| First Name |
Last Name |
Company |
Bio |
Personal Profile Picture |
Exclude from attendee list |
| Rosh | Chandrasena | | | | |
| Clifford | Holgren | | | | |
| PlaceHolder | PlaceHolder | Placeholder | | | 1 |
| Donna | Pulini | Aberdeen Asset Management | | | |
| Andrew | Wolpert | AC Investment Management | | | 1 |
| Matt | Andrews | Aegea Capital Management, LLC | Matthew Andrews is a Founder and Managing Partner of Aegea Capital. He holds a BS from the University of Southern California and an MBA from Northwestern's Kellogg School of Management, with an emphasis in Finance and Marketing. He helped form Aegea Capital after 10 years of experience as a proprietary volatility trader on the CBOE, where he was the original Designated Primary Market Maker for the blockbuster IPOs of Google, CME Group and NYMEX, in addition to approximately 50 other products. |  | |
| Cem | Karsan | Aegea Capital Management, LLC | Mr. Karsan is Founder & Senior Managing Partner of Aegea Capital. He graduated with honors from Rice University in 1999 & holds an MBA from the Kellogg School of Management with an emphasis in Analytical Finance & Management. From 2007 to 2010, over the course of the financial crisis, his proprietary market making firm earned a compounded return to investors of many multiples of their initial investment, while constituting approximately 13% of S&P 500 index option volume. | | |
| John | Conner | AlphaHedge Capital Partners LLC | | | |
| Jooho | Shin | AndBeyond Capital Management | |  | |
| Bonsang | Koo | AndBeyond Capital Management Co., Ltd. | | | |
| Alvarez | Symonette | Arlon Group | Alvarez Symonette has been a member of the Arlon Opportunities Investors (part of Arlon Group) team since joining in 2013. Arlon Group is the investment arm of 200-year old Continental Grain. Prior to this, Mr. Symonette had spent the last two years as a Managing Director at Ader Investment Management, LLC. From 2008-2011, Mr. Symonette was a founding member of 360 Global Capital, LLC, a New York-based hedge fund. He is also a Management Committee member for the New York Hedge Fund Roundtable. | | |
| Jeff | Schachter | Avet Capital Management | | | |
| Katie | Wold | Avet Capital Management | | | |
| Tom | Billings | Billings Capital Management | | | |
| Eric | Billings | Billings Capital Management | | | |
| David | Dickman | Billings Capital Management | | | |
| Josh | Spindel | Bowery Investment Management, LLC | | | |
| Erik | Landsness | Broadmark Asset Management LLC | | | |
| Jeff | Lonsdale | Cabezon Investment Goup | Jeffrey Lonsdale, Portfolio Manager
Previously, Mr. Lonsdale was Vice President of Research and Trading at Clarium Capital Management, where he was a member of the investment team for the flagship global macro fund. He participated on the economic research and portfolio management side, applying global macro strategies across multiple asset classes including currencies, commodities, fixed income and equity indices. He helped create a quantitative trading team that combined quantitative trading strategies with global macro themes. During that time, Mr. Lonsdale served as an advisor to Palantir Finance, an innovative platform for data integration, information management and quantitative analysis, where he worked to create quantitative financial tools for the platform.
Mr. Lonsdale graduated from the University of California at San Diego with a B.S. in Bioengineering.
| | |
| Michael | Dooley | Cabezon Investment Group | Dr. Michael Dooley is a Research Associate with the National Bureau of Economic Research, International Research Fellow at the Kiel Institute of World Economics and he edits the International Journal of Finance and Economics. Dr. Dooley is currently a professor of economics at the University of California, Santa Cruz (UCSC). In 2001, he joined a team at Deutsche Bank working to restructure Argentina’s debt. He remained at Deutsche Bank to serve as Chief Economist, Latin America (2002-2003), Senior Advisor, Global Markets (2003-2005), and a consultant to their emerging markets hedge funds relationships. Dr. Dooley joined the faculty at UCSC in 1992 following more than 20 years of service at the Board of Governors of the Federal Reserve System and in the Research Department of the International Monetary Fund.
