Ryan Abrams

Assistant Portfolio Manager
Wisconsin Alumni Research Foundation

Ryan Abrams is Assistant Portfolio Manager at Wisconsin Alumni Research Foundation, the private nonprofit technology transfer office of the University of Wisconsin-Madison. In this role he is responsible for manager research and due diligence for strategies focused on marketable investments. Mr. Abrams also provides analytical support for the asset allocation of WARF’s investment portfolio. He holds the Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations.

Monel Amin

Head of Risk Strategy
Arthance

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)

David Andre

Chief Executive Officer
Cerebellum Capital

Dr. Andre co-founded Cerebellum Capital, Inc., where he is presently the Chief Executive Officer and Chief Technology Officer. Cerebellum Capital is a hedge fund management firm whose investment programs are derived from and continuously improved by a software system based on techniques from statistical machine learning. He previously worked at BodyMedia, Inc., where he was Director of Informatics and led the team that collected and analyzed clinical and user data and created state of the art statistical machine learning models that map sensor data to detailed and specific statements about human physiology and activity, such as energy expenditure and sleep state. He was also principal invest ... (view full description)

Arn Andrews

Chief Investment Officer, Assistant Director, Retirement Services
City of San Jose

In 1985 Mr. Andrews graduated from Adelphi University of Garden City, New York with a Bachelor of Arts degree in business administration. Mr. Andrews then pursued a private sector career as a professional equity options trader. During that time he held floor memberships and positions on the American Stock Exchange, Chicago Board Options Exchange, Philadelphia Stock Exchange and the New York Options Exchange NYSE. As a mid-career professional Mr. Andrews decided to transition to the public sector and graduated with an MPA from New Mexico State University. Upon graduation he received a 2007 International City/County Managers Association (ICMA) Local Government Management Fellowship placement w ... (view full description)

Nathaniel Baker

Editor
Bloomberg, L.P.

Nathaniel Baker is the editor of Bloomberg's Hedge Funds Brief online newsletter - a weekly inside look at what is going on in the industry. He's a regular speaker at Bloomberg Link conferences, which bring together the who's who in the financial community around the world, and appears on Bloomberg Radio every Tuesday morning. Mr. Baker has also spoken at industry events hosted by the New York Hedge Fund Roundtable, Argyle Executive Forum, Hofstra University, Alpha-Institute and others. Prior to Bloomberg, he was a senior editor at The Deal and at Institutional Investor. At II, he was managing editor of Alternative Investment News and a contributor to The Journal of Alternative Investmen ... (view full description)

Andy Ball

Portfolio Manager
West Side Advisors

Mr. Ball joined West Side Advisors in July 2009 as a portfolio manager. Prior to joining West Side he was a mortgage derivative trader for the UBS CMO desk. Mr. Ball traded Trust and Structured IO/PO as well as Agency and Non-Agency mortgage derivative products. In 2009, he co-ran the mortgage derivative portfolio and oversaw the exit/liquidation of UBSs mortgage derivative business. Mr. Ball was responsible for co-managing over $1 billion of Agency mortgage derivatives during this period. He built his career with a strong foundation in quantitative analysis first as a financial engineer for the mortgage portfolio at Freddie Mac and later building and implementing prepayment models at Wel ... (view full description)

Kristin Bentz

Executive Director
PMG Venture Group

Krissy Bentz is President of Talented Blonde LLC, an advisory firm focusing on the consumer/retail industry that caters to select corporations and equity funds. She also is editor of the consumer investing blog by the same name, http://talentedblonde.com, which provides an unconventional look at the consumer/retail sector and individual stock issues. A Wall Street veteran, Ms. Bentz served as an analyst in the consumer brands sector for Lehman Brothers, where she was known for identifying trends in the retail sector and her contrarian views on the stock market. Before her tenure at Lehman Brothers, Krissy was a member of Northeast Securit ... (view full description)

Charlie Bilello

Director of Research
Pension Partners

Charlie Bilello is the Director of Research at Pension Partners, LLC, an investment advisor that manages mutual funds and separate accounts. He is the co-author of four award-winning research papers on market anomalies and investing. Charlie is responsible for strategy development, investment research and communicating the firm’s investment themes and portfolio positioning to clients. Prior to joining Pension Partners, he was the Managing Member of Momentum Global Advisors and previously held positions as a Credit, Equity and Hedge Fund Analyst at billion dollar alternative investment firms. Charlie holds a J.D. and M.B.A. in Finance and Accounting from Fordham University and a B.A. in ... (view full description)

Sean Bill

Trustee; Investment Program Manager
City of San Jose Police and Fire Retirement Plan; Santa Clara Valley Transportation Authority

Sean Bill is the Investment Program Manager at the VTA where he is responsible for the management and oversight of a multi-billion-dollar portfolio. Sean also served as a Trustee for the City of San Jose Pension Plan and as a Sr. Advisor to the San Francisco Employees Retirement System. He is an active Angel Investor in AutoFi, Avant, Checkbook, Chooch, Kueski, LendStreet, Lyft, StratiFi and many others. Prior to entering public service, Sean was a Principal at a Global Macro hedge fund based in Newport Beach California; he began his career on the Agriculture Floor at the Chicago Board of Trade. He is a frequent guest on Bloomberg Television, CNBC and Fox Business News, he brings a unique pe ... (view full description)

Kurt Billick

Chief Investment Officer
Bocage Capital, LLC

Mr. Billick is the founder and Chief Investment Officer of Bocage Capital. Prior to founding Bocage in 2010, Mr. Billick was a Portfolio Manager at Caxton Europe Asset Management (2008-2010). There he created and managed a $400 million global portfolio of commodities securities. From 2005 to 2008, Mr. Billick was a Managing Director in the Fundamental Investment Group at UBS, Ltd., where he developed and managed a $1 billion global securities portfolio for the proprietary trading desk. Prior toUBS, Mr. Billick managed a $350 million investment portfolio, primarily in commodity and basic materials industries, at Farallon Capital Management (2000-2005). For six years, Mr. Bil ... (view full description)

