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Gumersindo Oliveros
Director of Pension Plan and Endowments
The World Bank
 Yorgos Constantacopoulos Director
Renaissance Institutional Management Limited
 Cirus Andreu Managing Director
BanSabadell
Kyril Saxe-Coburg
Principal
GLG Partners LP
 Luis Angel Dominguez-Sol Jefe de Mercados
Consorcio de Compensacion de Seguros
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 Speakers, delegates and investors can relax and enjoy the Annual Hedge Funds World España Gala Dinner in one of Madrid’s most historical buildings. Places are limited!
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- Over 380 participants and 15 sponsors
- 34% of 2007 attendees were allocators to hedge funds
- 67% of 2007 attendees director level or above
› What about 2008? |
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Meet our speakers
Treasurer & Chief Investment officer,
Rensselaer Polytechnic Institute
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Founding Partner, President,
Cygnus Asset Management SGIIC S.A.
José María worked during 14 years for UBS. Originally an investment banker based in London, he was involved in M&A deals; IPO’s; and equity derivatives structures while at Corporate Finance. After seven years he moved to the Wealth Management Division to create a Corporate Finance capacity and later the Key Clients Group for large private clients in Spain. José María began his professional career in 1986 working for the consulting division of Arthur Andersen (now Accenture), gaining experience on information systems and strategic management consulting. Later in 1988 he worked for Advent España SA a venture capital firm part of the Advent International network, where he participate in fund raising, deal flow generation, financial analysis and due diligence. At Cygnus he is the President and is responsible for the domestic business among other things.
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Managing Director,
BanSabadell Inversión SGIIC
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Fund Manager - Proxima Global Markets Fund,
Proxima Alfa Investments, SGIIC,S.A
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Director,
Caixa Catalunya
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Director of Wholesale Banking and Asset Management,
BBVA & member of the Bank’s Management Committee
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Director of the Centre for Central Banking Studies & Advisor to the Governor,
Central Bank of England
Mario I. Blejer is currently the Director of the Centre for Central Banking Studies at the Bank of England. He is also an Advisor to the Governor. During 2001/02 he was Deputy Governor and then Governor of the Central Bank of Argentina.
Previously, he served 21 years at the International Monetary Fund, where he was Senior Advisor at the Monetary and Exchange Affairs and the Asian Department, working also in the European, Fiscal and Research Departments.
During his academic career Blejer held the Walther Rathenau Chair in Economics at The Hebrew University of Jerusalem (1996-1999) and he taught at Boston University, New York University, Johns Hopkins, the University of Geneva, and George Washington University. He also held recurrent professorial positions at Universidad de San Andrés, Buenos Aires, Argentina, and the Central European University, Budapest.
Mario I. Blejer received his BA and MA from the Hebrew University of Jerusalem and his Ph.D from the Univeristy of Chicago. He has published a significant number of books and numerous articles in specialized journals.
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MD and Head of Investments Europe and Asia,
Ivy Asset Management
Joseph Burns is a Managing Director in the Investments Group at Ivy Asset Management and serves as the Head of Investments for Europe and Asia. He is responsible for overseeing manager research, due diligence and monitoring, and portfolio construction as it pertains to Europe and Asia. In addition to regional management responsibilities, Mr. Burns serves on Ivy's Investment Committee. Prior to joining Ivy in 2001 Mr. Burns was the Director of Investments for a European Family Office where he managed the hedge fund and private equity fund investments. Previously Mr. Burns worked at Soros Fund Management as a Portfolio Analyst where he assisted in the oversight of the firm's external investments. Mr. Burns began his career at Capital Management Corp., a New York-based investment advisory firm.
Mr. Burns was a Merit Scholar at Manhattanville College, graduating with a B.A. in Political Science, and received his M.B.A. in Finance with an investment management concentration from Fordham University.
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Head of Hedge Fund Research,
RMF Investment Management (was at Vega Asset Management)
Jaime Castán is Head of Hedge Fund Research and Member of the Management Committee at RMF, a unit of Man Investments with over $25bn under management. He has 20 years of trading, risk management and hedge fund investing experience, and has worked across 3 continents (Europe, America and Asia). Prior to joining RMF Jaime was managing Director Head of Risk Management at Vega Asset Management. Between 1987 and 2003 he held asset allocation and manager selection responsibilities with Banco Santander and Credit Suisse, and also several trading and managerial roles with JP Morgan and Banco Santander.
