We are now accepting nominations for industry leaders to serve as speakers and panelists at Investing in 130/30 Funds 2008.
- Showcase your thought leadership. Share your latest research and case studies with our highly targeted audience of investors, asset managers, and industry professionals.
- Raise your profile. In addition to speaking in front of over 200 senior-level professionals, your name will be included on over 30,000 brochures distributed worldwide.
- Reinforce your professionalism. Professionals and organizations want to speak at Terrapinn events because they are completely committed to their clients. Our program and agendas are researched and trusted.
|
|
|
Meet our speakers
|
Michael advises on various aspects of mutual funds law and regulation and on the establishment, authorisation and listing of funds in Ireland. He advises on the setting-up of various types of UCITS and non-UCITS Irish regulated funds and in respect of the establishment of Cayman funds. He also works with fund service providers in connection with custody, administration, prime brokerage and other service agreements. Michael has significant experience in general corporate and IT law which are of much benefit to our funds industry clients. Michael has assisted a number of companies involved in foreign direct investment into Ireland as regards their setting-up here and relationships with Irish Government grant agencies. He recently advised Sector & Alcentra on the establishment of their respective hedge funds structured products ranges in Ireland.
|
|
Head of Manager Research,
Hymans Robertson
STEPHEN BIRCH joined Hymans Robertson in March 2003 having spent six years working in management consulting. He is Head of Hymans Robertson’s Manager Research Team. In addition to overall responsibility for manager selection and analysis, Stephen focuses on fixed income managers. Stephen graduated from Durham University in 1996 with a degree in Economics.
|
|
Head of Global Research and Design,
Standard & Poor's
Srikant Dash is Head of Global Research & Design at Standard & Poor's Index Services. He leads the global team responsible for research and design for all S&P indices. He has led the development of more than three dozen asset class, thematic and strategy indices underlying assets of more than $50 billion. Among the indices he has created are S&P Equal Weight Index, S&P Style and Pure Style indices, S&P Private Equity Index, S&P Thematic Index Series, S&P BRIC 40 Index, S&P STARS Index series and S&P Preferred Stock Index. He has been a member of the U.S. index committee since 2002 and has authored several research papers on index issues.
Srikant joined Standard & Poor's in 2000 as manager of global index analysis. In this role, he provided analytical support to Standard & Poor's global indexes. His research included core-satellite and cash equitization strategies, and frameworks for benchmark comparison.
Srikant holds a Bachelor's of Electrical Engineering from the National Institute of Technology, Rourkela, India and an MBA from the Indian Institute of Management at Ahmedabad. He is a Fellow of the Global Association of Risk Professionals and a CFA charter holder. Srikant is a frequent contributor and reviewer for industry journals and publications and is widely cited in the press.
|
|
Mr Jerome de Lavenere Lusan, Managing Partner,
Laven Partners
Laven Partners are investment management consultants offering tailored advice to investors looking for niche expertise and pure in-depth analysis. Laven Partners focuses on investment strategies and the structure behind relevant managers, to help its clients build optimal portfolios based on their requirements.
More recently, Laven Partners was asked to carry out an extensive research on 130/30 strategies (including 120/20 and 140/40 strategies) and the effectiveness of these in varied market conditions.
Jérôme de Lavenère Lussan is the managing partner of Laven Partners and has 10 years experience within the industry. His background includes acting as a COO of a hedge fund with operations as well as involvement at prominent law firms.
|
|
Chief Executive and Founder,
Inalytics
Prior to establishing InAlytics, Rick was the Managing Director and CIO of CINMan, the in-house fund manager for the Coal Schemes, and then Head of the UK Unit at Goldman Sachs Asset Management. He has also held the positions of Director of Olympus Capital Management, a European long/short hedge fund manager, and Executive Director of IMIGest, the leading Italian mutual fund company. Expect some controversy as Rick is of the opinion that 130/30 funds actually hinder manager performance and what is more he says there is evidence to support his claim!
|
|
Chief Executive Officer,
Carne Global Financial Servies Ltd
|
|
,
Carne Global Financial Servies Ltd
|
|
Managing Director and Co-Founder,
Spitalfields Advisors
|
|
Head of Research,
Lighthouse Group
|
|
Regualtory Compliance & Cross Border Distribution,
Kinetic Partners
|
|
Partner,
Alpha Equity Management
Charles Krusen has more than 30 years of experience in financial markets. He is a Partner of Alpha Equity Management, a US-based asset management firm that is a pioneer in 130/30 strategies with three actively managed funds with audited 6 year track records. In addition, he is the Chief Investment Officer of Krusen Family Partnership, a Tampa-based family office. Krusen was previously Executive Director in the Derivatives Product Group of Fimat USA (a subsidiary of Société Générale), and he participated in the initial institutional investing in financial futures and options with Citigroup Capital Markets. He serves on the Board of Directors of Delta Rangers Inc, a financial services firm that was an early developer of the US real estate derivatives marketplace. Krusen is an honors graduate of Harvard College.
|
|
Senior Portfolio Manager,
SEI Investments
James Martielli is the Senior Portfolio Manager of SEI’s U.S. Equity team. SEI is a manager of managers with over US$189 billion in assets under management. James leads the team that is responsible for manager selection and portfolio construction for all of SEI’s U.S. equity products.