Ali Bora Yigitbasiouglu

Senior Portfolio Manager – Emerging Markets Macro
The Cambridge Strategy

Ali joined the Cambridge Strategy in 2010 as a Senior Portfolio Manager and is joint responsibility for the firms Emerging Markets Macro programme. Prior to joining the firm, Ali was a senior multi-asset exotics trader (Commodities, FX, Rates) at Dresdner Kleinwort/Commerzbank 2008-2010. Prior to this he was at Lehman Brothers (2004-2008), where he was first an FX exotics quantitative analyst, and then an emerging markets local rates trader specializing in EM rates options. Ali completed a BA in Maths from Cambridge University, an MSc in Quantitative Finance from Imperial, and a PhD in Finance (concentration in derivatives pricing using partial differential equations) at the ICMA Centre (Rea ... (view full description)

Kurt Braitberg

Portfolio Manager
TeamCo Advisers, LLC

Kurt Braitberg joined TeamCo in March 2006. He is responsible for managing the firm’s investment process and portfolio allocations. He has over 25 years of investment management experience in research, due diligence, asset allocation, portfolio management, and trading. Before joining TeamCo, Mr. Braitberg was a Principal at Thomas Weisel Partners, a San Francisco-based merchant bank, where he allocated more than $2 billion in investment capital. He also has worked in the asset management business units of Banque Paribas in Paris and Union Bank of Switzerland in New York. He earned a BS in Business Administration with an emphasis in Finan ... (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)

Sanford Brown

Managing Director, Head of Business Development
Alternative Investment Group

Sanford Brown is the Managing Director of Business Development for Alternative Investment Group responsible for developing relationships with institutional consultants, wealth advisors and end investors, including endowments, foundations, pension plans and family offices. He joined the firm in July 2012. Prior to joining Alternative Investment Group, Sanford was a Director of Sales and Marketing at Larch Lane Advisors, an affiliate of Old Mutual Asset Management. Prior to that, he was the Director of Alternative Investments for Old Mutual Asset Management. He also previously oversaw U.S. hedge fund distribution at Deutsche Bank and Global Asset Management (GAM). ... (view full description)

Joseph Brusuelas

Chief Economist
McGladrey LLP

Joseph Brusuelas has over 20 years of experience in finance and economics and specializes in analyzing the U.S. monetary policy, labor markets, fiscal policy, economic indicators and the condition of the U.S. consumer. Prior to joining McGladrey in July 2014, Brusuelas spent four years as a senior economist at Bloomberg, LP and the Bloomberg Briefs newsletter group. As co-founder of the award winning Bloomberg Economic Brief, Brusuelas was named as one of the 26 economists to follow by the Huffington Post. Earlier in his career, he was a director at Moody's Analytics where he covered the U.S. and global economies for the Dismal Scientist web-site. He also served as chief economist at Merk In ... (view full description)

John Burbank

Chief Investment Officer
Passport Capital

Mr. Burbank is the Founder and Chief Investment Officer of Passport Capital. He oversees Passport Capitals investment activities and serves as Lead Portfolio Manager of the Passport Global Strategies. Under Mr. Burbanks leadership the firm has grown from US$800,000 in assets under management at its inception to US$3.7 billion as of April 30, 2014. Passport Capitals flagship Global Strategy, managed by Mr. Burbank, was ranked by Barrons as the number one hedge fund in the world in 2007 (as measured by three year annualized returns) and Absolute Return named Passport Global Fund of the Year in 2007.Mr. Burbank graduated from Duke University, where he earned a B.A. in English Lit ... (view full description)

Roderick Burns

Director, Electronic Trading
Bank of America Merrill Lynch

Roderick Burns is a Director at Bank of America Merrill Lynch, and runs the Western Region Sales and Marketing for its Electronic Trading services. He is based out of San Francisco.Rod ran Western Region sales and marketing for AES (Advanced Execution Services). AES provided algorithmic trading strategies, Crossfinder ATS, Light Pool ECN and global market access to institutions, hedge funds and HFT firms. AES was #1 in Algorithmic Trading Service globally (206-2012 Tabb and Greenwich).Rod was Head of US Electronic Sales for Knight Capital, including EdgeTrade and Hot Spot (FX) acquisitions. He was part of the management team and strategic development of Knight Direct ... (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

No biography specified

Jina Choi

Regional Director, San Francisco Regional Office
U.S. Securities and Exchange Commission

Jina L. Choi is the Regional Director of the U.S. Securities and Exchange Commission’s San Francisco Regional Office.  The Regional Office has a staff of almost 130 people and is responsible for the SEC’s enforcement and examination programs in Northern California, Washington, Oregon, Montana, Idaho and Alaska with almost 1000 investment advisers (and over $4 trillion in assets under management), almost 50 mutual fund complexes and over 250 broker-dealers located in the region.  The public and pre-IPO companies located in the region are among the most dynamic and closely-followed issuers and companies in the country, including those in Silicon Valley, San Francisco, Seattle ... (view full description)

Adam Choppin

Manager Research - International Equities
FIS Group

Adam Choppin is a product specialist in manager research at FIS Group. FIS Group is a Philadelphia-based manager-of-managers specializing in boutique, emerging, and entrepreneurial managers. With over $4.5bn AUM FIS is driven to provide its primarily institutional clientele with intelligent and efficient solutions to outperforming the markets and the peer universe by capturing the alpha of undiscovered managers hungry for outperformance. Mr. Choppin joined FIS in May 2013 where he is co-lead for international equities manager research and primary lead for emerging and frontier markets. Mr. Choppin is a regular speaker and contributor on emerging and frontier markets in various conferences, ... (view full description)