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Managing Director,
Lehman Brothers
Yves Choueifaty, Managing Director, joined Lehman Brothers Asset Management in 2006 as Head of the Quantitative Asset Management business. The Quantitative team now has 11 investment professionals based in London and Paris. Prior to joining Lehman Brothers, Mr Choueifaty, who has over 16 years investment experience, was CEO of Credit Lyonnais Asset Management (“CLAM”, AUM €70B). He was CIO of CLAM since 2000 with direct responsibility for all aspects of the Investment Management process as well as Marketing and Sales. From 1998 to 2000 Mr Choueifaty was Head of Financial Engineering and Quantitative Investment Management having developed the structured products and financial engineering business units since 1992. Mr. Choueifaty graduated in 1992 from ENSAE in Statistics, Actuarial studies, Finance, and Artificial Intelligence.
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Mr. Yorgos Constantacopoulos, Director,
Renaissance Institutional Management (UK) Limited
Mr. Constantacopoulos joined Renaissance in August 2006. Prior to this, he spent
more than two years with the systematic hedge fund Aspect Capital. At Aspect he
was partly based in Geneva where he looked after Swiss institutional clients and also
in London where he was responsible for developing new institutional relationships
in the UK, France and Iberia. Before joining Aspect, he had completed a number of
internships including JP Morgan Private Bank in Madrid and Schroders Private Bank
in Geneva. Mr. Constantacopoulos holds a BA in Economics from the European
Business School in Madrid.
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Chief Investment Officer,
Cygnus Asset Management SGIIC S.A.
Juan Cruz is the Chief Investment Officer of Cygnus Asset Management SGIIC S.A. From 2000 until May 2005, Mr. Cruz was one of the founding partners of BBVA & Partners, a Madrid-based hedge fund, and was responsible for its utilities portfolio, among other things. Mr. Cruz has been involved in long/short equity and/or proprietary trading for more than ten years; six of those as responsible for the Equity Arbitrage teams at both Argentaria and Santander. At Cygnus he is the Chief Investment Officer and lead portfolio manager of the Utilities Funds. Juan holds a B.Sc. in Economics from CUNEF, Madrid, Spain.
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Alternative Investment Director,
BBVA Global Markets
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Managing Partner,
Altex Partners, S.L.
Graduated in Law and Economic Sciences. INSEAD MBA. Started at JP Morgan. Founded Inversiones Ibersuizas. Co-head of Europe for the Investment Banking Division of Barclays (BZW) for Europe. Managing Director of the retailing firm Inditex (Zara). Chairman of Artscapital, main investor in Kelkoo, awarded Private Equity Deal of the year 2004 in Europe. Chairman of Altex Partners, Nagas Partners and Cador Iberia. Board member of Natra, Sigma Fund, Tamarit, Orchid Costa and Who is Who Technologies.
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Senior Vice President,
Lehman Brothers
Pedro Domenech, Senior Vice President, joined the Firm in 1997. Pedro is Executive Director and Head of the Investment Management Division, Iberia. He is also a Sales Coordinator for the IMD's Structured Asset Management. Pedro has held several positions at the Firm, including Head of the Structured Solutions Group for Iberia Lehman. Prior to joining the Firm, he was a swaps trader at Banco Sabadell. Pedro earned a degree from Instituto Europeo de Derecho y Economia, Spain.
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Mr Luis Angel Dominguez-Sol, Jefe de Mercados,
Consorcio de Seguros
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Peter Douglas is the founder and principal of GFIA pte ltd www.gfia.com.sg, a hedge fund consulting firm founded in 1998, focussing on skill-based managers in developing markets. Apart from tailored research, GFIA's products include the Latin American Fund of Funds, the world's first offshore fund of Latin hedge funds, launched in 2005, and the GFIA 2006 fund of Asian hedge funds. Peter is the Council Member for Singapore for the Alternative Investment Management Association www.aima.org, a director of the Chartered Alternative Investment Analyst www.caia.org Association, and director or trustee of a number of corporate and charitable enterprises. He holds an honours degree from the University of Exeter, an MBA from INSEAD, and is a Chartered Alternative Investment Analyst.
