The GAIM USA Speaking Faculty

GAIM USA 2010 KEYNOTE SPEAKERS

• Congressman Jim Himes, Connecticut’s 4th District, UNITED STATES HOUSE OF REPRESENTATIVES
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  Jim Himes represents Connecticut’s 4th District in the United States House of Representatives. He is currently serving his first term in Congress and is a member of the House Committees on Financial Services and Homeland Security. Jim grew up as the child of a single working mom in a small town. As a member of Congress, Jim works hard to provide all American children the same opportunities he had to succeed: access to a first-rate public school, affordable and effective health care, a decent and safe home, and a supportive community.

  Born in Lima, Peru in 1966 to American parents, he spent the early years of his childhood in Peru and Colombia while his father worked for the Ford Foundation and UNICEF. As an American abroad, Jim grew up fluent in both Spanish and English and was raised with an awareness of the unique position of the United States in the world. After his parents divorced, Jim moved with his mother and sister to the United States.

  Jim graduated from Hopewell Valley Central High School and then attended Harvard University. After completing his undergraduate work, Jim earned a Rhodes Scholarship, which enabled him to attend Oxford University in England where he continued his studies of Latin America, including research in El Salvador.

  Prior to his service in Congress, Jim ran the New York City branch of The Enterprise Community Partners, a nonprofit dedicated to addressing the unique challenges of urban poverty. Jim’s team led the way in financing the construction of thousands of affordable housing units in the greater New York metropolitan region, often using new green technologies to achieve energy efficiency and reduce utility costs.

  Jim’s experience at Enterprise spurred his involvement in politics. Putting his expertise in affordable housing to work, Jim served as a Commissioner of the Greenwich Housing Authority, ultimately chairing the board and leading it through a much needed program of reforms. Jim went on to become an elected member of his town's finance board, setting tax and budget policy for Greenwich. Jim has also served as Chairman of his local Democratic Town Committee, organizing others in the community to become more active in the political process.

  Jim began his professional career at Goldman Sachs & Co. where he worked his way up to Vice President over the course of a 12-year career. There he worked extensively in Latin America and headed the bank’s telecommunications technology group.

  Jim lives in Greenwich with his wife Mary and two daughters Emma and Linley.

• Dr. Douglas Holtz-Eakin,  Former Director, Congressional Budget Office, Fellow, Council on Foreign Relations, Fellow, PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS & Congressional Appointee to the FINANCIAL CRISIS INQUIRY COMMISSION
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  Economist Dr. Douglas Holtz-Eakin has a long and distinguished career of public service as an economic advisor to policy makers and speaks with unmatched authority on economics of public policy in all areas— government fiscal and monetary policy, economic policy, trade, healthcare, and entrepreneurship, to name a few. He served as the sixth Director of the Congressional Budget Office, where he won universal respect as a fine, nonpartisan economist. He also served for 18 months as Chief Economist for the President’s Council of Economic Advisors under President George W. Bush and for two years as Senior Staff Economist for President George H. W. Bush’s Council of Economic Advisors. Douglas Holtz-Eakin served as Director of Domestic and Economic Policy for the John McCain presidential campaign. He has also recently been Senior Fellow at the Peter G. Peterson Institute for International Economics, the Director of the Maurice R. Greenberg Center for Geoeconomic Studies, and the Paul A. Volcker Chair in International Economics at the Council on Foreign Relations. Dr. Holtz-Eakin has held academic appointments at Columbia and Princeton Universities and was Trustee Professor of Economics at the Maxwell School, Syracuse University. At the Maxwell School, he served as Chairman of the Department of Economics and Associate Director of the Center for Policy Research.

• Mark Yusko, President and Chief Investment Officer, MORGAN CREEK CAPITAL MANAGEMENT
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  Prior to forming Morgan Creek, Mr. Yusko was President, Chief Investment Officer and Founder of UNC Management Company, the Endowment investment office for the University of North Carolina at Chapel Hill, from 1998 to 2004. Throughout his tenure, he directly oversaw strategic and tactical asset allocation recommendations to the Investment Fund Board, investment manager selection, manager performance evaluation, spending policy management and performance reporting. Total assets under management were $1.5 billion ($1.2 billion in endowment assets and $300 million in working capital). Until 1998, Mr. Yusko was the Senior Investment Director for the University of Notre Dame Investment Office where he joined as the Assistant Investment Officer in October of 1993. He worked with the Chief Investment Officer in all aspects of Endowment Management. Mark received his Bachelor of Science Degree, with Honors, in Biology and Chemistry from the University of Notre Dame and a Masters of Business Administration in Accounting and Finance from the University of Chicago.

THE MOST INFLUENTIAL INSTITUTIONAL INVESTORS

• Mohan Balachandran, Senior Investment Officer, TEACHER RETIREMENT SYSTEM OF TEXAS
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  Mohan Balachandran is a member of the Strategic Research and Risk Management Group at the Teacher Retirement System of Texas. He oversees internal Fixed Income and commodity-related investments and is part of the asset allocation team. Previously, he was Director of Fixed Income at NISA Investment Advisors, LLC, where he co-headed the Fixed Income effort and oversaw portfolio investment and risk management. He has a PhD in Physics from Brown university and has published numerous papers in the area of Lasers and Light Scattering.

• Ashvin B. Chhabra, Chief Investment Officer, INSTITUTE FOR ADVANCED STUDY
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  Ashvin B. Chhabra is chief investment officer at the Institute for Advanced Study. He is responsible for managing the Institute’s endowment in conjunction with the Finance Committee of the Institute’s Board of Trustees. Previously, he was Managing Director and Head of Wealth Management Strategies and Analytics at Merrill Lynch, as well as Chair of their Strategic Asset Allocation Committee. Prior to that Dr. Chhabra was Head of Quantitative Research at the J.P. Morgan Private Bank.

  Dr. Chhabra, who holds a PhD in Applied Physics from Yale University, is recognized for innovation and thought leadership in asset allocation, portfolio construction, and risk management. His recent work integrates behavioral finance with modern portfolio theory. He has lectured at Yale University, the University of Chicago, Carnegie Mellon University, Columbia Business School and the Wharton School of the University of Pennsylvania. Dr. Chhabra is on the Board of Fellows for The Program in Financial Mathematics, Courant Institute at New York University and a member of the Board of Regents for the Financial Analysts Seminar, CFA Institute.

• Jerry Davis, Chairman, Board of Trustees/CEO, EMPLOYEES' RETIREMENT SYSTEM, CITY OF NEW ORLEANS
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  Commander Jerry D. Davis is the Employee Representative on the Board of Trustees for the New Orleans Employees’ Retirement System.  He was first elected to this five-member board in 1986 as the Employee Representative, and was re-elected for his eighth term effective July 1, 2008.  He was elected Chairman of the Board in 1994, after serving as Chairman of the Investment Committee for seven years, during which time the Fund progressed from a fixed-income-only allocation to a balanced mix of asset classes.  During his unprecedented tenure, the Fund has grown from $94 million to $420 million, while providing generous pensions and allowing for the lowest employer cost ratio in the state.  In his CEO role, he manages relationships with 47 investment firms, as well as four law firms, the Board’s consultants and actuaries.

  Jerry pursued a dual career in military service and civilian government for over forty years before retiring from the Coast Guard in 2002.  During that career he alternated between reserve and active service, being called to active duty six times.  He was selected three times to command Coast Guard forces, and served for several years on the staff of the Commandant and/or the District Commander.  He earned eleven decorations and was promoted through thirteen ranks, finally serving as a port operations commander during Operation Desert Storm.  

  He subsequently retired from City of New Orleans employment in May of 2006, where his last post was Personnel Administrator, responsible for all training and performance evaluation for the City’s 8000-member workforce.  He continues, as an unpaid volunteer, in two roles: in addition to his trustee responsibility, he is serving a six-year term as the Employee Representative on the Civil Service Commission, appointed by the City Council in 2005.  His role there is both legislative and judicial, with responsibility for adopting changes to Civil Service Law as well as adjudicating employee appeals of wrongful discipline.

  A 1970 graduate of Tulane University, Jerry has addressed over 200 audiences in eleven countries, on issues as varied as fund management, securities litigation and military logistics.  He is married to Dr. Linda Ledbetter, a retired professor and former trustee; for the past fourteen years they have produced educational conferences for national audiences of fiduciaries through their non-profit association.

• Theodore Economou, General Manager, CERN PENSION FUND
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  Theodore Economou, CFA, is chief executive of the pension fund management unit of CERN, the European Organization for Nuclear Research, based in Geneva, Switzerland. The fund has approximately $4 billion in assets, managed both internally and externally. CERN, funded by twenty European member states, is the world's leading laboratory for particle physics and currently operates the world's most powerful nuclear particle accelerator.

  Prior to joining CERN, Mr. Economou spent 16 years with New York-based ITT Corporation, most recently serving as assistant treasurer responsible for the management of ITT's worldwide pension fund assets and liabilities, and overseeing capital markets activities. Before that, he was a consultant with Accenture's Financial Services Group. He holds degrees from the Swiss Federal Institute of Technology and Northwestern University's J.L. Kellogg School of Management. He is fluent in French, German, and Greek.

• Jeremy Ellermeyer, Director High Return Investments, METROPOLITAN LIFE
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  Jeremy is currently a Director in MetLife's Investment Department where he oversees investing for $8 billion of MetLife's qualified and non-qualified retirement plans. Jeremy has been with MetLife for ten years and in prior assignments, he was responsible for building MetLife's hedge fund, timber, and infrastructure programs. He also re-engineered the investment process and business model for MetLife's Quantitative Strategies Group where he was the Senior Portfolio Manager for over $18 billion of equity and fixed income strategies. Jeremy joined MetLife from UBS Brinson where he worked for five years in the Structured Investments Group as an enhanced-index fund Portfolio Manager and Trader. Prior to working for UBS Brinson, Jeremy was with The Bank of New York where he was trained in the Bank's Executive Development Program. Jeremy received his M.B.A. from Fordham University and his B.S. from Mount Saint Mary's University with a double major in Finance and Economics.

• Dave Finstad, Independent Investment Consultant
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  Dave Finstad is an independent investment management consultant. He was most recently the Vice-President, Absolute Return Strategies & External Equities for Alberta Investment Management Corporation (AIMCo). At AIMCo, he managed their C$11 billion hedge fund and external manager program. Previously, he worked for the investment department at the Workers’ Compensation Board – Alberta and for Russell Investments in Toronto. Dave holds an M.Sc. in Finance from the London School of Economics and is a CFA charterholder. He has spoken at numerous investment conferences and has published a number of investment articles.

• Mark D. Garber, President and Chief Investment Officer, AETNA CAPITAL MANAGEMENT, LLC
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  Mark D. Garber is President and Chief Investment Officer (CIO) of Aetna Capital Management, LLC and has been responsible for allhedge fund investment activity at Aetna since 1999. Mr. Garber leads ACM’s investment committee, and he has overall responsibility for investment methodology, strategy allocations, underlying fund selection, underlying manager due diligence and risk management. From 1995 to 1999, Mr. Garber was Head of Aetna’s Investment Strategy and Policy Group, responsible for asset allocation and asset/liability management for approximately $21 billion of assets supporting Aetna’s Healthcare and Large Case Pensions businesses. Prior to joining the Investment Strategy and Policy Group, he held a variety of senior positions within Aetna’s Portfolio Management, Bond Investment and Corporate Finance departments. From 1984 to 1987, Mr. Garber was an Assistant Equity Portfolio Manager and the Manager of Operations for DremanValue Management. Mr. Garber received his Bachelor of Science in Management Information Systems from New Hampshire College and his MBA in Finance from the University of Hartford. He is also a CFA charter holder, a member of the Hartford Society of Financial Analysts, and a member of the board of the Connecticut Hedge Fund Association.

• Jonathan D. Hook, Vice President & CIO, THE OHIO STATE UNIVERSITY
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  Jonathan joined Ohio State in August 2008 to establish and direct the Office of Investments, which is responsible for the University’s Long-Term Investment Pool
  
  Prior to joining Ohio State, Jonathan was Vice President and Chief Investment Officer at Baylor University, where he started that school’s investment office in 2001. In 2005, he was honored as “Endowment Officer of the Year” by Foundation and Endowment Money Management magazine for Baylor’s top performance that year. In 2007, he was nominated as one of the finalists for the “Savviest Non-Profit Organization” in North America. Previous to his endowment assignments, Jonathan spent 20 years in the corporate and investment banking fields.

  Jonathan is a graduate of Willamette University and received his MBA from Baylor University.

• Lawrence E. Kochard, Chief Investment Officer, GEORGETOWN UNIVERSITY
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  Larry Kochard was appointed Chief Investment Officer at Georgetown University in June 2004. In addition to serving as CIO, he teaches investment courses for the McDonough School of Business at Georgetown. Previously, Larry was Managing Director of Equity and Hedge Fund Investments for the Virginia Retirement System (VRS) and Adjunct Professor of Finance for the McIntire School of Commerce at the University of Virginia. Prior to joining VRS, he was a full-time faculty member at UVA. Before his return to academia, Larry’s background was corporate finance and capital markets, concluding with Goldman Sachs. He currently serves on the board of Janus Capital Group and as Chairman of The College of William and Mary Foundation Investments Committee.
  
  Larry holds a BA in Economics from the College of William & Mary, an MBA in Finance and Accounting from the University of Rochester, an MA and PhD in Economics from the University of Virginia, and is a CFA charter holder. He is married and has four children.

  Jonathan is a graduate of Willamette University and received his MBA from Baylor University.

• Jeppe Ladekarl, Principal Portfolio Manager, WORLD BANK PENSION FUND
• William Luterman, Chief Investment Officer, BROOKS CAPITAL GROUP
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  William Luterman, of Brooks Capital Group, is the Chief Investment Officer for a high net worth family and is also the Chief Investment Officer for the family's charitable foundation. Mr. Luterman brings over fifteen years of experience in the financial industry. In addition to serving as the liaison to the investment community for the family office, Mr. Luterman developed an alternative assets program that focused on hedge fund investments. The due diligence process and risk management methodology he built became the foundation for the family office.

  Prior to joining the family office, Mr. Luterman was an Executive Director at Goldman, Sachs & Co. in New York City and was the head of German derivatives trading for Goldman Sachs International based in London. At Goldman Sachs, Mr. Luterman generated significant revenue for the German derivatives desk and was involved with the creation and valuation of various exotic option products. Prior to Goldman Sachs, he was a Vice President of Citibank Aktiengesellschaft in Frankfurt, Germany and a Senior Market Maker for Banque Nationale de Paris, also in Frankfurt. Mr. Luterman began his career at Timber Hill Incorporated on the Chicago Board of Options Exchange.

  Mr. Luterman currently serves on the Pennsylvania Treasury Department's Financial Asset Management Commission where he is a direct advisor to the State Treasurer. He is also a member of the State of Pennsylvania's Advisory Council on Investment Affairs. Additionally, he is a board member of the Jewish Federation of Greater Philadelphia's endowment corporation and a member of its investment committee, a member of the William Penn Charter School's Alumni Development Committee, and a board member of the Budget and Finance Committee for Martins Run retirement community. Lastly, Mr. Luterman is a board member of the Mid-Atlantic Hedge Fund Association.

  Mr. Luterman received his Bachelor of Science degree from the University of Vermont, concentrating in International Finance. He has been Series 3, 6, 7, 63 and SFA certified and was an approved equity, index and commodity derivatives trader in many European countries. He is married with three children and resides in the Philadelphia suburbs.

• Joseph Masri, Head of Investment Risk Management, CANADA PENSION PLAN INVESTMENT BOARD
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  Joseph Masri joined the Canada Pension Plan Investment Board in July 2008 as Head of Investment Risk Management. He is responsible for overseeing all elements of the investment risk management function. This includes Market, Credit and Liquidity Risk Management as well as Model Validation. Prior to joining CPPIB, Mr Masri was Global Head of Investment Risk Management with Barclays Global Investors. With over 20 years of financial experience, Joseph previously held senior positions at ABN AMRO Inc., JP Morgan Chase & Co and Union Bank of Switzerland.

  Joseph holds PhD and Masters degrees in Engineering Economic Systems from Stanford University along with a Diplôme d’ Ingénieur from École Centrale de Paris.

• Michelle McGregor Smith, CEO, BRITISH AIRWAYS PENSION INVESTMENT MANAGEMENT
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  After graduating from City University Business School in 1987 with a BSc (Hons) in Banking and International Finance, Michelle joined BAPIML as a UK Portfolio Manager. After attaining the IIMR and CFA qualifications, she became Head of UK Equities before moving to her current role as CEO and CIO. She is responsible for managing over £13bn. pension assets invested in a broad range of assets, the majority of which are managed internally.

  BAPIML manages a broad range of assets, predominantly through an in-house team of 28 fund managers on behalf of two defined benefit schemes both closed to new members. The Schemes have very different strategic asset allocations with the Airways Pension Scheme reflecting the Maturity and majority index-linked nature of liabilities with 80% in bonds and only 20% in equity and other risk assets. In comparison, the New Airways Pension Scheme has c.70% in equity, property and alternatives. Both Funds have a broad range of alternative assets including, but not exclusively, infrastructure, commodities, private equity and credit opportunities such as leveraged loans and distressed debt. BAPIML also carries out corporate governance and assists the Trustees and Investment Committee on new asset classes or strategic ideas and transitions as required. Michelle is also an Advisor to another Final Salary Scheme and a member of the Investor Steering Committee of the Alternative Investment Managers Association.

  Michelle is married with a 7 year old daughter and a 5 year old son.

• Mihir Meswani, Chief Portfolio Strategist, ROBERT WOOD JOHNSON FOUNDATION SANDALWOOD SECURITIES
• Lawrence R. Powell, Deputy Chief Investment Officer, UTAH RETIREMENT SYSTEM LIMITED
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  The Utah State Retirement Fund (URS) is a public pension plan managing the retirement benefits of more than 150,000 public employees in the State of Utah. As of 30/9/08, the plan’s assets approximated $17 billion, with fifteen professionals in the investments department.   URS has adopted a policy asset allocation that looks more like an endowment fund than a pension fund, with a target allocation to alternatives of 40%.

  Larry Powell joined URS in August of 2008.  Working with CIO Bruce Cundick, he is ultimately responsible for the oversight and management of the investment team, analyzing deals and investing in all global public and private market asset classes.  He works with the URS investment team in all aspects of the investment management process, including manager sourcing, due diligence, buy/sell decisions, and the tactical and strategic investing of the URS portfolio.

  Prior to joining URS, Mr. Powell served as Managing Director, External Public Markets (EPM) at the Teacher Retirement System of Texas.  In this position, Mr. Powell managed a team of ten professionals who collectively oversaw all of TRS’ global investments in external managers within equities, fixed income and hedge funds.  The EPM portfolio represented approximately 1/3 of TRS’ assets, which when Mr. Powell left the system were in excess of $100billion.  

  Previously, Mr. Powell was President and Chief Investment Officer of a macro hedge fund firm, which he founded in 1987.  He holds a B.S. degree with a dual concentration in Finance and Real Estate from the University of Arizona, Tucson.

• John J. Perkins, Chairman, CITY OF BOSTON PENSION FUND
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  Mr. Perkins is the Chairman of the City of Boston Pension Fund where he has served as a Trustee since 1997.