Robert Christian

Senior Managing Director and Head of Research
K2 Advisors & Franklin Templeton Solutions

Robert Christian is a senior managing director and head of research at K2 Advisors and Franklin Templeton Solutions. He joined K2 Advisors in May 2010.Mr. Christian worked as a global strategist and proprietary trader at Chase Manhattan Futures Corporation from 1990 to 1995. In 1995, he founded Modoc Capital focusing on short-term futures trading; in 1997 Modoc entered into a joint venture with Stonebrook Capital Management LLC as a portfolio manager and researcher. Mr. Christian worked at Graham Capital Management LP from 1998 to 2003 as a portfolio manager and researcher of quantitative-based trading strategies. At Julius Baer Investment Management from 2003 to 2005, he was the ... (view full description)

Christopher Cole

Managing Partner and Portfolio Manager
Artemis Capital Management

Christopher Cole, CFA, is founder and portfolio manager of the Artemis Vega Fund LP and a specialist in the emerging asset class of volatility. Cole began his career in capital markets and investment banking at Merrill Lynch structuring $10 billion in derivatives and debt transactions for high profile issuers. He has since focused on systematic and quantitative trading of volatility and his decision to form a fund came after achieving significant proprietary returns during the 2008 financial crash trading volatility futures. Cole’s research letters and volatility commentaries are widely read in the derivatives community and have been referenced by publications such as the Financ ... (view full description)

Eli Combs

Co-Founder and President
MeehanCombs

Eli Combs is a founding partner of MeehanCombs and serves as the President.  He is a member of the Investment Committee, Valuation and Compliance Committees and is the only internal member of the Board of Advisors to the MeehanCombs funds. Prior to founding Meehan Combs in 2012, Mr. Combs was a founder and Managing Director of Alden Global Capital from 2008 to 2012.  Previous to that, he was a Managing Director of Eos Partners.  Earlier in his career, Mr. Combs was a Director at Dickstein Partners, a Director at Caxton Health Holdings, an Associate at Goldman Sachs Asset Management and Merrill Lynch.  Mr. Combs received a B.A. from Miami University in 1994, an M.S. in Fin ... (view full description)

TJ Connelly

Founder
Contingent Macro Advisors LLC

Mr. Connelly founded Contingent Macro Advisors and leads Contingent Macro’s research and investment activities. Connelly has 20 years experience in the global markets. Contingent Macro advises a fund, as well as non-discretionary portfolios totaling over $150MM. Prior to Contingent Macro, Connelly was a Partner and Portfolio Manager at MKP Capital Management, a hedge fund firm with over $3B under management. He led the firm's flagship Partners Fund, generating substantial returns throughout the global financial crisis. Connelly later moved to co-manage the best ideas portfolio within the firm's global macro fund. The fund was named Absolute Return magazine's Macro Fund of the Year for pe ... (view full description)

Ricardo Cortez

Co-CEO
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)

Jim Creighton

CIO
Manifold Partners LLC

Mr. Creighton, who has more than 35 years of investment experience, was the founder of Creighton Capital Management in 2004. He served as the Global Chief Investment Officer at three of the world’s largest global investment management firms: Barclays Global Investors, Deutsche Asset Management and Northern Trust. While at Deutsche Bank, he devised a new approach to quantitative investing called “Growth Optimal World Equity Strategy” which has been a successful quantitative investment strategy for two decades. Mr. Creighton was instrumental in the start up of three successful investment organizations. At Trafalgar Capital Management he worked with Nobel Laureate Harry Markowitz to develop mea ... (view full description)

Jason Crelinsten

Counsel and Chief Compliance Officer
Greylock Capital Management

Mr. Crelinsten is currently Counsel and Chief Compliance Officer at Greylock Capital Management, LLC, an asset management firm focused primarily on the distressed and high-yield debt markets in non-G7 countries.�� Prior to joining Greylock Capital, Mr. Crelinsten practiced corporate law at Proskauer Rose LLP as a member of the private investment funds practice group. At Proskauer, Mr. Crelinsten advised private fund managers in all aspects of fund formation (both onshore and offshore), ongoing compliance with securities, commodities and tax laws, as well as investments in both private and public companies, across a broad range of investment and trading strategies. Mr. Crelinsten started his ... (view full description)

Roberto Croce

Director – Quantitative Research
Salient Partners, L.P.

Dr. Croce serves as portfolio manager and head of quantitative research across Salient's quantitative institutional and retail strategies including risk parity, managed futures, and liquid alternative beta.

Bill Douglass

Principal
Gotham Communications, LLC

Bill Douglass is Founder and Principal of Gotham Communications, LLC (www.gothamcomm.com), a boutique communications agency that provides message development, branding, marketing collateral, public relations, and social media services for asset management firms, including hedge funds, venture capital firms and others. Founded in early 2010, Gotham Communications represents a variety of such clients in Europe, the US and Latin America. Gotham Communications helps asset management firms to develop investor and allocator-focused communications and branding strategies and messaging, to tell their story more effectively and distinguish them from their competitors, and uses public relations, st ... (view full description)

Kelly Easterling

Principal
KPMG LLP

Kelly Easterling is an audit partner with KPMG in the Bay Area alternative investment practice. Kelly specializes in serving clients across the hedge fund industry including domestic and offshore funds, commodity pools, and funds of funds. She advises clients on initial organizational structure and documentation, supervises audits and consults with management regarding various operations and audit matters. Kelly frequently participates as a speaker, moderator and panelist at conferences and events offered by various industry, trade and educational groups. Kelly began her career at Ernst & Young, where she served a broad range of client engagements. In 2002, Kelly joined Rothstein Kass to ... (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)

Paul Friedman

US Legal Head and Chief Compliance Officer
BlueMountain Capital Management

Paul Friedman is the Head of US Legal, Chief Compliance Officer, and Chief Administrative Officer of BlueMountain Capital Management, LLC, a $19.6B hedge fund and CLO manager based in New York City. He has responsibility for all aspects of the domestic legal function, compliance, human capital management, and various other administrative functions.� He received his BA from Duke University and his JD from Harvard Law School.