Dr. Dooley’s research covers a range of issues in open economy macroeconomics, including crises in emerging markets, debt management, capital controls, capital flight and liberalization of financial markets.
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| Darren | Goldman | Cabezon Investment Group | Will send another day to update | | |
| John | O'Brien | Clarke Capital | John O'Brien, Jr. has served as Chief Executive Officer of Clarke Capital management and has been a member of the Board of Directors at R.J. O’Brien & Associates (RJO) since 2012. He has also been a Managing Partner at WAG Holdings, LLC, a real estate investment group that specializes in multi-family housing, since 2010. John started his career in 2002 at the Chicago Mercantile Exchange (CME) where he joined as a full member to trade his proprietary futures account and to execute orders on behalf of RJO clients. Subsequently, John joined the Chicago Board of Trade as a full member to perform the same duties he had performed at CME. His time on the trading floors in Chicago coincided with his education where he attended DePaul University at night and earned a B.A. in Economics. In 2009, John joined O’Brien International (OIL), a family office located in Skokie, IL. His responsibilities at OIL included monitoring global macro-economic themes, performing due diligence on hedge funds and CTAs and allocating the firm’s capital. | | |
| Robert | Hendershott | Context BH Partners, LP | Robert Hendershott is the Portfolio Manager for Context BH Partners. He co-founded BH Equity in 1998 to establish a community and regional bank investment strategy. Bob sub-advised to a large multi-strat hedge fund on a $200mm long/short portfolio of community bank stocks for ten years. As Portfolio Manager for Context BH Partners, Bob is responsible for identification, analysis, selection and monitoring of portfolio banks. Bob is also currently an Associate Professor of Finance at Santa Clara University. He received his BS in Electrical Engineering from Stanford University and his PhD in Finance from Ohio State University. | | |
| Karen | Batchelder | Context Capital Partners | | | |
| Kyle | Cooper | Cypress Energy Management, LP | Kyle Cooper is managing director of research at Cypress Energy Capital Management, LP and maintains his role at energy consulting firm IAF Advisors. From April 2010 to August 2011, Mr. Cooper was a managing partner at BTU Capital Management. Prior, he was managing director of research for Velite Capital Management, vice president of energy futures research at Citigroup Global Markets. Mr. Cooper is a graduate of Texas A&M with a B.S. in aerospace engineering and a M.S. in finance. |  | |
| Jenny | Kellams | DUNN Capital Management, LLC | Jenny Kellams is Vice President, Business Development. She joined DUNN, in this role, in September 2011. Ms. Kellams earned a Bachelor of Business Administration degree in Finance from Pace University in 1999. She began her career in the securities industry in 2000 with A.G. Edwards & Sons, Inc. as a Financial Advisor. She left in 2003 to start her own investment management firm, JK Financial Group, Inc. and was affiliated with the independent broker-dealer LPL Financial, Inc. until she sold her business and joined DUNN in 2011. DUNN Capital Management, founded in 1974 is a Commodity Trading Advisor (CTA) with a long, rich history of experience and performance. DUNN's flagship World Monetary & Agriculture ("WMA") Program has a track record that spans over 28 years and has produced a compounded annual rate of return of 13.68% per annum, after all fees and expenses. All of our programs are quantitative, statistical and 100% systematic. The investment objective of all DUNN trading programs is to extract profits from up or down markets, resulting in a return stream that exhibits very low correlation with traditional asset classes such as stocks, bonds, real estate, or alternative (hedge fund) assets. |  | |
| Ronnie | Aroche | Eckard Global, LLC | Lead and oversee the development and growth or profitable new business, as well as develop and maintain relationships with partners of the firm. The development is done by the introduction of Eckard Global and our expertise in managing high net worth and institutional client's investments in midstream assets and non-conventional resource plays as well as managing their energy portfolios. |  | |