James led SEI’s research efforts on 120/20 and 130/30 strategies beginning in 2003. He authored a research paper in January 2005 which quantified the expected benefit from relaxing the long-only constraint. He led SEI’s efforts to launch the first manager-of-managers U.S. mutual fund to employ 120/20 strategies in December 2005. SEI now utilizes 5 sub-advisors managing approximately US$1 billion in 130/30 strategies across three separate US Large Cap and US Small/Mid cap mutual fund vehicles. SEI is currently in the process of expanding 130/30 strategies into its UCITS-based products.
|
|
Derivatives & Risk Management Policy,
Irish Financial Services Regulatory Authority
Grellan works in the funds authorisation area of the Financial Regulator, primarily specialising in regulatory policy on derivatives, risk management and structured products. Grellan, an Irish chartered accountant, spent over 13 years working in London where he worked for both Goldman Sachs and Credit Suisse First Boston. On returning to Dublin in 2003, Grellan worked with a currency hedge fund manager in the IFSC before joining the Financial Regulator in 2005. He qualified as an accountant with Ernst & Young in Dublin after obtaining his degree from Trinity College Dublin and a post-graduate accounting diploma from University College Dublin.
|
|
|
|
|
Chief Exectuive Officer,
Irish Funds Industry Administration
Gary Palmer is the Chief Executive of the Irish Funds Industry Association, the representative Association for the investment funds industry in Ireland. Gary is also a director and board member of the US based National Investment Company Service Association (NICSA) and of the European Funds and Asset Management Industry Association (EFAMA) where he is also a member of the management committee. He is a member of An Taoiseach’s (the Prime Minister’s) Clearing House Group and is chairman of the Investment Funds Committee. Gary is also a member of the IFSRA’s, the Financial Regulator’s Consultative Industry Panel where he also chairs the EU and International advisory group. Gary is a member of the Department of an Taoiseach’s Asset Management Task Force as well as being a member of the Department of Finance’s IFSC Tax Working Group and the board of the National College of Ireland’s International Financial Services Institute.
A graduate of University College Dublin, prior to his current position Gary was the Director of Development with The Institute of Bankers in Ireland.
|
|
Senior Vice-President,
Lehman Brothers
Leonie Ryan is a Senior Vice President of Lehman Brothers and works in the Product Management team of Capital Markets Prime Services.
Leonie joined Lehman Brothers in 2006 to help set up the newly formed Capital Markets Prime Services Product Management Team. She is responsible for the Equity Long Short, UCITS III & 130/30 products in Europe. Prior to Lehman, Leonie spent 8 years at Goldman Sachs, playing an instrumental role in setting up 3 new businesses. She joined the graduate training program at Natwest Markets in 1995, as a Project Manager in Equities . Leonie holds a B.A. (Hons) in Economics & Finance from Trinity College Dublin, Ireland.
|
|
Director,
Alpha Financial Markets Consulting
Dr Christopher Sier is an industry authority on the operational management of derivatives by the buy-side. He has advised a wide range of market participants including investment managers, service providers, brokers and IT vendors, on strategic and operational issues relating to derivatives. He is a regular conference speaker and is widely quoted in the press. Chris has recently been appointed as a Director of Alpha Financial Markets Consulting, the well-known buy-side strategy and benchmarking consultancy.
|
|
,
Quantitative Management Associates
Margaret is portfolio manager for enhanced index equity portfolios for institutional investors and mutual fund clients. Maggie is extensively involved in quantitative research in asset allocation, security selection and portfolio construction for QMA. Maggie joined QMA’s predecessor in 1987. She has published articles on finance and economics in numerous publications, including, The Financial Analysts Journal, The Journal of Portfolio Management, The Journal of Investment Management and Award Papers in Public Utility Economics. Maggie earned a BA cum laude with distinction in Economics from Boston University, and holds an AM and PhD in Economics from Brown University.
|
|
Fund Manager Equities,
Blue Sky Group
Ramon is responsible for setting up and implementing the manager monitoring and selection process at Blue Sky Group who manage the pension assets of KLM in the Netherlands. Blue Sky Group have been consistently at the forefront of new investment ideas and have been one of the first European investors to turn one of their enhanced mandates into a long-only extension strategy.
|
|
Group Pensions Manager,
Warwickshire County Council
|
|
Professor of Finance and Brenneman Professor of Business Strategy,
Washburn University School of Business
Robert’s published research spans many topical areas, including investments, portfolio management, corporate finance and banking, and has appeared in scholarly journals such as The Journal of Portfolio Management, The Journal of Investing, Financial Management, The Financial Review, and the Journal of Financial Research. He is currently researching portfolio extensions and 130/30 funds, products he believes will become increasingly popular because they fill an important niche between traditional active equity management and alternative investments.
|
|
Head of Investment Management,
Towry Law
Andrew is Head of Investments at Towry Law. He has been involved in running multi-manager investments since 1996, specialising in fund research, portfolio construction, and risk analysis, becoming an investment director of JS&P Investment Management Ltd in 1999. Professional qualifications include the Investment Management Certificate of the IIMR, and the Advanced Financial Planning Certificate of the Chartered Insurance Institute. Andrew is also currently a CAIA candidate.
|
|
|
|
|
|
|