Christine Gaelzer Helou

Principal
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)

Patrick Gallagher

Co-Founder
Crunchfund

No biography specified

Michael Gayed

Chief Investment Strategist
Pension Partners

As Chief Investment Strategist, Michael helps to structure portfolios to best take advantage of various strategies designed to maximize the amount of time and capital spent in potentially outperforming investments. Prior to this role, Mr. Gayed served as a Portfolio Manager for a large international investment group, trading long/short investment ideas in an effort to capture excess returns. From 2004 to 2008, Michael was a Portfolio Strategist at AmeriCap Advisers, LLC, a registered investment advisory firm which managed equity portfolios for large institutional clients. As a member of the investment committee, Michael performed detailed analysis on various stocks and worked closely with th ... (view full description)

Robert Gottlieb

Managing Partner
Gottlieb & Gordon LLP

Robert C. Gottlieb is the founding partner of Gottlieb & Gordon LLP, a highly recognized litigation law firm with practice areas in criminal defense and white collar defense; securities litigation, regulatory compliance and complex civil litigation. Mr. Gottlieb, a nationally recognized criminal defense practitioner, is a highly experienced trial attorney and, together with his partners Celia Gordon and Derrelle Janey, has been involved in some of the leading white collar matters of the past few years. For much of 2013, Gottlieb & Gordon led the defense of the broker-dealer Direct Access Partners, several of whose managers were indicted by the Department of Justice for violating the ... (view full description)

Ramneek Gupta

Managing Director
Citi Ventures

For over a decade now, Ramneek has had the opportunity to build, invest and partner closely with the entrepreneurial ecosystem of the silicon valley. Over the course of his career he has both founded as well as invested in startups and is able to draw upon these experiences towards his mission of supporting the next generation of entrepreneurs. He joined Citi Ventures in Apr 2011 to build an investing platform to identify and invest in leading startups in support of the strategic needs of Citis consumer and institutional businesses. At Citi Ventures, he focuses on Big Data & Analytics, Commerce & Payments as well as Next Generation Fin Tech & Fin Services space and ha ... (view full description)

Gareth Henry

Managing Director
Fortress Investment Group

Gareth Henry Head of Investor Relations, Fortress Liquid Markets Mr. Henry joined Fortress in 2007, and is a Managing Director responsible for leading the marketing efforts and investor relations initiatives for Fortress Liquid Markets globally Previously, Mr Henry was Head of International Investor Relations at Fortress in London raising capital and building client relationships in the European, Middle East and Asian markets Prior to joining Fortress, Mr. Henry worked as a Strategic Solutions Director for Schroders, advising clients on alternatives investments and liability-driven solutions ... (view full description)

Matthew Hepler

Managing Director
Relational Investors LLC

Mr. Hepler is a Managing Director of Research for Relational. Mr. Hepler leads the research team focusing on the Industrials, Materials, and Utilities sectors. He assists the Investment Committee in identifying, evaluating, monitoring, and engaging portfolio companies. Prior to joining Relational in 2008, Mr. Hepler spent six years as Vice President in the investment banking division of Credit Suisse First Boston where he advised many of the banks top clients in the technology, media, telecom, and aerospace and defense sectors. He was also a Senior Analyst in the technology mergers and acquisitions group at Robertson Stephens. Mr. Hepler holds a bachelors degree ... (view full description)

Dave Hoffman

Conference Producer
Information Management Network

No biography specified

sam hou

president
True Arrow

Alfred Samson Hou(侯思园) President and Managing Member of True Arrow Capital Management Sam is the President and Managing Member of True Arrow. He has 15 years of experience in portfolio management and quantitative trading. Prior to forming True Arrow, Sam was Managing Director of Quantitative Strategies at SAC Capital Management. From 2004 to 2008, Sam was a Quantitative Portfolio Manager at SAC, trading equity market-neutral strategies in the US, Canada, Europe and Asia from SAC's San Francisco office. From 1999 to 2004, Sam was a Vice President in Morgan Stanley's Process Driven Trading Group, where he researched and traded statistical valuation and momentum strategies. Sam's ba ... (view full description)

Jason Huemer

President
Symmetry Peak Management

No biography specified

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)

Ronnie Jaber

Managing Director & Portfolio Manager
Carlyle Group

Ronnie Jaber is a Managing Director and Portfolio Manager in Global Market Strategies. Mr. Jaber is responsible for investing and trading structured and opportunistic credit, esoteric, synthetic and cash products, and for shaping internal market strategy. He is based in New York. Prior to joining Carlyle, Mr. Jaber ran the structured loan business at Morgan Stanley globally. Prior to that, he was at Bank of America where he was responsible for high-yield structured credit trading. He also worked on a proprietary trading desk at Bank of America. Mr. Jaber received his B.S. in engineering from Cornell University. Mr. Jaber held Series 7, and 63 licenses.

