Global Alpha Forum provides industry leading content including both topical keynote speakers and issue driven panel discussions. These panels and speakers cover far more than the current state of the alternative investment industry; they take a deep dive into where our sector is moving and cover the latest and biggest trends. Allocator and managers alike will find it extremely productive to explore new directions in fund investing.
The conference will have two days of 30 minute 1-on-1 meetings between verified investors and fund managers. We use a proprietary online meeting scheduler to allow you to pre-plan your meetings during the designated time blocks (see agenda). To maximize the efficacy of these meetings, investors will upload basic investment criteria, while fund managers will submit uniform one page “tear sheets” to the scheduling portal.
1800 East Putnam Avenue
Old Greenwich, CT 06870
Phone +1 203.637.1234
There are three airports convenient to the Hyatt Regency Greenwich
First annual conference in Greenwich, CT with keynote speaker Nouriel Roubini, who warned about the impending banking crisis. Other notable speakers included Anthony Ryan of the US Treasury Dept. and Roger Ibbotson of Yale University and Zebra Capital.
Global Alpha Forum hosted its second annual conference in Greenwich, CT with keynote speakers including Larry Summers, former Secretary of the Treasury, and Rudy Giuliani, former Mayor of New York City.
Global Alpha Forum’s third conference in Greenwich, CT with keynote speaker John Thain, the former CEO of Merrill Lynch, who spoke about how Wall Street has not yet learned its lessons. Connecticut Governor Jody Rell declared the day “Connecticut Hedge Fund Day”.
In 2011, Global Alpha Forum conference in Greenwich, CT featured a keynote speech by Dan Malloy, the Governor of Connecticut. Other notable speakers were Michael Darda of MKM Partners and Richard Breeden of Breeden Capital.
In 2013, the Global Alpha Forum was held for the first time in New York City at the New York Athletic Club. Keynote speakers included Greg Lippman of LibreMax providing his unique perspective on global markets.
Global Alpha Forum returns to Connecticut, hosting its conference at the Greenwich Hyatt. This year, our best-in-class industry content is augmented with the addition of one-on-one meetings between investors and managers.
Roubini Global Economics
Co-Founder, Chairman, Roubini Global Economics
Nouriel Roubini is the cofounder and chairman of Roubini Global Economics, an independent, global macroeconomic research firm. The firm’s website, Roubini.com, has been named one of the best economics web resources by BusinessWeek, Forbes, the Wall Street Journal and the Economist. He is also a professor of economics at New York University’s Stern School of Business. Dr. Roubini has extensive policy experience as well as broad academic credentials.
From 1998 to 2000, he served as the senior economist for international affairs on the White House Council of Economic Advisors and then the senior advisor to the undersecretary for international affairs at the U.S. Treasury Department, helping to resolve the Asian and global financial crises, among other issues. The International Monetary Fund, the World Bank and numerous other prominent public and private institutions have drawn upon his consulting expertise. He has published over 70 theoretical, empirical and policy papers on international macroeconomic issues and coauthored the books “Political Cycles: Theory and Evidence” (MIT Press, 1997) and “Bailouts or Bail-ins? Responding to Financial Crises in Emerging Markets” (Institute for International Economics, 2004) and “Crisis Economics: A Crash Course in the Future of Finance” (Penguin Press, 2010).
Dr. Roubini’s views on global economic issues are widely cited by the media, and he is a frequent commentator on various business news programs. He has been the subject of extended profiles in the New York Times Magazine and other leading current-affairs publications. The Financial Times has also provided extensive coverage of Dr. Roubini’s perspectives. Dr. Roubini received an undergraduate degree at Bocconi University in Milan, Italy, and a doctorate in economics at Harvard University. Prior to joining Stern, he was on the faculty of Yale University’s department of economics.
Avenue Capital Group
CEO, Co-Founder, Avenue Capital Group
Senior FBI Official, New York Division
Senior FBI Official, New York Division, FBI
Special Agent David A. Chaves is a senior FBI Official assigned to the New York division. He serves as the securities fraud program manager for the most visible securities cases prosecuted over the last decade. He is widely recognized as the chief strategist in coordinating these complex white collar investigations and for infiltrating corrupt participants in the hedge fund industry through the use of sophisticated techniques, undercover operations, and wire taps.
He is a securities fraud subject matter expert and lectures to audiences in both the public and private sector on securities fraud, FCPA, and cyber threats to the financial industry. Prior to joining the FBI he was a civil litigation attorney in Boston, MA.
