North Korean RefugeeView Bio
Joseph Kim is from the northern region of North Korea. Growing up during the great famine of the 1990s, at the age of 12 Joseph saw his father starve to death, his mother disappear and his sister flee to China to search for food. In 2006, when he was 16, he decided to make the dangerous escape alone out of North Korea to look for food -- and for his sister. While hiding in China, he met a Korean-Chinese grandmother who protected and fed him until he found help from Liberty in North Korea (LiNK), a NGO that provided more stabilized shelter and later helped him to escape to the United States.
Joseph arrived in the U.S. in 2007 as a refugee. He is now in college studying international business. He is still searching for his sister.
Senior Managing Director and Global Head of the Alternative Investment Strategies Group
State Street Global AdvisorsView Bio
Bill is a Senior Managing Director of State Street Global Advisors and the Global Head of the Alternative Investment Strategies Group. In this role he is responsible for the strategy, management, investment oversight, product and marketing direction, and thought leadership of AISG. Bill oversees 17 investment professionals across three investment capabilities; Alternative Exposures, Global Macro, and Liquid Alternatives.
Bill joined State Street Global Advisors in September 2014 from Ramius, where he was a President and CEO of the liquid trading strategies business he co-founded in 2009. Prior to Ramius, Bill was a Managing Director and Global Head of Hedge Fund Research and Portfolio Construction at Merrill Lynch Global Wealth Management. Before joining Merrill Lynch in 2006, Bill was Global Head of Alternative Investments for Julius Baer Investment Management, LLC, which he joined in July 2002 after serving as Senior Vice President and Head of FX Trading and Sales at Bank Julius Baer since 1998. Early in his career, Bill actively traded and managed FX cash, futures, forwards and derivatives for international trading firms including Bankers Trust, UBS, and AIG. He received a Bachelor of Arts from Bowdoin College.
Ryan Oakes creates intriguing illusions for discerning audiences, and his unique brand of mystery melds psychological persuasion and sleightÂ of Âhand to create an interactive experience for his audiences. As a magician and mentalist, he's been profiled in Forbes, The Wall Street Journal, and The New York Times and has appeared on The View, Montel, FOX, CNN, The Discovery Channel, The Disney Channel, and ESPN. In 2009, Ryan co-starred in The Real Hustle, a television series about con artists that aired on the truTV network. Ryan is also the spokesman and consultant for a line of children's magic sets, which are distributed internationally under the Ideal brand. His is a graduate of the University of Pennsylvania and resides in New York City with his wife and son.
Former Deputy Assistant to Ronald Reagan and Chief of Staff to the First Lady
James Rosebush was Former Deputy Assistant to Ronald Reagan and Chief of Staff to the First Lady.
Currently, Mr. Rosebush is the CEO of GrowthStrategy, a firm dedicated to both advising Family Offices on wealth management and providing coaching and training to leaders for effective crisis communication and public speaking.
In the Spring of 2016, Mr. Rosebush released his bestselling novel True Reagan: What Made Ronald Reagan Great and Why It Matters
Front-Row Leadership ExpertView Bio
Marilyn Sherman has spent years motivating and inspiring audiences to get out of their comfort zone and get a front-row seat in life. After starting her career in corporate America, she is now seen as the go-to motivational keynote speaker for corporate and association markets that want their people to improve their morale, teamwork, and communication skills and ultimately achieve more results. With her background as a training officer for a major finance company, Marilyn honed her skills to motivate audiences who are often hard to motivate. With her engaging, and fun personality, Marilyn connects with her audiences immediately and delivers content that they can immediately use when they get back to their office.
Marilyn is a graduate of Washington State University and after working for Chrysler First Financial Services, she was a contract speaker for one of the top seminar companies in the United States and Canada. She officially received road warrior status after delivering six-hour professional development seminars up to 5 cities a week up to three weeks a month for five years! In 1998, she went out on her own starting UpFront Presentations, a speaking and training company. She has served on the boards for the National Speakers Association Las Vegas and San Diego chapters. She also held national positions as the chair of the Motivational Speaker Professional Expert Group and headed up four labs that were conducted across the country.
In addition to being a popular motivational keynote speaker, Marilyn is also the author of three motivational books including "Whose Comfort Zone Are You In?" "Why Settle for the Balcony, How to Get a Front-Row Seat in Life" and "Front-Row Service". When not delivering upbeat motivating programs for audiences across the country, Marilyn accompanies her French husband Yves de Boisredon who takes people on fantasy wine experience trips to France.