  From 1984 to 2004 he served as President and Chairman of International Insurance Group, Ltd. From 1974 to 1984 he served as President of Corroon & Black of Massachusetts, Inc. From 1970 to 1974 he served as Vice President of Marsh & McLennan, Inc.

  Mr. Perkins is also President of Somerset Corporate Advisors, a financial advisory firm. He is on the board of directors of Velocity Express, Westport Connecticut and serves as a member of the Audit Committee. He also serves as a member of the Advisory Board of Glasshouse Technologies, Framingham, Massachusetts, Aircuity Inc., Newton, Massachusetts, and Tuckerbrook Alternative Investments, Boston, Massachusetts. Mr. Perkins is a graduate of Boston College and resides in Boston.

  Mr. Perkins is a frequent speaker at investment conferences throughout the United States.

• James Perry, CAIA, Investment Officer, SAN BERNADINO COUNTY EMPLOYEES RETIREMENT ASSOCIATION
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  Mr. Perry serves as the Investment Officer of Public Markets for the San Bernardino County Employees’ Retirement Association (SBCERA). He has been an integral part of the SBCERA Investment Team since 2004. He is responsible for oversight, analysis and reporting on over $3 billion of the Plan’s assets that are invested in hedge funds and traditional asset classes.

  Additionally, Mr. Perry manages the plan’s compliance monitoring program, securities lending, commission recapture, securities litigation and proxy voting. He works closely with the Plan’s CIO, other investment officers, fund consultants and the Board of Retirement in the development of investment goals and strategies, program implementation and investment manager selection. During his tenure with SBCERA, Mr. Perry introduced timber, international small cap equity and direct hedge fund investments into the Plan’s asset allocation and has worked extensively on the development and expansion of the fund’s alternative assets investment program. He has been a significant contributor in the Plan’s development of tactical asset allocation rules and in the design of the Plan’s portable alpha program.

  Mr. Perry earned a Bachelors of Science in Biochemical & Biophysical Sciences from the University of Houston in 1986. He also earned a Masters of Business Administration with Distinction from National University in 1995 and is a Chartered Financial Analyst and Chartered Alternative Investment Analyst.

  In 1995 Mr. Perry began his career in finance as a financial advisor with Merrill Lynch after leaving the Navy and completing his MBA. While at Merrill Lynch he achieved the Southern California Region’s “Superstar” and “Pacesetter” Awards. In 2000, he was accepted into the firm’s Private Investment Advisor portfolio management program.

  Mr. Perry served as a Naval Aviator in the US Navy for eight years. During his naval career he served as a Helicopter Aircraft Commander and completed training in the elite Sea Based Weapons Advanced Tactical Systems (SWATS) program. In his last assignment with the Navy, he was tasked with addressing one of the Navy’s critical program shortages and became the nation’s top Dental Officer Programs recruiter.

  Lake Arrowhead, California is where Mr. Perry and his family call home. He often participates as a coach for his sons’ teams in football, soccer, basketball and baseball.

• Maurice Perry - Vice President, Public Investments, UNC (UNIVERSITY OF NORTH CAROLINA) MANAGEMENT COMPANY
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  Mr. Perry is Vice President and Managing Director of public investments for UNC Management Company, a professionally staffed asset management company that manages the $2.5 billion endowment for the University of North Carolina at Chapel Hill and affiliated institutions. In his role, Mr. Perry has primary responsibility for UNC’s portfolio of investments in domestic and international equities, fixed income, and marketable alternatives. He is involved in all aspects of endowment management including asset allocation, portfolio construction and risk management, manager selection, manager performance evaluation, and reporting to the Investment Fund Board.

  Prior to joining UNCMC, Mr. Perry was Director of Investments for the John S. and James L. Knight Foundation in Miami, FL, a private foundation with $1.8 billion in assets under management from 2001 to 2005. Mr. Perry was a senior analyst from 1999 to 2001 at Ronald Blue & Company, a registered investment advisor in Atlanta that manages over $4 billion for individual and institutional clients, and he was an associate for the John S. and James L. Knight Foundation from 1994 to 1998.

  Mr. Perry received a B.A. cum laude from the University of Florida in 1994, the Chartered Financial Analyst designation 1997, and an M.B.A. from the Kellogg School of Management at Northwestern University in 1999.

• John Pomeroy, Chief Investment Officer, PENNSYLVANIA STATE UNIVERSITY
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  John became the Chief Investment Officer in the Office of Investment Management at Penn State University on July 1, 2001. During John’s 8.5-year tenure, the Penn State Endowment has grown to $1.3 billion and increased its allocations to both hedge funds and private equity.

  Prior to joining the University, John was portfolio and product manager for Trinity Investment Management Corporation since 1989. Before that, he was Vice President and Trust Investment Officer for Mellon Bank in Central Pennsylvania. John has over 37 years experience in the investment industry and is a Chartered Financial Analyst (CFA). He holds a BS in Industrial Psychology from Bowling Green State University and an MA in Urban Economics from the University of Akron.

• James R Powers, Chairman, SOUTH CAROLINA RETIREMENT SYSTEMS (SCRS)
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  James R. Powers, of Chapin and the Isle of Palms, SC, retired in 1998 from a distinguished career as an investment banker. Most recently, Mr. Powers acted as Co-President and Chief Executive Officer of Sanwa Securities in New York. Prior to Sanwa Securities, Mr. Powers enjoyed a 15-year career with CS First Boston Group Inc., where he held several international positions including Chief Operating Officer of First Boston Australia and Chief Operating Officer of CS First Boston Pacific in Tokyo. Mr. Powers began his banking career in 1972 with South Carolina National Bank. He is an eagle scout and actively involved in scouting as a member of the local council executive board. Mr. Powers is responsible for council administration for the council executive committees.

  Mr. Powers received his bachelor’s degree in finance from the University of Georgia where he was a member of Phi Gamma Delta, Beta Gamma Sigma, and Phi Eta Sigma fraternities.

• J.C. Stilley, Director – Investments, UNIVERSITY OF PITTSBURGH MEDICAL CENTER HEALTH SYSTEM TRUST (UPMC)
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  J.C. Stilley is a Director of Investments for UPMC Health System, an integrated global health enterprise headquarted in Pittsburgh, Pennsylvania with nearly 50,000 employees and over $7 billion in revenue. Mr. Stilley is responsible for the oversight of UPMC’s hedge fund portfolio, including due diligence, manager recommendation regarding selection and termination, reporting, and ongoing monitoring. Mr. Stilley joined UPMC in May of 2006. Prior to UPMC, Mr. Stilley was with RBC Capital Markets since 1999, most recently as a Vice President. He was responsible for the quantitative aspects of healthcare municipal bond transactions for the firm nationally. From 1996 to 1999, Mr. Stilley was an associate with PNC Capital Markets, serving in various positions including municipal investment banking, sales and trading, and back office information technology support. Mr. Stilley graduated from Princeton University in 1993 with a degree in Economics, and is a CAIA charterholder.

• Mario Therrien, Senior Vice President, Hedge Funds - Private Equity, CAISSE DE DÉPÔT ET PLACEMENT DU QUÉBEC
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  Mario Therrien was appointed Senior Vice-President, Fund Management, with the Private Equity group on June 15, 2009. In this capacity, he manages the teams responsible for investments in external private equity funds, including venture capital funds in the information technology and life sciences sectors, leveraged buyout funds and hedge funds.

  Mr. Therrien has a solid financial background. He joined the Caisse’s Alternative Tactical Investments team in 1992 as a financial analyst and was successively promoted to Assistant Manager and Manager. He was then assigned to the position of Vice-President of Varan Tactical Asset Management, a fund specializing in global tactical investments, until 2002. Prior to his latest appointment, he carried out the functions of Vice-President, Funds of Hedge Funds, Absolute Return, and oversaw the team in charge of developing investment strategies using hedge funds on an international scale.

  Mr. Therrien has a bachelor's degree in economics and a master's degree in finance from Université de Sherbrooke. He has also completed the securities course given by the Canadian Securities Institute and holds the chartered financial analyst designation from the CFA Institute.

  Mr. Therrien is a member of the Montréal CFA Society

• Daniel A. Ward, CFA, Investments Manager, VIRGINIA TECH FOUNDATION
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  Mr. Ward joined the Virginia Tech Foundation in April 2008 where he serves as its investments manager.  He is involved in all aspects of managing the Foundation’s portfolio including manager selection and setting asset allocation policy.  The Foundation currently oversees approximately $900 million in operating funds and long-term endowment funds which support Virginia Tech University.  Prior to joining Virginia Tech he was the director of research for Integritas Advisors, a multi-family office, from July 2004 – April 2008.  Prior to Integritas Advisors, Mr. Ward worked in trading with JGM Securities and Spear, Leeds & Kellogg/Goldman Sachs.  Mr. Ward holds a BBA degree in Finance from The University of Michigan Business School, a MBA degree in Security Analysis from The University of Florida Warrington College of Business and is a CFA charterholder. 

CEOS & CIOS AND OTHER SENIOR INVESTMENT PROFESSIONALS FROM LEADING FUNDS OF HEDGE FUNDS

• Benjamin S. Appen, CFA, Partner, MAGNITUDE CAPITAL
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  Ben Appen is a founding partner at Magnitude Capital, a $2 billion fund of hedge funds based in New York.

  Mr. Appen was previously a Senior Vice President at D. E. Shaw & Co. During his seven-year tenure at the firm, he co-founded and managed the firm’s fund of funds business, which grew to approximately $600 million in hedge fund investments. Mr. Appen also managed D. E. Shaw & Co.’s venture capital investments, and served on the board of directors of Schrödinger, Inc.

  Mr. Appen has served as a guest lecturer at Columbia Business School and New York University. He is the chairman of the board of directors of Credit Where Credit Is Due, Inc. and is a member of the board of directors of the Harlem Success Academy Charter School 3. In 1992, Mr. Appen graduated magna cum laude with a B.A. in Political Science from Columbia University; he was awarded the CFA designation in 1999.

• Rajiv Bahl, SVP, Portfolio Manager, ITAÚ PRIVATE BANK
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  Rajiv oversees the management of customized hedge fund portfolios for Itaú Private Bank’s clients. He has 20 years of financial market, risk management, and hedge fund investment experience. Rajiv previously worked at Financial Risk Management, a large global fund of funds, where he was Director of Portfolio and Risk Management. Prior to that, he was senior product manager at Riskmetrics Group. From 1991 to 2000, Rajiv helped establish and run emerging market and credit derivatives trading groups at several major banks in New York and London. He has a BS in Economics from Massachusetts Institute of Technology, where he was elected to Phi Beta Kappa, and an MBA from Stanford University.

• Ethan Baron, Managing Director, LIGHTHOUSE INVESTMENT PARTNERS, LLC
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  Ethan is a member of the Lighthouse Investment Committee and chair of the Lighthouse Equity Committee. He is responsible for identifying, interviewing, analyzing and communicating with existing and prospective global managers in equity space. Prior to joining Lighthouse Partners, he was a Senior Associate at BGL Capital Partners where he invested in industry consolidations. Previously, Ethan was an Analyst at William Blair & Company, a Chicago-based investment firm. Ethan earned his MBA from Harvard Business School and a Bachelor of Business Administration in Accounting and Finance at Washington University in St. Louis. Ethan is a Chartered Financial Analyst and a member of the Investment Analysts Society of Chicago.

• Brian Briskin, CFA, Managing Director, RAMIUS FUND OF FUNDS GROUP, LLC
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  Brian Briskin is a Managing Director at Ramius Fund of Funds Group LLC. Mr. Briskin is responsible for underlying manager selection, due diligence and monitoring of equities oriented hedge fund managers. Mr. Briskin joined the firm in April 2007. Prior to joining the firm in April 2007, Mr. Briskin was a Managing Director at Focus Investment Group from February 2000 through March 2007. Specifically, Mr. Briskin worked as a member of the Asset Management Committee responsible for underlying manager selection, due diligence, and portfolio management. From 1996 to 2000, Mr. Briskin worked as a Portfolio Research Analyst at Neuberger Berman in New York.

• Jane Buchan, Chief Executive Officer, PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY (PAAMCO)
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  Jane Buchan is the Chief Executive Officer and one of the four original founders of Pacific Alternative Asset Management Company (PAAMCO). Clients include large public and private pension plans, foundations, endowments and financial institutions. Jane is highly credentialed with eighteen years of experience in investment management and portfolio construction, beginning with her career at JP Morgan Investment Management. Prior to forming PAAMCO, she held positions ranging from Director of Quantitative Analysis to CIO of non-directional strategies at Collin Associates, an institutional fund-of-funds and consulting firm. Jane received her undergraduate degree in Economics from Yale University and her Masters and Ph.D. in Business Economics (Finance) from Harvard University. She is a member of the Investment Management Committee. In the field of market neutral and alternative investment strategies, Jane has numerous professional publications. Jane has also served as an Assistant Professor of Finance at the Amos Tuck School of Business at Dartmouth. Jane currently serves on the advisory board of the Chartered Alternative Investment Analyst Association (CAIA).

• Karl Chalupa, Head of Multi-Strategy and Global Macro Strategies, TITAN ADVISORS, LLC
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  Karl Chalupa joined Titan Advisors in August 2007 and performs research and due diligence primarily on multi-strategy quantitative, fixed income, and global macro hedge fund managers. He is also active in the portfolio construction process as a member of the Investment Committee. Prior to joining Titan, Mr. Chalupa was President of Gamma Capital LLC, a quantitative global macro hedge fund. Previously he managed the currency and alternative investment groups at State Street Global Advisors. Prior to that he spent 13 years at ABN Amro Bank where he traded interest rate and currency derivatives and managed the North American proprietary trading and economic research desks. He also worked as an economist for the Federal Reserve Bank of Chicago. Mr. Chalupa earned an M.A. in economics from Brown University in 1982 and a B.A. from Northern Illinois University in 1979.

• Caroline Cooley, Principal, CRESTLINE INVESTORS, INC.
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  Caroline Cooley, Principal - Ms. Cooley is the Senior Portfolio Manager of Crestline Investors. Crestline is an institutional manager of a family of diversified hedge fund of funds. Crestline was founded in 1997 and currently manages approximately $5.9 billion in assets. Ms. Cooley is a Principal of the Firm and serves on both the Investment and Executive Committees. Ms. Cooley’s responsibilities include leading the portfolio management team and managing the low volatility portfolios for Crestline. Ms. Cooley has over 20 years of experience in the investment industry, focusing almost exclusively in the absolute return area. She has significant experience in proprietary trading, as well as hedge fund risk management. Prior to joining Crestline in April 1998, she was a trader and risk manager with Taylor & Company, an investment firm associated with the Bass Family of Fort Worth, TX. Her experience includes trading equity derivatives and fixed income arbitrage securities in the U.S. and international markets. Additionally, she was responsible for risk management of the various absolute return strategies employed by Taylor & Company, including monitoring and hedging equity, currency and interest rate exposure. Ms. Cooley began her career in the investment industry at Manufacturers Hanover Trust Company in New York and Chicago after receiving her B.A. in Economics from The College of William and Mary in 1983.

• Timothy Crowe, CEO, ANCHOR POINT CAPITAL, LLC
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   Timothy Crowe, CFA Partner and Chief Executive Officer Timothy J. Crowe is a principal and chief executive officer of Anchor Point Capital, LLC. The firm, founded in 2005, designs, constructs and manages multi-manager hedge funds for private and public institutions, family offices and wealthy individuals. The firm is headquartered in Coral Gables, Florida.

  For 14+ years prior to starting the firm, Crowe was a vice president and the chief investment officer for the John S. & James L. Knight Foundation, a two billion dollar private foundation headquartered in Miami, Florida. At Knight he and his investment team were responsible for the construction and management of a diversified, multi-asset class portfolio, which had over half its assets in alternatives, including a 30% allocation to hedge fund strategies. During Crowe’s 14+ year tenure (1990-2005) as the foundation’s CIO, the performance of the Knight’s portfolio consistently ranked among the top of its peer group.

  Prior to joining the foundation, Crowe spent 14 years in senior finance and operations management positions with both public and private companies in the technology and manufacturing sectors.

  Crowe holds a Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute. He was nominated by Institutional Investor magazine in 2004 for “CIO of the Year” among foundation executives for overall excellence in investment management. He is one of seven outside members on the investment council for Pennsylvania State University’s billion dollar plus endowment, and also serves on the investment committee for the endowment of the Community Partnership for the Homeless of Miami-Dade County. He also served on the national endowment fund board of trustees (effectively, the investment committee) for the billion dollar plus endowment of the American Red Cross in Washington D.C. He was chairman and a 15-year member of the Foundation Financial Officers’ Group, a prominent professional association of approximately 150 chief financial officers from private foundations in the United States and Europe.

  Crowe earned an MBA in finance from Pennsylvania State University, an MA in human behavior from USIU, and a BA from The College of the Holy Cross in Worcester, Massachusetts. After graduating from Holy Cross, he served as an officer in the U.S. Navy for four years.

• Randall Dillard, Partner, LIONGATE CAPITAL MANAGEMENT
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  Randall Dillard is a Director of Liongate Capital Management (Cayman) Limited and a Partner of Liongate Capital Management LLP. Mr. Dillard, a co-founder of Liongate, was previously at Nomura International plc as Managing Director within investment banking and head of Merchant Banking. Mr. Dillard managed discretionary and principal investments on behalf of Nomura and related companies within the overall Nomura Group. The scope of investment activities included, inter alia, certain financial products relating to equity, fixed income, derivatives, foreign exchange and private equity. Mr. Dillard was previously in investment banking with Merrill Lynch International. He is a graduate of law from Pembroke College, Cambridge University

• Yury Dubrovsky CFA, Chief Risk Officer, LAZARD ASSET MANAGEMENT LLC
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  Yury Dubrovsky is a Managing Director and the Head of Global Risk Management at Lazard Asset Management LLC. He and his Global Risk Management team are responsible for all aspects of risk management at the firm, covering equity and fixed income universes for both traditional as well as alternative (hedge funds) investments. In addition, Yury is in charge of the quantitative analysts who provide support to portfolio management teams on portfolio construction issues, execute the initial phase of the research process and provide portfolio attribution analytics. He began working in the investment field in 1995. Prior to joining Lazard in 2005, Yury was Global Head of Market Risk Management for Emerging Markets and G20 Credit Products with Credit Suisse First Boston, Global Head of Exposure Management for Emerging Markets as well as Regional Head of Exposure Management for the Americas with Deutsche Bank AG, Senior Technology Auditor with JP Morgan & Co. and a Senior Programmer/Analyst with AT&T, SBS International and Kiev Polytechnic University. He has an MBA in Finance from St. John’s University and MS (Hons) in Mechanical Engineering from Kiev Polytechnic University. Yury is a member of the CFA Institute, New York Security Analysts Society, International Association of Financial Engineers, Global Association of Risk Professionals and Capital Markets Credit Analyst Society.

