Endurance Strategies 2014 Southeast Investment Summit
Manager Bios
First Name Last Name Company Bio Personal Profile Picture Exclude from attendee list
WillMcGirrAda InvestmentsWill McGirr, Director, Business Development Will McGirr is a Director at Ada Investments focused on Business Development. He works closely with senior management to implement Ada’s marketing strategy on a global basis. Mr. McGirr has over 8 years of experience as a hedge fund professional. Prior to working at Ada, he was a Director at QFS Asset Management, L.P., a systematic global macro hedge fund, where he spent over 7 years on the marketing team. Mr. McGirr received a BA from the University of Pennsylvania in 2005. Thumbnail
BradleyAlfordAlpha Capital Management
SteveReedBankCap PartnersSteven J. Reed II, Principal, CFO and founding member of BankCap Partners, has nearly 15 years of experience, largely in the financial services industry. Mr. Reed II joined the firm in 2005 and is one of its founding members. Mr. Reed II is responsible for the full life cycle of investment activities from investment initiation to investment realization. Further, he has oversight realization of investor communications and portfolio company support as well as management of the financial and administrative functions of the firm. Mr. Reed II heads the Firm’s valuation committee.Thumbnail
ReedKellerBPV Capital Management
AutaLopesBretwood Capital Partners
ReneLubianskiBrookfield Asset Management
BrianO'GradyBrookfield Asset Management
BrianClarkCassini Capital Management
Paul WoodwardCassini Capital Management
Casey WamsleyCollins Capital
KurtVoldengCommerce Asset ManagementKurt manages the day to day operations and affairs of CAM along with managing, monitoring and reporting on the Company’s compliance and ethics program. Kurt specializes in alternative investment strategies. His responsibilities include structuring, evaluating, monitoring and servicing nontraditional investment assets for institutional and individual clients. Kurt has educated clients on hedge fund investing and advised clients on customized multi-manager hedge fund portfolios ranging in size from $20 million to over $5 billion. Additionally, Kurt aided in the discretionary management of multi-manager hedge fund portfolios for institutions including an account for the New York State Common Retirement Fund with peak assets of $1 billion. Kurt began his career in 1990 as a financial analyst . Kurt graduated with honors with a B.A. in Finance from the University of Memphis and holds an M.B.A. from the University of Memphis as well. Kurt maintains the CAIA designation and is currently an active member of the University of Memphis Alumni Association. He additionally serves on the board of the Sigma Chi House Corp for the Epsilon Kappa chapter of Sigma Chi Fraternity. He is a Member of the Governing Board of the Vision Preparatory Charter School, a new Memphis Charter School that will begin taking students in the 2014-2015 school year.Thumbnail
ThomasKrasnerConcise Capital Management LPThomas P. Krasner, CFA has spent over 20 years in fixed income, distressed debt and high yield bonds. He has extensive experience in corporate restructurings, credit analysis, and portfolio management, including substantial hands-on involvement in the workouts of troubled companies. From 1999 to 2003, Mr. Krasner was Executive Vice President at Harch Capital Management and was responsible for working out and restructuring distressed securities, high yield bonds, and bank loans for a $600 million hedge fund. Between 1996 and 1999 Mr. Krasner was a Principal and Portfolio Manager at Riverside Capital Advisers, where he co-managed the short-term high yield portfolio with Mr. Koach. Between 1985 and 1996 he worked at John Alden Asset Management, a $4 billion life insurance company, where he was responsible for the $250 million private placement portfolio. Mr. Krasner holds a B.A. (1983) in Economics/English/Mathematical Sciences and M.A. in Economics (1984) from Rice University and is a Chartered Financial Analyst (1990). Between 1996 and 1998 he was the President of the Miami Society of Financial Analysts. He currently is a Director of Institutional Deposits Corporation and has served on the boards of Birch Telecom, Doe Run Resources, FWT, Nutritek, Sterling Chemicals, and Trism.Thumbnail
GolanLewkowiczCrystal Capital PartnersMr. Lewkowicz is focused on developing and supporting relationships with financial intermediaries through marketing and sales initiatives. Prior to joining Crystal Capital Partners, Golan served as Director of International Sales for a technology start-up, GSM Systems, and brings over a decade of Wall Street experience working as a Principal Managing Partner and Registered Investment Advisor of Chicago Investment Group as well as a SVP of the Wealth Management Group for Ladenburg Thalmann & Company in New York and London, England. He earned his BSBA in Finance and Business Administration from West Virginia University and is a licensed Series 7, 63, 24, 55 and 65 Registered Investment Advisor.Thumbnail
ElizabethCrenshawDecatur Capital Management Inc.