Bob Jesenik

Chief Executive Officer
Aequitas Capital Management

Chief Executive Officer of Aequitas, Robert Jesenik has over 30 years of experience in corporate finance and investment management. As a co-founder of Aequitas, he has provided leadership in structuring and investing the majority of the firms $2.5 billion in transactions since its inception in 1993. He chairs the firms Investment Committee and oversees the activities of the firms healthcare and private credit opportunities.Mr. Jeseniks business background includes commercial lending at U.S. Bancorp, operations experience as a VP Finance/CFO in technology and distribution firms over a 10-year period, and participation in numerous advisory engagements and corporate boards for Ae ... (view full description)

Pete Keliuotis

Senior Managing Director
Cliffwater, LLC

No biography specified

Chris Kelly

Partner
Formation 8

No biography specified

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)

Avery Kiser

Senior Vice President
NB Alternative Investment Management LLC

Avery joined the Firm in 2005 and is a senior investment professional on the NB Alternatives Funds of Hedge Funds Investment Team with responsibility for Event Driven and Credit Strategies. Previously, she worked at Merrill Lynch as an alternatives investment analyst. Avery graduated from Princeton University with a BSE in Operations Research and Financial Engineering and minors in Finance and Engineering and Management Systems.

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)

Damon Krytzer

Managing Director
Highland Capital Management

Mr. Krytzer joined Greywolf in January 2014. Prior to joining Greywolf Mr. Krytzer had been involved in the global capital markets for 19 years, most recently serving as the head of portfolio strategy at Waverly Advisers. He has been active in advising institutions on alternative investments and is a former trustee and investment committee member for The City of San Jose Police and Fire Retirement Plan. In addition, Mr. Krytzer is a member of the Sovereign Wealth Fund Institute Council of Investors and an adjunct professor at the University of San Francisco Business School. Mr. Krytzer is a CFA Charterholder and holds MBA degrees from Columbia Business School and the University of California ... (view full description)

Philip Larrieu

Investment Officer/Corporate Governance
California State Teachers' Retirement System

Philip Larrieu is an Investment Officer III within the Corporate Governance Unit of the California State Teachers Retirement System (CalSTRS). Philip is responsible for working with a dedicated governance team to further CalSTRS mission to secure the financial future and sustain the trust of Californias educators. Philips main areas of focus are geopolitical risk monitoring, selecting and monitoring managers in the activist manager portfolio, and the corporate engagement program.Before joining CalSTRS in 2005, Philip worked as a research analyst with SunGard Advisor Technologies for three years. Prior to SunGard he worked as a fund accountant with Franklin Templeton. Philip ha ... (view full description)

Bret Leas

Co-Head of Structured Credit
Apollo Capital Management

Mr. Leas joined Apollo in 2009 and is the senior portfolio manager and co-head of Apollo's Structured Products Group. Prior to joining Apollo, Mr. Leas was a Director in the Credit Structuring Group at Barclays Capital with primary responsibility for the loan structuring and advisory team. At Barclays Capital he developed their market value and TRS CLO programs as well as their ABS CDO commercial paper program. From 2000-2004, he was an associate at Weil, Gotshal & Manges LLP, primarily focusing on asset-backed securities, CDOs and credit derivatives. Mr. Leas is on the board of directors of the Make-A-Wish Foundation of Metro New York and Western New York. ... (view full description)

Christian Lena

Principal
Vivaldi Asset Management

Christian has over thirteen 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. Mr. Lena also serves on the Board of Directors for Rezilient Direct, a Fintech company specializing in supplemental health insurance.  Christian’s prior professional experience includes leadership of investor relations and fundraising activities at ALPHA TITANS LLC, a multi-strategy fund of hedge funds, and Aeon Capital LLC, where he was also a partner. Christian began his career in the financial markets as a professional ... (view full description)

Lisa Lewin

Vice President
Pershing Prime Services, a BNY Mellon Service

Lisa Lewin is a Vice President for the Pershing Prime Services unit of Pershing LLC, a BNY Mellon company. Ms. Lewin is responsible for new business development and managing existing relationships with hedge funds and mutual funds. Prior to joining Pershing in 2008, Ms. Lewin was a public relations manager for Toys R Us, Inc., where she was responsible for developing the firms public relations strategies and served as a corporate spokesperson for reporters and industry analysts. During her tenure, Ms. Lewin developed and implemented media and public relations campaigns for numerous national programs, including Toys for Tots, Autism Speaks, and the companys toy safety initiative. ... (view full description)

John Linder

Consultant, Principal
Pension Consulting Alliance, Inc.



John Linder, CFA, CPA, Principal
Portland, OR
 
Mr. Linder is a senior consultant with Pension Consulting Alliance, providing ongoing and project-based advice to investment committees, boards, and executive staff of plan sponsors. In addition to his client facing responsibilities, he conducts ongoing research on capital markets, portfolio construction, risk management and investment strategies.
 
He received his BA from Middlebury College, and his Masters from the Kenan-Flagler School of Business at UNC Chapel Hill.
 

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.

James Medeiros

Senior Managing Director
Graham Capital Management

James A. Medeiros is a Senior Managing Director and an Associated Person of Graham Capital Management, L.P. ("GCM") and is a member of the firm's Investment Committee and Risk Committee. Prior to joining GCM in July 2009, Mr. Medeiros was a member of the Investor Relations group at Moore Capital Management, L.P. from 2003-2009, where he managed relationships with a wide variety of institutional and private clients. Mr. Medeiros received a Bachelor of Science from the Edmund A. Walsh School of Foreign Service at Georgetown University in 1996, and received an M.B.A. from the Wharton School at the University of Pennsylvania in 2003.

Scott Metchick

Senior Portfolio Manager
AQR Capital Management

Scott Metchick, Vice President Scott is portfolio manager on AQR’s Global Alternative Premia team. He has more than two decades of experience in alternative investments, having held senior positions at three fund-of-hedge-funds firms. Prior to AQR, he managed S.R. Metchick Associates, a hedge-fund consulting firm. Before that, Scott was chief investment officer at Tremont Capital Management, Twin Lights Capital and the EIM Group. Earlier, he analyzed alternative-investment funds for Evaluation Associates Capital Markets (now EACM Advisors). He began his career at Chase Manhattan Bank. Scott earned a B.S. in finance from Lehigh University.