Trilogy Advisors LLCView Bio
John Sitilides, a Washington D.C. government affairs specialist and consultant to the Department of State, shares his insights into U.S. and global risk trends, developments and strategies before high-stakes decision makers and opinion leaders at investor, business and government conferences, forums and events. In customized executive briefings, he explores the complex geopolitical decisions that impact markets in Europe, Asia and the Middle East, helping corporate, investor and board director clients better understand and mitigate risk.
Sitilides chairs the State Department's Advanced Area Studies Program for Greece, Turkey and Cyprus since 2006 (under a U.S. government contract) at the Foreign Service Institute, the primary training institution for American diplomats and other U.S. foreign policy professionals.
He served as Board Chairman of the Woodrow Wilson Center Southeast Europe Project, directing policy, research & forecast analysis on U.S., NATO & EU geopolitical, commercial, and security interests throughout and bordering southeastern Europe, from 2005-2011.
As Principal at Trilogy Advisors LLC since 2005, Sitilides manages a government affairs portfolio specializing in environmental regulatory reform. He has testified before Congress, and is a regular media commentator on American politics and national security on broadcast, print and digital media. He has been interviewed on CNN, Fox News, CNN International, One America News and BBC News, and cited in the Wall Street Journal, New York Times, Washington Post, Washington Times, Bloomberg News, Politico, National Public Radio, and Institutional Investor.
Sitilides served as Executive Director of the Western Policy Center, an international relations institute researching and forecasting U.S., NATO & EU political, commercial and security issues in southeastern Europe. He directed the center's strategic planning, policy analysis, political and corporate communications, and financial management until he negotiated its 2004 merger with the Woodrow Wilson International Center for Scholars.
Sitilides serves on the Board of Directors of 3doo Inc., a VR360Â° media technology company; the Advanced Imaging Society, promoting the global film industry's arts and technologies; International Orthodox Christian Charities, a global humanitarian organization; and Leadership 100, a national Greek Orthodox foundation.
He is a member of the Association of International Risk Intelligence Professionals; the Intelligence and National Security Alliance, the U.S. Geospatial Intelligence Foundation, the Columbia University Club of Washington D.C., the Association of Former Senate Aides, the Federalist Society for Law and Public Policy Studies, and the New York State Society of Washington D.C.
Sitilides holds a Master's Degree in International and Public Affairs from Columbia University. He lives in McLean, VA with his wife, who is an attorney and businesswoman, and their four sons.
Dr. Ranjan Bhaduri, PhD, CFA, CAIA
Chief Research Officer
Sigma Analysis & Management Ltd.View Bio
Dr. Ranjan Bhaduri is the Chief Research Officer. Prior to joining Sigma in 2014, he was the Chief Research Officer and the Head of Product Development at AlphaMetrix Alternative Investment Advisors. At AlphaMetrix, Dr. Bhaduri designed and led an institutional due diligence and research program. Dr. Bhaduri worked closely with institutional clients on portfolio matters.
Prior to joining AlphaMetrix, he was a Vice President and on an Investment Committee at Morgan Stanley where he conducted due diligence and helped design customized portfolios of Alternatives. Earlier, he was at a Canadian Fund of Funds, and at a multi-billion dollar capital management firm where he was involved in all aspects of its fund of hedge funds and structured finance business. He has also worked with two major Canadian investment banks in the Financial Strategy Consulting Group and in Global Risk Management & Control, respectively.
Dr. Bhaduri has held advisory roles at the East-West Center, a leading think tank on the Asia-Pacific region, and at ClassMouse, an early stage software company. He has taught finance and mathematics at several universities and lectured on Derivatives for the Montreal Exchange. Dr. Bhaduri has published papers on, and been invited to speak worldwide regarding hedge fund issues, and advanced portfolio and risk management techniques. Dr. Bhaduri has a M.Math in Combinatorics & Optimization from the University of Waterloo (1992), a PhD in Mathematics from the University of Hawaii (1999) and an MBA from McMaster University (2002). Dr. Bhaduri holds both the CFA and CAIA charters. He is a member of the American Mathematical Society, the Mathematical Association of America, the Toronto CFA Society, and the Global Association of Risk Professionals (GARP). Dr. Bhaduri has served as a member of the All About Alpha Editorial Board, and as a CAIA Chicago Chapter Executive.