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Head of Structuring Alternative Investment,,
BBVA Global Markets
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Estudió Econometría en la Universidad de Ámsterdam
Empezó sus actividades como jefe del servicio de estudios económicos en el banco mercantil holandés Pierson, Heldring & Pierson, en el año 1984.
Entró en el mundo de la gestión patrimonial en el año 1989, con la apertura de la oficina de la gestora del mismo banco en España.
Desde entonces ha sido, entre otras cosas, consejero delegado de Beta Capital S.V., S.A., y responsable mundial de MeesPierson, para hedge funds y fondos de terceros.
Desde Julio de 2005 es Socio de Orienta Capital AV, empresa que se dedica principalmente al asesoramiento patrimonial.
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Chief Executive Officer,
CAAM Espana
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Country Manager,
BNY Mellon Asset Management
Sasha joined Mellon in 1999 and established the Madrid branch of Mellon Global Investments in 2001. Today Sasha’s responsibilities include all commercial activity for Mellon Global Investments’ in Spain and Portugal as well as representing Mellon's independent specialist asset management boutiques. Through Mellon Global Investments Institutional & wholesale clients as well as retail distributors in the region can access the alternative as well as long only capabilities of Mellon’s boutique asset managers.
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Co-Head of Sales,
BlueBay Asset Management plc
Alberto joined BlueBay in November 2003 from Barclays Capital where, from February 2000, he built their Continental European Investment Bank as Managing Director, as well as co-ordinating Global Market Sales for Europe and Middle East. He reported directly to the Chairman. From 1997 to 1999, Alberto was the Global Head of Fixed Income at ABN Amro during which period the firm won a number of awards including Best Lead Manager for European Borrowers, Eurobond House of the Year and Best Government Trading House. Prior to this, he held various senior positions at Deutsche Bank, Societe Generale and Credit Suisse First Boston. Alberto has spoken at the Global Borrowers Forum organised by the Worldbank and the Asian Development Bank Conference, among others and attended the Senior Executive Program of Standford University (California).
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Business Development Manager,
KPMG
Tim Fundell is the Business Development Manager for KPMG’s Hedge Funds Practice. He has over ten years of business development experience in professional services, the majority spent in the financial/ investment management and funds sectors
He has spent the past three years focusing on the development of KPMG’s UK and global hedge funds practice, working with hedge fund managers and intermediaries to anticipate the need for KPMG’s services in the marketplace
Member of KPMG’s Global Hedge Funds Executive Committee
Member of the research and editorial boards
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Managing Director,
Greenwich Alternative Investments
MARGARET W. GILBERT is Managing Director and Chief Marketing Officer of Greenwich Alternative Investments and is responsible for strategic product development, communications and global marketing. With over 20 years of executive management and private equity experience, including positions with GE Capital and IBM, Ms. Gilbert is an accomplished marketer and entrepreneur having founded, operated and sold a number of technology companies prior to joining Greenwich Alternative Investments in 2004. Ms. Gilbert earned a B.A. in mathematics from Texas A&M University.
Greenwich Alternative Investments (formerly Van Hedge Fund Advisors) is a leading hedge fund investment advisor and provider of global hedge fund indices, research and index-linked products and services to institutional investors worldwide. Founded in 1992, GAI was the first to perform large-scale research on the broad hedge fund universe and quickly became recognized as a pioneer in the field of alternative investments and the publisher of the Greenwich Global Hedge Fund Indices. Today, GAI manages on of the industry’s largest hedge fund platforms and continues to drive innovation in hedge fund investing.
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Head of Global Funds Services - Spain,
BNP Paribas Securities Services
Daniel González has a University Degree in Economics from Université Libre de Bruxelles, Brussels, and a Masters Degree in Applied Economic Analysis from Universidad Pompeu Fabra, Barcelona. He joined the BNP Paribas’ Luxembourg office nine years ago. During these years he has been working mainly in the Fund Administration area, ensuring both operational and project management roles. After several years in Dublin and Paris he joined the BNP Paribas Securities Services Madrid Branch on August 2004 as Head of Global Fund Services products.