CIO, Euclidean Capital
CEO, Chairman of the Board
CEO, Chairman of the Board, Cowen Group
Peter A. Cohen. Mr. Cohen serves as Chairman of the Company’s Board of Directors and Chief Executive Officer of Cowen Group and serves as a member of the Management and Operating Committees of Cowen Group since November 2009. Mr. Cohen is a founding principal of the entity that owned the Ramius business prior to the combination of Ramius and Cowen Holdings, Inc., or Cowen Holdings, in November 2009. From November 1992 to May 1994, Mr. Cohen was Vice Chairman and a director of Republic New York Corporation, as well as a member of its Executive Management Committee. Mr. Cohen was also Chairman of Republic’s subsidiary, Republic New York Securities Corporation. Mr. Cohen was Chairman of the Board and Chief Executive Officer of Shearson Lehman Brothers from 1983 to 1990. Over his career, Mr. Cohen has served on a number of corporate, industry and philanthropic boards, including the New York Stock Exchange, The Federal Reserve International Capital Markets Advisory Committee, The Depository Trust Company, The American Express Company, Olivetti SpA, Telecom Italia SpA, Kroll Inc. He also served as a Director for U.S defense contractors, Titan International, GRC Inc. and L-3 Communications. He is presently a Trustee of Mount Sinai Medical Center, Vice Chairman and Lead Director of the Board of Directors of Scientific Games Corporation and a director of Safe Auto Insurance. Mr. Cohen provides the Board with extensive experience as a senior leader of large and diverse financial institutions, and, as Chief Executive Officer, he is able to provide in-depth knowledge of the Company’s business and affairs, management’s perspective on those matters and an avenue of communication between the Board and senior management.
Managing Partner, DBL Partners
Alternative Investment Strategist
Alternative Investment Strategist, PIMCO
Mr. Hoffmann is a senior vice president and alternative investment strategist in the Newport Beach office. He focuses on alternative investments within PIMCO’s global wealth management group, engaging with clients on investment strategy and product due diligence for both public and private alternative investment strategies. Mr. Hoffmann joined PIMCO in 2010 as a portfolio manager focused on global real asset investment strategies. Previously, he was managing director of investments and portfolio manager for real assets and alternatives at a multi-billion-dollar single family investment office in Palo Alto, California. He also has 13 years of experience as an investment banker with Salomon Brothers, Merrill Lynch and J.P. Morgan and has been based in New York, Hong Kong, Singapore and London. He has 26 years of investment experience and holds a bachelor of science degree in economics and political science from the University of Wisconsin, Madison.
U.S Department of Energy
Associate Deputy Secretary
Associate Deputy Secretary, U.S Department of Energy
The Wall Street Journal
Special Writer, The Wall Street Journal
Connecticut Hedge Fund Association
North America, Business Development Manager
North America, Business Development Manager, Integration Systems
Principal, Siguler Guff
Director of Comm. and Alt. Product Strategy
Director of Comm. and Alt. Product Strategy, Invesco PowerShares
Jason Bloom is the Director of Commodities and Alternatives Product Strategy for Invesco PowerShares Capital Management LLC, a registered investment adviser that sponsors the PowerShares family of exchange-traded funds (ETFs). Invesco PowerShares is Leading the Intelligent ETF Revolution®, a new generation of ETFs.
In his role, Jason leads the Alternatives Product Strategy Team and is responsible for delivering the team’s macro views on commodities, alternatives and portfolio construction guidance. He joined Invesco PowerShares in 2015.
Prior to joining Invesco PowerShares, Jason served as an ETF strategist for six years with Guggenheim
Investments and then River Oak ETF Solutions where he helped launch several funds focused on
both energy and volatility related strategies. Previously, Jason spent seven years as a professional commodities trader specializing in arbitrage strategies in both the energy and US Treasury markets.
Jason earned a B.A. in Economics from Gustavus Adolphus College and a J.D. from the University of Iowa College of Law.
Constitution Capital Partners
Managing Partner, Constitution Capital Partners
Mr. Cahill has overall responsibility for the strategic development, investments and the management of Constitution Capital. He is a member of the Investment Committee. Prior to founding Constitution Capital, he was Head of Standard Life Investments Private Equity USA. Previously, he was a founding member of Wilton Asset Management, a private equity fund of funds business at State Street Global Advisors. Mr. Cahill started his private equity career at GE Capital’s Corporate Finance Group where he became Vice President and was responsible for originating, structuring and negotiating leveraged buyouts, recapitalizations and growth equity transactions. Mr. Cahill earned his BS in Business Administration from Oswego University, received his MBA from Binghamton University and is a graduate of GE’s Financial Management Program.
Managing Director and Chief Strategist
Managing Director and Chief Strategist, SilvercrestAsset Management
Vice President, Neuberger Berman
Portfolio Manager, Market Strategist
Portfolio Manager, Market Strategist, PIMCO
Mr. Crescenzi is an executive vice president, market strategist and generalist portfolio manager in the Newport Beach office. He is also a member of the Investment Committee. Prior to joining PIMCO in 2009, he was chief bond market strategist at Miller Tabak, and worked for both Lehman Brothers and Prudential Bache. Mr. Crescenzi has written five books, including \"The Strategic Bond Investor\" and \"Beyond the Keynesian Endpoint.\" He regularly appears on CNBC and Bloomberg television and in financial news media. Mr. Crescenzi taught in the executive MBA program at Baruch College from 1999-2009. He has 32 years of investment experience and holds an MBA from St. John\'s University and an undergraduate degree from the City University of New York.