| Troy | Eckard | Eckard Global, LLC | Troy W. Eckard is CEO of Eckard Global LLC. Since 1985, Troy has built a reputation and level of expertise across most of the energy space form seismic acquisitions to exploration to mineral management and midstream. His entire career has been dedicated to working with high net worth entrepreneurs and small business owners who are seeking to deploy their invest-able resources into the energy space. Troy has developed a very unique level of expertise and a strategy for working with self-directed individuals that are in search of investment choices that complement their tax and investment strategies while running their own businesses. His nearly three decades of experiences allows a keen insight in developing and managing private equity investments focused on the energy space. He is 48 years old and has been married for 27 years. He and his wife, Kathryn, have four children between ages 24 down to 11 with all of the family living in the Dallas and Ft. Worth metro-plex. |  | |
| Fuller | O'Connor | EJF Capial LLC | | | |
| Lee | Metz | EJF Capital | | | |
| Brett | Nelson | EJF Capital, LLC | Mr. Nelson joined EJF at its founding in 2005, and has served in various financial services related portfolio management roles with EJF and its affiliates. He previously served as a Vice President in the Alternative Asset Group at FBR, where he was responsible for managing investments of several private investment vehicles. Mr. Nelson received a BA in Mathematics and ME in Systems Engineering from the University of Virginia, and a MBA from The Wharton School at the University of Pennsylvania. | | |
| Pierre | Chao | Enlightenment Capital | | | |
| Devin | Talbott | Enlightenment Capital | Devin is a Co-Founder and Managing Partner of Enlightenment Capital. Prior, he was a Vice President with D. E. Shaw's direct capital strategy, where he helped establish the group's Washington, DC area office and built its defense & government vertical. Prior to that, Devin was at TCG Financial Partners, a merchant bank founded by former Defense Secretary William Cohen, focusing on the defense & government sector. Devin began his career in the mergers & acquisitions group at Lazard in New York. | | |
| Christian | Stauffer | EuroFin Investments Pte Ltd | "Mr Stauffer is CEO and Founding Partner of EuroFin Asia Group.
Mr Stauffer has more than 25 years experience in trade finance, structured finance, and commodities trading.
Before founding EFA Mr Stauffer was a Director of Noble Trade Finance Limited and Deputy Group Treasurer of Noble Group. Prior to this Mr Stauffer was Managing Director of FINCO Asia, the merchant-banking subsidiary of Andre Group, based in Singapore and Beijing where he was President of the Swiss-Chinese Chamber of Commerce"
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| Meghan | Losk | Freestone Capital Management | | | |
| Robert | Cormier | G6 Capital Management | Mr. Cormier is a Partner & Director at G6 Capital Management which was founded by Nassib Chamoun in 2012. Mr. Chamoun was the Founder and CEO of Aspect Medical Systems which grew into a $100M business and a global standard of care before Covidien acquired in 2009. Aspect’s product was the Bispectral Index™ (BIS™) which was the first clinically validated direct measure of the effects of anesthetics on the brain. Mr. Chamoun returned to his algorithm research and development work focused on the financial markets, which he started in the in the early 1990’s. While this work remained mostly dormant, it has served as the foundation on which, in 2012 he successfully validated a prototype prediction algorithm. With a group of investors supporting the vision he formed G6 and in 2013 launched their first quantitative long/short hedge fund.
Prior to joining G6, Mr. Cormier held various management positions within the Medical Device Industry with his most recent position at Covidien where he led Commercial Operations for $1.5B business unit. Together the G6 team has built out a high quality infrastructure, technology and established best in class partnerships to support growing G6 into a leading Quantitative Firm.