The Quad GroupView Bio
Chief strategist of the Quad Group and its affiliated companies. In his role Borish is highly engaged in recruiting new talent for Quad and working with the founding partners on business strategy. In addition, he is instrumental in helping traders develop a methodology to enhance their performance by serving as a trading coach. He is also Chairman, and CEO of Computer Trading Corporation (CTC) and an investor and member of the board of directors of Charitybuzz..
Borish formerly worked at the Federal Reserve Bank of New York, was founding partner at Tudor Investment Corporation, was Chairman of OneChicago, LLC, and is a trustee of the Institute for Financial Markets, He is also a founding board member of both the Robin Hood Foundation and Math for America. He holds a Masters in Public Policy and a B.S. in economics from the University of Michigan.
BW Cyber ServicesView Bio
Michael has more than 28 years providing technology, security, and related cybersecurity consulting solutions for multiple industries, including deep commercial and military experience in the financial services industry as well as classified government operations.
After graduating from college he served as an officer in the US Marine Corps (to 7 months in Saudi Arabia, Kuwait & Iraq during the 1st Gulf War) where he received specialized training by the National Security Agency in Cryptology and Signals Intelligence.
Upon departure from the military, he has held executive positions leading IT strategy, cybersecurity, and related enterprise software services for blue chip consultancies and publicly traded corporations including: Principal at Booz-Allen, Partner at Unisys, Chief Information Officer at the Industrial Distribution Group, Inc.and Sr. Director at Infor.
As the co-founder of BW Cyber Services, Michael has provided cyber-consulting support to multiple small-to medium-size NFA & SEC Members as well as one of the world's largest hedge funds.
Alternative Investment ManagementView Bio
William is a member of the firm's Investment Committee and focuses on portfolio management and researching managers and investments. Prior to joining the firm, William was the Chief Investment Officer and Managing Member of Ely Avenue Management, LLC, an independent investment and financial advisory firm. Previously, he was a Senior Portfolio Manager at Hartz Capital, a privately owned multi-strategy hedge fund associated with the Leonard Stern family office. While at Hartz, William had direct oversight of approximately US $1.0 billion of securities split between external and internal managed strategies. Prior to joining Hartz, he was a Managing Director at Berenson & Company and a Director of Credit Suisse First Boston's Telecom and Media Industry Group, specializing in mergers and acquisitions. He also worked as a Vice President at Lazard FrÃ¨res and Lehman Brothers, where he focused on the technology, media and telecom sectors. William earned his B.A. in Economics from the University of Pennsylvania and an M.B.A. in Finance and Management from Columbia Business School.
SkyView Investment AdvisorsView Bio
Conducts manager sourcing, research and due diligence in addition to portfolio construction and management. Investment Management Committee (IMC) member. Manages operational due diligence process.
Education & Registrations:
Chief Operating Officer
Favara LLCView Bio
Wendy currently holds the position of Chief Operating Office of Favara, LLC, a family office focused on real estate but allocating to other sectors which pharmaceuticals, venture and certain areas of the tech industry. The family office serves three generations of the family and is based in New York City.
Previously, Ms. Craft held the position of Executive Vice President and General Counsel for Fulcrum Equities, LLC, a single family office that invests in real estate and operating companies on its behalf. The office handles the holdings of a real estate family and also co-invests with other family offices on a variety of projects around the world.
Previous to that, Ms. Craft worked with the Schneider Family serving as their Vice President and General Counsel and assisted them in separating the existing family office from the family's operating company. The Schneider Family is a prominent real estate family in New York and has a foundation that serves children's charities around the world.
Having received her BA from Kalamazoo College MI, Ms. Craft continued her education at Thomas Cooley Law School with a concentration in international law. She also received the American Jurisprudence Prize Award in Conflict of Laws. She then attended Georgetown University Law School and attained her LL.M. in Taxation.
Additionally, she is a member of many Family Office Associations. She has served on the Advisory Board for Family Office Exchange. She has also served as a committee member for the NYSSCPA Family Office Committee in New York and serves on the Steering Committee for the NYU Sterns Family Office Council. She is a frequent speaker on Family Office Topics in the United States and abroad.
