Featured Manager RoundTables - Wed Oct. 29th 10:45 am - 11:30 am
In addition to the one-on-ones, we have set aside
specific time for invited Featured Managers to present in RoundTable sessions
where managers have the opportunity to present to groups of Family Offices/Accredited
Investors/Allocators. The RoundTable sessions give you even more
opportunity to meet more investors.
There will be two rounds with round 1 from 10:45 - 11:05 am and round 2 from 11:10 - 11:30 am
Contact Todd Schwendiman for more details about how to participate in the Manager RoundTables.
| Sub-category |
Company |
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What is your investment strategy? |
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2014-10-29 10:45:00 - 11:30:00: Manager Hedge... |
| A [ Back to top ] | | Hedge Fund | Alkeon Capital Management | John Culley | 5500 | Long/Short Equities |  | Prior to joining Alkeon, Mr. Culley worked at UBS Financial Services, Inc. for eight years. He started his career in the two-year Associate Training Program, then joined the Alternative Investment Group. As an Alternative Investment Consultant, he covered all of UBS’ hedge funds, managed futures, private equity and real estate offerings for financial advisors and their clients. Mr. Culley received his B.A. in Political Science and a minor in Mathematics from Columbia University. | Manager Hedge Fund Round Tables Session | | B [ Back to top ] | | Hedge Fund | Billings Capital Management | David Dickman | 85 | Long/Short Equities | | Mr. Dickman joined the firm in 2013. His responsibilities include the development and execution of business initiatives and investor relations for the firm’s investment products. Prior to joining the firm, Mr. Dickman worked for BBR Partners LLC, a multi-family office in New York City providing holistic and independent investment advice to high-net-worth individuals. At BBR, Mr. Dickman strategically constructed customized portfolios, utilizing traditional and alternative asset classes, to meet client’s financial objectives and risk tolerances. Mr. Dickman received his BS in Accounting and Economics from the University of Delaware and his MBA from Fordham University.
| Manager Hedge Fund Round Tables Session | | F [ Back to top ] | | Hedge Fund | Fifth Street Credit Opportunities Fund, L.P. | Leonard Tannenbaum | 50.6 | Relative Value |  | Leonard Tannenbaum is the Managing Partner and Portfolio Manager of Fifth Street Credit Opportunities Fund, an opportunistic credit hedge fund managed by Fifth Street Management LLC. He also serves as Chief Executive Officer, managing member and an Investment Committee member of Fifth Street Management, as well as Chief Executive Officer of Fifth Street Finance Corp.
Mr. Tannenbaum has founded a number of private investment firms, including Fifth Street Capital LLC, and has served as managing member of each firm. Prior to launching his first firm, Mr. Tannenbaum gained extensive small company experience as an equity analyst for Merrill Lynch. In addition to serving on the Board of Directors of Fifth Street Finance Corp., Mr. Tannenbaum currently serves on the Board of Directors of several Greenlight Capital-affiliated entities and has previously served on the Boards of Directors of several other companies, including Einstein Noah Restaurant Group, Inc., Assisted Living Concepts, Inc. and WesTower Communications, Inc.
Mr. Tannenbaum graduated from the Wharton School of the University of Pennsylvania, where he received a B.S. in Economics. Subsequent to his undergraduate degree from the University of Pennsylvania, Mr. Tannenbaum received an M.B.A. in Finance from the Wharton School as part of the Submatriculation Program. He is also a holder of the Chartered Financial Analyst designation. | Manager Hedge Fund Round Tables Session | | G [ Back to top ] | | Hedge Fund | Galena Asset Management | Maximilian Tomei | 2200 | Other |  | Maximilian Tomei has 17 year experience in commodities related alternative investments in the liquid, credit and real assets space.
Prior to joining Galena he was COO and co-head of the executive board at RAM focusing on operations and business development. He started his career with Cargill on the corn desk handling the South American origination into the Mediterranean. Moved to Partners Group in Zug in 2002 to cover the Southern European clientele and customise solutions in the hedge fund and private equity space. In 2004 he co-founded and acted as CEO of Inoks Capital a multistrategy commodity hedge fund assembling momentum and commodity trade finance strategies was he sold in December 2008.
He holds a degree in International Relations with a major in International Law from the Graduate Institute of International Studies at the University of Geneva (IUHED).