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| Vincent | Roche | Gabelli & Partners, LLC | | | |
| Derek | Pilecki | Gator Capital Management | | | |
| Niraj | Gupta | GCI Partners | | | |
| Ross | Berman | Green Owl Capital Management | | | |
| Jason | Galbraith | Green Owl Capital Management | | | |
| Maria | Miles | Guggenheim Investment Advisory, LLC | | | |
| Erik | Carlson | Halkyon Alpha | | | |
| Sidney | Hardee | Hardee Brothers | Mr. Hardee is a former Trading Manager at the Bank of NT Butterfield in Bermuda where he led their derivatives trading initiatives. He began his career as a Market Analyst at Salomon Brothers. Later he joined Lehman Brothers in both New York and London. He was also a Vice President at JPMorgan._x000D_
Mr. Hardee holds a B.A. in Economics and Mathematics from Yale University and holds a M.S. in Applied Statistics from Columbia University. | | |
| Daniel | Chai | Iguana Healthcare Partners | Dr. Chai has over 16 years of investment experience. He was most recently a Portfolio Manager at Citadel Investment Group’s Surveyor Capital, where he managed a healthcare dedicated long short equity fund. Previous to this, Dr. Chai was a Portfolio Manager in the Proprietary Trading Group at UBS Investment Bank and was also a Partner & Portfolio Manager at Merlin Biomed Group. Dr. Chai received his M.D. degree from Columbia University’s College of Physicians & Surgeons and graduated with Distinction from the Honors Program at the University of Michigan. | | |
| Natalie | Skaf | Iguana Healthcare Partners | Ms. Skaf is Head of Marketing and Investor Relations. Prior, she completed two two-year stints at Prudential Capital Group in the Mezzanine Fund and in the Corporate and Project Workouts Group. Natalie is an executive board member of the Buoniconti Fund NYC Chapter. She is a graduate of the Boston College Carroll School of Management. | | |
| Stephen | Johnson | Illinois Clean Fuels | | | |
| William | Schreier | Infrastructure Capital Management | | | |
| Aron | Rempel | J E Moody & Company LLC | | | |
| Peter | Keenan | Kottke Associates |
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| Cris | Posada | M.D. Sass | | | 1 |
| Steven | Burke | Marjac Capital Management, LLC | Steve has been an analyst, then fund manager at Marjac Capital for 7 years. Marjac Capital has opened to outside money for the first time in 2013. | | |
| Brian | Williamson | Marjac Capital Management, LLC | Brain is a graduate of Duquesne University Law School and admitted to the Virginia Bar. Brian joined Marjac Capital in 2013. | | |
| Patrick | Horsman | Merion Investment Management LP | | | |
| Barry | McCaldin | Metolius Capital, LLC | | | |
| Geoffrey | Stern | Muirfield Capital Management | Geoffrey Stern is the Managing Member of Muirfield Value Partners LP and the President of Muirifeld Capital Management |  | |
| Matthew | Johnson | NEOS Advisors | | | |
| Nicole | Lacues | Nipun Capital LLC | | | |
| Janice | Tang | Nipun Capital LLC | | | |
| Kent | Claxton | Northlight Group | | | |
| Shahar | Zer | Northlight Group | | | |
| Juan | Buendia | NVAM Criteria Investment Partners | | | |
| Albert | Van Ness | NVAM Criteria Investment Partners | Since founding NVAM, Mr. Van Ness has compiled more than 11 years of experience managing a hedge fund business and portfolios that combine long-short equity with directional trading strategies involving US equity, commodity, and credit markets. Prior to NVAM, Mr. Van Ness was a portfolio manager at Citibank Investment Management from 1994 to 2000. | | |
| Richard | Duff | OMT Capital Management, LLC | Richard?s experience includes Senior Vice President at J&W Seligman, Managing Director at JMP Asset Management (now known as Harvest Capital Strategies), and Managing Director with BlackRock, where he was a member of the Equity Operating Committee and AMG Executive Committee. Richard received a BA from the University of California, Berkeley and his JD from the University of San Francisco, School of Law. | | |
| Henry | Biner | P/E Investments | | | |
| Christin | Luttrell | P/E Investments | | | |