• Allen Gillespie, Vice-Chairman, Commissioner, SOUTH CAROLINA RETIREMENT SYSTEM INVESTMENT COMMISSION
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  Mr. Gillespie is a Principal of GNI Capital, responsible for portfolio management and investment research for all of the company's managed assets, including the ALPS GNI LONG SHORT FUND, a long short equity mutual fund. Mr. Gillespie is Vice-Chairman of the South Carolina Retirement System Investment Commission. In addition, Mr. Gillespie contributes commentary to StreetInsight.com, a member of TheStreet.com's family of financial websites that is dedicated to the institutional investor. Mr. Gillespie graduated cum laude from Washington & Lee University with a Bachelor of Arts degree in Economics, and he has been granted the Chartered Financial Analyst designation. He is a member of the CFA Institute, the New York Society of Security Analysts, and the SC CFA Society.

• Andrew Godfrey, Manager Director, REVERE CAPITAL ADVISORS, LLC
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  Andrew Godfrey joined the Revere execution team in January of 2009 and is responsible for manager selection and manager development. Previously, Andrew was the head of the Emerging Manager Program and a member of the Asset Management Committee at Focus Investment Group. At Focus, Andrew was responsible for sourcing and vetting emerging hedge fund managers, and lead manager development. Prior to joining Focus in 2002, Andrew was a part of the alternative investments group at Lazard Asset Management.

• Martin J. Gross, Founder & PresidentSANDALWOOD SECURITIES, INC
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  Marty Gross directs investment strategy and oversees Sandalwood’s funds of funds. His career in fund management began in 1983, when he tracked and evaluated the performance of investment managers on behalf of high net worth individuals. He formed Sandalwood Securities in 1990, and has overseen the growth of his company for almost 20 years.

  Before he began his career in investment management, Marty practiced tax and corporate law in New York City, working in the corporate finance division of L.F. Rothschild, Unterberg, Towbin. A member of the New Jersey and New York Bars, he has written numerous articles for The Wall Street Journal, Barron’s, Foreign Affairs and other renowned financial publications. He also frequently lectures on fund of fund investment strategies at industry conferences.

  Marty is a member of the Board of Trustees of Brandeis University, the Board of Overseers for the Brandeis International Business School, and the Dean’s Council of New York University Law School. He is an active member of The Council on Foreign Relations, and a trustee and member of the Executive Committee for Washington Institute for Near East Policy. Marty is also a member of the Committee on Research Libraries of the New York Public Library where he established, and continues to endow, the Martin J. Gross Collection of Voltaire; one of the world’s most important collections of the great writer’s works.

  Marty earned his BA, Summa Cum Laude, Phi Beta Kappa from Brandeis University in 1972. He received a BA and MA from Brasenose College, Oxford University in 1974, and then went on to earn a JD from The University of Chicago Law School in 1977. Subsequently, Marty studied at New York University Law School, where he earned a LLM in 1981.

• Roy D. Henriksson, Principal and Chief Investment Officer, ADVANCED PORTFOLIO MANAGEMENT
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  Mr. Henriksson has over twenty years experience combining research and its applications in the areas of asset allocation, risk management, performance evaluation, and arbitrage. He is currently the CIO of Advanced Portfolio Management, an investment manager that constructs and manages customized portfolios of hedge funds and derivatives for endowments, foundations, pension funds, insurance companies and other financial institutions. He also is currently serving as the co-chairman of the IAFE Liquidity Risk Committee.

  Prior to APM, Mr. Henriksson was at Alpha Investment Management where he was responsible for manager selection and strategy allocation for all relative value strategies, including all arbitrage and credit-related managers. Prior to Alpha, he was a Managing Director at SG Cowen where he was responsible for Risk Management and Structured Products in Convertible Arbitrage. Previously, he ran Convertible Origination for UBS was the Director of Product Development and Derivatives Research for Kidder, Peabody & Company and was a member of the Global Asset Allocation Committee at Salomon Brothers.

  Mr. Henriksson has published numerous articles in leading journals, including “On Market Timing Ability and Investment Performance: Statistical Procedures for Evaluating Forecasting Skills,” Journal of Business, with Robert C. Merton, and “Portfolio Optimization within a Surplus Framework,” Financial Analysts Journal, with Martin Leibowitz. The recipient of the Graham and Dodd Award from the Financial Analysts Journal, he has held the position of professor of finance at the University of California, Berkeley, where he also served as Senior Consultant to Wells Fargo Investment Advisors and as an advisor to the University of California Endowment.

  Mr. Henriksson holds a BS in economics, a MS in management, and a PhD in finance, all from Massachusetts Institute of Technology.

• Charles M Johnson III, Partner, PRIVATE ADVISORS, LLC
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  Charles M. Johnson, III is a Partner of Private Advisors, LLC and serves as the Co-Head of Hedge Fund Investments.

  Private Advisors, LLC was founded in 1997 to provide alternative investment management services to institutions and high net worth individuals. Year-end 2009, the firm was managing $3.7 billion in alternative assets.

  Mr. Johnson joined Private Advisors, LLC in 2001. Previously he was the President of EIM (USA), Inc., a hedge fund of funds group with offices in New York, London, and Geneva Switzerland. At EIM, in addition to managing the New York office, his responsibilities included portfolio construction, manager selection, and due diligence for multi-manager funds. Prior to EIM, Mr. Johnson was a Director at Dubin and Swieca Capital Management, managers of multi-strategy hedge fund of funds as well as Highbridge Capital Corp., a multi-strategy equity arbitrage hedge fund.

  Mr. Johnson has an M.B.A. from Tulane University and a B.A. from the University of North Carolina Chapel Hill where he was a Morehead Scholar.

• Rishi K Narang, Founding Principal, TELESIS CAPITAL LLC
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  Specializing in quantitative hedge funds since 1996, Rishi K Narang has managed both hedge funds and fund-of-funds strategies. Rishi founded Telesis Capital in January 2005, which focuses on a pure alpha, quantitative, short-term trading approach to multi-manager portfolios. From 2002-2004, he was a Managing Director and Co-Portfolio Manager of the Santa Barbara Market Neutral Fund. From 1999-2002, he was President and Co-founder of Tradeworx, a quantitative hedge fund manager. Rishi served as Global Market Strategist from 1996-1999 for Citibank’s Alternative Investment Strategies, where he was responsible for quantitative analysis and tactical asset allocation strategies for the Legion Strategies Fund-of-Funds. He speaks widely on the subject of quantitative trading, including as a guest lecturer at Columbia University. Rishi is the author of Inside the Black Box, a review of quantitative trading strategies, which is expected to be released by Wiley Finance in Fall 2009. He received his BA in Economics from the University of California at Berkeley.

• Martin B. Kaplan, Chief Executive Officer, MESIROW ADVANCED STRATEGIES,
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  Marty Kaplan is the chief executive officer of Mesirow Advanced Strategies, Inc. and is a member of its investment, executive and management committees. Additionally, he is a member of its parent company, Mesirow Financial Holdings Inc.’s executive committee and board of directors. He is responsible for developing and implementing key strategic initiatives for the business, including client service, new product development and building the operational infrastructure. In addition, he focuses on developing and implementing key strategic initiatives for Mesirow Advanced Strategies, Inc. Since 1995, he has helped coordinate the group’s management and strategic initiatives and has been active in leading the research function. Prior to joining Mesirow Advanced Strategies, Inc., Mr. Kaplan was an attorney with the law firm of Katten Muchin & Zavis, where he specialized in matters involving securities, mergers and acquisitions, venture capital and sports law. Mr. Kaplan received a B.B.A. in finance and real estate from the University of Texas at Austin and a J.D. from George Washington University - National Law Center. He was admitted to the Illinois Bar in 1993.

• Isaac "Ike" Kier, Partner, KIER GLOBAL LLC
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  In the last 5 years, Mr. Kier has completed the underwriting of 4 special purpose acquisition companies ("SPAC") as a director and partner of the insider groups. Tremisis raised $38 million and merged with Ram Energy, an oil and gas exploration and production company in Oklahoma. Rand Logistics raised $27 million and merged with Lower Lakes Transportation, one of the largest shippers of riverclass freight in the Great Lakes. Paramount Acquisition Corp (NASDAQOTB:PMQCU) raised $51 million and merged with Chem Rx. Hyde Park Acquisition Corp raised $100 million and merged with Essex Crane. As the managing partner of First Americas Partners (a real estate fund), Mr. Kier has made real estate investments in Argentina and Canada as well as the US.

• Alexander Klikoff, Partner, Managing Member & Fund Manager, FINTAN PARTNERS, LLC
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  Alex Klikoff is the managing partner of Fintan Partners, a concentrated fund of specialist hedge funds. Fintan Partners was established on May 1, 2005 with a founding investment from Stanford University and is very much a continuation of Alex Klikoff’s work as Managing Director, Absolute Return for Stanford Management Company. At Stanford Alex was responsible for all aspects of the $2bn of Stanford University’s endowment dedicated to absolute return investments. At Fintan partners the portfolio is concentrated amongst specialists and constructed to be non-directional to the capital markets and low in volatility. Fintan actively collaborates with its managers to identify and create new investment vehicles. Alex holds an M.B.A. from the Peter F. Drucker School of Management, Claremont Graduate School, and a B.A. from the University of Pennsylvania.

• Mona Aboelnaga, CEO, PROCTOR INVESTMENT MANAGERS LLC
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  With over 15 years of experience in the private equity investment and investment banking fields, Mona oversees Proctor's strategic development, acquisition program and international distribution strategy. Before co-founding Proctor, Mona was a founding partner of Overture Asset Managers, LLC. In her role as Senior Managing Director and Head of Strategic Development and Acquisitions for Overture, Mona spearheaded acquisitions and partnership agreements with affiliate and partnership firms. Previously, Mona was a Senior Vice President at Communications Equity Associates where she worked on expanding the firm's private equity business as well as investing in and launching new businesses. Prior to joining CEA, Mona was a Vice President and Portfolio Manager at Siguler Guff & Company, a NY-based diversified private equity firm with over $3 billion under management. Previously, Mona held various positions at PaineWebber Investment Banking in the Leveraged Transactions and Financial Institutions Groups. Mona began her career as a financial analyst at Mitchell Hutchins Asset Management. Mona earned a B.S. in Economics and Marketing from the Wharton School of the University of Pennsylvania and an M.B.A. in Finance and International Business from Columbia Business School. Currently, she serves on the Board of Directors of the Arab Bankers Association of North America, American Near East Refugee Aid and the Tanenbaum Center for Interreligious Understanding.

• Sean McGould, President & CIO, LIGHTHOUSE INVESTMENT PARTNERS, LLC
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  Sean is President, Chief Investment Officer and co-Founder of Lighthouse and is responsible for portfolio construction and investment research. He supports the Investment Team in the manager search, selection and review processes. Sean has been overseeing all aspects of the portfolios since August 1996. For the past 13 years, Sean has been investing in various alternative investment strategies including market neutral equity, long/shot equity, global trading strategies, relative value arbitrage, fixed income arbitrage, options, private placements, distressed debt, short only, commodity trading, lending and private equity. Sean worked for Trout Trading Management Company, Ltd (“Trout”) based in Bermuda from August 1993 until August 1996. When he left Trout, Sean was the Director of the Outside Trader Investment Program that was responsible for the allocation of several hundred million dollars of the fund’s assets to external alternative asset strategies. Prior to joining Trout, Sean spent four years with Price Waterhouse —two years auditing and two years in corporate finance. Sean graduated with high honors from Butler University, has completed a number of graduate courses in Finance and Statistics at the University of Chicago and has passed the CPA Exam. Sean currently serves on the Board of Visitors at Butler University and is a member of the Young Presidents Organization.

• Arthur Mizne, President, M SQUARE ADVISORS, LLC
• Jason D. Papastavrou, Ph.D., Founder and Chief Investment Officer, ARIS CAPITAL MANAGEMENT
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  Jason Papastavrou, Ph.D. is the founder and Chief Investment Officer of ARIS Capital Management, LLC, a multi-strategy fund of hedge funds based in New York. Dr. Papastavrou also founded the Fund of Hedge Funds Strategies Group at Banc of America Capital Management. Previously, Dr. Papastavrou worked as a senior portfolio manager for Deutsche Asset Management. He also worked as a portfolio manager for a Swiss family office. Dr. Papastavrou began his career as a professor of industrial engineering at Purdue University. He received tenure as well as numerous teaching and research awards. Dr. Papastavrou’s research focus was decision making under uncertainty. He has published over twenty reviewed papers in academic journals and has earned a Ph.D. and Masters Degree in electrical engineering and a Bachelor’s Degree in mathematics from the Massachusetts Institute of Technology.

• Clive Peggram, Chief Executive, FRM CAPITAL ADVISORS LIMITED
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  Clive is Chief Executive Officer of FRM Capital Advisors Limited (FCA), a division of Financial Risk Management (FRM), a global fund of hedge funds group. FCA was established in 2007 to provide strategic seed capital for start-up and emerging alternative asset managers. FCA launched its first fund, the FCA Catalyst Fund, in December 2007.

  Clive has over 25 years of experience in financial derivatives, hedge funds and private equity. Prior to joining FRM, Clive was a co-founder of Comvest Limited, a private equity fund focussed on providing capital to early stage companies. Between 1988 and 1998 Clive was a Managing Director at AIG Financial Products Corp., where he established AIG-FP’s investment management business and was responsible for Asset & Liability Management. He is also Chairman of the Board of Alfieri Investors Limited, an Italian private equity fund. Clive holds a Master of Arts in Economics from Cambridge University.

• Paulo Peres, Director of Risk Management, EIM MANAGEMENT (USA) INC
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  Mr. Peres started his career in 1992 trading Brazilian Treasuries at JPMorgan in São Paulo, Brazil.  In May 1995 he was transferred to New York and after 3 years in the Emerging Markets Division (both in New York and London) he joined the Corporate Risk Management Group as the Market Risk Manager for Latin America, based in NY. In early 2000, Mr. Peres moved to JPMorgan's Credit Risk Management Division, where he stayed until May 2008, having served last as an Executive Director in their Hedge Fund Credit Department, globally managing the Risk Quantification and Margining Group. 

  Mr. Peres joined EIM in July 2008 reporting to the Board of Directors and is a member of the firm’s Risk Management Committee. He holds a B.Sc. in Mathematics from the Catholic University of Campinas, SP, Brazil.

• Scott Schweighauser, Partner and Chief Investment Officer, AURORA INVESTMENT MANAGEMENT LLC
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  Scott C. Schweighauser is a Partner of and the Chief Investment Officer for Aurora Investment Management, L.L.C.  He is involved in every aspect of Aurora’s investing activities, including portfolio management and the evaluation and analysis of existing and prospective managers.  He has been with Aurora since June 1994.  Scott was formerly a Vice President for interest rate derivatives trading with ABN AMRO Bank, and a Vice President and Managing Director with Continental Bank's Risk Management Trading Group, where he was responsible for trading interest rate derivatives, commodity derivatives, proprietary trading, and the development of trading and risk analysis systems and theoretical pricing models.  Prior to this, he was an associate in Corporate Finance at Bankers Trust Co. He received his BA in Mathematics from Williams College and an MBA in Finance from the University of Chicago.  Scott is a member of The Economic Club of Chicago and sits on the Board of Directors of NorthShore University HealthSystem Foundation.

• George Siguler, Managing Director, SIGULER GUFF & COMPANY
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  George W. Siguler is a Managing Director and a founding principal and Managing Director of Siguler Guff & Company, which has  $8 billion assets under management.  He is also a founding partner of Russia Partners, L.P.  In 1991, Mr. Siguler became head of PaineWebber’s private equity group, where he spearheaded the formation of Russia Partners and several domestic private equity funds until Siguler Guff became independent in 1995.

  Mr. Siguler was a founding partner of Harvard Management Company in the early 1970s and initiated and managed its private equity program.  He also served as Associate Treasurer of Harvard University.  Mr. Siguler served as Chief of Staff of the United States Department of Health and Human Services from 1983 to 1984 with oversight responsibility for a $300 billion budget and 150,000 employees.  In 1985, he became Executive Vice President of Monarch Capital Corporation, where he was responsible for common stock, fixed income and private equity investments, and later became President of Associated Capital Investors (the Former Bank of America Asset Management Company).

  Mr. Siguler has served as a director of numerous public and private companies and serves on several boards and advisory committees including the RAND Business Leaders Forum and Russell 20/20 and a member of the Hoover Institutional Board of Overseers.  He holds an B. A. from Amherst College and an M.B.A. from Harvard Business School.

• Anthony Scaramucci, Founder and Managing Partner, SKYBRIDGE CAPITAL, LLC
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  Anthony Scaramucci is the Founder and Managing Partner of SkyBridge Capital, which is focused on partnering with emerging managers. The fund now has 9 managers and $1.4 billion in assets.  

  Mr. Scaramucci was a Partner and Founder of Oscar Capital Management LLC, responsible for overseeing compliance and research for four hedge funds and separately managed accounts with assets totaling over $1 billion.  In November of 2001, Oscar Capital was sold to Neuberger Berman.  Mr. Scaramucci, a Managing Director of Neuberger Berman/Lehman Brothers, served from 2003 – 2005 on the Investment Committee of Neuberger’s Premier Portfolio, which his group originated, and worked on the Neuberger Berman/Lehman integration team.  He was also responsible for distributing Private Asset Management products into Lehman’s private client service division.  Prior to that, Mr. Scaramucci was a Vice President in Goldman Sach’s Equities Division.

  Mr. Scaramucci earned a BA in Economics, summa cum laude from Tufts University in 1986.  He is a member of the Phi Beta Kappa society.  He graduated with a JD from Harvard Law School in 1989.  He is a Board Member of The Lymphoma Foundation, and The Brain Tumor Foundation.  He is also on the Board of Overseers for the school of arts and sciences at Tufts University.

• Stephen A. Sinacore, Co-Founder & Partner, ATREVIDA PARTNERS LLC
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  Mr. Sinacore is a Co-Founder and Principal of Atrevida Partners, LLC, an investment advisory firm specializing in alternative assets management.

  Prior to co-founding Atrevida, Mr. Sinacore served as Treasurer of Citadel Investment Group, where he was responsible for the management of the firm’s balance sheet, including funding and capital allocation, and also served as interim head of the global energy portfolio.

  Mr. Sinacore was previously the Chairman and Chief Executive Officer of Zurich Capital Markets Inc. (ZCM), a financial services firm specializing in structured alternative asset products and fund-of-fund management.  ZCM managed a fund of hedge funds with roughly $3.5 billion of assets.  Under a mandate from the Zurich group board, Mr. Sinacore successfully led the sale of ZCM to BNP Paribas. 

  Prior to ZCM, Mr. Sinacore relocated to London, England to join RBS Greenwich Capital.  While there, Mr. Sinacore managed the firm’s global derivatives businesses, its fixed income and credit trading business in Europe and Asia, and chaired its Capital Commitment Committee.

  Before that, Mr. Sinacore served at J.P. Morgan for 12 years.  Mr. Sinacore held various roles in Morgan’s London and New York offices.  Mr. Sinacore was a founding member of Morgan’s global derivative sales and trading group.  Within this group, he led units trading fixed income, equity, foreign exchange and commodity derivatives.  Mr. Sinacore began his career as a precious metals trader at J. Aron & Co., a wholly owned subsidiary of Goldman Sachs & Co.

  Mr. Sinacore received his B.Sc. degree in Economics and Finance from Fordham University’s College of Business Administration in 1980.