Manager Analysis Services
Consultant, Manager Analysis Services
Quadratic Capital Management
Managing Partner and CIO
Managing Partner and CIO, Quadratic Capital Management
Founder , Caerus Investors
Ward Davis is the Founder and Portfolio Manager at Caerus Investors. Prior to Caerus, he was one of three founding partners of Trivium Capital Management. At Trivium, Ward co-managed the fund and was primarily responsible for the consumer component. Trivium had 21 employees and a peak AUM of $940M. From 1998 until 2002, Ward was a Managing Director at Chilton Investment Company, where he headed up the Consumer Team. At Chilton, Ward made principal investment recommendations within the retail, apparel/footwear, restaurant, gaming, lodging, and leisure sectors. From 1996 through 1998, Ward was the retail/consumer analyst at Zweig-DiMenna Associates. Before joining Zweig-DiMenna, he was a Vice President Research at Massachusetts Financial Services. Mr. Davis holds an MBA from the Amos Tuck School of Business at Dartmouth College, 1993, and a B.A. in East Asian Studies from Washington and Lee University, 1986.
Managing Director , Clearbrook
Thomas Deegan is a Managing Director at Clearbrook and is responsible for investment consulting and research for the firm\\\'s institutional clients. Tom is a member of Clearbrook’s Investment Committee. Prior to joining Clearbrook, Tom was the independent Trustee of the Board and Head of the Investment Committee at the Stamford Policemen\\\'s Pension Fund. In this role he was responsible for management and investment selection for the $190MM fund, and during his tenure introduced and implemented a $50MM Alternative Investment platform including hedge funds, private equity and real estate portfolios. Prior to joining Stamford Policemen\\\'s Pension Fund Mr. Deegan was a Founding Partner, Chief Operating Officer and Chief Information Officer at GlobeOp Financial Services, a provider of outsourced middle- and back-office, and fund administration services for the hedge fund community from 2000 to 2004, where he managed client operations, derivative processing, and profit-loss accounting globally. He is the recipient of the 2011 Stamford Police Association\\\'s Presidents Award for contributions related to work on the Stamford Policemen\\\'s Pension Fund. Mr. Deegan received his MBA from Iona College in New Rochelle, N.Y. and a B.E. in Electrical Engineering from Manhattan College in Bronx, New York.
Executive Managing Director, Co-Head
Executive Managing Director, Co-Head, MacKay Shields
Senior Investment Director
Trustee and Chair, Investment Committee
Trustee and Chair, Investment Committee, Smith College
Partner, Fried Frank
Head of Hedge Funds
UBS Private Wealth Management
Twin Capital Management
COO/Director of Business Development
COO/Director of Business Development, Twin Capital Management
Head of Quantitative Research
Jason Green is the CEO Co-founder at Edenworks, an agtech company recently hailed as \"the future of food\" by TechCrunch. Edenworks is focused on solving two problems: the poor taste and nutrition of conventionally grown produce and agriculture\'s environmental impact. Edenworks cultivates gourmet produce and seafood using proprietary greenhouse technology that consumes 90% less water and energy than conventional farms. Edenworks supplies ingredients to some of the fastest growing retail food brands in New York City.
Right Risk LLC
Managing Member, Right Risk LLC
Marc Groz is a leading expert on risk management, with a special focus on cyber risk, tail risk, and other emerging risks facing organizations, nations, and individuals. Marc brings a unique experience profile to his practice of risk consulting:
• CRO for two billion dollar hedge funds
• CTO for multi-billion dollar alternatives manager
• Regional Director of PRMIA, an international organization of risk professionals
• Financial innovator, with six issued U.S. patents
Marc is the owner/inventor of TransIDEA® intellectual property, a portfolio that includes issued and pending patents in finance, gaming, and cooperative problem solving, as well as related trademarks including \"The Idea\'s The Thing\"®.
He is the author of Forbes® Guide to the Markets (Wiley, 1999 & 2009) as well as numerous articles on risk, investment strategy, and financial markets. Marc has lectured worldwide, including a keynote speech at the 2009 Fulbright Association Symposium at Yale University and an invited talk on cybersecurity at the 2012 Alan Turing Centennial Conference at King’s College (Cambridge University). He has moderated industry panels on financial innovation (with Nobel Laureate Robert Shiller), regulatory reform (with U.S. Senator Richard Blumenthal), and cybersecurity (with Kevin Brock and Peter Neumann). His views on markets have been quoted in many publications, including The Financial Times, The Wall Street Journal, and The New York Times. He has appeared on CNBC, Bloomberg (radio and TV) and BBC-TV Worldwide.
Marc began studying advanced (graduate-level) mathematics at Columbia when he was sixteen while also receiving honors in the Westinghouse (Intel) Science Talent Search. Admitted by Harvard, Columbia, and M.I.T., he attended Columbia as a John Jay Scholar, graduating with honors (A.B., Math/Psych) and winning the W.W. Cumming Prize in Psychology.