MarshallHessEncore EnterprisesThumbnail
NickStephanEquities Labs, LLC
PeterSebelGatehurst CapitalPeter Sebel MB BS, PhD, MBA, managing partner is a physician who has significant advanced research experience in extracting meaningful data for an almost randomly varying signal, the electroencephalogram (EEG). This research has been developed into a successful commercial application. He has been an active trader for 25 years. After obtaining his MBA at Emory University, Atlanta in 1998, he used his research background to develop a trading strategy that would allow an investor to generate income, more or less independently of market movements. He has spent time developing, refining and back testing the strategies that will be used for trading in the Gatehurst Capital, LP. He has traded these strategies actively since 2010
Lee KronzonGator Capital ManagementLee joined Gator in 2013 and is preparing to launch a new investment portfolio to be introduced to the marketplace shortly. Prior to joining Gator, Lee was a member of the Fundamental Equities Group at Goldman Sachs Asset Management (GSAM). Lee's responsibilities at GSAM covered the gamut of the investment process from idea origination, research, and implementation to portfolio sector construction, risk monitoring, and strategic analysis. While at GSAM, Lee contributed significantly to the successful launch and growth of all-cap, mid-cap, small/mid-cap, and long/short equity investment products. Prior to joining GSAM, Lee co-founded Tower Hill Securities, a merchant banking firm focused on funding global emerging growth firms. Prior to co-founding Tower Hill, Lee co-founded strategic consultancy Mitchell Madison Group, a spin-off from management consulting firm A. T. Kearney. Prior to joining A.T. Kearney, Lee was a Faculty Lecturer at Princeton University's Woodrow Wilson School, where he co-taught courses in applied quantitative and economic analysis. Lee is a Chartered Financial Analyst and a member of the CFA Institute and New York Society of Security Analysts. Lee received his BA from Yale University, his MPA from Princeton University, and his MBA from Stanford University, all with the highest honors and concentrations in economics, finance, and investment management.
DerekPileckiGator Capital Management
RaelGorelickGorelick Brothers CapitalRael Gorelick is a Co-Founder and Partner at Gorelick Brothers Capital. Gorelick Brothers Capital was launched to manage the assets of the Gorelick family following the sale of two family-owned consumer finance and mortgage related companies. The firm currently manages the Morrocroft series of investment funds, targeting inefficiencies in the US residential mortgage credit and housing markets. Previously, Rael served as a senior marketing and business development manager for Atlantic Assurance Group, a national residential appraisal, title, and mortgage settlement services business. Rael managed Atlantic’s expansion into Texas following that state’s adoption of home equity lending. Prior to joining Atlantic, Rael founded StopmyPMI.com, a web site designed to assist borrowers in canceling private mortgage insurance (PMI). Rael is a 1994 graduate of Northwestern University.
GregoryWatersHabersham Capital Management LLC
MikePacittoLitman Gregory Asset ManagementMike joined Litman Gregory in 2013 and serves as the National Director of Institutional Relationships for the Litman Gregory Masters Funds. Prior to joining the firm, Mike was with T. Rowe Price for 15 years in several roles, including National Account Manager for institutional and intermediary clients and Executive for defined contribution/defined benefit platforms. Mike is a graduate of the University of Michigan (BA – English and Communication) and earned his MBA at the University of Colorado (Finance).