• Jerry Wang, Chief Executive Officer, VISION INVESTMENT MANAGEMENT
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  Jerry is the founder of Vision Investment Management.  He has been in the asset management industry for 18 years.  In 2000, Jerry established Vision, aspiring to develop a comprehensive alternative investment management company with efficient investment process, stringent risk management and producing superior risk-adjusted absolute returns.

  As the Chief Investment Officer of Vision, Jerry works closely with the investment team to continuously enhance every phase along the investment process.  The concerted effort results in a sound combination of a meticulous qualitative manager selection process and a proprietary quantitative analysis platform.

  Prior to forming Vision, Jerry was an Executive Director at Scudder Kemper Investments, preceded by the engagement as Vice President at Merrill Lynch Capital Management Group.    Jerry received a Bachelor of Science degree in Industrial Engineering and Management Science from the McCormick School of Engineering at Northwestern University in the United States.  Jerry is an approved Responsible Officer of Vision Investment Management (Asia) Limited by the Hong Kong Securities and Futures Commission under the Securities and Futures Ordinance for Type 4 (advising on securities) and Type 9 (asset management) regulated activities.

• Randall S. Yanker. Senior Partner and. Chief Investment Officer, ALTERNATIVE ASSET MANAGERS, L.P. (AAM)
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   Randy co-founded Alternative Asset Managers, L.P. (“AAM”) in 2004 which is a private investment firm with primary focus on making strategic investments on the alternative asset management sector. Prior to AAM, Randy was the CEO of Lehman Brothers Alternative Investment Management and was responsible from the initial stages to the ultimate build-out of a global hedge fund platform with multiple billion in assets under management. Prior to joining Lehman in 2002, he co-founded with Rodney Yanker a private investment boutique focused on investments in early-stage managers, development of new products, and the valuation of general partnership interests in hedge funds.  Previously, Randy was Managing Director of Swiss Bank Corp. (“SBC”) which is now part of Union Bank of Switzerland (“UBS”). Randy founded and managed SBC’s alternative asset management business from initial concept in 1992 to an accumulation in excess of $4 billion of assets under management in 1998. At SBC, he built a global hedge fund platform for both single strategy hedge funds and a fund of hedge funds business with primary offices in New York, London and Tokyo.

  Prior to SBC, Randy founded International Matrix Management, a hedge fund that emphasized fundamental and technical trading of foreign exchange, global fixed income and commodities. Prior to Matrix, he was a Vice President of Salomon Brothers focusing on global fixed income and foreign exchange. He spent his first postgraduate year at Dean Witter Reynolds in corporate finance.  Randy is a graduate of Harvard College (1983) with a degree in Economics and serves on the Board of The New School University.

• Mark Yusko, President and Chief Investment Officer, MORGAN CREEK CAPITAL MANAGEMENT
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  Mark Yusko is the President and Chief Investment Officer of Morgan Creek Capital Management.  Prior to forming Morgan Creek, Mr. Yusko was President, Chief Investment Officer and Founder of UNC Management Company, the Endowment investment office for the University of North Carolina at Chapel Hill, from 1998 to 2004.  Throughout his tenure, he directly oversaw strategic and tactical asset allocation recommendations to the Investment Fund Board, investment manager selection, manager performance evaluation, spending policy management and performance reporting.  Total assets under management were $1.5 billion ($1.2 billion in endowment assets and $300 million in working capital).  Until 1998, Mr. Yusko was the Senior Investment Director for the University of Notre Dame Investment Office where he joined as the Assistant Investment Officer in October of 1993.  He worked with the Chief Investment Officer in all aspects of Endowment Management.  Mr. Yusko received his Bachelor of Science Degree, with Honors, in Biology and Chemistry from the University of Notre Dame and a Master of Business Administration in Accounting and Finance from the University of Chicago.

LEADING INSTITUTIONAL CONSULTANTS

• Charles Cassidy, Director of Operational Due Diligence, CAMBRIDGE ASSOCIATES
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  Charles is the Director of Hedge Fund Investment Management and Operations. In this role he is responsible for managing all investment and operational due diligence in the marketable alternatives group. He joined the firm in 2006 as the Director of Business Risk Management. In this role he was responsible for building and managing a team that conducts formalized business risk management reviews of hedge funds. These activities include reviewing hedge funds’ organization and management teams; evaluating risk, compliance and control functions; reviewing accounting, trading operations and business continuity plans. This team is also responsible for the detailed tracking and evaluation of business terms in hedge fund documents, overseeing appropriate background checks, and reviewing hedge fund service providers.

  Charles joined Cambridge Associates after a career of more than 20 years at State Street where he held a variety of management and executive level positions across a number of different operating businesses. These included Offshore Fund Services and European Financial Asset Services. He was responsible for establishing a bank in Luxembourg and trust companies in The Cayman Islands and Curacao and established the first offshore servicing operation in Toronto, Canada. While living in London, he was responsible for State Street’s global custody business in Europe, The Middle East and Africa. He also held a senior staff role as the Chief Marketing Officer and was responsible for the global launch of the State Street brand.

  Charles is active on a variety of nonprofit boards including Boston Collegiate Charter School and Community Action Partners. He graduated from the University of New Hampshire and received an MBA from Harvard Business School.

• Daniel Celeghin, Director, CASEY, QUIRK & ASSOCIATES LLC
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  Since joining Casey Quirk in 2002, Daniel has worked on over 70 strategy projects covering business management and strategy, distribution, and investments. Client organizations have included managers focused on the global institutional, retail, and high-net-worth markets and based in the U.S., Europe, Australia, the Middle East, and the Far East. In addition, Daniel has worked on multiple transactions, both in sourcing and due diligence. Daniel has focused on alternative investment managers throughout his tenure at Casey Quirk, resulting in the development of Casey Quirk’s proprietary hedge fund and fund-of-hedge fund benchmarking frameworks, as well as the Casey Quirk fixed income evaluation framework. He has worked closely with the majority of the firm’s fund-of-hedge fund and hedge fund clients. Daniel is the lead author of Casey Quirk’s 2009 whitepaper on the hedge fund industry, The Hedge Fund of Tomorrow: Building an Enduring Firm, and co-author of the 2006 whitepaper, Institutional Demand for Hedge Funds 2: The Global Perspective. Daniel also wrote the 2005 Research Insight on quantitative managers, The Geeks Shall Inherit the Earth? Prior to joining Casey Quirk, Daniel was a summer analyst in Salomon Smith Barney’s Quantitative Fixed Income Research group and worked on parallel-computing applications at IBM. Daniel graduated in 2002 with a B.S. in Operations Research and Industrial Engineering from Cornell University.

• Jaeson Dubrovay CPA, CAIA, Senior Strategist – Hedge Funds, NEW ENGLAND PENSION CONSULTANTS, LLC
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  Mr. Dubrovay, who has over twenty years of hedge fund investment experience, is the head of the hedge fund practice in the Alternative Investments Group at NEPC. NEPC’s institutional clients have in excess of $23 billion invested in both fund of hedge funds and direct investments in hedge funds.

  Mr. Dubrovay was named the Hedge Fund Consultant of the Year by Alternative Investment News, a publication of Institutional Investor in June 2008 and Consultant of the Year at Foundation & Endowment Money Management’s 9th Annual Nonprofit Awards for Excellence in September 2009.

  Prior to joining NEPC, Mr. Dubrovay was a Managing Director/Founder at Hanseatic Capital Advisors. In this role, he advised clients on hedge fund strategies, the investment process, manager due diligence, portfolio construction and building innovative portfolios targeted to unique market segments.

  Previously Mr. Dubrovay was Chief Investment Officer of Carr Global Advisors, a subsidiary of Credit Agricole Indosuez, where he formed and managed several funds of hedge funds for both institutional and Private Banking clients. As CIO, he was responsible for all aspects of the investment process including developing investment policies, sourcing managers and performing due diligence, constructing portfolios and overseeing the ongoing monitoring and risk management process.

  Mr. Dubrovay began his investment career in 1990 with full responsibility for managing a diversified liquid portfolio for HAL Trust, a public European holding company that was invested across traditional and alternative investments. He previously held financial positions as Corporate Controller for HAL Trust, senior internal auditor for Squibb Corporation, and senior auditor for Arthur Andersen & Co.

• Roger L. Fenningdorf, CFA, Head of Global Manager Research, ROCATON INVESTMENT ADVISORS, LLC
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  Roger L. Fenningdorf, CFA is a founder and Partner of Rocaton where he leads the firm’s Manager Research effort. In this capacity, Roger is responsible for setting the firm’s manager research agenda and managing the team’s qualitative and quantitative analysis of investment management organizations and their products. Roger also spends a significant amount of his time researching hedge fund and equity strategies and managers. Roger is also instrumental in working with clients on investment manager searches in the hedge fund and equity asset classes. Roger is a member of the firms’ Board of Managers. Roger joined Rocaton after 8 years at Barra RogersCasey where he served as the firm’s Head of Global Manager Research and as portfolio manager for two fund of funds strategies. Roger is a holder of the CFA designation and a member of the CFA Institute and the Stamford Society of Financial Analysts. Roger holds an M.B.A. in Finance and International Business from Yale University School of Management. Roger earned a B.A. in Economics from Tufts University.

• J. Alan Lenahan, CFA, Managing Principal / Director of Hedged Strategies, FUND EVALUATION GROUP
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  J. Alan Lenahan is a Managing Principal and Director of Hedged Strategies within the research group at Fund Evaluation Group. FEG is an institutional investment consultant with over $26 billion in assets under advisement located in Cincinnati Ohio. Alan's focus is on the hedge fund industry and his responsibilities include hedge fund manager sourcing and selection, strategy research, portfolio construction, and client education. FEG's efforts in hedge fund research include sourcing and full due diligence of both fund of funds and hedge funds across the full spectrum of alternative strategies. Alan also works in a consulting capacity with clients that have an alternative only or alternative focused mandate. Alan joined FEG in 2002. Prior experience includes investment manager acquisition analysis and portfolio company analysis for The Western and Southern Life Insurance Co. From 1997 to 2000, Alan was a Senior Associate in the Valuation Services practice at Arthur Andersen. He received a BSBA from Xavier University in Finance and Marketing and has been a CFA charter holder since 2002. In 2007, Alan was named one of the 20 Rising Stars in Hedge Funds by Institutional Investor News.

• Bryan Mullin, CFA, Director – Capital Markets Research, SLOCUM
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  Mr. Mullin oversees alternative manager research for SLOCUM, an SEC registered, independent investment consulting firm based in Minneapolis, Minnesota. SLOCUM provides consulting services primarily to non-profit institutions, such as foundations, endowments, pension funds, heath care institutions, insurance companies, family offices, and trusts. SLOCUM has been recommending hedge funds and other alternative investments for its client portfolios since the late 1980’s. Prior to SLOCUM, Mr. Mullin traded commodity derivatives for a Fortune 500 agriculture company, and also spent time with a few small start-up companies; a consumer products manufacturer, and a publishing-focused software provider. Mr. Mullin holds a Bachelor of Science degree in Economics and an MBA from the University of Minnesota, and is a CFA charterholder.

• David J. McMillan, CFA, Director of Hedge Funds, HAMMOND ASSOCIATES
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  Dave joined Hammond Associates in 1999 and currently serves as the Director of Hedge Funds. Dave has over 16 years of experience in the financial, banking, and investment advisory industries and is responsible for the creation and management of Hammond Associates’ hedge fund research and consulting efforts. In this capacity, David has designed the firm’s hedge fund manager due diligence and post-investment manager monitoring processes as well as shaped Hammond Associates’ hedge fund portfolio construction philosophy. Dave has served as an advisory board member for industry conferences and has been a featured speaker on the subjects of manager selection, hedge fund investing, and hedge fund risk monitoring. Dave received a BSBA degree in Finance from The Ohio State University and holds the Chartered Financial Analyst (CFA) designation. Dave is a member of the CFA Institute.

• Paulo Vieira da Cunha, Head of Emerging Markets Research, TANDEM GLOBAL PARTNERS
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  Paulo Vieira da Cunha is head of emerging markets research at Tandem Global Partners, a consultant to the International Monetary Fund and a visiting scholar at Columbia University. He was a Deputy Governor of the Central Bank of Brazil and a representative to the G20 until January 2008. He serves on various boards, including the Board of Directors of the Brazilian American Chamber of Commerce. For nearly a decade, he produced and managed research on Latin America for the global securities industry, first at Lehman Brothers and later at HSBC where he managed research teams in Buenos Aires, Mexico City, New York and São Paulo. Before that, he worked 12 years in research, policy and management at the World Bank including as deputy director and lead economist for the Mexico program. Prior to joining the World Bank, he was the CFO of a large state enterprise in the State of São Paulo (Prodesp) as well as advisor to the Secretary of Budget and Finance on the issues of renegotiation of domestic and foreign debt. He participated in the preparation of the Cruzado Plan and was a researcher at major Brazilian research institutions, including IPEA in Rio de Janeiro and CEBRAP in São Paulo, in addition to holding the post of Associate Professor of Economics at the Federal University of Rio de Janeiro. For several years, he was editor-in-chief of Pesquisa e Planejamento Econômico, the leading Brazilian academic publication in economics. In addition to his writings for the market, he is the author of numerous publications on labor markets, the economics of inflation and macroeconomics. Dr. Vieira da Cunha is a frequent commentator at Bloomberg TV, TV Globo, CNN-Expansión, BBC Radio and other international media. Shorter pieces of his writing or interviews have appeared in dozens of U.S. and Latin American newspapers and periodicals. He lectures worldwide to groups including recently Osterreichische Nationalbak, Council of the Americas, The Reiventing Bretton Woods Committee, Inter-American Development Bank, Brazilian Steel Institute, Colombian Banking Association and the Chicago Council on Global Affairs. He is a member of the American Economics Association and holds a Ph.D. from the University of California at Berkeley.

HAND-PICKED, OUT-PERFORMING HEDGE FUND LEADERS

• Larry Abele, Managing Partner, AURIEL CAPITAL
• Mark Abeshouse, Chairman & Managing Member, AUGUSTUS CAPITAL LLC
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  Mr. Abeshouse is the Chairman and Managing Member of Augustus Capital LLC, Augustus Trading LLC, Augustus Advisors LLC, and the General Partner of the Augustus Fund. Augustus Capital serves multiple functions as a small “family office” where we allocate our proprietary assets and those of our clients, for whom we advise on global asset allocation, in various areas of “alternative investments” such as hedge funds, private equity, real estate, natural resources, etc. Augustus Capital LLC is also a Broker-Dealer registered with the SEC and FINRA specializing in the sponsorship and distribution of unique, competitively advantaged alternative investments such as hedge funds, CTAs, and private placements as well as the creation of customized, multi-advisor, non-traditional products. As a Broker-Dealer, licensed Series 7 Registered Representatives can affiliate and raise capital for hedge funds under our supervision and using our proprietary distribution network. Augustus Trading LLC is a (dormant) Broker-Dealer Market Maker on the Pacific Stock Exchange. Lastly, Augustus Advisors LLC is a Registered Investment Advisor and has recently became nationally recognized for creating the entire menu of “alternative investment products” for turnkey asset management platforms of institutions such as banks, insurance companies, and independent Broker-Dealer firms in the U.S. In addition, Augustus Advisors is an incubator of emerging hedge fund managers who offer unique strategies and or clearly defined competitive advantages.

  Mr. Abeshouse has a diverse background on both the buy and sell sides of Wall Street as a trader and portfolio manager for major institutions. In the first half of his career to date, he was a U. S. government bond trader at Salomon Brothers, a trading desk manager (specializing in derivatives of all asset classes) at Morgan Stanley, and a discretionary global portfolio manager at Lazard Freres Asset Management. These experiences included significant time spent on the floors of various exchanges. Prior to founding Augustus Capital LLC in 1997, Mr. Abeshouse was a founding principal and Managing Director of the Aries Fund, a biotech hedge fund, where he was responsible for risk management, business development, and marketing.

  Mr. Abeshouse currently has the following effective U.S. Securities Registrations: Series 3 (Commodity Futures); Series 5 (Interest Rate Options); Series 7 (General Securities Representative); Series 15 (Foreign Currency Options); Series 24 (General Securities Principal); Series 63 (State Blue Sky); and Series 65 (Registered Investment Advisor).

  Mr. Abeshouse graduated Magna Cum Laude from the Wharton School of the University of Pennsylvania (BS Economics) in 1978 and Magna Cum Laude from the Graduate Business School of the University of Chicago (MBA) in 1980. He is a member of the Pi Gamma Mu and Beta Gamma Sigma honor societies.

  Mr. Abeshouse is actively involved in a variety of community and charitable organizations. He is married to a corporate litigation attorney and has two children and a dog (miniature dachshund). He remains an avid sports enthusiast (especially golf, tennis, and basketball) and card player.

• Alan J. Andreini, CEO, ARMORED WOLF LLC
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  Mr. Andreini is responsible for day-to-day management of Armored Wolf, LLC. He is a 35 year industry veteran with over 20 years in the hedge fund space. Prior to joining Armored Wolf he was a General Partner at Money Management Group, LP where he transitioned a small friends and family hedge fund into a global institutional asset management firm with over $1 billion under management. Before that he was CEO of Interworld which he took public in 1999 while achieving a market capitalization of $2.9 billion in 2 years. For most of his career he was with Comdisco where he raised over $20 billion in financing while rising to the position of Executive Vice President and becoming a member of the Board of Directors. Mr. Andreini started his career at Salomon brothers where he worked in M & A and new business development specializing on technology issuers such as ATT, MCI and Comdisco and was part of 15 person team responsible for opening Salomon Brothers’ London office.

  Mr. Andreini holds a B.A. from Princeton University and a J.D. from Rutgers University Law School.

• Max G. Ansbacher, President, ANSBACHER INVESTMENT MANAGEMENT, INC
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  Max G. Ansbacher is one of the nation’s leading options strategists and his firm is believed to be the oldest firm which has consistently focused exclusively on option writing programs. Ansbacher has been frequently quoted in the media and has appeared on Bloomberg Television, CNBC and Fox News. He has received an award for being the top-ranking CTA with the highest return for the year.

  Ansbacher is the author of three investment books. The New Options Market was the first book published in America on exchange-traded options and has become a best-selling book on the subject.

  Prior to establishing his own business, Ansbacher was with Bear Stearns for 20 years.

  His other interests include serving on the board of The Bridge Fund of New York City which assists the working poor who are about to be evicted, singing bass with the University Glee Club of New York City, and playing tennis.

• Ken Baron, Portfolio Manager TWO SIGMA COMPASS FUNDS GROUP
• Jeffrey Bersh, Managing Member, VENOR CAPITAL MANAGEMENT GP
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  Jeffrey A. Bersh is a Co-Founder and Managing Member of the Venor Capital Management. Prior to founding Venor, Mr. Bersh was a Managing Director and Head of the Distressed Business at Credit Suisse First Boston (CSFB) where he oversaw and managed a significant pool of capital and a 20 person team of professionals (1998 - 2005). In addition, Mr. Bersh oversaw the integration of the business during the merger between CSFB and Donaldson Lufkin, Jenrette (DLJ) where he had developed the business in 1998. Prior to joining DLJ, Mr. Bersh was employed by Bear Stearns from 1996 to 1998 as a Director/Trader in the Distressed Debt Group. Previously, he worked as an analyst/trader at an investment fund for Banco Santander (1994 - 1996). Mr. Bersh started his career at Merrill Lynch as a High Yield Research Analyst primarily focusing on the gaming, textile and retail sectors (1992 - 1994). He has a BBA in Finance with High Distinction from Emory University (1988 - 1992).