Chairman and CEO
Diamond Wealth StrategiesView Bio
After graduating Magna Cum Laude with a B.A. in Economics from Northwestern University, Mr. Diamond started his career in 1986 at Drexel Burnham Lambert. It was at Drexel Burnham where he honed his skills as an investor, and became an Associate Director in 1988. Focusing on portfolio management, Mr. Diamond found he had a real passion for managing money. In 1990 Bear Stearns offered him the position of Managing Director. Having had success managing money for several Wall Street firms, Mr. Diamond decided to launch his own hedge fund, Pinnacle Capital Growth, Incorporated, which ultimately managed over $100 million in assets. While running Pinnacle, Mr. Diamond was asked by several investors for advice with their estate planning; a natural outgrowth of managing money. Feeling that the stock market was overvalued and after having a successful 10 year run, Mr. Diamond decided to focus full time on estate planning, wealth transfer and asset protection. Mr. Diamond developed several proprietary estate planning and wealth transfer techniques and officially launched Diamond Wealth Strategies, a boutique firm specializing in the unique needs of high net worth families.
Head of Alternative Solutions
Silvercrest Asset ManagementView Bio
Michael Dubin, Managing Director, Silvercrest Asset Management, heads up the alternatives group within Silvercrest and has over 25 years of hedge fund experience.
Previously, as a Partner at Powers & Dubin for over 15 years, he developed their expertise in hedge fund-of-funds. Prior to that, for nearly a decade in the 1980's, he served as President of both Morgan Stanley/GFTA and GFTA Services, which marketed sophisticated multi-billion dollar currency risk management systems for major institutions worldwide. Earlier, he headed up the International Financial Advisory Service at Brown Brothers Harriman & Co., advising the Treasurers of the Fortune 500 companies on currency risk management. He authored the book, Foreign Acquisitions and the Growth of the Multi-National Firm, and lectures frequently on alternative investments and financial markets issues at conferences and business schools.
He has a Doctorate of Business Administration from the Harvard Business School in International Finance and a BA from Yale University in Molecular Biophysics and Biochemistry. He holds a Series 3 Registration with the NFA/CFTC.
He served on the Endowment Committee of the Town School, where was a Trustee and Treasurer for over a decade, and currently is a Director & Treasurer for both PlaNet Finance Corp., a non-
profit NGO in global microfinance, and Cities for Financial Empowerment Fund, a non-profit which helps inner-city residents achieve financial stability.
President & COO
Artemis Wealth AdvisorsView Bio
Dave Duebendorfer is President and Chief Operating Officer of Artemis Wealth Advisors, a New York-based RIA that manages $850 million for a select group of 12 UHNW families and College Foundations. He has over 25 years' experience in finance in both the US and Europe
He holds a BA degree in international management with high honors from UCLA, and an MBA from the Harvard Business School.
Manole Capital ManagementView Bio
Following 19 years as a Portfolio Manager with Goldman Sachs Asset Management's Growth Equity team, Warren helped create the first equity manager for Fortress Investments traditional asset manager called Logan Circle. Over 20 years of asset management experience, Warren has covered small, mid and large capitalization companies primarily in the financial and technology sectors. Warren founded Manole Capital Management, based in Tampa Florida, in February of 2015. Manole currently offers 4 equity products including: Fin Tech, Pure Payments, Non-Traditional Financials and High Quality Growth. Warren graduated from Lehigh University in 1994 with a Bachelor of Science in Business and Economics (Accounting) and he has a Chartered Financial Analyst designation.
VP Business Development
Spectrum FinancialView Bio
My passion for marketing and finance started early on when I began developing marketing materials for Spectrum Financial (Spectrum) during my senior year in college. I am a 2012 graduate from the College of Liberal Arts and Human Services at Virginia Tech, where I earned my Communications and Marketing degree in the top 10% of my class. Directly after graduation I started my full time position in Marketing Services at Spectrum Financial. Soon after, I focused on Client Services where I took over client billing and database management through Spectrum's partnership with Orion Advisor Services.
I am currently the Business Development Team Leader at Spectrum and the Vice President and Board Member of the National Association of Active Investment Managers. In the fall of 2013 I received Series 7 and 63 certifications. My credentials involve experience in establishing, maintaining, and building client relationships, performing market research and analysis, developing marketing campaigns and materials, exploring and discovering business opportunities, communicating with current and prospective clients, and overseeing the Orion Database.
I do my best work in the morning and enjoy fitness and learning about new things every day.