TimothyBuickLogan Capital Management
CrisPosadaM.D. SassCris Posada, CFA - Senior Vice President, Sales & Relationship Management, M.D. Sass - Cris joined M.D. Sass, a diversified, boutique asset management firm established in 1972 that today manages over $6B, in 2005 and is responsible for positioning the firm's spectrum of equity, fixed income, hedge fund and private equity strategies across multiples client channels. More recently, he has also spearheaded the firm's build out of its mutual fund offerings. Since 2005, Cris has raised over $2B in assets across various products including long-only equities, long-short equities, covered call equities, long-only fixed income, structured credit, non-performing loans, agricultural lending, and metals/mining. Prior to joining M.D. Sass, Cris spent 8 years at J.P. Morgan Asset Management in a various marketing and product-related roles; ultimately, as a Client Portfolio Manager within the firm's Large Cap Equities group. Cris became a holder of the Chartered Financial Analyst designation in 2000 and received his Bachelor of Arts in Economics from Columbia University. Thumbnail
PeterMcFarlaneManagers Investment GroupPeter McFarlane manages the RIA & Trust Co. relationships for Managers Investment Group (MIG) throughout the Southeast. MIG is the U.S. distribution arm of Affiliated Managers Group (ticker: AMG). AMG is a global asset management company which operates through a diverse group of premier boutique investment firms. AMG’s unique partnership approach aligns incentives through equity ownership and preserves the entrepreneurial orientation that distinguishes the most successful investment management firms. AMG manage nearly $509B among their 28 affiliates including Yacktman, GW&K, and Renaissance Investment Management. Thumbnail
MichelleDobbinsMasters Capital
AdamCooperMasters Capital Management
TimFosterMasters Capital Management
MichaelMastersMasters Capital Management
ThomasKirchnerQuaker FundsThomas F. Kirchner, CFA, an expert in event-driven investments and merger arbitrage, is the portfolio manager of the Quaker Event Arbitrage Fund (QEAAX). He launched the first-ever event-driven mutual fund in 2003, the Pennsylvania Avenue Event-Driven Fund, which was acquired by Quaker Funds in 2010. From 1996 to 1999 he worked as a Bond Trader and Financial Engineer for Banque Nationale de Paris S.A. From 1999 to 2004, he was retained by Fannie Mae as a Financial Engineer. Mr. Kirchner holds a B.Sc. from King's College, University of London, a Diplôme from the Institut d'Etudes Politiques de Paris, and an MBA from the University of Chicago Booth School of Business. He has earned the right to use the Chartered Financial Analyst designation. He is the author of the book Merger Arbitrage: How To Profit From Event-Driven Arbitrage, John Wiley, 2009. He is quoted frequently in the press and a speaker at industry conferences.
FrancisJinRidgeWorth Investments1
EricMetzRiverNorth Capital ManagementEric joined RiverNorth in 2012 and serves as Portfolio Manager and Derivatives Strategist. Eric aids the firm in optimizing risk while managing the derivatives-oriented portfolios. Prior to joining RiverNorth, Eric was a partner at Bengal Capital LLC, a multi-asset volatility arbitrage firm. Prior to Bengal, Eric was a senior trader at Ronin Capital, LLC where he specialized in equity and ETF derivatives. Eric graduated Magna Cum Laude from the University of Michigan with a B.S.E in Industrial and Operations Engineering and earned his M.S.E., with honors, in Industrial and Operations Engineering. Eric was enrolled in the Industrial and Operations Engineering PhD program at the University of Michigan before pursuing his career path with the Chicago Trading Company on the floors of the Chicago Mercantile Exchange (CME) and Chicago Board Options Exchange (CBOE). He is a CFA Charterholder and member of the CFA Institute and the CFA Society of Chicago.
JayNolanRiverNorth Capital Management
AnaKolarRiverside Advisors, LLCAna Kolar, CFA, Principal, Portfolio Manager. Ana graduated valedictorian from Georgia State University, receiving a B.B.A. in Finance. While in college she played on the Georgia State Lady Panthers Tennis Team. Originally from Croatia, she moved to the U.S. in 1996 and became a U.S. citizen in 2004. During her senior year in college she interned with Riverside Advisors and returned as a full-time employee after graduation. In 2009, she was promoted from Senior Analyst to Portfolio Manager and in 2012 became a Principal.
MarkMooreSVM Capital
GeorgeKushnerWillis Investment Counsel