• Jeff Bernstein, co-Portfolio Manager, THE GALLEON GROUP
• Dr. Jerome Booth, Head of Research, ASHMORE INVESTMENT MANAGEMENT
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  He has held this position since the inception of the firm in 1999, prior to which he was Head of research for the Emerging Markets Group, then Capital Markets, and then Head of Markets Research for ANZ Investment Bank with global responsibility for fixed income and foreign exchange research. Prior to joining ANZ, he was a Senior Strategic Planning Officer at the Inter-American Development Bank in Washington DC. Before that, until 1991, he ran a consultancy business advising on aid and trade related issues for four years, and worked in Her Majesty’s Department of Trade and Industry from 1985-7 with responsibility for multi-lateral development banks.

  Dr Booth has won regional awards for both Latin American and Eastern European research and holds three degrees including a doctorate in economics from Oxford and was a lecturer in economics at Christ Church, Oxford.

• Ben Borton, Partner, MM CAPITAL
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  Mr. Borton joined MM Capital LLC as a Principal in 2009. From 2006-2008, Mr. Borton founded and was the Managing Member of Borton Hermeneutics LLC, a niche provider of seed capital to start up and early stage hedge funds which was a seed investor in MM Capital. Prior to establishing Borton Hermeneutics LLC, Mr. Borton was President and Chief Investment Officer of HFR Seed Capital Strategies, LLC, an affiliate of the HFR Group. He was employed with HFR for 8 years and as a Managing Director played a central role in all aspects of the build out of HFR Asset Management's hedge fund industry-leading separate account platform. Assets under management grew from $40 million to $4 billion during his tenure with HFR. Mr. Borton holds an MA from the University of Chicago and a BA from the University of California at Santa Barbara.

• Paul Brinberg, Partner & Director Of Research, BALYASNY ASSET MANAGEMENT
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  Paul Brinberg is a Partner and Head of Research of Balyasny Asset Management LP (“BAM”). As Head of Research, Paul works directly with Dmitry Balyasny and sector Portfolio Managers to generate new ideas and increase conviction on existing positions with a focus is on the media, technology, consumer, & retail industries. Prior to being promoted to Head of Research in 2008, Paul managed BAM’s long/short media portfolio since 2004. Before joining BAM in 2004, Paul was at SAC Capital Advisors for three years, where he was a senior media analyst. Prior to SAC, Paul was involved in business development and entrepreneurial activities in the entertainment/media business. He began his career as an M&A banker for a boutique British firm called Samuel Montagu. Paul earned his BA from Wharton and his MBA from Columbia Business School.

• James-Keith (JK) Brown, Head of Global Investor Relations, Executive Managing Director, & Member of the Partner Management Committee, OCH-ZIFF CAPITAL MANAGEMENT GROUP
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  James-Keith (JK) Brown is the Head of Global Investor Relations, an Executive Managing Director, and a Member of the Partner Management Committee for the OZ organization. Prior to joining the OZ organization in 2003, JK spent over four years at Goldman Sachs & Co. where he was a Managing Director and Head of U.S. Institutional Sales and Relationship Management. He began his career as an analyst at J.P. Morgan followed by a position of Associate Director of Development and Investments at Dartmouth College. In 1992, JK was recruited by Bankers Trust Company, where he was later promoted to Managing Director. JK earned a B.A. with Honors from The University of North Carolina at Chapel Hill. JK is also on the Board of The New School (New York), Chair of the Vera List Center for Art and Politics (New York), Executive Trustee of the New Museum of Contemporary Art (New York), Trustee of the Dance Theatre Workshop (New York), Chair of the Finance and Investment Committee of the Andy Warhol Foundation, Executive Trustee of The Andy Warhol Foundation, Chairman for the Board of Overseers of the Ackland Art Museum (Chapel Hill, North Carolina) and a Member of the Board of Overseers at the University of North Carolina at Chapel Hill.

• John Brynjolfsson, CFA, Chief Investment Officer, ARMORED WOLF, LLC
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  Mr. Brynjolfsson oversees all investment activity at Armored Wolf, LLC. He is an expert in the area of managing alternative real assets; and his experience includes commodities, global inflation-linked bonds, event-linked catastrophe bonds, asset allocation and risk management. Mr. Brynjolfsson spent the last 19-years at PIMCO where he launched and grew the Real Return platform from $0 to $80 billion while launching and managing PIMCO’s second, third, and fourth largest public funds. He holds a bachelor’s degree in physics and mathematics from Columbia College and a master’s degree in finance and economics from the MIT Sloan School of Management.

• Ray Carroll, Chief Investment Officer, Mosaic Fund, DGAM
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  Ray Carroll is CIO of the DGAM Mosaic Fund, a tactical hedge fund that deploys capital into liquid market themes as they evolve. Ray is instrumental in setting strategic direction, quantitative research, and risk management. He chairs the Investment Committee and is also a member of the DGAM Management Committee. Prior to joining DGAM, Ray spent 6 years at RBC Capital Markets and earned a Ph.D. in applied mathematics.

• Caroline Cooley, CFA, Senior Portfolio Manager, Investment Committee Member, CRESTLINE INVESTORS, INC.
• Adam Cooper, Senior Managing Director & General Counsel, CITADEL INVESTMENT GROUP
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  Adam Cooper is Senior Managing Director and General Counsel for Citadel Investment Group, L.L.C. (“Citadel”).  He is responsible for overseeing Citadel’s global Legal, Compliance, Transaction Management and Regulatory Affairs functions.

  Prior to joining Citadel in January of 1999, he was a Partner with the Chicago law firm of Katten Muchin & Zavis (now known as Katten Muchin Rosenman LLP).  During Mr. Cooper’s 12 years with KMZ, he represented domestic and international banks, brokerage firms and money managers, and specialized in global financial services and capital markets issues.

  Mr. Cooper is a member of the Financial Markets Working Group of the Federal Reserve Bank of Chicago and participates on the Committee on Capital Markets Regulation, an independent, bipartisan policy task force. Mr. Cooper previously served two terms as Chairman of the Managed Funds Association, the hedge fund industry’s trade association, and served on its Board of Directors as well as its Executive Committee for a number of years.  Mr. Cooper previously served on the CFTC’s Global Markets Advisory Committee and was a member of the Global Documentation Steering Committee sponsored by the Federal Reserve Bank of New York.  He has testified before the Senate Banking Committee, the European Central Banking Supervision Committee, and is a frequent speaker on industry matters.  Mr. Cooper also serves on the Northwestern University School of Law Board and the Children’s Memorial Foundation Board. 

  Mr. Cooper graduated with distinction and High Honors from The University of Michigan, receiving a BA in Political Science, and from Northwestern University School of Law where he received a JD, cum laude.

• Peter Corey, CEO, TIMESCAPE GLOBAL ADVISORS, LLC
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  Peter Corey served as head trader on derivative desks at major Wall Street firms for over 11 years. He founded Lehman Brother's OTC fixed income options desk in 1983 and was head trader and founder of Donaldsun lufkin & Jenrette's fixed income options desk, running departments in New York and Los Angeles. He started and managed Mitsubishi Bank's currency options desk before going to HSBC, where he was chief FX options trader, running a proprietary book until 1994. Peter then joined SAC Capital in 1995 and traded a macro book until 1998, and then worked at Stafford Capital Management in Chicago. He rejoined SAC in 2001 until 2004 when je founded Timescape Capital. He received both his B.S. in Economics and MBA from Wharton.

• Christine Daley, Managing Director, OAK HILL ADVISORS LP
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  Christine Daley, Managing Director, shares responsibility for Oak Hill Advisors' investments in stressed and distressed opportunities. Prior to joining the firm, Ms. Daley worked at Lehman Brothers for ten years. She was most recently Managing Director, co-managing the Distressed Debt and Special Situations Proprietary Desk. In addition, Ms. Daley was Head of Distressed Debt Research and was Co-Head of High Yield Research. Previously, she was for two years an Executive Director of UBS A.G. and was a portfolio manager for an internal credit hedge fund. Ms. Daley started her distressed investing career at Bear, Stearns & Co., where she became co-head of Distressed Research. She earned an M.B.A. from the NYU Stern School of Business and a BFA from the College of New Rochelle.

• Gregory E. Davidson, DUNHEATH CAPITAL PARTNERS (Shanghai)
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  Mr. Davidson is the founding member and sole principal of Dunheath Capital Partners, LLC.  DCP was established at the end of 2006 to serve as investment manager for several private offshore investment partnerships.   Its primary offering, The DCP Global, Ltd, is a commodity oriented fund that is designed to arbitrage commodity price differentials within domestic China and western markets.  It is price neutral strategy that combines trading of futures markets and physical commodities.  The fund is a100% owner of a domestic Chinese subsidiary, DCP Trading (Shanghai), Ltd. and that is based in Shanghai.

  Prior to founding the Investment Manager in the fall of 2006, Mr. Davidson was Managing Director of Gerald Asset Management, LLC and Vice President of trading for Gerald Metals, Inc. (“Gerald”). Gerald and its numerous operating companies worldwide (collectively known as the “Gerald Group”) is a leading global physical metals merchant specializing in trading non-ferrous and precious metals and ores and raw materials. Headquartered in Stamford, Connecticut, the Gerald Group has strategic offices in most major metal production and consumption areas of the world, with specific emphasis on the Far East and China.  In 2003, Mr. Davidson became Vice President of trading with the primary responsibility for Gerald’s proprietary trading. He specialized in developing derivative strategies for risk management and portfolio optimization utilizing all securities classes, including futures, options, equities, swaps, currencies and fixed income instruments.

  Prior to joining Gerald, Mr. Davidson was Vice President of Billiton Metals Inc., a commodities trading unit of Shell Oil in New York. He received his Bachelor of Arts in International Political Economics from Vanderbilt University.

• Ajit Dayal, CEO & CIO, QUANTAM ADVISORS
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  Mr. Dayal has 22 years of experience in investment management and equity research. In addition to founding Quantum Advisors in 1990 (India’s first equity research house), Mr. Dayal has worked with leading US and UK financial advisory and asset management firms either as a key member of the executive management team or, through the Advisor, as a joint venture partner or affiliate. Quantum Advisors is a well-respected Indian investment management firm that has the capability and capacity to manage India-dedicated portfolios for long-term investors across 5 major asset classes: equity, private equity fixed income, and real estate

  Mr. Dayal was the Deputy Chief Investment Officer for Hansberger Global Investors, Inc. ("HGI"), which provided investment advisory services to its own family of mutual funds, as a sub-advisor, and as a manager of separate accounts. Mr. Dayal was recruited to the firm in 1997 by the firm's founder and chief executive officer, Mr. Thomas Hansberger (who had previously been a co-founder, along with Sir John Templeton and Mr. John Galbraith, of Templeton, Galbraith & Hansberger Ltd., a global fund management firm that became part of Franklin Templeton Investments). During Mr. Dayal's tenure as Deputy Chief Investment Officer assets under management grew from $2 billion to $5 billion. Mr. Dayal served as the lead manager for the $2 billion Vanguard International Value Fund from July 2000 to April 2004, leading a four person team. During his time at HGI Mr. Dayal also continued to manage Quantum Advisors, which was responsible for a $70 million allocation to listed Indian equities. When he joined HGI, Mr. Dayal moved to Fort Lauderdale to be at HGI’s global headquarters. Upon leaving HGI in April of 2004 he relocated back to Bombay, India, where Quantum Advisor is located.

  Prior to its relationship with HGI, from 1995 to 1997, Quantum Advisors was acting as a sub-advisor to various Funds and managed the allocation for listed Indian equities for the Prolific India Opportunity Fund, London, England, venture capital fund, the Walden Nikko India Ventures Fund, investing in unlisted Indian companies.

  From 1992 to 1995, QAS and Mr. Dayal were the local partners and affiliates with Jardine Fleming Limited, HK, where Mr. Dayal was instrumental in building a 150 person organization that provided all of Jardine Fleming's research, broking, investment banking and investment management services in India. In 1994 Mr. Dayal also helped to establish the NYSE listed Jardine Fleming India Fund and had local investing responsibility for approximately $300 million of the assets under management in this fund and over US$ 1 billion of India assets in total. Mr. Dayal was voted best analyst for India by AsiaMoney in 1993 and 1994 and was also voted best analyst for India by Institutional Investor and nominated to All-Star Asian Team, 1994.

  Prior to founding Quantum Advisors in 1990, Mr. Dayal was the Chief Executive Officer of UTI Investment Advisory Services Limited, the Delaware-based investment advisor of The India Growth Fund, a closed-ended fund listed on the NYSE. Mr. Dayal has also worked as a “jobber” on the floor of the Bombay Stock Exchange, the oldest stock exchange in Asia, and as a Director of the Ashok Birla Group of companies, focusing on establishing new businesses through joint-ventures with multinational companies such as S. G. Warburg of UK, Shearson Lehman of USA, Yamaha Motor Company of Japan, and 3M of USA.

  Mr. Dayal earned his Bachelor’s degree in Economics from Bombay University in 1981 and his Masters degree in Business Administration (MBA) from the University of North Carolina at Chapel Hill in 1983.

• Clayton DeGiacinto, Managing Director, TOWER RESEARCH CAPITAL
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  Clayton DeGiacinto is a Managing Director, Mortgage Trading at Tower Research Capital. He is responsible for building out Tower’s mortgage platform and is the portfolio manager for Split Level, a mortgage-focused fund. He formerly ran the adjustable rate mortgage desk at Goldman Sachs, and was a Captain in the US Army 15th Infantry Division. He is a graduate of the Wharton School at University of Pennsylvania and the United States Military Academy at West Point.

• Disque D. Deane, Jr., Chief Investment Officer, WATER ASSET MANAGEMENT LLC
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  Disque D. Deane, Jr. originated the investment strategy of the Fund and is the Chief Investment Officer of the General Partner. Mr. Deane has 20 years’ experience in the water industry and 23 years’ experience in securities investments. He has worked for, partnered with and invested in a number of specialist investors in the water sector and has developed an extensive and diverse network of industry contacts and a unique understanding of the sector’s character, challenges, risks and opportunities. In 1995, Mr. Deane focused his investment efforts exclusively on the water industry and founded Water Investors LLC, where he was instrumental in demonstrating the relative value of public water companies over the long term by creating one of the first “water indices” of publicly-traded securities, a tool that proved highly useful in differentiating the sector’s attractiveness, which facilitated finding initial capital sources for private water rights transactions. In 1996, Mr. Deane co-founded Vidler Water Company, a water rights development firm, which is now a subsidiary of Pico Holdings, where he served as Executive Vice President in charge of Acquisitions until December 1999. In 2001, he co-founded Western Development and Storage, a water rights development company, which in 2002 formed Layne Water Development and Storage, a joint venture with the Layne Christensen Corporation, a Nasdaq-listed water drilling and mining concern. Mr. Deane served as President of the joint venture until December 2003, when the interest of Western Development and Storage was acquired by Layne Christensen Corporation. Mr. Deane has raised more than $1 billion of financing for water-related investment activities. Mr. Deane holds a Bachelor of Science degree from Duke University and an MBA from I.N.S.E.A.D.

• Jeffrey Enslin, Senior Managing Director, CAXTON ASSOCIATES
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  Mr. Jeffrey Enslin is a Senior Managing Director of Caxton Associates whose activities are primarily devoted to macro trading and emerging market opportunities. Mr. Enslin’s trading strategies primarily involve foreign exchange, fixed income, equity and derivative markets. Mr. Enslin’s trading group also engages in commodities and credit trading, as well as the development and application of technical trading systems. Prior to joining Caxton in 1995, Mr. Enslin worked at Kiloran Corporation as an Asian Desk Execution Trader. From 1988 to 1993, Mr. Enslin was employed by Maryland National Bank, where he participated in a credit training program and worked as a credit analyst before serving as a commercial lending officer. Mr. Enslin received a B.S. in Finance from Lehigh University and an M.B.A. in Finance/International Business from New York University’s Stern School of Business.

• Steve Evans, Managing Director of Systems Trading, TUDOR INVESTMENT CORPORATION
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  Steve Evans is the managing director of systems trading for Tudor Investment Corporation. In this capacity he directs a group of over 40 research and operational support personnel responsible for over $2.7 billion in notional assets and more than 50 proprietary trading systems. Steve is also the portfolio manager for the Tudor Tensor Funds, systematic multi-strategy managed futures funds launched on September 1 2005. During the course of his employment with Tudor, he has also held the chief information officer position. Prior to joining Tudor in 1997, Steve was a vice president of software development at D.E. Shaw & Co. From 1987 to 1996, he served as a senior manager for Accenture in the advanced technology group. Prior to this he developed video games for international retail between the ages of 14 and 21. Steve holds a M.A. (first class hons.) in Mathematics from Wadham College, Oxford University.

• Eddie Fishman, CFA, Managing Director, D. E. SHAW & CO., L.P.
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  Eddie Fishman is the managing director in charge of investor relations for the D. E. Shaw group’s alternative investment platform, and participates in the development of the firm’s private equity business strategy. Prior to joining the D. E. Shaw group in 1995, Mr. Fishman served as an equity research analyst at the Spanish investment firm A.B. Asesores, now a unit of Morgan Stanley & Co. Inc. He has been engaged in a number of business development activities at the firm and formerly had management responsibility for a multi-manager portfolio the firm once advised and shared responsibility for the operations of D. E. Shaw Research, LLC, which focuses on the conceptualization, early-stage development, and financing of technology-oriented ventures. Mr. Fishman graduated with honors from Princeton University with a degree in comparative literature.

• Marc Groz, Managing Director, SPM LLC
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  Marc Groz is Managing Director of Structured Portfolio Management, a hedge fund manager with approxi¬mately $1.7 billion in AUM. Prior to joining SPM, he served as Managing Member and Chief Investment Of¬ficer of Topos (2006-2009), a quantitative hedge fund. Previously, he was Chief Risk Officer for the multi-billion dollar hedge funds Sailfish (2005-2006) and Aladdin (2002-2005). Prior to that, he was President of The Quaternion Group (1992-2002), a research consultancy. Between 1988 and 1992, he was Chief Infor-mation Officer and Head of Quantitative Research for Van Eck, for whom he developed investment strate¬gies of top-ranked funds.

  Mr. Groz is the author of Forbes® Guide to the Markets (Wiley, 1999 & 2009) as well as numerous articles on risk, investment strategy, and financial markets. He has lectured widely and has moderated industry panels on financial innovation with Yale University professor Robert Shiller and regulatory reform with Connecticut Attorney General Richard Blumenthal. His views on markets have been quoted in The Finan¬cial Times, The Wall Street Journal, Barrons, Risk, Reuters, TheStreet.com, Marketwatch.com, Forbes.com, Business Week, and The New York Times. He has appeared on CNBC, Fox Business News, Bloomberg (radio and TV) and BBC-TV Worldwide.