Infusion Global PartnersView Bio
Andrew has more than 18 years of investment and trading experience and has been highly successful working on both the buy side and sell side of New York- and Boston-based investment firms. He has extensive knowledge across products including options, futures, programs, ETF's, variance swaps and equity swaps. Andrew was most recently a global trader at Matrix Capital Management, a $1 billion long/short equity fund, where he was responsible for trading global markets 24 hours a day, 6 days a week. Andrew was promoted to head trader after two years and continued his track record of high performance and best execution in volatile markets. Prior to Matrix, Mr. Goodman spent 9 years at Lehman Brothers. Starting as a trade analyst for Lehman in New York, he rose to become a well-respected derivatives sales trader in Boston where he cultivated and grew his own accounts for the next six years. Andrew began his career at U.S. Trust Company in portfolio management, working with two portfolio managers overseeing $1.2 billion.
Mr. Goodman holds an MBA from Pace University and a BS in Finance from the University at Albany Business School.
Private Capital Investments LLCView Bio
Ms. Hill Ritchie is founder of Private Capital Investments, LLC as well as CEO of PEX Global, an investment platform for family offices backed by a family office. She joined PEX in 2013 to grow the company, increase deal flow and launch a direct deal, co-investment and secondaries online platform. She is an advisor and consultant to several prominent single family offices and companies including Eden Capital. Her previous work history includes Stream Capital, investment consulting work with Palladio Alternative Research SA in Switzerland and as a Senior Analyst and a member of the Investment Committee for the family office Saad Financial Services in Geneva, where she conducted due diligence and manager selection for their $3.5 billion investment portfolio. Before working in Geneva, Ms. Hill Ritchie was in New York City, where she worked as a Director for Wedge Alternatives, a family office backed fund marketing firm and also Hedgefund.net. Katherine received her MBA from the Fordham Graduate School of Business and her BS in Psychology from the University of Maryland. She is an Family Office Advisory Board Member of TriState Capital Private Bank, has been an active member of the Philanthropy and Education Committees of 100 Women in Finance, Fordham Graduate School of Business Overseers Board, ASK (All Special Kids), Lighthouse Organization and Cancer101 and is a mentor to 3 MBA students. Ms. Hill Ritchie holds the Series 7, 24, and 63 Securities Licenses.
Eric J. Hoerdemann, CFA
Chief of Research and Risk
Stride Capital GroupView Bio
Eric is a Partner and senior member of Stride's investment team, bringing over 15 years of manager research and portfolio management experience. Thus far in his career, Eric has directed more than $15 billion of investments to external managers globally, including investing the first institutional capital in numerous early stage and emerging managers. Prior to joining Stride, Eric spent seven years as Vice President and leader of the small cap equity team at SEI, responsible for directing investments of over $5 billion in roughly 25 external managers across multiple portfolios. Eric was also a rotating member of SEI's firm-wide investment committee, which oversaw over $100 billion of invested capital. He spent the previous five years at Goldman Sachs where he was a Vice President and responsible for over $10 billion invested in non-U.S., regional, and global equity managers. Eric began his investment career in the asset allocation team at SEI. He graduated magna cum laude from Lehigh University in 1996 and is a Chartered Financial Analyst.
President, Senior Consultant
Gavion, LLCView Bio
Brian Jones serves as President and Senior Consultant of GAVION, LLC and brings over 24 years of experience in institutional investment consulting. Brian is responsible for the oversight and development of the firm's institutional client relationships and has worked as lead consultant on numerous foundation, endowment and pension client relationships throughout the U.S. Prior to his tenure in the investment consulting industry, Brian was a part-time faculty member for the Department of Economics at the University of Memphis. Additionally, Brian worked for the State of Tennessee Senate Finance Committee and for the U.S. House of Representatives for the Ways and Means Committee. Brian graduated magna cum laude with a bachelor's degree in economics and holds a master of business administration degree from the University of Memphis. Brian currently serves on the board of the Southern College of Optometry and on the Men's Board of Grace Evangelical Church; in addition, he has been an active volunteer over the years with Special Kids and Families and the March of Dimes' Prematurity Campaign. *Equity Owner
Kerns Capital ManagementView Bio
Marty represents the next generation of a business that has evolved from family roots. He is the firm's President & CEO and serves as Lead Portfolio Manager to its flagship Macro Trends Fund.
Prior to joining Kerns Capital Management in 2007, Marty spent 15 years practicing law. The analytical problem-solving and management skills he developed as a partner in the Houston law firm of Beirne, Maynard & Parsons continue to serve him in his roles at Kerns Capital Management.
