founding Belmont, Stephen was a Director at Dorchester Capital Advisors where he marketed the firm’s fund of hedge funds to institutional and high-net worth investors. Stephen previously advised clients at UBS Private Wealth Management, a division of UBS focused on families with over $10 million in investable assets. Prior to UBS, Stephen was a VP of Equity Derivatives at TD ... (view full description)

Andrew Springer

Marathon Asset Management

Andrew Springer is a Partner and Co-Head of Marathon's Structured Credit Group, responsible for the principal investment decisions in Marathon's structured credit business including Residential Mortgage Backed Securities (RMBS), Commercial Mortgage Backed Securities (CMBS) and Asset Backed Securities (ABS). Mr. Springer manages the Marathon Securitized Credit Fund, Marathon Distressed Subprime Fund and Marathon Legacy Securities PPIP Fund. Mr. Springer also has responsibility for structured finance investments in other Marathon investment vehicles, including separate accounts. Mr. Springer serves as a member of the firm's Executive Committee, which assists in the oversight of the firm. ... (view full description)

Jay Steinle

Managing Director
Lighthouse Partners

Zem Sternberg

Senior Managing Partner
Lake Hill Capital Management, LLC

Mr. Sternberg is Chief Executive Officer of Lake Hill Capital Management. Mr. Sternberg has over 25 years of experience in senior roles throughout the global derivatives market. Lake Hill is an electronic liquidity provider and trader of listed options on Index, Metal, Energy and Agricultural products which are the central instruments for hedging and risk transfer.  Hedging and risk transfer are ultimately analogous to insurance.Lake Hill profits by earning the spread between insuring and re-insuring. Prior to founding Lake Hill in 2005, Sternberg was Managing Director at Salomon Brothers, where he created their industry-leading options trading business. He also was a Senior Partner ... (view full description)

Brian Stutland

Managing Member
Stutland Volatility Group

Edgar Sullivan

Senior Strategist
SECOR Asset Management, LP

<p>Ed is a senior strategist on the advisory and solutions team at SECOR Asset Management, LP. Prior to joining SECOR in February 2012, Ed was a Managing Director at General Motors Asset Management (GMAM), where his principal responsibilities included the management of asset/liability studies and oversight of the Global Tactical Asset Allocation (GTAA) program, asset mix/cash management and GM's Broad Scope Mandate, a separate multi-billion dollar DB portfolio incorporating state-of-the-art investment concepts. During his GMAM career, which spanned 25 years, Mr. Sullivan helped to launch the ARS (Absolute Return Strategies) and GTAA (Global Tactical Asset Allocation) programs and parti ... (view full description)

Steven Turi

Chief Investment Officer
SkyView Investment Advisors

Michael Weinberg

Chief Investment Officer & Adjunct Associate Professor

For two decades Michael has invested at the security level and as an allocator. Currently he is an Adjunct Associate Professor of Economics and Finance at Columbia Business School(CBS). Michael is also Chief Investment Officer of MOW & AYW LLC., a bespoke multi-asset/strategy investment solution provider for a family office. He has spent the last nine years as a Managing Director and global business head at Financial Risk Management(FRM), where he was on the management, investment and asset allocation committees. Prior to FRM he was an equity long/short portfolio manager at Soros Fund Management and Credit Suisse First Boston, and a real estate analyst at Dean Witter. Michael has a BS ... (view full description)

Philip Weingord

Chief Executive Officer
Seer Capital Management, LP

 Philip Weingord is the Managing Principal and CEO of Seer Capital Management, which he founded in 2008. Mr. Weingord has overall management responsibility for Seer Capital including all investment decisions, strategic planning, and business development for the firm. Prior to Seer Capital, he was Head of Global Markets Americas for Deutsche Bank. His responsibilities included all Deutsche Banks Fixed Income and Derivatives activities in the U.S. Prior to this appointment, Mr. Weingord was Head of Global Securitized Products, which included Asset-Backed Securities, CLO/CDOs and Mortgage-Backed Securities. Mr. Weingord was on the Board of Directors of Deutsche Bank Securities, Inc. from 2 ... (view full description)

Robert Worthington

Hatteras Funds

Mr. Worthington oversees the investment and portfolio management teams of Hatteras Funds. Additionally, he serves on the investment committees for various investment funds including the Hatteras Alternative Mutual Funds. Prior to joining Hatteras, Mr. Worthington was a Managing Director at JPMorgan Asset Management. His previous investment management experience includes President of Undiscovered Managers, LLC, and Principal and Senior Vice President of the Burridge Group, LLC. For the first ten years of his career, Mr. Worthington held various corporate finance positions with Mellon Bank, Nikko Securities, Bankers Trust, and Westpac Banking. He received his Master of Business Administration ... (view full description)
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Event Contacts for 20th Annual Alpha Hedge East


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Information Management Network - Privacy Notice

Introduction - Who we are

Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.

For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.

Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.

We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.

When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).

We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).

What Personal Data We Collect & Why

Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.

  • Registration, Free Trials & Subscriptions

    When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.

    If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.

  • Events & Conferences

    If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.

    This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.

    We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.

  • Advertising & Marketing

    We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.

    Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.

    You can opt out from receiving such materials at any time.

    The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).

    Marketing materials are sent electronically, by post and we may occasionally call you.

  • Online Targeted Advertising

    We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.

    We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.

  • Lead Generation and Scoring

    We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.

    We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.

  • Surveys, Market Research & Customer Feedback

    We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.

  • Public forums, message boards and blogs

    Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.

  • Business or Asset Sale

    If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.

    If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.

  • Additional Third Party Disclosures

    We may disclose your personal data to other third parties in the following situations:

    • To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
    • Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
    • If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
  • Email Tracking

    We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).

International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • Our ongoing ability to ensure the accuracy of the data; and
  • Legal and regulatory requirements.

We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.

How You Can Set Your Data & Privacy Preferences

You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • Access & Portability

    You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.

    You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.

    If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.

  • Rectification, Restriction, Objection

    You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.

  • How to Exercise Your Rights

    To exercise any of these rights, please contact us by post or email at the following addresses:

    Euromoney Institutional Investor PLC
    8 Bouverie Street
    London, EC4Y 8AX
    United Kingdom


    Web form: Complete Subject Data Request Form

    We may need to check your identity prior to processing a request.

    Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.

Protecting Your Data

Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.

All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.

Third Party Sites

Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.

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