NWI Management LP
Chairman & CEO
Chairman & CEO, NWI Management LP
Hari N. Hariharan, Chairman and Chief Executive Officer, NWI MANAGEMENT LP Mr. Hari N. Hariharan is the Chairman & CEO of NWI Management LP. NWI is a New York based hedge fund group with a long and consistent track record of investing in emerging markets fixed income and global macro themes. This includes a global macro fund, an emerging market fixed income fund and a special credit situations fund. The group originally started as Santander New World Investments Group in 1993 and was spun off in April 1999. NWI presently manages assets around $1.5 billion. Until May 1993, Mr. Hariharan was a senior executive at Citibank N.A. where his last role was as a Senior Managing Director and Division Executive of the International Corporate Finance Division which specialized in emerging economies. In 1994 and 1995, he was selected by Global Finance Magazine as one of the 100 Superstars in Emerging Markets Globally. Crain’s New York Business Magazine chose him as one of New York’s best and brightest “under 40” executives in 1993.
Mike leads KPMG’s Asset Management practice, based in Stamford
Connecticut. He joined KPMG in July 2014. Prior to that, he was a partner at PricewaterhouseCoopers’ Asset Management
practice for several years. He is currently expanding our team of dedicated, experienced audit, tax,
and advisory professionals to reside in our Stamford office.
Mike leads several Greenwich based events such as our annual asset
management executive forum; semiannual roundtables for CFOs, COOs, CCOs, and
controllers; and other monthly seminars for industry professionals.
These meetings help to provide points of view in areas such as potential
regulation, valuation, investors’ due diligence, tax structuring, third-party
assurance, and other current issues.
He has worked with a number of asset management and asset allocation clients. Mike has deep industry knowledge in areas such as financial reporting, internal controls, valuation, and governance. He has participated as a speaker at a number of industry seminars.
Mike holds a bachelors degree in public accounting from Mercy College. He is a Certified Public Accountant, licensed in several states. Mike is also a board member of several charities in the metro NY area.
Victoria 1522 Investments
CEO and CIO
CEO and CIO, Victoria 1522 Investments
Ms. Jiménez has 25 years of pioneering investment experience in mainstream emerging and frontier markets. Most recently, she founded and served as CEO & CIO and lead portfolio manager of emerging markets strategies at Victoria 1522 Investments. Prior to that, she was senior portfolio manager of emerging markets at Wells Capital Management and Montgomery Asset Management. Under her leadership, the Montgomery Emerging Markets Fund grew to become one of the largest such funds in the United States. Ms. Jiménez was widely credited with predicting the Asian Crisis and the Mexican Peso Crisis during her tenure at Montgomery. Earlier in her career, she was portfolio manager at Emerging Markets Management. She holds a Master of Science degree from the Massachusetts Institute of Technology (MIT) and a Bachelor of Science degree from New York University. She served on MIT’s Board of Trustees (1996-2001) and helped to oversee the institution’s endowment fund as a member of MIT’s Investment Committee.
Founder, Superforecaster, Sibylink
Regina Joseph is the founder of Sibylink (http://www.sibylink.com), an international consultancy based in The Hague and New York devoted to providing strategic foresight on global issues through futures forecasting, scenario-building and training coursework. Joseph is also a Senior Consultant and Superforecaster on the IARPA-funded Good Judgment Project (www.goodjudgmentproject.com). Along with her fellow Superforecaster Nick Hare, she co-founded in 2015 the consultancy Super-Powered (http://www.super-powered.com). She has worked as a Senior Research Fellow, Future Security Foresight for the Clingendael Institute, a think tank based in The Hague, The Netherlands and continues to produce futures-based assessments for both the public and private sector. The organizations she has advised and trained include Netherlands’ Ministry of Foreign Affairs, the Netherlands Ministry of Defense, the OSCE, NATO and the UN, among others. In her career, Joseph has been recognized as both a pioneer and thought leader in both the analog and digital world: she was the founder and editor-in-chief of Blender, the world’s first digital magazine (delivered on CD-ROM disc), and has held numerous positions for traditional media companies ranging from Forbes, to Hearst to Time Warner. She continues to contribute to a variety of publications and media outlets, including the International Relations & Security Network at ETH-Zurich, Foreign Policy, Reuters and many others. She lectures frequently and is a member of the adjunct faculty at New York University’s Center for Global Affairs’ Masters program, where, as Futures Fellow, she will be launching a Futures Lab in 2015.
Sr Manager, Sr Investment Analyst,
Sr Manager, Sr Investment Analyst, , United Technologies
Jason Josephiac is a Senior Investment Analyst for the United Technologies’ Pension Plan. He is primarily responsible for public equities, portable alpha and risk parity. Prior to joining United Technologies he was a Senior Associate at The Boston Company Asset Management, LLC where he held roles in business development and client service. Jason graduated magna cum laude from Bentley University with a Bachelor of Science degree in Finance as well as minors in Economics and International Studies. Jason is a member of the CFA Hartford Society and is a CFA charterholder.