Marty purchased KCM from Lane Kerns, KCM's founder and Marty's father, in 2012. Until Lane's retirement in the summer of 2014, Marty and Lane worked side-by-side together in the management of the firm's investment strategies, including the Macro Trends Fund which they co-founded in 2008.
Marty holds a bachelor's degree in finance from the University of Texas - Austin and a J.D. from South Texas College of Law. He currently serves on the Guggenheim/Rydex Dynamic Advisory Board and has served on the Board of the National Association of Active Investment Managers.
For the past 14 years, Marty has volunteered his time a commissioner and coach for the boys and girls of the Spring Branch Memorial Sports Association.
Partner and the Director of Manager Research
Prelude CapitalView Bio
Michael Marcus, CFA is a Partner and the Director of Manager Research at Prelude Capital. Mr. Marcus joined Prelude Capital in 2010. Previously, Mr. Marcus was a Vice President and Senior Analyst in Deutsche Bank Asset Management's ARS Fund of Funds group. Prior thereto, Mr. Marcus was a Portfolio Manager for Pergament Advisors, a New York based multi-family office. While at Pergament, Mr. Marcus managed both the fund of hedge funds portfolio as well as the firm's fixed income separately managed accounts. Mr. Marcus began his career at Bear Stearns. Mr. Marcus earned his BSBA from the John M. Olin School of Business at Washington University in St. Louis and is a CFA Charterholder.
Prelude Capital is a non-traditional allocator to hedge funds and CTAs. Prelude currently has allocations outstanding of over $1.5 billion to more than 60 managers via a risk-based managed account structure. The firm seeks liquid, low volatility strategies that complement its existing portfolio. Prelude's team of eleven professionals is based in New York City.
ProfitScore Capital Management, Inc.View Bio
John McClure is the founder of ProfitScore Capital Management, Inc. As President & CIO, Mr. McClure's responsibilities entail leading the firm's overall direction and focusing the firm's research and development efforts. Mr. McClure has been involved in quantitative based research for over 25 years. Mr. McClure formed ProfitScore in 1998. ProfitScore's focus has been developing and implementing quantitative-based investment strategies. Mr. McClure was an Independent Trustee for Northern Lights ETF Trust and President and Chairman of the National Association of Active Investment Managers. Mr. McClure holds a Bachelor's Degree from Tennessee Technological University and a Master's in Business Administration from the University of Tennessee Chattanooga.
Chief Executive Officer
First New York Capital ManagementView Bio
Donald Motschwiller is the Chief Executive Officer of FNY Capital Management LP and Principle at Discovery Capital Management. At First New York Donald leads the firm's growth and diversification strategy by building out robust infrastructure, deploying the firms balance sheet and attracting top trading talent. The firm's multi-billion dollar portfolio is comprised of global equities, derivatives, commodities, credit, rates and foreign exchange. Headquartered in New York City and London, the firm is a proactive allocator to 175+ portfolio managers, traders, hedge funds and CTA's. First New York exclusively deploys only its partners capital.
Donald is a graduate of Cornell University and possess 25 years as an owner / operator in the trading, hedge fund and allocation business.
Donald is responsible for: providing strategic leadership by working with the Board and management to ensure a smoothly functioning and efficient organization; establishing long-term goals, strategies, business continuity, policies and culture.
CEO and Managing Partner
Eagle Bay AdvisorsView Bio
Michael started his professional career at a boutique consulting firm arguing property tax appeal cases before California County Boards of Appeal. After law school, he practiced law at Brown & Wood, helping structure and document fixed income derivatives transactions.
He leveraged his law experience to begin a career in banking at the Canadian Imperial Bank of Commerce. He structured, syndicated and managed a $1.0 billion portfolio of senior bank debt for investment grade and sub-investment grade companies. Later recruited by the Royal Bank of Canada, he led a risk management team that analyzed and approved all securitized products. He consulted on cross-bank initiatives and acquisitions. He structured fixed income derivatives that faced special purpose vehicles as counterparties. He was selected to found and co-run a $5.0 billion proprietary fixed income trading business.
Michael was recruited by a founding partner of large, New York City based multi-family office to be his successor. As Partner, he co-led their Wealth Advisory Group, and was a member of the Executive and Investment Committees. He attracted and advised some of the firm's most significant client relationships. He is known to deliver sophisticated family governance solutions and to negotiate and structure significant financial transactions for his clients.
Michael founded Eagle Bay Advisors. As Chief Investment Officer, clients value Michael's 20 + years of portfolio construction, due diligence, trading, structuring and risk management experience, and his ability to match those skills with each client's return expectations, risk tolerance and liquidity preference.