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Head of Investment Communications,
Pioneer Alternative Investments
Chris Greenall is Head of Investment Communications, Funds of Hedge Funds, Pioneer Alternative Investments. Prior to taking up this position, Chris was the Alternative Investments Product Manager responsible for the promotion, positioning and development of new and existing products within Pioneer Alternative Investments $6bn hedge fund product range. Chris joined Pioneer Alternative Investments in 2003 from Merrill Lynch Investment Managers where he was responsible for the marketing of Merrill Lynch Investment Management’s offshore fund range including alternative investment products. From 1995 to 1998, Chris was Head of Policy at the British Chambers of Commerce. Before this Chris was the Economist at the Society of British Aerospace Companies. Chris holds a Bachelor of Arts Degree in Economics and a Masters of Science Degree in Economics and Finance from Lancaster University.
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José Martín Gtz. de Cabiedes, Head of Hedge Fund Selection and Monitoring,
BBVA Global Markets - Alternative Investments
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Head of Private Equity,
Evalueserve
Prior to Evalueserve, Ashutosh has worked at Goldman Sachs in New York and London for over six years and was last the Vice President in the Equities division. He brings deep investment banking industry experience and also has considerable experience in building investment research teams in India. Ashutosh received his MBA from the New York University and a B. Tech. from the Indian Institute of Technology, Delhi.
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Chief Executive Officer,
Morgan Creek Capital
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Fund Manager,
SOGEVAL (Grupo Banco Popular)
Rafael joined Sogeval in 1998 as a member of the asset valuation team. After being a fund manager, he became Head of the Multimanagement Team in 2000, being responsible for the investments in Third Party products, including Long-Only Funds and Alternative Investments. AUMs managed by Rafael amount to $3.3 billion in 15 Fund of Funds.
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Mr José Antonio López Jiménez, Head of Lyxor Spain,
Lyxor Asset Management
Jose Antonio Lopez joined SG CIB in 1996. Since 2003 he is responsible for the structured product activity in Spain, listed products (warrants and ETFs) and Lyxor, (SG CIB's subsidiary specializing in alternative management). Jose Antonio has been behind of many of the most innovative ideas in equity derivatives distributed in various forms by the most important commercial actors of the country.
Jose Antonio Lopez studied Economics and Management Sciences at the Autonomous University of Madrid, program of Educational Cooperation.
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CAIA (Chartered Alternative Investment Analyst), Graduated in Economics and BA from CUNEF and Master in Finance from the London Business School. She was bond sales and credit analyst at Banco Central Hispano in New York , she was Managing Director of Institutional Equity Sales at Santander Investment in London(1997-2003) and Managing Partner of Alpha Value Management LLP from 2002 until 2005, year in which she joined the Group N+1 as Managing Partner of the area of hedge funds
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Specialist in banking law. Has broad experience as a legal advisor to credit and financial entities and investment services companies. His areas of specialization include the distribution of financial products using alternative channels, e-banking, venture capital, collective investment institutions, derivative financial instruments, bank trading and investment services companies.
Bachelor of Laws Universidad Complutense, Madrid and member of the Madrid bar association. Master in Real Estate Companies by the Architecture High School of Madrid. He is a lecturer at the ICAM, Instituto de Empresa, Financial Studies Fundation, ICADE. Author of several collective books related to his sector. Regular collaborator in the financial press.
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Founding Partner and Head of Research,
The Rohatyn Group (TRG Research)
Jorge Mariscal serves as Director of Investment Research. He has over 18 years of
experience in international financial markets, with 15 years specifically dedicated to
emerging markets. His expertise is in core research and portfolio strategy. Mr. Mariscal
has served in senior positions on Wall Street with extensive experience in building and
managing top-ranked research teams and advising emerging markets portfolio managers.