  Mr. Groz is the owner/inventor of TransIDEA® intellectual property, a portfolio that includes patented and patent-pending financial instruments, gaming systems, valuation methods, mechanisms for protecting digital privacy, and related trademarks including “The Idea’s the Thing”®.

  He is an honors graduate of Columbia College of Columbia University (A.B., Math/Psych) where he was a John Jay Scholar.

• Richard L. Grubman, Co-founder and Senior Managing Director, HIGHFIELDS CAPITAL MANAGEMENT
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  Richard founded Highfields Capital Management in July 1998. Prior to the establishment of Highfields Capital, Richard was a general partner of Corporate Value Partners, L.P., a strategic block investment firm in New York City. Previously, he held various positions in a number of private investment partnerships, and prior thereto at The First Boston Corporation. Mr. Grubman served as a Director of CapitalSource, a NYSE specialty finance company, and Odwalla, Inc., a publicly held specialty beverage company that was acquired by The Coca-Cola Company. Richard is a Trustee of the Boston Arts Academy, WGBH Boston and the American Academy in Rome, and a Henry Crown Fellow of the Aspen Institute. He serves on the visiting committee of the Dana-Farber Cancer Institute and the advisory council of the Department of Art and Archaeology at Princeton University. Richard graduated summa cum laude and Phi Beta Kappa from Princeton University in 1984.

• James Gutman, Portfolio Manager/ Economist, ARMAJARO ASSET MANAGEMENT
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  James has over 10 years experience in the commodities industry, and has spent time on both the corporate and the investment banking sides of the market. James’s skills include integrating economic fundamentals with quantitative models and specific market knowledge to forecast commodity prices and develop trading strategies. James has an extensive academic background in economics and statistics and holds a PhD from the University of Michigan, Ann Arbor. Prior to joining Armajaro Asset Management, James spent five years as an Executive Director and Senior Commodities Economist at Goldman Sachs responsible for non-energy commodities research. This included developing commodity price forecasts and trading strategies for both internal and external clients.

• Kevin M. Heerdt, Chief Investment Officer, CAMPBELL & COMPANY
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  Kevin M. Heerdt, born in 1958, joined Campbell & Company in March 2003 and has served as Chief Investment Officer and Director of Research since July 2007, was Executive Vice President-Research from March 2003 to June 2007 and Chief Operating Officer from June 2005 to June 2007. His duties include risk management, research, and the development of quantitatively based hedge fund and options strategies. Mr. Heerdt is also the Vice President and Chief Investment Officer of both Campbell & Company Investment Adviser LLC, a wholly-owned subsidiary of Campbell & Company, and The Campbell Multi-Strategy Trust, a registered investment company. From February 2002 to March 2003, he was the sole proprietor of Integrity Consulting, a start-up business consulting firm. From December 1990 to February 2002, Mr. Heerdt worked for Moore Capital Management, Inc., a private investment management firm, and its affiliates, where he was a Director and a Managing Director. Mr. Heerdt holds a B.A. in Economics and in International Relations from the University of Southern California. Mr. Heerdt became registered as an Associated Person and listed as a Principal and NFA Associate Member of Campbell & Company effective April 15, 2003, April 15, 2003 and April 1, 2003, respectively. Mr. Heerdt became registered as an Associated Person and listed as a Principal and NFA Associate Member of Campbell & Company Investment Adviser LLC effective December 14, 2005, December 12, 2005 and December 14, 2005, respectively.

• Arzhang Kamarei, PartnerTRADEWORX
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  Arzhang Kamarei is a Partner and Chief Operating Officer for Tradeworx, a quantitative investment management firm with expertise in fully automated, high-frequency equity market-neutral strategies. He is responsible for business development and corporate strategy at Tradeworx, including sourcing high frequency traders for its subsidiary, Thesys Technologies, a high frequency incubator which he helped launch in 2009. Arzhang recently served as the editor for the book, "Inside the Black Box: The Simple Truth About Quantitative Trading" (by Rishi Narang, Wiley, 2009). He began his career at Goldman, Sachs & Co. in the International Equities Division, where he traded as a market-maker and proprietary trader in European, Asian, and Canadian shares and was the Co-Head of the Global Equity Financial Analyst Program. Arzhang is a Chartered Financial Analyst and received his bachelor’s degree from Harvard University and his masters from New York University.

• Kalpesh Kapadia, Chief Investment Officer, EQUANUM CAPITAL MANAGEMENT
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  Kalpesh Kapadia is the Chief Investment Officer of Equanum Capital Management, an asset management company he founded in 2005, with offices in Palo Alto, California, and in Nariman Point, Mumbai, India. Equanum is an active investor in India and has successfully participated in the growth of some of the best known companies in India. Prior to founding Equanum, Mr. Kapadia led the expansion of C.E. Unterberg, Towbin’s (CEUT) research franchise, serving as Director of Research, Head of Investment Policy Committee, Senior Semiconductor Analyst and Member of Operating Committee. Mr. Kapadia was ranked the #1 analyst across all sectors in the US by the Wall Street Journal’s 2004 "Best on the Street" survey. Mr. Kapadia was with Robertson Stephens in 1999 and Bear Stearns in 1998. He holds and M.B.A in Finance and Accounting from Carnegie Mellon University, an M.S. in Industrial Engineering from the New Jersey Institute of Technology, and a B.E. in Production Engineering from Bombay University

• Michael A. Karsch, Founder and Portfolio Manager, KARSCH CAPITAL MANAGEMENT, LP
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  It's hard to believe that Michael Karsch could ever have lacked direction. He first invested in the stock market when he was 14 years old. As a member of the class of 1990 at Tufts, he earned his bachelor's degree in political science in just three years. Next, he completed a Master's in Law and Diplomacy at the Fletcher School, earned an M.B.A. from Harvard, and eventually became a managing director for the Soros Fund. Now the 40-year-old financial expert operates Karsch Capital Management, a New York hedge fund that manages assets worth about $3.5 billion. Yet Karsch insists that he had no idea until late in his college career how to begin approaching Wall Street. "In the financial community," he explains, "Tufts still suffers from the fact that most firms on Wall Street recruit from only a dozen schools. Despite their reputation for excellence, students from Tufts who might want to go into finance are not being given the opportunity to do so.

  Feeling fortunate that a fellow Tufts student who had landed a Wall Street job showed him the way, Karsch wants to help others. That's why he has decided to volunteer his time for the university. Each year, he visits campus to give a talk to students in the class about leadership led by Robert J. Sternberg, dean of the School of Arts and Sciences. He holds Tufts events in his home, such as the dinner he hosted last year to introduce New York City alumni to President Bacow. He also works to point Tufts students inclined toward finance in the right direction and to strengthen the Tufts community by fostering connections among its members. For this reason, he recently joined the advisory board of the Tufts Financial Network, an affinity group that brings together Tufts students, alumni, and faculty with this shared interest. 'Having role models has been crucial for me throughout my life,' Karsch says. "To the extent that I can, I want to be a role model now." In fact, Karsch is doing much more than that. Determined to help make it possible for deserving individuals to attend Tufts even if they lack the means, he is in the process of establishing a scholarship. "I'm proud that Tufts' endowment has been exceptionally strong, but even more so that so many high-quality students apply to and enroll in the university," Karsch says. "This is something I want to be a part of.

• Steve Katznelson, CFA, Partner & CIO, RADCLIFFE CAPITAL MANAGEMENT
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  Mr. Katznelson founded Radcliffe Capital Management in 1996. As CIO, he directs portfolio and risk management for the Radcliffe Funds. Prior to Radcliffe, Mr. Katznelson joined Susquehanna Investment Group in 1991 to run its convertibles department where he became Associate Director and President of both Susquehanna Capital Group and Susquehanna Financial Group Inc. From 1989 to 1990, Mr. Katznelson was Director of Convertibles Research and a convertibles trader at Drexel Burnham Lambert in New York. In 1987, Mr. Katznelson was an associate in the corporate finance department of Levesque Beaubien in Toronto and, in 1988, he began trading convertible bonds.

  Mr. Katznelson received a B.A. from Queen's University in Kingston, Ontario in 1984 and an M.B.A. from the Johnson Graduate School of Management at Cornell University in 1987. He has been a CFA Charterholder since 1994. Mr. Katznelson serves on the Board of Trustees and is chairman of the Finance Committee at The Agnes Irwin School.

• Thomas Kempner Jr, Co-Founder & Executive Managing Member, DAVIDSON KEMPNER CAPITAL MANAGEMENT LLC
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  Mr. Kempner joined DKCM in December 1984. Mr. Kempner became a Managing Member of DKCM in January 1986 and was appointed Executive Managing Member in January 2004. Prior to joining DKCM, he was a Vice President of First City Capital Corporation, where he traded a fixed-income portfolio. From April 1981 to February 1983, Mr. Kempner was a Vice President of Loeb Partners, where he traded a bond arbitrage portfolio and headed the firm's money-market department. From June 1978 to February 1981, he was an associate at Goldman, Sachs & Co. Mr. Kempner graduated from the Harvard Business School in 1978, with distinction, and from Yale College in 1975, magna cum laude. Mr. Kempner is presently the Chairman of the Board of Trustees of the Central Park Conservancy, a member of the Yale Tomorrow Campaign Committee, a member of the Board of Trustees of The St. Bernard's School in New York and a member of the Board of Dean’s Advisors of the Harvard Business School. Mr. Kempner also serves on the board of the USA Cycling Development Foundation and on the investment committee of the Howard Hughes Medical Institute.

• David R. Koenig, Chief Executive Officer, THE GOVERNANCE FUND
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  David R. Koenig is the Chief Executive Officer of The Governance Fund, LLC, a private investment advisor focused on differentiating the best-governed companies from the worst-governed and capturing excess returns from this discovery.

  Mr. Koenig’s work has included the active management of complex portfolios over $50 billion in notional exposures, risk oversight of public equity and fixed-income mutual fund and capital markets trading portfolios, the development of corporate risk management programs, advisory work on corporate governance structures and the active trading of options, over-the-counter and exchange-traded derivatives in various markets.

  Mr. Koenig’s work on risk management and governance has been internationally recognized. In 2008, he was chosen as the recipient of Professional Risk Managers' International Association’s (PRMIA) top honor, the Higher Standard Award, honoring the contributions of an individual to the global risk profession. In 2007, he was named by his industry peers as one of the first 100 members of the Risk Who’s Who international honorary society, a select group in individuals who have influenced the international practice of risk management.

• Volkan Kurtas, President & CIO, DFG INVESTMENT ADVISERS
• Howard Kurz, Managing Partner, CIO & Founder, LILY POND CAPITAL MANAGEMENT LLC
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  Howard Kurz is the Chairman, Founder and Chief Investment Officer of Lily Pond Capital Management LLC. Mr. Kurz was most recently a Managing Director and Head of North American Financial Markets at The Royal Bank of Scotland Plc. Prior to that Mr. Kurz was a Managing Director of Natwest responsible globally for the Foreign Exchange, Emerging Markets, and the Proprietary Trading groups. Mr. Kurz was a senior member of the division’s Executive Committee. Prior to Natwest, Mr. Kurz was a Managing Director at Lehman Brothers where he headed the Multi-Markets Proprietary Trading unit attached to the fixed income division. Before joining Lehman Brothers, Mr. Kurz was a principal in the investment management firm Buchen, Kurz, and Company Inc., which managed a hedge fund engaged primarily in the trading of foreign exchange and fixed income cash and derivative products. Buchen, Kurz and Company Inc. was originally acquired by Continental Grain Company where Mr. Kurz managed proprietary trading activities as a Managing Director with the firm. Mr. Kurz began his professional career as a swaps/currency trader at Bank of America in 1979. He is a graduate of the University of Pennsylvania with a degree in International Economics and Finance, has lectured at the Wharton School on the subjects of capital markets and exchange rates and is a former member of the Federal Reserve Bank’s Foreign Exchange Committee in New York.

• Scott M. Lawin, Managing Director & Chief Operating Officer, FORTRESS INVESTMENT GROUP LLC
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  Mr. Lawin is a Managing Director, and Chief Operating Officer of the Liquid Markets Hedge Fund business at Fortress Investment Group, a global alternative investment management company with approximately $26.5bn in assets under management. Fortress was founded in 1998, and raises, invests and manages private equity funds and hedge funds. Fortress seeks to grow its existing businesses, while continuing to create innovative products to meet the increasing demand by sophisticated investors for superior risk-adjusted investment returns. Fortress is headquartered in New York and has affiliates with offices in Charlotte, Chicago, Dallas, Frankfurt, London, Los Angeles, Munich, New Canaan, Rome, San Francisco, Shanghai, Sydney, Tokyo and Toronto.

  Mr. Lawin oversees the trading, technology, operations, finance, legal, compliance, risk, and human capital management functions within the Liquid Markets hedge fund business and helps manage the 100 person staff globally. He is a member of the Liquid Markets Executive Committee, Risk Committee, and Valuation Committee and is Chairman of the Operating Committee. He serves on the Board of Directors of the Fortress Macro Fund.

  Prior to joining Fortress in 2005, Mr. Lawin spent 11 years at Goldman, Sachs & Co., serving as Global Head of the Credit Liability Management business, head of Global Strategy and Chief of Staff of the Fixed Income, Currency & Commodity Division, founding member and Chief Operating Officer of GS Ventures, and Head of the Energy & Power Capital Markets group.

  Mr. Lawin is a Director and Executive Committee member of the Managed Funds Association, the trade organization for the global alternative investment industry. He is actively involved with a number of non-profit organizations including The Kitchen, Friends of the Highline and Youth Inc., and serves as a Director of The FIVER Childrens’ Foundation.

  Mr. Lawin earned his BS from the Massachusetts Institute of Technology in 1993. He and his wife Mia Jung work and reside in Tribeca in New York City.

• Lobo Lee, BRIDGE PARTNERS INVESTMENT MANAGEMENT LIMITED (Hong Kong)
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  Mr. Lee has over 20 years of investment experience with financial institutions in New York and Hong Kong. He also served as a non-executive director of the Hong Kong Futures Exchange and HKFE Clearing Corporation.

  Mr. Lee is the founder of Bridge Partners Group, a Hong Kong based financial group specializing in investment advisory, asset management, and corporate finance. He launched an Asia ex-Japan multi-strategy fund in 2004 and has been the manager of the fund since then. Mr. Lee received a master’s degree from State University of New York (Binghamton) and a bachelor’s degree from the University of Toronto.

• John A. Levin, Senior Portfolio Manager, LEVIN CAPITAL STRATEGIES
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  John Levin is the senior portfolio manager for Levin Capital Strategies, LP (“LCS”), including all alternative and long-only investment strategies managed by LCS. Mr. Levin founded Levin Capital Strategies, LP in January 2006. Prior to founding John A. Levin & Co., Inc. (“JAL”) in 1982, Mr. Levin was a partner at Steinhardt Partners (1976-1982) and a partner and director of research at Loeb, Rhoades & Co. (1963-1976). He earned a BS and an LLB from Yale University.

• Richard Lodewick, Senior Securities Analyst, LEVIN CAPITAL STRATEGIES
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  Richard Lodewick is a senior securities analyst for Levin Capital Strategies, L.P. Prior to joining Levin Capital Strategies, L.P. Mr. Lodewick was previously with Searock Capital, a hedge fund he launched in 2006. Prior to Searock Capital, Mr. Lodewick was a Securities Analyst and Portfolio manager with BKF Asset Management, Inc. (formerly John A. Levin & Co., Inc. from 2001 to 2006). From 1995 to 2001, he was a Principal and Portfolio Manager with Boston Partners Asset Management. Mr. Lodewick earned a BS from Massachusetts Institute of Technology and an MS from Abilene Christian University, and holds the CFA designation.

• Marc H. Malek - Managing Partner, CONQUEST CAPITAL GROUP LLC
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  Mr. Malek began his career in 1992 at Salomon Brothers in New York as a financial analyst in the Financial Strategy Group. Following Salomon, he worked at a $400 million hedge fund and financial advisory firm designing trading systems and trading currency options. Mr. Malek joined UBS in 1995, where he held various senior level positions within the foreign exchange department at UBS in New York, London, and Tokyo. He was the worldwide head of the Exotic FX Derivatives Group, and by the time he left the bank in 1998, he held the post of Executive Director in charge of FX Proprietary Trading in Europe. Following UBS, Mr. Malek was a principal in Avalon Asset Management where he was the Co-Portfolio Manager of The Enterprise Fund, a CTA. In 2001, Mr. Malek founded Conquest Capital Group where he continued his role as Portfolio Manager and launched Conquest Macro. Mr. Malek has been a significant publisher of original industry research on a breadth of topics including Trend following as a Long Volatility Strategy and the relationship between Volatility and CTA Returns. Mr. Malek graduated with Honors from the California Institute of Technology (“Caltech”) with a Bachelor of Science in Engineering and Applied Science, and holds a Bachelor of Arts in Mathematics from Reed College.

• Stephen G. Malloy, Co-founder and Portfolio Manager, TUNNELBROOK CAPITAL LLC
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  Mr. Malloy is a founding partner and a portfolio manager for Tunnelbrook Capital LLC. His additional responsibilities include risk controls and oversight of operational aspects of the business. Mr. Malloy has over 15 years of international investment experience. Prior to starting Tunnelbrook, Mr. Malloy was at Geshoa Fund, a systematic hedge fund, where he was the head of business development. Before joining Geshoa Fund, Mr. Malloy was a Vice President at Everest Capital, a Florida hedge fund founded in 1990 and managing over $2 billion. Before Everest, Mr. Malloy was a Vice President in Credit Suisse First Boston’s Emerging Markets Group in New York and Moscow where he became head of global distribution for local markets fixed income. Prior to CSFB he worked at Bankers Trust’s Latin American Merchant Banking Group in New York. Mr. Malloy holds a B.S. from Georgetown University. Mr. Malloy speaks fluent Portuguese and Spanish and conversational Russian, Italian and German.

• Ian McIntosh, CIO, LOUIS DREYFUS INVESTMENT GROUP
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  Ian has been in the Commodity trading business for 24 years, including 22 at Louis Dreyfus. During his career at Louis Dreyfus, Ian has worked in the London, Paris, Melbourne and Geneva offices and has been responsible for the global trading activities of Grains, Coffee, Sugar, Cocoa, Rice and Ethanol. He was recently the CEO of the European/Black Sea region and was Head of the Macro trading group, in charge of the allocation of Risk capital across the Louis Dreyfus Commodity portfolio. In 2008, Ian set up the Louis Dreyfus Investment Group and launched the LD Commodities Alpha Fund.

• James L. Melcher, Founder and Partner, Chief Investment Officer, BALESTRA CAPITAL, LTD
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  Mr. Melcher began his career at A.G. Becker, an investment banking firm, as a stock broker. He subsequently formed First Venture Fund, a venture capital fund. In 1979, he founded Balestra Capital, Ltd. Mr. Melcher has served on the boards of directors of more than twenty public and private corporations over the past 40 years. He has placed clients in numerous successful real estate investments since founding Balestra, including three in which he served as General Partner. He has extensive experience in a variety of investment areas, including foreign securities and currencies, precious metals, leveraged buyouts, private placements, corporate finance, and hedge funds. From 1974 to 1982 he was a member of the United States Olympic Committee's Investment Committee. Mr. Melcher was also a member of the 1972 U.S. Olympic team, has competed in six World Championships, two Pan American Games and was a two time National Champion in Epée fencing. Mr. Melcher received a B.A. degree from Columbia University.