| Michael | Fox | Park City Capital | Michael J. Fox is the Founder and CEO of Park City Capital, a research intensive investment management firm that he launched in 2008. Prior to founding Park City Capital, Mr. Fox spent eight years in equity research at J.P.Morgan in New York, most recently as Vice President and Senior Business Services Analyst. As J.P.Morgan’s Senior Business Services Analyst, Mr. Fox headed the firm’s Business Services equity research group from 2005 to 2008. From 2000 to 2005 Mr. Fox was a member of J.P.Morgan’s Leisure equity research group, which was consistently recognized by Institutional Investor’s All America Research Team. Mr. Fox received a BBA in Finance from Texas Christian University in 1999. While at TCU, he was selected as an analyst on the William C. Connor Educational Investment Fund, an entirely student-managed endowment fund. |  | |
| Brianna | Letzelter | Park City Capital | | | |
| Greg | Leograndis | Passport Capital | | | |
| Timothy | Gramatovich | Peritus Asset Management | Mr. Gramatovich co-founded Peritus Asset Management, Inc.1 in 1995. As the Chief Investment Officer, Mr. Gramatovich leads the investment committee and is responsible for developing investment strategies, themes, and products. Additionally, he generates investment ideas, analyzes prospective investments, and monitors existing holdings.
Mr. Gramatovich has over 25 years of experience in the investment industry, dating back to the early days of the high yield market. | | |
| Russ | Gerson | Phoenix Star Capital | Mr. Gerson is the President of Phoenix Star and is responsible for the Company’s investor relations, recruiting and corporate development efforts. He has 30 years of experience in the financial services industry leading strategic consulting activities, recruiting senior professionals, and advising executive management of major financial institutions. Mr. Gerson led the Transition Planning and Presidential Appointment Group for Senator John McCain in 2008 and was Senior Adviser to Mitt Romney’s Presidential Transition Planning Group. Mr. Gerson currently serves as the non-executive Chairman of Gerson Group Enterprises. | | |
| Deborah | Lombardi | Phoenix Star Capital, LLC | | | |
| Pouya | Yadegar | Prime Opportunities | | | |
| Nicole | Hyman | Prime Opportunities Investment Group, LLC | |  | |
| John | Souter | Rail-Splitter Capital Management | John Souter, CPA joined Rail-Splitter Capital in 2004, and is a Senior Partner and healthcare analyst. His 8 years of sell-side experience includes covering the healthcare industry as a Senior Research Analyst at SG Cowen and William Blair & Company. Prior to this he held various sales and finance positions at Baxter International for 8 years. John received an MBA from Northwestern University's Kellogg Graduate School of Management and a BA in Accountancy from the University of Notre Dame. He is a trustee of Cristo Rey St. Martin High School. |  | |
| Brad | Lamensdorf | Ranger Equity Bear Fund | no | | |
| Katarina | Markovic | RD Legal Group, LLC | | | |
| Joshua | Levy | Red Dot Trade Finance LLC | Mr. Levy founded Red Dot which in 2011 began trading a managed account with 50 M of a European retail bank's capital. Prior to founding RDT, LLC, Mr. Levy worked at a Connecticut based private equity firm where he was responsible for monitoring and managing portfolio companies in the real estate, automotive, and energy industries. Previously, Mr. Levy was with Alvarez & Marsal Europe where he focused on advising distressed international companies and managing debt restructurings. In 1996, Mr. Levy founded a consumer goods company in Eastern Europe, which he sold in 2001 to an NYSE listed company. Since 2004 Mr. Levy has served in various positions and on the board of Round Hill Capital LLC (currently 4 B USD in AUM). Mr. Levy holds an MBA from the MIT Sloan School and a degree from Vanderbilt University. | | |
| Boris | Krupa | Rotella Acrospire | Boris started in finance in 2006 at Millennium Partners & WorldQuant as a Trading Strategist. He later joined TransMarket Group as a PM of a L/S equity book. In 2010, Boris joined Rotella Capital Mgmt to found & lead the Rotella Acrospire group as PM & is now CIO. He has a B.S. in Computer Science & Philosophy from U of Chicago, a Ph.D from MIT in Brain & Cognitive Sciences studying machine learning & AI, & received the Howard Hughes research fellowship & several graduate teaching awards. | | |
| Thomas | Kirkpatrick | Rotella Capital Management - Rotella Acrospire | | | |
| Michele | Eschert | Sandell Asset Management | | | |