Prior to joining the Investment Manager, Mr. Mariscal was a Managing Director at
Goldman Sachs in charge of coordinating the firm's global emerging markets research
product and portfolio strategy for Latin American equities. From 1992 to 2001, he and his
team were frequently named to the prestigious “Institutional Investor Latin American
Research Team" as well as other similar polls. While at Goldman Sachs, he also founded
and directed the Latin America Equity Research Group, which grew to a peak of 33
professionals from seven different countries, providing research on Latin American
equities. Prior to this, Mr. Mariscal held senior positions at The Nomura Research
Institute where he led the Latin American economic and equity research effort. He also
served as a Vice President on the sovereign debt restructuring desk of Manufacturers
Hanover Trust and began his career at Merrill Lynch, working with the firm's Chief
Economist.
Mr. Mariscal was born and raised in Mexico City. He earned a Bachelor of Arts in
Economics from The Universidad Autonoma Metropolitana and holds a Ph.D. in
Economics and International Finance from New York University.
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Chief Executive Officer,
Tressis, A.V.
Certified European Financial Analyst, Licenciado en Derecho y Diplomado en Ciencias Empresariales por ICADE. Hasta mayo de 2000 fue Director General de BSN BANIF. Experiencia en Marketing, Productos, Análisis y Área Comercial. Comenzó su carrera como analista de inversiones en Banco Banif en el año 1988. Ha desempeñado los cargos de Director de Análisis, Director de Innovación Financiera, Director de Productos, Director Comercial y Director de Marketing y Productos en Banco Banif, BSN Banca Privada y por último, hasta mayo de 2000 en BSN BANIF.
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Head of Sales,
BBVA Asset Management
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Chief Executive Officer Alternative Investments-Hedge Funds,
BanSabadell Inversión
Sergio Miguez, Chartered Alternative Investment Analyst, is currently CIO in charge of Hedge Fund investments at BanSabadell Inversión SGIIC.
Previously he was Managing Director at Atlántico Fondos SGIIC, the mutual fund management company of former Banco Atlántico.
Before that, he worked for the Banco Popular Group, where he took the responsibility as CIO for the Equity investments at Sogeval SGIIC. He started his professional career working for Siemens Finance department both in Germany and Spain.
He has a 5 year track-record in Hedge Fund investing and currently coordinates the Senior Management Program in “Hedge Funds and Alternative Investments” from Instituto de Estudios Bursátiles (IEB), exclusive provider for CAIA education in Spain.
Sergio Miguez holds Business Administration & Law Degrees from ICADE University in Madrid.
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Head of Managed Advisory & Portfolio Services Department,
Optimal Alternative Investments
Mr. Mikdashi heads the Discretionary & Advisory Investment Department at Optimal. He is responsible for the construction, management and monitoring of advisory and discretionary accounts such as private labels and tailor-made solutions for selected institutional investors. He joined Optimal in New York in May of 2004 and was transferred subsequently to the Geneva offices. Mr. Mikdashi comes from the traditional asset management side with extensive investment experience at Citibank and ABN AMRO. He also worked in the private equity field and as research fellow in the academic domain. He completed an MBA with honors at Babson College and was a Babson Fellow. He additionally holds a Master of Science in Finance at Boston College in Quantitative Finance and was a Dean Fellow. Mr. Mikdashi graduated from HEC Lausanne and holds a Master of Sciences in Economics.
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Co-Head of Institutional Sales Alternative Investment,
BBVA Global Markets
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Co-Head of Institutional Sales Alternative Investment, Distribución Inversión Alternativa,
BBVA
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Pioneer Alternative Investments
Manuele Moi is responsible for Asian Investments for our Pioneer Global Long/Short Equity Fund. Manuele’s position is based in Dublin.
Manuele joined Pioneer Alternative Investments from Monte Paschi Asset Management in Milan, where he was Head of Asian Equities from January 2000 to May 2005. Prior to that, from March1998 to December 1999, Manuele was in the same position at San Paolo IMI Asset Management. Manuele began working on Asian and emerging market equities in January 1995 at Gestnord Fondi (Asset Management company of Banca Sella).