Albourne America LLC
Partner, Portfolio Analyst
Partner, Portfolio Analyst, Albourne America LLC
Steve Kennedy joined Albourne in April 2006 as a Senior Portfolio Analyst. Steve is a partner and is lead consultant to public and corporate plans, large Endowments, Foundations and Family Offices. Steve was previously Director of Research (global equity and fixed income asset managers, hedge funds and private equity funds) from 2000-2006 at Harris myCFO. Prior to myCFO, Steve was a Vice-President of the multi-manager Investment Management Consulting program, Senior Manager/Research Analyst, from 1997-2000 at Banc of America Securities. Steve holds a MS in Investment Management from Boston University Graduate School of Management (USA) in addition to a BA in Environmental Policy and Analysis from Boston University (USA). Steve is also a CFA charterholder.
Roubini Global Economics
Managing Director, Roubini Global Economics
Sheryl King is a Managing Director and Head of Global Country Economics at Roubini Global Economics. Sheryl has a deep background in U.S. economic and market analysis honed during tenures at various investment banks. Prior to joining Roubini, Sheryl was chief economist and strategist at Bank of America Merrill Lynch Canada. Prior to that, she was assistant chief economist at Merrill Lynch in New York, where she headed the U.S. economics team overseeing its macro forecasting and leveraging her expertise on the equity and fixed-income markets. Sheryl was also the U.S. macro forecaster at TD Bank and served as the bond and currency strategist for TD Securities. Earlier in her career, she spent eight years working at the Bank of Canada. Sheryl has considerable on-air and print media. Bloomberg named her the top sell-side macro forecaster for 2010. Sheryl is a member of the advisory board for the Center for Monetary and Financial Economics at Carleton University. She holds a Bachelor of Arts in economics from Concordia University (Montreal) and a Master of Arts in economics from Carleton University (Ottawa).
Cambridge Associates LLC.
Sr Investment Director, MR Investing
Sr Investment Director, MR Investing, Cambridge Associates LLC.
Employees Retirement System of Texas
Portfolio Manager - Hedge Funds
Portfolio Manager - Hedge Funds, Employees Retirement System of Texas
Managing Director - Dyal Capital Inv. Team
Managing Director - Dyal Capital Inv. Team, Neuberger Berman
Andrew Laurino is a Managing Director of Neuberger Berman and a member of the Dyal Capital Partners Investment Team. Drew brings deep experience to our team, having served as a strategic advisor for many alternative asset managers. Drew joins us from Tiger Bay Advisors, a boutique strategic advisory and consulting firm focused on alternative asset managers. Prior to this, Drew was a director in Credit Suisse’s Hedge Fund Strategic Services for four years and also spent five years at Lehman Brothers—most recently in the Hedge Fund Coverage Group, where he worked on numerous strategic advisory mandates in the hedge fund and private equity industries. He earned a B.S. in Foreign Service with a concentration in International Economics at Georgetown University.
Seven Bridges Advisors
CIO, Seven Bridges Advisors
Mr. Liebre starting in the actuarial and account administration with Metropolitan Life moved to W. R. Grace’s Treasury Division. He joined FMC Corporation as Assistant Treasurer and Director of Risk Management & Employee Services before moving to New York with Revlon in a similar capacity. In 1983, he founded Cambridge Financial Services providing 30 years of institutional investment advisory services. In 2013, he moved to CAPTRUST Financial Advisors continuing his institutional advisory services which remain completely independence of any investment management company, insurance company, bank, trustee, custodian, actuary or brokerage company. He is a graduate of Iona College with his BA in Economics and received his MBA in Finance from The University of Chicago, Booth School of Business.
Janus Capital Institutional
Chief Inv. Strategist and PM, Liquid Alts
Chief Inv. Strategist and PM, Liquid Alts, Janus Capital Institutional
Director of Research
Director of Research, New Legacy
State Street Global Advisors
Managing Director, Head of Liquid AI
Managing Director, Head of Liquid AI, State Street Global Advisors
WILLIAM MARR Managing Director, Head of Liquid Alternative Investments Bill is a Senior Managing Director of State Street Global Advisors and the Head of Liquid Alternative Investments Group. He is responsible for investment, product development, and distribution activities for liquid alternatives. Bill is a also a co-PM on the State Street Ramius Managed Futures Strategy Fund. Bill joined State Street Global Advisors in September 2014 from Ramius, where he was a President and CEO of the liquid trading strategies business he co-founded in 2009. Prior to Ramius, Bill was a Managing Director and Head of Hedge Fund Research and Portfolio Construction at Merrill Lynch Global Wealth Management responsible among other things for management of Merrill Lynch-sponsored multi-manager hedge fund and managed futures products. Before joining Merrill Lynch in 2006, Bill was a Global Head of Alternative Investments for Julius Baer Investment Management, LLC, which he joined in July 2002 after serving as Senior Vice President and Head of FX Trading and Sales at Bank Julius Baer since 1998. From 1985 to 1998, Bill actively traded and managed FX cash, futures, forwards and derivatives for international trading firms including Bankers Trust, UBS, and AIG. He received a Bachelor of Arts from Bowdoin College.