Jonathan Miles

Managing Director and Head of Hedge Fund Advisory
Wilshire Associates Incorporated

Jonathan Miles, CFA, CAIA, Managing Director Mr. Miles leads Wilshire Consulting’s Hedge Fund Advisory Group efforts. He is responsible for providing alternative advisory services to institutional plan sponsors including public pension funds, private pension plans, endowment / foundations, and insurance companies. These services include alternatives investment policy development, integration of alternatives into asset allocation, portfolio structuring, manager evaluation and selection, and performance measurement and monitoring. His group covers multiple alternative types including hedge funds, risk premia, liquid alternatives, and private credit. He is a member of Wi ... (view full description)

Rachel Minard

Founder and CEO
Minard Capital, LLC

Rachel S.L. Minard is the Founder and Chief Executive Officer of Minard Capital, the leading independent, global asset raising consulting firm headquartered in San Francisco, California. With over 100 clients, the firm is dedicated to offering strategic, asset raising consulting services to investment management firms around the world. Minard Capital is not a broker/dealer nor third-party marketer.    Before building Minard Capital, Rachel built and managed global institutional investment businesses for 25 years, including 19 years building fund of hedge fund firms, notably Cadogan Management and Corbin Capital Partners. Having raised over $19 billion in her career, Rachel starte ... (view full description)

Don Muller

Head of Middle Office Services
Northern Trust

No biography specified

Robert Mullin

Partner/Portfolio Manager
Real Assets Equity Income Funds

Mr. Mullin co-founded the Real Asset Equity Income Funds (RAEIF) in 2010, and presently serves as the co-portfolio manager of the Fund. He was also the founder and manager of Marathon Resource Investments LLC, which managed natural resource-focused investment partnerships from 1997 through 2012. Priot to RAEIF, Mr. Mullin worked with Aesop Capital Partners, Gryphon Capital Management and the Franklin/Templeton Group. Mr. Mullin received his B.A. in Economics from the University of Colorado at Boulder in 1991.

John Murphy

Head of Research
Saguenay Strathmore Capital

No biography specified

Jeffrey Nipp

Managing Director, Head of Invesco Solutions
Invesco

Jeff Nipp is Managing Director and Head of Invesco Solutions. In this role, Mr. Nipp leads Invescos development and enhancement of customized multi-asset investment strategies for institutional and retail clients. He oversees a team of portfolio managers and analysts who combine rigorous analysis of Invescos capabilities with assessments of current market risks and dynamics with the goal of producing efficient, targeted and transparent portfolios representing the best of Invesco.Prior to joining Invesco in 2014, Mr. Nipp spent more than five years with BlackRock as a managing director in the Multi-Asset Client Solutions group. Previously, he had over 20 years of experience leadin ... (view full description)

Andrew Peisch

Head of Business Development
Seer Capital Management, LP

 Andrew Peisch is a Managing Director and Head of Marketing and Investor Relations at Seer Capital Management and a member of the Firms Investment Committee. He was most recently Co-Head of Structured Finance Banking at Jefferies & Co. Previously, he was a Managing Director and Head of Structured Credit Products Banking and Origination for the Americas at Deutsche Bank. Prior to that, he was head of Structured Finance at Merrill Lynch & Co., with postings in New York, London, and Hong Kong. Prior to joining Merrill, Mr. Peisch worked in the Mortgage Finance Department at Credit Suisse First Boston. He has a B.A. in History from Dartmouth College and an M.B.A. from Harvard Busine ... (view full description)

Steven Quamme

Senior Managing Director
Cartica Capital

No biography specified

John Rohal

Executive Chairman, North America
Man Group

John Rohal is Man's North American Executive Chairman and is based in New York City.Prior to joining Man, John was a Managing Member at Makena Capital Management, a $19 billion outsourced endowment management investment firm spun out of Stanford University, where he was also a member of the Investment Committee and was responsible for investments in the Global Public Equity and the Tactical/Hedged Equity asset classes. Previously, John was Chairman, Managing Director and Chairman of the Portfolio Strategy Committee at EGM Capital. Prior to this, he worked at Robertson Stephens, where he was the Global Research Director and on the Executive and Management Committees. While at Robe ... (view full description)

Andrew Ross

Associate Director
PAAMCO

Andrew Ross, CFA, CQF, FRM, CAIA is an Associate Director working in Portfolio Management, focusing on portfolio construction. He is actively involved in the strategy and asset allocation for the firms flagship Moderate Multi-Strategy portfolios and previously served as the chairperson of the Portfolio Solutions Group where he assisted in the portfolio construction of custom account mandates. Andrew began his career at PAAMCO focusing on investments within corporate and consumer credit with an emphasis on structured opportunities as well as fixed income strategies. Prior to attending business school, Andrew worked at IndyMac Bank, which was later merged into OneWest Bank, where his experienc ... (view full description)

D. Keith Ross

Chief Executive Officer
PDQ Enterprises

As Chief Executive Officer, Mr. Ross brings more than thirty years of experience in the securities industry to PDQ. Prior to joining PDQ at CEO, Mr. Ross was the CEO of Getco from 2002 to 2006, having been instrumental in mapping their high frequency equity trading algos to fixed income and FX. Upon his leave, Getco was trading in all three asset classes: equity, fixed income and foreign exchange. Mr. Ross's experiences have included floor trading, off floor trading, risk arbitrage, options, futures and cash markets. He has managed several different sized firms ranging from 15-75 employees, having been focused on electronic trading for well over a decade. Mr. Ross began his career as an opt ... (view full description)