• Norman Milner, Managing Director and Co-Portfolio Manager, RAMIUS LLC
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  Norman Milner is a Managing Director and Co-Portfolio Manager in the Credit Trading group at Ramius LLC. He joined Ramius in September 2008.

  Mr. Milner was most recently a Partner, Portfolio Manager and Head of Trading at Arx Investment Management. Prior to that, he worked at Trident Investment Management LLC as a Portfolio Manager for the Macro Hedge Fund in New York. From 1996 to 1999, Mr. Milner was the Head Derivative Trader at Morgan Stanley in New York and London. Prior to that, he worked at Investec Bank and Price Waterhouse in Johannesburg, South Africa.

  Mr. Milner holds an undergraduate degree in Commerce and a postgraduate degree in Accountancy from the University of the Witwatersrand, in Johannesburg.

• To be announced, GREYWOLF CAPITAL MANAGEMENT LP
• Oleg Y. Movchan, CFA, President & Chief Risk Officer, VARA CAPITAL MANAGEMENT, LLC
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  Oleg Movchan, CFA is President and Chief Risk Officer at Vara Capital Management LLC, a global macro hedge fund manager, where he plays a key role in formulating and executing Vara’s business strategy and oversees the firm-wide risk management program covering market, counterparty and operational risks of the firm and its funds as well as portfolio construction and performance measurement, monitoring and reporting.

  Prior to Vara, Mr. Movchan served as a Chief Risk Officer at Alexandra Investment Management LLC, a multi-strategy hedge fund manager. Mr. Movchan was responsible for integrating risk management into the investment decision-making process via risk-based capital allocation, design and monitoring risk guidelines and portfolio hedging. He also led the development and implementation of the enterprise-wide risk measurement and portfolio management platform.
  Mr. Movchan joined Alexandra from Ritchie Capital Management LLC, a multi-strategy hedge fund manager, where he lead implementation of the state-of-the-art scenario-based risk system which measured risk across all strategies of the fund, including capital structure arbitrage, convertible bond arbitrage, risk arbitrage, distressed, global macro, fixed income arbitrage, volatility arbitrage and equity long/short, as well as energy, weather and insurance-linked strategies.

  Prior to Ritchie Capital, Mr. Movchan served as Head of Risk Management (Americas) at UBS Global Asset Management.

  Oleg holds a MS degree in Financial Mathematics and a MBA in Analytic Finance, both from the University of Chicago, as well as a MS degree in Applied Mathematics and Physics from Kharkov State University, Ukraine. He is CFA charter holder and a member of Professional Risk Managers' International Association.

• Pranav Parikh, Managing Director, Q INVESTMENTS
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  Mr. Parikh is the Managing Director of Q-India and is responsible for all investment activities in India for Q Investments, a 15 year old $2 billion hedge fund based out of Fort Worth, TX with a successful track record over last 15 years.

  Mr. Parikh has been with Q for over 10 years and as a portfolio manager with Q has invested across various asset classes and strategies including Private Equity, Public Equities, Merger Arbitrage, Convertible Arbitrage and High Yield/Distressed debt with a focus towards risk-adjusted returns. He has been investing Q's capital in India over last 4 years in various fundamentally growth oriented industries such as Telecommunications, Food, Consumer Goods, Financial Services, Real Estate and the Infrastructure value chain.

  He has managed to create a successful track record for Q-India by profitably exiting some of the key investments and providing significant cash returns to its investors in last 18 months, one of the toughest times globally for the investments industry. Mr. Parikh was recently recognized as Private Equity Deal Maker of the Year, India in October 2009 by the eminent Global M&A Network.

  In one of the first instances for a fund in India, Mr. Parikh conceptualized and incubated XCEL Telecom, a company in the telecom towers business in 2006 for Q Investments. With a phased equity investment of $45 million, XCEL grew to become one of the fastest growing independent telecom tower companies in India in a short span of 2.5 years. XCEL was recently sold to American Towers, a global leader in the towers business and a Fortune 500 company, as their platform acquisition in India for a total enterprise value of over $150 million.

  He currently serves on the Board of Directors of various portfolio companies in diverse industries and actively involved in formulating forward looking business strategies of these companies and works with the sponsors/management on the strategic initiatives for growth of those companies as well as acquisitions and capital raising plans.

  Mr. Parikh earned a BE in Industrial Engineering at MS University in India and graduated with honors in the MBA program from UTA, TX with a concentration in finance. In addition, Mr. Parikh is a CFA charter holder from CFA Institute, USA.

• Paolo Pellegrini, President, PSQR MANAGEMENT LLC
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  Paolo Pellegrini is the president of PSQR Management LLC, a macro hedge fund manager pursuing global investment opportunities ranging from commodities and debt to equities and currencies.

  Prior to founding PSQR, Mr. Pellegrini was a managing director at Paulson & Co, where he created the Paulson Credit Opportunities funds, which he co-managed with John Paulson until leaving the firm at the end of 2008. The funds successfully followed a strategy predicting the subprime mortgage collapse after determining that subprime-related securities where ripe for bets against the credit bubble. Mr. Pellegrini’s earlier career includes work as a credit derivatives analyst at Mariner Investment Group and a decade as an investment banker with Lazard Freres & Co. where he focused on financial institutions.

  He holds a doctorate in electrical engineering from Milan’s Politecnico and an M.B.A. from Harvard. PSQR was formed in April 2008, originally as a vehicle to manage Mr. Pellegrini’s personal wealth. He is also president and a trustee of the Tony Blair Africa Governance Initiative-US, supporting projects in Sierra Leone and Rwanda, and an international advisory board member of Friends of FAI, the Italian Environment Foundation.

• George Philips, CEO and Co-Founder, NORTHWEST INVESTMENT MANAGEMENT LTD (London)
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  George Philips (London) CEO and Co-Founder of Northwest Investment Management Ltd (“Northwest”). George graduated from City London School of Business Studies, Guildhall University in 1985 with a First Class Honours Degree in Economics. He joined James Capel & Co. where he carried out research and sales of corporate derivatives, including research into pricing and strategic uses of warrants and convertible bonds. Subsequently he worked for Cresvale International in New York and London where his roles included marketing and the fund management of basket trading accounts. Between 1996 and 1998 George was a partner at Caspian Securities where he was head of convertible securities trading and origination. George has written three books on corporate derivatives including the first book on Japanese Warrants in 1988. Following an 8-year partnership with David Rogers and drawing on their substantial experience in managing equity derivative portfolios, they founded the Northwest business in 1998, which is now a successful 14 person team with offices in Hong Kong and London. The first fund was a convertible arbitrage product designed to extract the pricing inefficiencies that existed in the global convertible market at that time. In 2001 Northwest re-introduced a technique developed by George Philips and David Rogers in the early 1990s known as multivariate arbitrage or basket technology and the Northwest Fund was started to take advantage of the improved opportunities this technique provides.

• Gautam Prakash, Founder and Managing Director, MONSOON CAPITAL
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  Gautam Prakash is Founder and Senior Managing Director of Monsoon Capital. Monsoon Capital manages over $500 million in both private and public equity investments in India across three investment strategies: a private equity-style long-only fund; a real estate private equity fund; and a systematic trading hedge fund. Prior to launching Monsoon Capital in 2004, Gautam was an advisor to ChrysCapital, a billion-dollar private equity fund based in New Delhi. From 1993-2001, he was a venture capitalist and partner at Bessemer Venture Partners, one of the country’s oldest venture capital firms. Prior to joining BVP, he worked as a management consultant for McKinsey & Company in New York from 1991-1993. Gautam is the former President and Chairman of Indus Entrepreneurs (TiE), Boston chapter, and a member of the Board of Trustees of TiE Inc. TiE is a global organization devoted to the advancement of entrepreneurship, primarily among South Asians. He also serves on the Board of Trustees at The Sidwell Friends School.

  Gautam holds a BS in Molecular Biophysics and Biochemistry and a BA from Yale University, summa cum laude, with Distinction, in Economics, graduating in 1991.

  Monsoon Capital is an India-dedicated alternative asset management firm based in Washington, DC and Mumbai, with additional offices located in Bangalore and Singapore.

• Andrew Rabinowitz, COO, MARATHON ASSET MANAGEMENT
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  Andrew Rabinowitz is a Partner and the Chief Operating Officer at Marathon Asset Management. Mr. Rabinowitz is also a member of the firm’s Executive Committee, which manages the firm. He manages Marathon’s day-to-day activities including oversight of the firm’s global infrastructure including operations, treasury, legal, compliance, and technology. He is also responsible for setting global policies and procedures, financial controls, and the external code of conduct. In addition, Mr. Rabinowitz is a senior member of, and helps oversee, Marathon’s Investor Relations and Client Services team involved in business development, objectives, initiatives and meetings with investors. Lastly, Mr. Rabinowitz monitors Marathon’s third party relationships with external service providers such as prime brokers, lawyers, accountants and fund administrators.

  Mr. Rabinowitz joined Marathon in 2001 from Schulte Roth & Zabel, where he was a practicing lawyer in the corporate group specializing in hedge funds and asset management from 2000-2001. Previously, Mr. Rabinowitz was employed at Ernst & Young for seven years as a Certified Public Accountant (CPA) focused on hedge funds and asset management and broker-dealers. He supervised and conducted audits and oversaw consulting engagements in the financial services industry. He currently also co-founded The R Baby Foundation which has raised several million dollars for children's hospitals in the U.S.

  Mr. Rabinowitz holds his J.D. in Law from Fordham University School of Law and a B.B.A. in Accounting from Pace University, magna cum laude. Mr. Rabinowitz is a CPA in the State of New York and is currently a member of the Bar in New York and Washington, D.C.

• Brian D. Singer, Founder & Chief Investment Officer, SINGER PARTNERS, LLC
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  Brian Singer is Chief Investment Officer of Singer Partners, LLC. Mr. Singer was the former head of Global Investment Solutions and Americas Chief Investment Officer for UBS Global Asset Management. He was a member of the UBS Group Managing Board and Global Asset Management Executive Committee.

  Brian is a board member and former chair of the CFA Institute Board of Governors and is also a former member of the Research Foundation of CFA Institute Board of Trustees. He was elected to the Board in 2004 and previously served as chair of the Candidate Curriculum Committee. Brian serves on the Exeter College at Oxford University Endowment Investment Committee and is the chairman of the Milton Friedman inspired organization ‘Free To Choose Network.’

  In 1991, Brian co-wrote a landmark update to one of the pioneering studies on asset allocation, ‘Determinants of Portfolio Performance II: An Update,’ with Gary Brinson and Gilbert Beebower. In 2009, Brian was the lead author of ‘Investment Leadership and Portfolio Management’, Wiley Publishing.

• Dinakar Singh, Founding Partner, TPG-AXON CAPITAL
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  Dinakar Singh is the founding partner of TPG-Axon Capital, a leading global investment firm.  Through offices in New York, London, Hong Kong and Tokyo, TPG-Axon invests across global markets and asset classes.  The firm was founded by Mr. Singh in late 2004, in partnership with TPG Capital. 

  He was previously a partner at Goldman Sachs, where he was co-head of the Principal Strategies department.  The Department is responsible for investing the firm’s capital across global markets, and is a key franchise of the firm. 

  Mr. Singh joined Goldman Sachs in 1990, after graduating from Yale College, and was named a partner in 1998.  During his 14 years at Goldman Sachs, he served on a number of the firm’s key leadership committees, including the Operating Committee, Risk Committee, Partnership Committee, and Asia Management Committee.  While at Goldman Sachs, he spent four years based in Hong Kong, establishing the Principal Strategies efforts across Asia, and building teams in Hong Kong and Japan.

  He serves on the Yale University Investment Committee, Trilateral Commission, and the Boards of the New York Public Library and Columbia University Medical Center.  He is the founder, with his wife, of the Spinal Muscular Atrophy Foundation.  SMA is a motor neuron disease that is the leading genetic killer of children, and the Foundation takes a strategic, solution-driven approach to accelerating treatment for the disease.

• Paul Udall, Managing Director, Global Equities, CLIMATE CHANGE CAPITAL
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  Paul has investment management experience since 1994, and has been managing hedge funds since 2002. Paul currently manages the global long-short fund at Climate Change Capital (CCC). Prior to working at CCC, he was a portfolio manager for Tudor Investments, Morley Fund Management and AXA Investment Management. At Tudor, he managed systematic market neutral strategies. At Morley Fund Management, he managed long-short, absolute return and long-only SRI portfolios for institutional, family office and retail investors. Paul has a B.Sc. in Accounting and Finance from the University of East Anglia, an M.Sc. in Investment Analysis from the University of Stirling, and is an Associate member of the UK Society of Investment Professionals (UKSIP) and Associate member of CFA Institute.

• Juan Luis Rivera, Portfolio Manager, MONEDA ASSET MANAGEMENT S.A.
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  Mr. Rivera joined Moneda in 2006, as a partner, launching and managing Moneda Absolute Return strategy. This strategy seeks to generate superior risk adjusted returns with capital protection through a multi strategy approach with a Latin American focus. Strategies include: equity long-short, credit and distressed investing. Prior to joining Moneda (1996-1998 & 2000-2006), he worked at Bancard, a Chilean investment company, acting as the chief executive officer from 1997 onwards. Under Mr. Rivera’s management, Bancard’s investment portfolio grew from US$250 million to US$1,300 million, investing in financial securities such as equities, derivatives, corporate bonds, distressed debt, syndicated loans, commodities, etc. mainly from Latin American companies and U.S. companies. He also led several private equity processes, acquiring companies such as Chilevisión, Constructora Aconcagua, Chile.com web portal, etc.
  
  Mr. Rivera holds a Master of Business Administration degree from Harvard Business School, and a business administration degree from the Pontificia Universidad Católica de Chile. He is also a part time professor in that University delivering finance courses.

• Paulo Vieira da Cunha, Head of Emerging Markets Research, TANDEM GLOBAL PARTNERS
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  Mr. Vieira da Cunha was Deputy Governor of the Central Bank of Brazil and a representative to the G20 until January 2008. He is a consultant to the IMF, lectures at Columbia University and serves on various boards. For nearly a decade, he produced and managed research on Latin America for the global securities industry, first at Lehman Brothers and later at HSBC. He held research and management positions at the World Bank and, earlier in his career, in the government, at research institutes and universities in Brazil. He holds a Ph.D. from the University of California at Berkeley.

• Christian Zugel, President, ZAIS GROUP LLC
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  As President, Mr. Zugel is responsible for ZAIS’ overall strategy across all product categories as well as global investment management, operations, research and development initiatives, risk management and compliance matters. His direct reports include the senior managers of ZAIS’ portfolio management, research and development, mid-office and treasury and compliance departments. Prior to founding ZAIS in 1997, Mr. Zugel was a senior executive with JP Morgan, where he led Morgan’s entry into many new trading initiatives.  Mr. Zugel also served on the Asia Pacific management-wide and firm-wide market risk committees.  Mr. Zugel graduated from the University of Mannheim, Germany.

UNRIVALLED FACULTY OF INDUSTY SPECIALISTS

• Christopher Addy, President & Chief Executive Officer, CASTLE HALL ALTERNATIVES
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  Christopher Addy is the President and Chief Executive Officer of Castle Hall Alternatives. Chris is one of the hedge fund industry's most experienced due diligence practitioners, having been involved in the analysis of hedge fund operations for more than a decade. He has completed more than 1,000 due diligence reviews of hedge funds, fund of funds, managers and administrators and has spoken regularly at industry conferences as an expert on operational risk. In May 2008, Chris was also named a “Rising Star” of the hedge fund industry by Institutional Investor.

  Chris was previously Principal and co-founder of Amber Partners, a Bermuda company providing operational certifications to hedge fund managers. Prior to forming Amber, Chris was Senior Vice President of UBP Asset Management (Bermuda) Limited (2001-2004), where he supervised a team of analysts responsible for operational due diligence on a large number of hedge funds and administrators.

  Chris previously held the position of group financial controller of The Atlantic Philanthropies (Bermuda) Limited, a multi-billion dollar foundation, where his responsibilities included operational due diligence across a significant investment portfolio. He began his career as an auditor with Deloitte in the United Kingdom before joining PricewaterhouseCoopers in Bermuda, where he became lead manager in the firm's investment company audit group.

  Chris is a Fellow of the Institute of Chartered Accountants in England and Wales and a member of the Canadian Institute of Chartered Accountants and the Ordre des comptables agrees du Québec. He is also a CFA (chartered financial analyst) charterholder.

• Ken Akoundi, Director, Head of Pension Strategies, DEUTSCH BANK SECURITIES
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  Dr. Akoundi is in charge of the Global Markets’ Pension Strategies and Solutions group. The pension Strategies and Solutions group is focused on providing pensions, endowments and foundations with access to competitive and practical solutions that address many aspects of their business on either a streamlined or customized basis. The effort facilitates coordination and participation of many divisions and departments including Foreign Exchange, Equities, Commodities, Credit, and Rates.

  Prior to joining Deutsche Bank, Dr. Akoundi was the head of risk management at Optima Fund Management ($6Billion peak Assets Fund of Hedge Funds). In 1998, he helped co-found RiskMetrics Group, where he last held the position of Chief Knowledge Officer. Prior to RiskMetrics Group, Dr. Akoundi was a Project Manager in the Risk Management Services department at J.P. Morgan, where he managed software development, and maintenance, and training. He has also lectured on various risk management topics at NYU, Columbia, Baruch College, and Polytechnic Institute of New York University. Dr. Akoundi holds a Doctorate in Civil Engineering from Polytechnic Institute of New York University.

• Robert Z Aliber, Professor of International Economics and Finance, University of Chicago
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  Robert Z. Aliber joined the faculty of the Graduate School of Business at the University of Chicago in 1965 and retired in 2004 as Professor of International Economics and Finance. While at Chicago he developed the Center for Studies in International Finance. Prior to joining the Chicago facuity, Aliber was Senior Economic Advisor, Agency for International Development, Department of State.
  Aliber has written extensively about international financial issues, including changes in cross­border capital flows and changes in currency values; his publications include "The New International Money Game" and "The Multinational Paradigm". He brought out fifth edition of "Manias, Panics, and Crashes"; the previous editions were authored by Charles P. Kindleberger. In the early 1980s he wrote a book on personal finance, "Your Money and Your Life." A second personal finance book is at the publishers.

  Aliber has been the Houblon-Norman Fellow at the Bank of England, the National Westminister Professor of International Finance at the London Business School, the Bundesbank Professor at the Free University of Berlin, and a visiting Professor at the Amos Tuck School of Business at Dartmouth College, Brandeis University, and Williams College. He has been the JPMorgan Fellow at the American Academy in Berlin and a visiting scholar at the Woodrow Wilson Center for International Scholars in Washington. Aliber has been a visiting scholar at the Federal Reserve Bank of San Francisco, and a consultant to the World Bank and to International Monetary Fund.

  Aliber received his Ph.D degree from Yale University, and Bachelors Degrees from Williams College and Cambridge University.