Eric has overall responsibility for the Apvera’s business and strategic direction. He is a technology industry veteran who has founded and led multiple successful consulting, cloud and managed services companies. A true advocate for new technology within Enterprise IT, Eric also brings experience of raising capital and scaling technology businesses. Eric has over 20 years experience leading technology services organizations with a focus on the enterprise. Prior to Apvera he was CEO at Nubefy, a Cloud Management provider. Previously, Eric held senior leadership positions with Microsoft, EMC & Infosys. Whilst based in Latin America he founded and led Optynex Telecom to a successful exit. Eric brings a truly global outlook with first hand experience of running businesses in the United States, Latin America, Europe and Asia Pacific. His passion for emerging technologies has led him to serial entrepreneurship, thriving on operational strategy, enterprise-wide transformation and innovation. Eric serves of the board of the Open Information Security Foundation.
ClearVest Advisors LLC
Managing Director, ClearVest Advisors LLC
Peter Murrugarra, CAIA, Managing Director, Head of Manager Due Diligence Peter Murrugarra is responsible for due diligence and manger research and is a member of ClearVest’s Investment Committee. Prior to joining ClearVest, LLC, Mr. Murrugarra was a Managing Member at Inti Capital, LLC, an outsourced investments office. Previously, Mr. Murrugarra served as Event Driven & L/S Equity Strategy Head at ACAM Advisors LLC, where he was responsible for monitoring, evaluating and approving managers in those strategies, and served as a member of ACAM’s Investment and Research Committees. Mr. Murrugarra has also been a Research Analyst at Weston Capital Asset Management, LLC (“Weston”) incubator platform, responsible for sourcing and evaluating hedge fund managers for potential seed investment. Prior to this role and also at Weston, he served as a Research Analyst for the Fund of Hedge Funds, responsible for sourcing and investment operational due diligence, and ongoing monitoring of hedge fund investments. Mr. Murrugarra also assisted with select capital raising efforts for the platforms.
Chief Investment Officer
Chief Investment Officer, Clearbrook
Timothy C. Ng is Chief Investment Officer at Clearbrook, as well as Head of the Clearbrook Investment Committee. Within this role, Tim oversees all global macro and manager research, portfolio analysis and risk management for Clearbrook clients. Prior to Clearbrook, Tim was President and Chief Investment Officer of Structured Investments Group, LLC. Tim began his career in 1982 and has served as an alternative investment and hedge fund advisor in numerous capacities. Previously, Tim was a Managing Partner with Access International Advisors and has held the title of Senior Vice President in varying roles at Prudential Securities, Smith Barney, and Oppenheimer & Company. During his career, Tim was one of the first advisors to place investor capital into hedge funds, portable alpha portfolios, structured/hedge fund linked notes, and insurance dedicated hedge fund products. Tim has had oversight of more than $5 billion of investor capital on behalf of corporations, pension funds, endowments and foundations, banks, investment advisory firms, and family offices. Tim is a Board member of Clearbrook Global Advisors and the Florida Alternative Investment Association. He has been a holder of securities licenses Series 3, 7, 24, 63 and 65. Tim received a BA in Economics from Stony Brook University and an MBA with honors from Long Island University
Highland Capital Management
Director of Product Strategy
Director of Product Strategy, Highland Capital Management
Mr. Norris is the Director of Product Strategy at Highland Capital Management. In this role he works on evaluating and optimizing the registered product lineup offered by Highland. Additionally, Mr. Norris works with portfolio managers and wholesalers on appropriate positioning of strategies in the marketplace. Mr. Norris joined Highland in 2010 and was previously employed by Deloitte & Touche LLP in the Audit and Enterprise Risk Services Group working primarily in the financial services and energy industries. Mr. Norris received Master\'s and Bachelor\'s degrees in accounting from Brigham Young University. He is a licensed Certified Public Accountant.
Managing Director, Angelo, Gordon
Arthur Peponis joined Angelo, Gordon in 2009 and is Head of the firm’s private equity area. He is a Managing Director and a member of the firm’s executive committee. Art is responsible for the deployment of capital and oversight of our private equity portfolio and sits on a number of our portfolio companies’ boards. Before joining Angelo, Gordon, Art was a Partner at Goldman, Sachs & Co. and the Chief Operating Officer of the Financial Sponsors Group in New York where he sourced over $3 billion of investments for Goldman’s Principal Investment Area. Art holds an A.B. degree from Princeton University and an M.B.A. degree from Harvard Business School.