Ed Rzeszowski

Portfolio Manager
BlackRock Alternative Advisors

Edward Rzeszowski, Managing Director, is a portfolio manager within BlackRock Alternative Advisors (BAA), the firm’s hedge fund solutions team. As part of the Absolute Return Strategies Manager Research Group, Mr. Rzeszowski oversees sourcing, performance, due diligence and monitoring of hedge fund managers for both privately offered funds and mutual funds. Mr. Rzeszowski’s service with the firm dates back to 1995, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, Mr. Rzeszowski was a Senior Hedge Fund Analyst and Portfolio Manager for several privately offered hedge funds. Previo ... (view full description)

George Sapp

Senior Vice President
U.S. Bancorp Fund Services, LLC

No biography specified

Michael Sedoy

CIO and Portfolio Manager
Kimmeridge Capital

Mr. Sedoy is the Chief Investment Officer and principal portfolio manager of the Kimmeridge Energy Advantage Fund. Prior to joining Kimmeridge, Mr. Sedoy was a Portfolio Manager at Diamondback Capital, where he was responsible for the Energy, Utilities and Alternative Energy Sectors for six years. Prior to joining Diamondback Capital, Mr. Sedoy was Co-Portfolio Manager of two capital and income funds at Salomon Brothers Asset Management and sector head for the energy and utilities research team. Mr. Sedoy was responsible for asset allocation between equity, fixed income, and convertible asset classes, sector allocation with equity portfolios, and managing a best ideas portfolio. Prior to his ... (view full description)

Justin Sheperd

Chief Investment Officer
Aurora Investment Management

Justin D. Sheperd is a Partner, Chief Investment Officer and Portfolio Manager of Aurora Investment Management L.L.C. Aurora manages over $9 billion in hedge fund assets for onshore and offshore entities including customized portfolio solutions and a registered mutual fund. The Firms alternative asset investment business was established in 1988 with the launch of Aurora Limited Partnership.Mr. Sheperds duties on behalf of the Firm include evaluating and analyzing both existing and prospective managers, their investment strategies and their risk controls. Mr. Sheperd also is responsible, as a voting member of the Firms Investment Committee, for the investment management of all pro ... (view full description)

Oren Shiran

Portfolio Manager
Baylight Capital

Oren Shiran co-founded Baylight in 2013. Prior to Baylight, Mr. Shiran was a founding principal and portfolio manager at QM Capital, a firm founded in 2005 that developed quantitative trading strategies. Prior to QM, Mr. Shiran was a PhD student in Computational Mathematics at Stanford University. Mr. Shiran has published papers in the Artificial Intelligence in Medicine journal and at the American Association of Artificial Intelligence conference. Mr. Shiran holds a Masters in Computational Mathematics from Stanford University and graduated from the University of California, Berkeley with a Bachelors in Electrical Engineering & Computer Science. Mr. Shiran is a California Registered Inv ... (view full description)

Ken Shubin Stein

Founder and Portfolio Manager
Spencer Capital Management

Dr. Shubin Stein is the Founder & Portfolio Manager of Spencer Capital Management and the Chairman of Spencer Capital Holdings.

Dr. Shubin Stein is a graduate of the Albert Einstein College of Medicine where he completed a 5-year medical and research program with a focus on molecular genetics.
He has a B.A. from Columbia College with a dual concentration in Premedical Studies and Political Science.

Dr. Shubin Stein is an adjunct professor at Columbia Business School. He is also Founder & Chairman of Crutches 4 Kids.

Jeffrey Sica

President & Chief Investment Officer
Circle Squared

Jeffrey Sica serves as the president and chief investment officer of Circle Squared Alternative Investments, as well as Sica Wealth Management which are both based in his home state of New Jersey.Throughout his career Jeff has advised affluent high net worth clients and businesses with financial planning, asset management, and private equity services. As he found more and more clients were looking to diversify their portfolios and reduce volatility, he created Circle Squared to create special unique opportunities in the alternative investment space.With more than 20 years in the financial industry, Jeff has also held positions at AG Edwards and Wachovia/Wells Fargo Advisors. He is also a reg ... (view full description)

Eli Sokolov

Managing Diirector
Cliffwater

Eli is a Managing Director of Cliffwater LLC and a member of the hedge fund research team. Prior to joining Cliffwater in 2007, Eli was a Senior Associate ahd member of the research team at MSCI Barra. Eli earned a BA from the University of California, Berkeley and an MBA from The Anderson School at the University of California, Los Angeles.

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)

Robert Stobo

Portfolio Manager
Angel Island Capital

No biography specified

Brian Stutland

Managing Member
Stutland Volatility Group

No biography specified

Christopher Teets

Partner
Red Mountain Capital Partners LLC

Prior to joining Red Mountain in 2005, Mr. Teets was a Vice President at Goldman Sachs where he worked in the investment banking division on mergers and acquisitions, recapitalizations, debt and equity offerings, corporate restructurings and raid defense. Mr. Teets has experience in a number of industries, including industrials, transportation, consumer retail, business services and financial institutions. Prior to Goldman Sachs, he worked in the investment banking division of Citigroup. He received his B.A. in Economics and International Relations from Occidental College in 1996, where he was elected to Phi Beta Kappa, and received his M.Sc. in the Faculty of Economics from the London Schoo ... (view full description)

John Thompson

Partner, Head of Investment Solutions, Institutional Advisory Services
Hewitt EnnisKnupp

John, partner and head of investment solutions for the Institutional Advisory Solutions practice, manages asset allocation portfolios for Aon Hewitts clients. He works with clients to design model portfolios, analyze investment strategies, and recommends changes in client products and services and is a member of the U.S. Aon Hewitt Investment Committee. With a focus on individual investors and behavioral finance in addition to traditional institutional quality asset allocation, he has constructed and oversaw the development of several asset allocation programs, including the construction of numerous Risk Tolerance Questionnaires for use at investment firms.Active in research, ... (view full description)