| Manager Hedge Fund Round Tables Session | | H [ Back to top ] | | Other Manager | HedgeCoVest LLC | Alex Smith-Ryland | | Long/Short Equities |  | Mr. Smith-Ryland has over 13 years of experience in alternative asset management, including working with hedge funds, private equity funds, real estate funds, as well as advisory services to alternative asset investors. Mr. Smith-Ryland has a Bachelor of Science in Business Administration, with a concentration in marketing, from Georgetown University. In addition to his role at HedgeCoVest LLC, he is currently a registered representative of HedgeCo Securities and holds the Series 3, 7, 63, and 66 securities licenses. Finally, he is also the Managing Partner of CS Wilton Group, a multi-family office focused on alternative investments. | Manager Hedge Fund Round Tables Session | | M [ Back to top ] | | Hedge Fund | Mendon Capital | Anton Schutz | 57.8 | Long/Short Equities |  | Anton is the founder and Portfolio Manager of the long/short financial-sector fund. He founded the fund in 1996 with a long/short and event driven investment strategy focused exclusively on investing in the financial services sector and is responsible for the definition and implementation of portfolio strategy for the fund. Anton has been in the investment and risk management business since 1986, focusing on investment and portfolio management. He served as a senior vice president at RBC Dain Rauscher in institutional sales trading in the financial institutions group. He also worked at Chase Manhattan Bank for 10 years where his responsibilities consisted of structuring investment products, which included hedge funds, and the development and application of financial risk strategies. A graduate of Franklin and Marshall College, Anton also obtained an MBA in Finance from Fordham University. Anton is often interviewed regarding his expertise in the financial services sector. He appears regularly as a guest on CNBC and Bloomberg, and he has been quoted in The Wall Street Journal, Barron’s, The New York Times, Financial Times, Business Week, Investors’ Business Daily, and Smart Money. | Manager Hedge Fund Round Tables Session | | P [ Back to top ] | | Hedge Fund | Platinum Partners | Gil Kalter | 1310 | Direct Lending |  | Mr. Kalter is a principal at Platinum. As part of his duties, Mr. Kalter oversees the Fund’s operations. Mr. Kalter is a specialist in the structuring and formation of complex investment vehicles. Additionally, he works closely with PMs on deal terms to insure that proper controls and procedures are in place. Prior to joining Platinum, Mr. Kalter served as a Senior VP of Platinum Partners Value Arbitrage Fund, LP, a multi-strategy hedge fund designed to achieve superior risk-adjusted returns. In that role, Mr. Kalter focused on marketing and investor relations and worked closely with the COO of PPVA on various special operations projects. He also worked with PPVA’s private placement group on various transactions, including deal sourcing, structuring and negotiating various types of financings. Prior to joining PPVA, Mr. Kalter practiced law at McDermott, Will & Emery, LLP, in NY and is licensed to practice law in the State of New York and is a member of the New York State Bar Association. In 2000, he graduated Yeshiva University summa cum laude with a B.A. in Economics and was the recipient of the Economics Award. He received his J.D. degree from NYU School of Law in 2003. | Manager Hedge Fund Round Tables Session | | Hedge Fund | ProForza Advisors | Sunil Pai | 85 | Long/Short Equities |  | Sunil K. Pai, CFA, CPA is a seasoned professional with more than 15 years of progressively senior roles in investment management, corporate development, financial analysis and auditing at major financial institutions in both banking and consumer finance. He currently serves as President for a quantitatively-driven hedge fund and leads all major business activities related to the operations, execution, and marketing of the Active Risk-Based investing (ARBi)® product line. ProForza Advisors has non-exclusive license to ForzaTek Corporation's Active Risk-Based investing (ARBi)® product line and only offers a product set based on this mathematical concept. . Mr. Pai is a past Director of Corporate Development and Mergers and Acquisitions for Capital One Financial Corporation. As an Assistant Vice President, Bank One Capital Corporation, he co-managed front, middle and back office management and monitoring of a $2 Billion portfolio consisting of investments in hedge funds, interest rate futures trading, collateralized bond obligations, commercial mortgage-backed securities, high yield corporate debt, and asset backed securities. He is a Chartered Financial Analyst (CFA) charter holder and a Certified Public Accountant (CPA). | Manager Hedge Fund Round Tables Session | | Q [ Back to top ] | | Other Manager | Quaker Funds | Thomas Kirchner | 125 | Event Driven |  | THOMAS F. KIRCHNER, CFA, Portfolio Manager. Mr. Kirchner has been responsible for the day-to-day management of the Fund since its 2003 inception. Prior to joining Quaker Funds, Inc., he was the founder of Pennsylvania Avenue Advisers LLC and the portfolio manager of the Pennsylvania Avenue Event-Driven Fund. From 1996-1999, Mr. Kirchner worked as a Bond Trader for Banque Nationale de Paris S.A. In 1999, he was retained by Fannie Mae as a Financial Engineer. Mr. Kirchner is a graduate of Kings College, University of London; Institut d’Etudes Politiques de Paris and University of Chicago Booth School of Business. He has earned the right to use the Chartered Financial Analyst designation.
| Manager Hedge Fund Round Tables Session | | R [ Back to top ] | | Other Manager | Ranger Equity Bear Fund | Brad Lamensdorf | 200 | Short Biased |  | Brad Lamensdorf, a seasoned money manager and market strategist, is the CIO of The Lamensdorf Market Timing Report, a newsletter designed to help investors improve performance via market timing by assessing the environment of the stock market using a variety of technical, fundamental and sentiment-oriented tools from powerful independent research firms. Many investors mechanically enter and depart the market without a true “game plan.” Studies have shown that retail investors, in particular, are very poor market timers, tending to invest at or near market peaks and sell at or near market lows. The newsletter is designed to provide risk parameters for both professional and retail investors around the short-term stock market environment, giving subscribers better insight about when to allocate assets into or out of the equity markets.
Lamensdorf, Portfolio Manager and Principal of Ranger Alternative Management LP, a sub-advisor to the Advisor Shares Ranger Equity Bear Exchange Traded Fund (NYSE: HDGE). In this role,
Lamensdorf, also has managed investment portfolios for the Hughes family and was principal of Tarpon Partners, managing a long/short fund. Earlier in his career, an equity trader/market strategist for the Bass brothers’ trading arm, | Manager Hedge Fund Round Tables Session | | W [ Back to top ] | | Fund of Funds Non-Investment Personnel | Worth Venture Partners | David Wertentheil | 100 | Multi-Manager |  | David Wertentheil is a founding partner at Worth Venture Partners, LLC. Prior to co-founding WVP, David worked at Lazard Capital Markets where he was a Managing Director and Head of the Hedge Fund Prime Brokerage business. Before joining Lazard, he was Managing Director and Global Head of Sales at RBC Capital Markets for the Global Prime Services business, where he was an active member of the business’ operating committee. David has been active in the Hedge Fund and Proprietary Trading arenas since 2000 through multiple roles, and has been an active market participant in the evolution of Hedge Funds. | Manager Hedge Fund Round Tables Session |
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