International Capital Strategies, LLC
Executive Chairman, International Capital Strategies, LLC
Dyal Capital Partners
Managing Director and Head of Dyal Capital Partners
Managing Director and Head of Dyal Capital Partners, Dyal Capital Partners
Michael Rees is a Managing Director and Head of Dyal Capital Partners. Dyal, a unit of Neuberger Berman, manages three funds focused on establishing minority partnerships with leading alternative asset managers. Prior to founding Dyal, Michael was a founding employee and shareholder of Neuberger Berman Group, transitioning from Lehman Brothers as part of the management buyout transaction in May 2009 and was the first Chief Operating Officer of the NB Alternatives business following the founding of Neuberger Berman. Michael was an employee of Lehman Brothers from April 2001 through May 2009. Michael had numerous roles at Lehman Brothers and was responsible for strategic acquisitions for the Investment Management Division at Lehman Brothers. From 2003 through 2006, Michael was Head of Asset Management Strategy. Prior to joining Lehman Brothers, he was an associate at Marakon Associates. Michael received a BS in Mechanical Engineering and a BA in Political Science from the University of Pittsburgh. He received a Masters Degree in Mechanical Engineering and a Masters Degree in Technology Policy from the Massachusetts Institute of Technology.
Advanced Generation & Efficiency
CEO and Former NY Rangers Goalie
CEO and Former NY Rangers Goalie, Advanced Generation & Efficiency
CEO , Palladiem LLC.
Donald G. Robinson draws upon more than thirty years of experience in the investment advisory / management business, and a distinguished record of innovation and leadership. Mr. Robinson was most recently CIO of Lockwood Advisors, Inc. (an affiliate of Pershing LLC, a BNY Mellon company), where he managed a team of 30 investment professionals with fiduciary responsibility for more than $13 billion in client assets. Mr. Robinson’s industry leadership extends from the development of proprietary protocols for high net worth individuals, endowments, foundations, and corporate and public pension plans, to such successful product innovations as the first mutual fund wrap program and the first fully discretionary unified managed account. Mr. Robinson combines strong communication and analytical skills with an established track record of delivering superior risk-adjusted returns to financial intermediaries and end–investors.Donald G. Robinson draws upon more than thirty years of experience in the investment advisory / management business, and a distinguished record of innovation and leadership. Mr. Robinson was most recently CIO of Lockwood Advisors, Inc. (an affiliate of Pershing LLC, a BNY Mellon company), where he managed a team of 30 investment professionals with fiduciary responsibility for more than $13 billion in client assets. Mr. Robinson’s industry leadership extends from the development of proprietary protocols for high net worth individuals, endowments, foundations, and corporate and public pension plans, to such successful product innovations as the first mutual fund wrap program and the first fully discretionary unified managed account. Mr. Robinson combines strong communication and analytical skills with an established track record of delivering superior risk-adjusted returns to financial intermediaries and end–investors.
Family Office Association
First Niagara Risk Management
Regional Insurance Executive
Regional Insurance Executive, First Niagara Risk Management
Managing Director, CIO
Managing Director, CIO, Dahab Associates
Director in the Client Advisory Group
Director in the Client Advisory Group, Windrose Advisors
Senior Vice President
Senior Vice President, Northern Trust
Bei Saville is Senior Vice President and Senior Endowments and Foundations CIO at Northern Trust. Bei manages endowment and foundation investment programs, including the development of investment policies, asset allocation recommendations, risk assessment and management, investment manager search, selection and oversight, portfolio construction, and ongoing monitoring and continuous improvement of investment programs. Bei is an experienced endowment portfolio manager and seasoned multi-asset class investor, having spent 20 years in a variety of investment roles.
Prior to joining Northern Trust, Bei was the Director of Alternative Investments at the Helmsley Charitable Trust, where she developed and implemented the overall investment strategy for the foundation and was principally responsible for alternative asset classes. Prior to Helmsley, Bei managed the alternatives portfolio at Pfizer. Previously, Bei was at Morgan Stanley, JPMorgan and China National Real Estate Development Group. Bei has served on multiple advisory boards of non-profit organizations and alternative investment funds.
Managing Director, Starboard Value
Doug Snyder is a Managing Director for Starboard Value. Prior to joining Starboard in August 2012, Mr. Snyder was the co-founder of Longbow Capital Partners, L.P., an equity long/short fund which managed approximately $1.5 billion. Mr. Snyder began his career in the Investment Banking Division of Goldman Sachs. Mr. Snyder received a B.A. in Government from Georgetown University during which time he spent two years working in the speech writing office of the White House.
Madison Bay Capital Partners
Co-Founder, Madison Bay Capital Partners
Song is a Co-Founder of Madison Bay Capital Partners and has over 16 years of
private equity and corporate finance experience. Madison
Bay Capital is an investment firm focused on special situations equity
investing in US based, private middle-market and growth companies. Previously, he was an investor for approximately 9 years
at W Capital Partners, a PE firm managing over $1.7 billion. While at W
Capital, Eugene was involved in all aspects of the investment and portfolio
management process and held Board seats at BigFix (acquired by IBM),
CompBenefits Corporation (acquired by Humana), Courion Corp, MarketTools
(acquired by TPG/SurveyMonkey), Outlast Technologies (acquired by Coors),
Three-Dog Bakery, Tremor Video (IPO), and ZNYX Networks, among many
Previously, Eugene was an investor at Stone Point Capital, a PE firm managing over $13 billion. Eugene began his career at Lehman Brothers (M&A) and also worked at Hewlett-Packard (Finance and Strategic investments).