Fiona Treble

Associate Director
AIMA

Fiona joined AIMA in April 2013 as Associate Director, after a long association with AIMA that included contributing as an editor to AIMAs Guides to Sound Practices. She has worked within the alternatives investment industry since 1998, and is an investor relations and marketing specialist experienced in both single manager hedge funds and funds of hedge funds. Her career within the hedge fund industry started in the late 1990s when she joined Park Place Capital, one of the first European long/short European equity hedge funds. Since then she has worked in marketing and investor relations roles at Beaumont Capital, Schroders, Kazimir Partners and Wadhwani Asset Management. She has an Honours ... (view full description)

Nicholas Tsafos

Partner
EisnerAmper, LLP

Nicholas Tsafos is an Audit Partner with more than 20 years of diversified accounting and auditing experience. He works with public companies and public offerings as well as complex private companies. Nick provides accounting and auditing services to hedge funds, commodity funds, funds of funds, mutual funds, broker-dealers, investment advisors, and other financial services entities. He also assists investment partnerships in structuring their limited partnership agreements and offering memorandum. He is experienced in IPOs and other registrations, as well as the continuing reporting requirements of public companies. In addition, Nick has assisted international clients with the de ... (view full description)

Andrew Upward

Vice President, Market Structure
Rosenblatt Securities

Andrew Upward is Vice President in the market structure group at Rosenblatt Securities, an independent institutional brokerage founded in 1979 and headquartered in New York. The firm represents clients on an agency-only basis in equities, ETF and listed derivatives markets. Rosenblatt is considered one of the leading providers of trading analytics and intelligence about exchanges and market structure globally.  Andrew is the lead author of our Canadian Trading Monthly and the European edition of our Let There Be Light report on dark-pool volumes and trends, and was the primary author of our authoritative In-Depth Look at Exchange Order Types. Previously, he was a market-structure analys ... (view full description)

Dan Viola

Partner, Regulatory Defense and Compliance Practice
Sadis & Goldberg LLP

Daniel G. Viola is the Head of the Regulatory and Compliance Group.  He structures and organizes broker-dealers, investment advisers, funds and regularly counsels investment professionals in connection with regulatory and corporate matters.  Mr. Viola served as a Senior Compliance Examiner for the Northeast Regional Office of the SEC, where he worked from 1992 through 1996. During his tenure at the SEC, Mr. Viola worked on several compliance inspection projects and enforcement actions involving examinations of registered investment advisers, ensuring compliance with federal and state securities laws. Mr. Viola’s examination experience includes financial statement, performance ad ... (view full description)

Casey Wamsley

Senior VP
Infinity Capital Partners



Mr. Wamsley has over 23 years of experience spanning the full spectrum of financial markets, with a focus on alterantives. Prior to joining Infinity Capital Partners, Casey was Managing Director at Collins Capital specializing in alternative investments with advisor firms, family offices and institutions. Collins Capital was aquired by Infinity Captial. Prior to Collins, Casey was the founder and CIO of Phoenician Capital, LLC. He has held leading roles at prominent investment consulting and advisory firms. Casey graduated from Southern Methodist University with a BBA in Finance.

David Weisberger

Executive Principal
Two Sigma Securities, LLC

No biography specified

Robert Worthington

President
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)

Yunhee Yoo

Portfolio Manager
Vector Capital

Yunhee Yoo joined Vector Capital in October 2008 as Portfolio Manager of Vectors debt fund. Yunhee has over 15 years of experience in finance and investments. Most recently, Yunhee was at Canyon Capital Advisors LLC, a Los Angeles based multistrategy hedge fund with over $20 billion under management. At Canyon, Yunhee focused on direct investments, bank debt, high yield and distressed debt transactions. Previously, Yunhee was at the Chicago office of American Capital Strategies where she was responsible for originating, structuring and executing private equity and mezzanine debt deals.Before joining American Capital, Yunhee worked in investment banking and sales and trading. Y ... (view full description)

Kevin Yousif

Chief Investment Officer
LS Investment Advisors

As Chief Investment Officer of LS Investment Advisors’ Passive Management Team, Kevin builds rules-based, factor-weighted portfolios with the goal of providing market exposure at a reasonable cost. He is responsible for the design and implementation of portfolio analytical systems, new investment strategies and portfolio management techniques. Kevin also works closely with clients and prospective clients to uncover innovative, customized solutions to their passive management investment needs. Prior to starting LS Investment Advisors, Kevin was the Director of Domestic Investments for World Asset Management (2000-2011), where he led a team of portfolio managers and was responsible for the ... (view full description)
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*Force Majeure. We shall not be deemed to be in breach of these Terms by reason of any delay in performing, or any failure to perform any service or our obligations in relation to these Terms, if the delay or failure was due to any cause beyond our reasonable control, including but not limited to acts of God, explosions, floods, fire or accident, war or threat of war, terrorism or threat of terrorism, sabotage, civil disturbance, epidemics, prohibitions or measures of any kind on the part of any governmental, parliamentary or local authority, import or export regulations or embargoes, or industrial actions or trade disputes (whether involving our employees or of third parties).

*Severability. If any provision of these Terms is found to be wholly or partially invalid, void or unenforceable by any court having competent jurisdiction or by virtue of any legislation or any other reason, that provision shall be invalid, void or unenforceable to that extent only and no further and the validity and enforceability of the remaining provisions of these Terms shall not be affected.

*Notices. Any notice given pursuant to these Terms shall be made by email or first class post, in the case of you, to the address provided on your registration form and, in the case of us, to the address posted on the website or otherwise notified to you in relation to any relevant service. Any such notice shall be deemed to have arrived if sent by post within three (3) days of posting and if sent by email at the time of transmission.
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 dataprotectionofficer@euromoneyplc.com 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

    Email: dataprotectionofficer@euromoneyplc.com

    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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