As Managing Partner, clients praise the transparent business model and the culture of integrity and trust that governs the activities of the world-class team at Eagle Bay. Clients respect the firm's unique combination of industry leading, robust infrastructure, systems and global resources that Michael and his team assembled.
Most importantly, as financial advisor, Michael's clients and business partners value and trust his passion, empathy, relentless support, objective advice, and his ability to apply his institutional training and talents to matters relevant to them.
Michael holds a Bachelor of Science degree in Finance from California State University, Long Beach and a Juris Doctor degree from Lewis & Clark Law School, with a certificate in Tax Law and an emphasis in Corporate transactions. He is also a CFA charter holder.
Head of Global Macro and CTA Strategies
Lyxor Inc.View Bio
Fabien Pavlowsky joined Lyxor Inc. in September 2010 as the Head of Global Macro and CTA Strategies. Since January 2015, he has served as the Head of U.S. Product Development. From 2002 to 2010, he worked for fund-of-funds Financial Risk Management ('FRM'), both in New York and London. While at FRM, Mr. Pavlowsky headed the directional trading sector and was responsible for manager selection of global macro and CTA funds, as well as portfolio management for sector-specific fund-of-funds.
Mr. Pavlowsky holds a M.Sc. from the Ecole Centrale Paris in France with a major in Computer Science and a minor in Finance.
Chief Investment Officer
View Capital AdvisorsView Bio
Ken Shoji is a Managing Director and the Chief Investment Officer of View Capital Advisors, LLC. Prior to joining View Capital, Ken was the founder and Managing Partner of Stissing Lake Advisors, an investment advisory firm working with family offices and institutional investors. Ken has over 30 years of experience in asset management and investment banking. He has served as the Chief Operating Officer of GSB Podium Advisors, a SEC-registered hedge fund, Head of the Alternative Investment Group for Dresdner Kleinwort, and a Managing Director at The Mayfair Group, a private alternative investment firm. He has also held positions in derivative sales and trading at Deutsche Bank, Bankers Trust Company and J.P. Morgan, in New York, London and Tokyo.
Ken is a CFA charter holder and graduated with a MA with Honours from the University of Edinburgh and a MBA from the Harvard Business School.
Prophecy Asset ManagementView Bio
Jeffrey Spotts, CMT has 27 years of professional experience providing portfolio management services to institutions and high-net-worth clients. He launched the firm in 2001, with a single strategy, technical trading fund focused on equities. Mr. Spotts has managed a first-loss capital allocation since 2000.
Prior to Prophecy, Mr. Spotts worked at Merrill Lynch from 1989 to 2001. During his tenure, he worked in various areas of the firm, including origination, research and asset management. He lead a portfolio management team with $500 million of AUM. He also managed a discretionary hedged product from 1999-2001 at Merrill Lynch, and from 2001 to present at Prophecy.
Mr. Spotts is published on trading strategies. He graduated in 1989 from the Pennsylvania State University with a Bachelor of Science in Business Administration.
Patrick St. Denis
Director of Investments
Spouting RockView Bio
Patrick joined Spouting Rock as Director of Investments in August 2015. Part of his current responsibilities is to manage Spouting Rock's Manager Select (Customized Portfolios of Alternative Mutual Funds) strategies. Prior to joining Spouting Rock, Patrick was an Associate Director responsible for manager research and investment analysis for Zurich Alternative Asset Management, LLC (ZAAM), the alternative investment group within Zurich Insurance Company.
Patrick conducted manager research and investment due diligence as a member of the group's investment team responsible for a $2 billion portfolio of hedge funds. During his 7 years at ZAAM, Patrick led numerous research initiatives as well as contributing in various group operational projects. As a Generalist (Analyst) at ZAAM, Patrick researched a broad range of alternative investment strategies globally and across asset classes, as well as derivatives and structured products. Patrick began his Finance career as an Associate at UBS Investment Bank where he spent 3 years in the Mortgage Finance and Trading group.
Patrick is a graduate of Union College where he majored in Economics. While at Union, Patrick was a 4-year letter winner as a member of the Varsity Football team. Patrick is a Chartered Alternative Investment Analyst (CAIA) and a member of the CAIA Association.