Eugene is a graduate of Princeton University and has a MBA with Dean’s List Honors from Columbia Business School. He is also a Kauffman Fellow.
Global Head of Asset Management Banking
Global Head of Asset Management Banking, Barclays
Elliott W. Wislar is the founder and CEO of Clearbrook. Elliott received his BA in Political Science from the University of Arizona and received his MBA in International Management from Thunderbird. Elliott has been involved with many charities and has served on many boards including being the president of the Board for the Newgrange School of Princeton. He was also the head of the Investment Committee and Board Member for the Sacred Heart School of Princeton. Elliott has 28 years of financial services experience. Wislar held senior executive positions in marketing and distribution with The Boston Company which is a division of Mellon Bank, UBS, and FleetBoston. While at UBS he ran two of the PRIME Consulting Offices. For over a decade at FleetBoston, Elliott was in charge of growing the Institutional Asset Management businesses. Elliott was also the director of the sales, marketing, and business development areas focused on endowments, foundations, and retirement plan assets. He helped in the integration of the Columbia and Liberty Asset Management acquisitions, as well as a host of other bank acquisitions. Elliott collaborated with major corporate and governmental clients assisting them in developing balance sheet investment programs while working at The Boston Company. You can follow Elliott on LinkedIn and Facebook
Senior Director, RGE
Rachel Ziemba leads our Emerging Markets coverage, based out of RGE\\\'s New York offices. She has a particular interest in the macroeconomics of oil-exporting nations, including the management of oil wealth and energy-sector supply risks. She also does extensive work on global macroeconomic issues, particularly foreign-exchange reserve accumulation, sovereign-wealth management and economic imbalances. Prior to joining Roubini Global Economics, Rachel worked for the Canadian International Development Agency in Cairo, Egypt, and the International Development Research Centre in Ottawa, Canada. Rachel has served as an expert commentator for Bloomberg, CNBC, the Financial Times, the Wall Street Journal and other media outlets, and her research has been cited by the Economist and in papers from the IMF, World Bank, European Central Bank and U.S. Federal Reserve. She holds a bachelor’s degree from the University of Chicago with honors, and a Master of Philosophy degree in international relations with a specialization in international political economy from St. Antony’s College, Oxford University. She is the co-author of “Scenarios for Risk Management and Global Investment Strategies” (with William T. Ziemba), published by Wiley in January 2008.
Connecticut Hedge Fund Association
Senior Investment Director
Executive Vice President
President & CEO
Roubini Global Economics
Director Business Development for Americas
Global Head of Client Group
Albourne America LLC
Manager- Pension and Risk Management, ABB Inc
President, MidSouth Alternative Investment Association, ABB Inc
Managing Director, Obair Capital, LLC
Senior Investment Director, Hartford HealthCare
Partner, Head of Client Group, Albourne America
President, Connecticut Hedge Fund Association
CIO Pension Investments, Textron
Federal Bureau of Investigation,
Securities Program Coordinator
Associate Professor, Director Research of Risk Management, Imperial College Business School
President & CIO, GE Asset Management Investment Solutions
Chief Investment Officer, University of Oregon Foundation
Chief Investment Officer, Amherst College
Partner, Bracewell & Giuliani;
Former Mayor of New York City
Managing Director, Morgan Stanley Equity Research Global Strategy
Chairman and Founder of the Chicago Climate Exchange
Managing Director and President, CME Clearing
President & CEO, Connecticut Clean Energy Finance and Investment Authority
Founding Managing Director, K2 Advisors
President, Breeden Capital
CIO, United Negro College Fund
Chairman& CEO, Zebra Capital
Professor of Finance, Yale University School of Management
Chairman, Roubini Global Economics
Professor of Economics, NYU Stern School of Business
Professor, Harvard University
71st U.S. Secretary of the Treasury
Founder and CEO, Promontory Financial Group
Former U.S. Comptroller of the Currency
Chairman, SBCC Group;
Founder, Boston Provident, LP
Former Chairman, New Jersey State Investment Council
Founder, Graham Capital
President, Major League Soccer
Managing Director and Head of U.S. Alternative Investment Sales, Merrill Lynch
Vice President & Associate General Counsel, AQR Capital Management, LLC
Commissioner, Connecticut Department of Economic and Community Development
Director, Global FX Market Strategist, BMO Capital Markets
Chief Economist, MKM Partners
CEO, Larch Lane Advisors
Chief Market Strategist, US Trust
Advisor to Kuwait Investment Authority
Commissioner, Connecticut Department of Energy & Environmental Protection
Chief Executive Officer, CIT Group;
Former CEO, Merrill Lynch
Co-Founder and Senior Managing Director of Investments, Protégé Partners
United States Attorney
Dean, Columbia University Graduate School of Business
Analyst, Roubini Global Economics