  Aliber founded Dorchester Capital Management in 1989 and is the chief investment officer.

• Justin Burchett, PhD, Valuation Specialist, GRANT THORNTON LLP
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  Justin Burchett is a Manager in the Economic Advisory Services practice of Grant Thornton LLP located in New York where he is responsible for the analysis and valuation of a variety of financial instruments for clients in the Financial Services Industry.

  Experience: Prior to joining Grant Thornton, Mr. Burchett was a Managing Director and founding partner at Structured Credit Holdings, where he was responsible for business development and asset origination of structured finance securities and credit derivatives.  Prior to Structured Credit, Mr. Burchett was a Vice President at Radian Group in the Global Structured Products department where he structured, originated and valued variety of credit instruments including: collateralized debt obligations, credit derivatives, asset backed securities and mortgage backed securities. Prior to Radian, Mr. Burchett was an Associate at Hanover Capital Mortgage Holdings, a residential mortgage Real Estate Investment Trust. At Hanover Mr. Burchett modeled and analyzed non-Agency residential mortgage backed securities.

  Industry experience: Financial Services: Banks, Hedge Funds, Structured Investment Vehicles, Specialty Consumer Finance; Real Estate; Insurance; Government Agencies.

  Financial asset expertise: Residential Mortgage Backed Securities, Asset Backed Securities, Collateralized Debt Obligations, Commercial Mortgage Backed Securities, Collateralized Loan Obligations, Credit Derivatives, Interest Rate Derivatives.

  Education: Ph.D. and Master of Arts, Stanford University Bachelor of Arts, Pomona College

• Elie Canetti, Advisor, Monetary and Capital Market Department, INTERNATIONAL MONETARY FUND
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  Elie Canetti is an advisor in the Monetary and Capital Markets department of the IMF. His chief responsibility is to coordinate the IMF’s multilateral financial sector surveillance, including the financial aspects of the IMF’s early warning exercise (conducted jointly with the FSB). Prior to that, he spent six years in the IMF’s Global Markets Analysis division, co-supervising the IMF’s market monitoring and analysis and contributing to the Global Financial Stability Report. He has worked on a wide range of issues including emerging market financing, mortgage markets, international capital flows, and financial determinants of commodity prices. He has worked with Mohamed El Erian at PIMCO as an emerging market analyst and also worked at the U.S. Treasury and World Bank. He is a co-author, with Alan Blinder and others, of a landmark corporate pricing study, Asking About Prices.

• Iain Cullen, Partner, SIMMONS & SIMMONS
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  Iain Cullen is a partner in the Financial Services Group at Simmons & Simmons. He joined Simmons & Simmons in 1977, qualified as a solicitor in 1980 (working for the first 18 months in the firm’s Brussels office) and became a partner in 1986. Since 1993 Iain’s practice has concentrated on structuring hedge funds and advising hedge fund managers. Iain has served as General Counsel of the Alternative Investment Management Association (the global not-for-profit trade association for the hedge fund industry) since its foundation in 1990, was Co-Chairman from 1991-1995 of the Commodities, Futures and Options Committee of the Section on Business Law of the International Bar Association and is the co-editor of Hedge Funds: Law and Regulation published by Sweet & Maxwell (2001).

• Karl D’Cunha, Senior Managing Director, HOULIHAN SMITH & COMPANY, INC.  
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  Karl D'Cunha is a Senior Managing Director at Houlihan Smith where his primary responsibilities as part of the firm’s financial advisory practice include providing financial opinions including valuations, fairness opinions, and structured finance advisory.  He is the head of the firm’s Hedge Fund Advisory Services group and a team leader of the firm’s technical standards committee.   Mr. D'Cunha holds a B.A. in Finance and Economics from University of Western Ontario and a Graduate Diploma in Accounting from McGill University. He is a Chartered Accountant, a level III candidate in the CFA program.  Mr. D’Cunha belongs to many investment related organizations, such as New York Hedge Fund Roundtable, Hedge Fund Association, Canadian Institute of Chartered Accountants, CFA Society of Chicago, CFA Institute, Association of Chartered Accountants in the United States, Appraisal Issues Task Force, and American MENSA, Ltd.

• Andrew J. Donohue, Director, Division of Investment Management, U.S. SECURITIES AND EXCHANGE COMMISSION
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  Andrew J. Donohue is the Director of the Division of Investment Management at the U.S. Securities and Exchange Commission.  Mr. Donohue was sworn in by Chairman Christopher Cox on May 15, 2006.  He is among the most senior financial services regulators in the United States, with principal oversight for the $40 trillion investment management industry.  As Director, Mr. Donohue is responsible for developing regulatory policy and administering the federal securities laws applicable to mutual funds, ETFs, closed‑end funds, variable insurance products, UITs and investment advisers.

  Prior to becoming Investment Management Director, Mr. Donohue was Global General Counsel for Merrill Lynch Investment Managers.  In that position, he oversaw the firm's legal and regulatory compliance functions for over $500 billion in assets including mutual funds, fixed income funds, hedge funds, private equities, managed futures, and exchange funds.  Prior to his service at Merrill Lynch Investment Managers, Mr. Donohue spent more than a decade as Executive Vice President, General Counsel, Director, and member of the Executive Committee for OppenheimerFunds.  Mr. Donohue has over thirty years experience the financial services industry. Mr. Donohue earned his J.D. from New York University School of Law in 1975 and his B.A., cum laude, with high honors in Economics from Hofstra University in 1972.

  Mr. Donohue and his wife, Pat, have three children and three grandchildren.

• Franklin R. Edwards Professor of Finance and Economics Graduate School of Business, COLUMBIA UNIVERSITY
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  Franklin R. Edwards is the Arthur F. Burns Professor of Free and Competitive Enterprise at the Columbia University Graduate School of Business.  He is a founding member of the Financial Economists Roundtable, and a former member of the board of directors of the Futures Industry Association.  He also has served on numerous exchange committees and government advisory groups, and was a member of the Shadow Financial Regulatory Committee for more than ten years.  His interests and academic research span several areas, including derivatives markets, hedge funds, corporate governance, and financial markets generally.  He received a Ph.D. in Economics from Harvard University in 1964 and a J.D. from New York University in 1968. 

  Professor Edwards is the author (with Cindy Ma) of the textbook Futures and Options (McGraw Hill: 1992) and of The New Finance: Regulation and Financial Stability (AEI Press: 1996), and has written more that a hundred academic articles.  His recent publications include: “Hedge Funds and Investor Protection Regulation,” in Economic Review (FRB of Atlanta, 2006);  “Derivatives and Systemic Risk: What Role Can the Bankruptcy Code Play?” (with Edward Morrison) in Systemic Financial Crises:  Resolving Large Bank Insolvencies (2005);  “Derivatives and the Bankruptcy Code:  Why The Special Treatment?” (with Edward Morrison) in the Yale Journal of Regulation (2005);  “U.S. Corporate Governance: What Went Wrong and Can It Be Fixed?” in Market Discipline Across Countries and Industries (2004); “The Regulation of Hedge Funds: Financial Stability and Investor Protection,” in Hedge Funds: Banks and Regulation (2004); “Hedge Funds: What Do We Know?” (with Stav Gaon) in Journal of Applied Corporate Finance (2003); and “Hedge Fund Performance and Manager Skill,” (with M. Caglayan) in Journal of Futures Markets (2001).

  Professor Edwards is or has been a member of the editorial boards of many academic journals and has consulted widely for law firms on issues pertaining to derivatives, hedge funds, and commodities and securities market regulation.  In recent years he has taught MBA courses on corporate governance, hedge funds, and derivatives markets, and has recently developed a module on corporate governance which is taught to all entering MBA students.

• Matthew J. Eichner, Deputy Associate Director, Division of Research and Statistics, FEDERAL RESERVE BOARD
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  Matthew J. Eichner is Deputy Associate Director, Division of Research and Statistics, at the Federal Reserve Board.  Prior to joining the Federal Reserve staff, he was an Assistant Director, Division of Trading and Markets, at the US Securities Exchange Commission and an Assistant Professor of Economics and Finance at Columbia University Graduate School of Business.

  Eichner received his doctoral degree in economics from the Massachusetts Institute of Technology, and is a CFA Charterholder.

• Todd Groome, Chairman, ALTERNATIVE INVESTMENT MANAGEMENT ASSOCIATION (AIMA) Visiting Scholar, THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
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  Todd Groome, formerly Advisor, Monetary and Capital Markets Department, of the International Monetary Fund, was appointed non-Executive Chairman of AIMA in January 2009.

  Whilst at the IMF, Todd was responsible for multilateral surveillance activities and review of capital markets developments, focusing on structural and financial stability issues, including production of the Fund’s Global Financial Stability Report.

  Prior to this role, he held senior positions at institutions in London, New York and Washington, DC including Deutsche Bank, Merrill Lynch and law firm Hogan & Hartson. Todd joined Diversified Global Asset Management as Managing Director in February 2009 where he is responsible for business development and advising on macro investment themes.

  With 25 years of international financial experience, Todd brings a wealth of knowledge and strategic abilities which will greatly enhance AIMA’s existing dialogue with national, international and supranational organisations.

• George Hoguet, Global Investment Strategist, Senior Portfolio Manager, STATE STREET GLOBAL ADVISORS
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  George is a Managing Director, Senior Portfolio Manager and Global Investment Strategist specializing in emerging markets at SSgA. He has been involved with the firm's Active Emerging Markets Strategy over the past ten years, and is a member of the firm's Senior Management Group. Prior to joining the firm in 1998, George worked in London and Boston with the Chief Investment Officer of Baring Asset Management. He has also worked at the Frank Russell Company, Tacoma, WA, where he consulted to large institutional investors on a wide range of investment topics. George spent the first part of his career in emerging market and domestic corporate finance at Bankers Trust Company. From 1981-1985 he served at the U.S. Treasury Department, first as U.S. Alternate Executive Director to the World Bank and, subsequently, as Principal Deputy Assistant Secretary of the Treasury for International Affairs. At the Treasury Department, he worked on a broad range of international monetary issues.

• Christopher Holt, MBA, CAIA, Director, Industry Relations, CHARTERED ALTERNATIVE INVESTMENT ANALYST (CAIA) ASSOCIATIONManaging Editor, ALLABOUTALPHA.COM
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  Chris is head of industry relations in the Americas for the Chartered Alternative Investment Analyst (CAIA) Association, a non-profit association of alternative investment professionals and the sponsor of the CAIA designation. He is also the founder & managing editor of AllAboutAlpha.com, a website covering alternative investment research, analysis and opinion. He has written over a thousand articles on hedge fund industry research and trends and is also a regular speaker, moderator and chair at various industry events around the world.

  Prior to founding AllAboutAlpha.com, Chris was head of institutional sales for one of Canada’s largest long/short equity managers. Before that he also served a 10 year tour of duty in the management consulting industry with several firms including Ernst & Young. During this time, he worked as both a consultant and research director providing counsel to major clients in the financial services and telecom sectors. Separately, he also served as a consultant to the Annual Meeting of the Swiss-based World Economic Forum for 10 years.

  Chris holds an MBA from Duke University and is a Chartered Alternative Investment Analyst SM. He is also a member of the Editorial Board of the Journal of Alternative Investments.

  The CAIA designation certifies one's mastery of the concepts, tools and practices essential for understanding alternative investments and promotes adherence to high standards of professional conduct. The CAIA program's diverse curriculum appeals to investment advisors, consultants and analysts, fund managers and administrators, accountants, lawyers, academics, and compliance and back office personnel. Based near Boston, MA, the CAIA Association has offices in London, Singapore and Toronto and has chapters in12 of the world’s largest financial centers.

• Orla M. Nallen, Managing Director, U.S. Alternative Investment Services, THE BANK OF NEW YORK MELLON
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  Orla is a senior sales person for BNY Mellon’s Hedge Fund Administration business.Orla has spent her career at BNY Mellon focused on broker-dealers and alternative investment funds. Prior to her current role Orla was Head of the Company’s Hedge Fund Corporate Banking Group. Orla built and managed the team that is responsible for the credit and client management for Hedge Fund clients. In addition to managing the relationships she was responsible for business development and strategy for services to the Hedge Fund Industry.

  Orla joined BNY Mellon while completing her M.B.A. at Northeastern University, Boston. Prior to joining the Securities Industry Banking Division in 1999, she spent two years in the International Division marketing international corporate finance products to U.S. multinational corporations. Before completing her M.B.A., Orla worked for both Disney and Ritz Carlton for several years in various management positions.

  Orla is on the Steering Committee for the Company’s Women’s Initiative (WIN) and is a member of the Woman’s Bond Club (WBC). She is also a frequent speaker at Industry events. Orla spearheaded for BNY Mellon the White Paper “The Hedge Fund of Tomorrow: Building an Enduring Firm” in conjunction with Casey Quirk.

• Robert Picard, Senior Advisor, NAVIGANT CAPITAL ADVISORS
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  Mr. Picard is currently Senior Advisor to Navigant Capital Advisors providing consulting services relating to the hedge fund industry. Earlier, Mr. Picard was Chief Investment Officer at Optima Fund Management overseeing USD 6.5 Billion of hedge fund of fund investments. Prior to joining Optima, Mr. Picard was a Managing Director at The Carlyle Group. At Carlyle, Mr. Picard built and managed the process and portfolio of an innovative hedge fund business that provided an institutional platform for Institutions investing in alternative investments. Prior to joining Carlyle, Mr. Picard was Managing Director at RBC Capital Risk Advisors, working with the Global Equity Derivatives Group of Royal Bank of Canada. The Group actively managed more than US $10 billion of Royal Bank's proprietary assets through arbitrage trading, hedge fund investments and structured private equity investments. Previously Mr. Picard was European Manager, Structured Equity Products for RBC Dominion Securities Inc. From 1992 to 1994, Mr. Picard worked as European Product Manager, Global Equity Derivatives for Kidder, Peabody in Europe and earlier worked for Bank Nomura (Suisse) S.A. trading and selling multicurrency, Japanese and South-East Asian convertible and warrant products. Mr. Picard graduated from College de Geneve and attended the University of Geneva School of Law. Mr. Picard speaks English, French and German. Mr. Picard was recently Chairman of the 2007 GAIM Fund of Funds conference in New York.

• Marc Pillemer, GOLDMAN SACHS & CO
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  Marc is a Vice President in the Financial Institutions Group of the Investment Banking Division at Goldman, Sachs & Co. Marc joined the firm in 2000, and has a primary focus on the asset management sector, providing strategic and financial advisory services to both traditional and alternative asset managers. Prior to his current position, Marc worked in both the Securities and Investment Management Divisions of Goldman Sachs in various roles, including having worked in the Hong Kong office from 2000-2002. Marc graduated from Macquarie University (Sydney, Australia) with a BCom in Actuarial Studies and Finance, and has attained an actuarial qualification (FIAA/FSA).

• James G. Rickards, Senior Managing Director for Market Intelligence, OMNIS, INC.
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  James G. Rickards is an economist, investment advisor and author with over 30 years experience in global capital markets.  He is Senior Managing Director at Omnis, Inc., a consulting firm in McLean, VA and Principal of Global-I Advisors, LLC, an investment banking firm specializing in geopolitical advice.  He has held senior executive positions at Citibank, RBS Greenwich Capital, Long-Term Capital Management and Caxton Associates.  In 1998, he was the principal negotiator of the rescue of LTCM sponsored by the Federal Reserve Bank of New York.  His clients include private investment funds, investment banks and government directorates in national security and defense.  He is a frequent speaker at conferences on derivatives and hedge funds and is active in the International Bar Association.  He has been the interviewed in The Wall Street Journal, has appeared on CNBC, Fox, CNN and NPR and is an Op-Ed contributor to the New York Times and the Washington Post.  Mr. Rickards is a visiting lecturer at the Kellogg School and the School of Advanced International Studies, has delivered papers on econophysics at the Applied Physics Laboratory and the Los Alamos National Laboratory and has written articles on cognitive diversity, network science and risk management.  He is an advisor to the Committee on Foreign Investment in the United States (CFIUS) Support Group of the Director of National Intelligence.  Mr. Rickards holds an LL.M. (Taxation) from the New York University School of Law; a J.D. from the University of Pennsylvania Law School; an M.A. in international economics from the School of Advanced International Studies and a B.A. from The Johns Hopkins University.

• Paul N. Roth, Partner, SCHULTE ROTH & ZABEL LLP
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  Paul N. Roth is a founding partner of Schulte Roth & Zabel LLP and a member of the firm’s Executive Committee. He is the head of the firm’s Investment Management Group and has 40 years of experience representing hedge funds, private equity funds, offshore funds, investment advisers and broker-dealers. In addition to fund formation and compliance, his areas of concentration include securities regulation, mergers and acquisitions, including cross-border acquisitions, and other financial transactions.

  A magna cum laude graduate of Harvard College, a cum laude graduate of Harvard Law School and a recipient of a Fulbright Fellowship for Study of Law in The Netherlands during 1964–65, Paul is also a Fellow of the New York City Bar Association and is listed in Who’s Who in American Law, Who’s Who in the World and The Best Lawyers in America.

  Paul chairs the Subcommittee on Hedge Funds of the American Bar Association’s Committee on Federal Securities Regulation. He was formerly chair of the Committee on Securities Regulation of the New York City Bar Association and a member of the Legal Advisory Board to the National Association of Securities Dealers (NASD). He is on the Advisory Board of Harvard Law School’s Center on Lawyers and the Professional Services Industry, was a member of Harvard University Faculty of Arts and Sciences’ Task Force on the Undergraduate Experience and is a past president and member of the board of the Harvard Law School Alumni Association of New York City. In addition, Paul is a member of the board of directors of the Citizens Committee for New York City and the NAACP Legal Defense and Educational Fund.

• Eric Weber, Chief Operating Officer and Managing Director, FREEMAN & CO
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  Eric Weber is the Chief Operation Officer and a Managing Director of Freeman & Co., where he focuses on financial services transactions in M&A and capital raising.

  Prior to joining Freeman & Co., he was a strategist and institutional consultant at Schafer Cullen Capital Management. Previously, he was a Vice President at Quan-Vest Consultants, an institutional investment consulting firm, where he was responsible for screening and monitoring investment managers. He received an MBA from Columbia Business School and a BA in economics from the College of William & Mary. He holds the CFA (Chartered Financial Analyst) charter from the CFA Institute.

• Bruce Wilson, Partner, SBW ADVISORS
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  Bruce has a long history of successfully managing all aspects of investment management businesses including legal, marketing, and financial operations. Bruce was most recently Chief Operating Officer at Third Point, a $6B AUM event driven hedge fund with 70 employees, where he managed finance, operations, technology, marketing, investor relations, legal, compliance, administration, and business risk management, including all aspects of counterparty credit, financing and liquidity risk. Prior to Third Point he was President and Chief Operating Officer at Quantitative Financial Strategies, a $5B multi-product quantitative strategy hedge fund complex, where he was responsible for managing the ongoing business as well as launching new products, negotiating investor managed account agreements, and negotiating all third-party agreements with counterparties, custodians, broker-dealers, etc. He was also the Controller and one of the first employees of Long-Term Capital Management (LTCM) where he played a critical role in building, from inception, the firm’s operational infrastructure and then managing numerous financial and operational functions of the firm.