Chief Executive Officer and Chief Research Officer
Telsey Consumer FundView Bio
Dana Telsey is the CEO and Chief Research Officer of Telsey Advisory Group (TAG). TAG's research team covers U.S. and international companies across all market caps in the following sectors: advertising, apparel manufacturers, children's and teen retailers, consumer electronics retailers, cosmetics, department stores, discounters, footwear, gaming and lodging, home furnishings retailers, home improvement retailers, luxury goods, media, office supply retailers, off-price retailers, pay TV companies, restaurants, specialty apparel retailers, sporting goods retailers, and supermarkets. Founded in 2006, TAG has grown to be a leading equity research, trade execution, investment banking and consulting firm, focusing on the consumer space. TAG is also certified as a Woman-Owned Business Enterprise by several states, cities, the Women's Business Enterprise National Council and numerous plan sponsors across the country. In 2015, Ms. Telsey also formed Telsey Consumer Fund Management LP, an asset management firm that manages a long/short hedge fund investing in consumer-based companies.
Ms. Telsey has followed over 100 companies during her 31-year career and is the only U.S. based analyst to provide complete analysis of the European luxury goods sector. From 1994 to 2006, she was at Bear, Stearns & Co. Inc. covering the retail sector as a Senior Managing Director. Prior to working at Bear Stearns, Ms. Telsey was the Retail Analyst at C.J. Lawrence and Vice President of the Baron Asset Fund at Baron Capital, Inc.
In 2016, Ms. Telsey won the Thomson Reuters award for 'Number 1 Stock Picker for Multiline Retail'. In 2015, Ms. Telsey was selected, 'from hundreds of nominees by the National Retail Federation (NRF) executive judging panel of top industry CEOs', as one of the 24 winners of The List of People Shaping Retail's Future. In 2014, Ms. Telsey was honored with the designation of Woman- Owned Brokerage of the Year by Traders Magazine for successfully growing her firm by developing and delivering top-notch research and trading tools. In 2011, Traders Magazine awarded her as Entrepreneur of the Year. Ms. Telsey is a thirteen-year member of Institutional Investor magazine's 'All-America Research Team' where she was ranked the Number One Specialty Stores analyst for seven consecutive years through 2005. In the most recent ranking of Institutional Investor magazine's 'All-America Independent Research Team', she was ranked the Number One Specialty Stores analyst and Number One Broadlines & Department Stores analyst.
Ms. Telsey is a regular guest analyst on both CNN and CNBC and has appeared as a special guest on such programs as Bloomberg Radio, World News Tonight - ABC News, Good Morning America, The NBC Evening News, The Today Show, BNN, BBC amongst many others.
Ms. Telsey graduated from Hobart-William Smith Colleges with a B.A. degree in History and Spanish and received her M.B.A from Fordham University.
Vice Chairman & Chief Investment Officer
Mr. Theodore has specialized both in portfolio management and investment strategy. In addition to being a senior portfolio manager at Citibank and Morgan Stanley, he was head of equity strategy at Citibank and author of the first published research analysis of growth vs. value investing while at Morgan Stanley. Ted was chair of the Asset Allocation Congress and has conducted half-day workshops on global active asset allocation. He was an early adopter of ETFs and started one of the first ETF strategist products in 1999. Ted earned both his MBA in Finance and his undergraduate degree in Economics from the University of Michigan. He is a member of the Institute of Chartered Financial Analysts, the New York Society of Security Analysts and the Market Technicians Association.
Worth Venture PartnersView Bio
David is responsible for manager sourcing and compliance as well as investor relations.
Discovery CapitalView Bio
In addition to operating the firm's business, Mr. Zucosky oversees manager selection, portfolio management and monitoring for the Investment Adviser. Previously, as Senior Vice President in charge of alternative investments for InvestorForce (Philadelphia), he oversaw all institutional searches for hedge funds done through the firm's on-line RFP platform. As Head of Marketable Alternative Strategies for Strategic Investment Group (Washington, DC), he analyzed and managed portfolios for institutional investors. Tom also partnered with Olympia Capital Management (Paris), where he oversaw all US-based hedge fund due diligence. In 1985, he co-founded Aegis Capital, a hedge fund/registered investment adviser. Tom graduated with honors with an M.A. from Montclair State University and a BS (Business) from The College of New Jersey.
Hedge Connection has been producing investor introduction events since 2003. Over this time we have forged strong relationships with many family offices and institutional investors. Thousands of investors and fund managers have participated in our events in the New York area, San Francisco and Chicago. We now invite you to join us in Bermuda.
Contact us if you would like to know more about our registered participants.