| Julia | Lyons | Sandell Asset Management | | | |
| Thomas | Sandell | Sandell Asset Management | | | |
| Stephen | Burke | SEMPER Capital | | | |
| Henry | Goodman | Shadow Tree Capital Management | | | |
| Gerald | Balboa | Skylar Capital Management LP | Mr. Balboa serves as COO and Head of Compliance for energy focused Skylar Capital Management LP. In his role, he is responsible for business management and strategy, investor relations, capital raising, risk oversight and firm operations. He has 20 years of experience in the energy markets having focused on power and natural gas trading. In addition to several senior trading and portfolio management roles, Gerald has started up and managed large energy trading operations. He was most recently a Managing Director and Co-Head of Power Trading at Societe Generale. Prior to that, he was a co-founder and CIO of gas trading fund BTU Capital. Gerald was previously Chief Commercial Officer for the power business of BP North America Gas and Power. Prior to BP, he built Deutsch Bank’s power trading business and was the senior power trader. He also held trading and management roles at RWE, GDF Suez Energy, and El Paso Energy. Gerald received both his Doctor of Jurisprudence and Finance degrees from the University of Houston. He is a member of the Texas Bar.
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| Timothy | Lynch | Structured Portfolio Management | | | |
| Scott | Goldberg | STRYP Capital Management, LLC | | | |
| Jason | Gerlach | Sunrise Capital Partners LLC | Jason Gerlach joined Sunrise in 2008 and is the firm’s Managing Partner and CEO. In his role, Gerlach determines and drives Sunrise’s overall business strategy and oversees Sunrise’s day-to-day business operations and activities. Gerlach also serves on Sunrise’s Management Committee. Prior to joining Sunrise, Gerlach was a Sunrise investor, a private businessperson and an attorney with Hale and Dorr LLP (now WilmerHale) in Boston and later Howard Rice Nemerovski Canady Falk & Rabkin (now Arnold & Porter LLP) in San Francisco. Gerlach holds a J.D. cum laude and a M.A. in Public Policy Analysis and Public Administration from the University of Wisconsin (1996) and a B.A. in Government from Cornell University (1993). Gerlach has additionally completed further studies at The Wharton School and Harvard Business School. Gerlach is the President and a member of the Board of Directors of the California Hedge Fund Association. |  | |
| Chris | Stanton | Sunrise Capital Partners LLC | Chris Stanton joined Sunrise in 2012 and currently serves as a Partner and Portfolio Manager, as well as well as a member of Sunrise’s Management Committee. Prior to joining Sunrise, Stanton traded extensively in a wide range of global commodity and currency markets as Vice President and Portfolio Manager for Deerhurst Capital Management and as Capital Markets Officer for JP Morgan. In those roles, Stanton managed multi-million dollar portfolios and conducted all market and fundamental risk analysis for those portfolios. In addition, he provided broad finance-related legal and risk management services while working as an attorney with two prestigious global law firms, Quinn, Emannuel, Urquhart & Sullivan LLP and Cravath, Swaine & Moore LLP in New York City. Stanton holds a J.D. cum laude from Northwestern University and a Bachelor of Science in Engineering from Lehigh University. | | |
| Kevin | Mallon | TCA Global Master Credit Fund | Kevin Mallon is from TCA Global Fund Management Group, an alternative investment fund financing mostly public SME's and providing boutique investment banking and advisory services. Prior to TCA, Mr. Mallon spent several years in fund marketing for RD Legal Capital, an alternative investment fund specializing in the purchase of legal fees associated with settled litigation. He holds a BA from Columbia University, an MA from Fordham University, and is currently an MBA candidate at NYU Stern. |  | |
| Adam | Joffe | The Boston Company Asset Management, LLC | Adam B. Joffe, CFA, Director of Alternatives and Chief Administrative Officer
Adam is the Director of Alternatives and Chief Administrative Officer for The Boston Company, where he is responsible for alternative products and
has executive management oversight over Operations and Distribution Support.
Before joining The Boston Company in 2012, Adam was Senior Vice President and Chief Financial Officer at First Eagle Investment Management.
Previously, he spent 10 years at Deutsche Bank, where his most recent position was COO of Hedge Funds and Fund of Funds. Other positions he held
at Deutsche Bank include Head of US Business Management, CFO of Hedge Funds and Fund of Funds, Director, MIS and Strategic Planning, Global
Business Controller and BAC Institutional Sales/Legal Entity Controller. Prior to this, he was Controller and Chief Financial Officer of Bolger and
O’Hearn, Inc., a textile chemical manufacturer.
Adam earned a bachelor’s degree in Finance and an M.B.A. in Accounting from Bryant University. He holds the Chartered Financial Analyst designation
and was a CPA in the state of Rhode Island.
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| Carl | O'Connell | The Boston Company Asset Management, LLC | | | |
| Zachary | Cooper | Treesdale Partners | Zachary Cooper is the CIO of the Treesdale Rising Rates Strategy. He is a structured products market veteran with over 18 years of experience across a variety of roles and products. Most recently he was the RMBS/ABS trader at The PrinceRidge Group. Prior to that, Mr. Cooper was a Principal at Highland Financial Holdings Group LLC, a hedge fund with peak AUM of over $1.3B, where he was a senior portfolio manager and sat on the investment committee. Mr. Cooper began his career at Deutsche Bank Securities in structuring and analytics, and later managed a $2B proprietary MBS derivatives portfolio. Mr. Cooper received a B.A. in Computer Science from Harvard University and earned the Chartered Financial Analyst designation. | | |
| Michael | O'Flynn | UFG Asset Management | | | |
| Eric | Tucker | ValuleWorks LLC | |  | |
| Brian | Schaeffer | World Trade Financial Group | Brian Schaeffer serves as World Trade Financial Group’s Co-founder and Chief Strategy Officer. Schaeffer spent over a decade of his career as a top specialist on the New York Stock Exchange after attending the University of Rhode Island on an academic scholarship. Schaeffer reached head specialist, managing trading activities in the top equities in the U.S. market, including Disney, Hewlett Packard, and Pfizer. After ten successful years, he was named Chief Executive Officer of Van Der Moolen Capital Markets, one of the largest listed global trading and technology companies. Schaeffer also served under John Thain as a public relations representative at the NYSE. During his tenure, he supervised the visits of many of the most prestigious guests to visit the NYSE: President George W. Bush, various Disney executives, ambassadors and dignitaries from around the world. Schaeffer is also on the board of the 'nPlay foundation, organized to fight childhood obesity. |  | |
| Joshua | Landes | Wynnefield Capital Management, LLC | | | |
| Musa | Yenni | Yenni Income Opportunities Fund | Founder of Yenni Capital, an investment firm. Prior to that, Musa was on Wall Street with Goldman Sachs, Oppenheimer and Cowen. Before that, he worked at IBM and Intel. He is a Michigan engineer and Harvard MBA. Musa has recently launched Yenni Income Opportunities Fund I and its Cayman Feeder Fund. These private equity funds invest control positions in profitable and growing small US companies and have very high annual yield and IRR objectives with limited downside risk. | | |