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Mr Miguel Mora Santesmases, Senior Manager Financial Services,
KPMG
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Director de Autorización y Registros de Entidades,
CNMV
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Carlos Morenos de Tejada , Subdirector General,
Banco Inversis
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Executive Director,
Lehman Brothers
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Director of Pension Plan and Endowments,
The World Bank
Sindo Oliveros is the Director of the Pension Plan and Endowments the World Bank and a member of the World Bank Treasury management team. He manages over 16 billion US dollars invested across asset classes, from fixed income to private equity and real estate. The pension plan has invested in hedge funds since 1980 and has currently a 20% allocation to that space. The World Bank Treasury manages $80 billion for its own account and for external clients, which include central banks, official pension plans and international financial institutions. Mr Oliveros’ team advises central banks, official pension plans, endowments and Funds for the Future on multiasset investments. Prior to this position, Mr. Oliveros was Director of the World Bank’s Capital Markets and Financial Engineering Department, responsible for derivatives operations globally and for the Bank’s borrowing strategy and program. He joined the Bank in 1990 and has served in various capacities, including in the risk management and financial policies department; the derivatives and liability management group; and the European funding team.
Before joining the Bank, Mr. Oliveros taught macroeconomics and international trade at the University of Minnesota, and worked for eight years at the International Monetary Fund on macroeconomic adjustment programs in Latin America, Africa and Asia, and on Fund conditionality.
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Partner,
BBVA&PARTNERS AV.
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Director of Alternative Investment,
Ahorro Corporacion Gestion S.G.I.I.C.
Enrique Pardo, CFA is currently a Director for Alternative Investments at Ahorro Corporacion Gestion in Madrid. He has a broad experience in financial markets as a trader on Fixed Income and Derivatives. Previous to join Ahorro Corporacion, he managed the fixed income book at proprietary trading desk in BBVA. Previously he worked for Santander Investment in Madrid and BBVA in New York, where he was involved in US and Latin America local markets.
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Head of Sales & Marketing EMEA,
MSS Capital
Caelim Parkes, joined MSS Capital in February 2004, is head of sales & marketing for the EMEA region, and global structured product development. He joined MSS to establish the FTSEhx Fund SPC, build the managed account platform and establish relationships with the European structured products of the major investment banks and regulators.
Before joining MSS Capital, Caelim Parkes was at JP Morgan Chase & Co where he worked on the Structured Products Desk of the Global Emerging Markets trading desk. The structuring role involved the issuance of Debt instruments, and providing access to the Russian and Turkey local markets (including covering the Russian default on local debt), as well as risk managing residual risk position which the Structured Products Desk would be running at any given time. Prior to that he was at the SBC Warburg.
Caelim Parkes graduated from the University of Cape Town with a BSc (Hons) in Business Science (Finance & Economics) in 1995.
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Chief Executive Officer,
Harcourt Investments SGIIC SA
Ivan Poza: Country Manager for Vontobel Group and Managing Director at Harcourt Investments SGIIC, SA, Spanish branch of Harcourt Investment Consulting AG. Graduated in 1991 BBA Finance and MBA Harvard University in 1994. Started professional career in corporate finance in Mexico and New York and thereafter accumulated more than 13 years experience in Structured Investment Products industry in Madrid, Brussels and London. Country Head and/or responsible of different areas in business development and distribution of structured investment products in equity, investment funds and alternative investments at following companies: Santander Financial Products, KBC Financial Products and NIBC Petercam Derivatives. Last five years mainly involved in Hedge Funds, first as head of sales Europe on Structured Fund Products (Hedge Funds) at KBC Financial Products (UK) and from 2004 as founder of alternative investment firm in Spain: NIBC Petercam Gestión (later Harcourt Investments). Active speaker/panellist on structured products and alternatives investments during last 7 years (Madrid, London, Brussels) with CNMV, Expansion, Cinco Dias, HedgeFundWorld, AlphaMax, IBC, FOW, Bolsa de Madrid, etc
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Head of Alternative Investments,
BBVA
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Executive Director,,
Lehman Brothers
Véronique Rauturier, Executive Director and Head of Business Solutions, joined Lehman Brothers Structured Asset Management activity in 2006. Prior to joining Lehman Brothers Veronique spent 10 years at BNP Paribas with a particular focus on Structured and Indexed Investment. In her last position at BNP Paribas Asset Management, she was head of the Structured and Indexed Business Solution team and was in charge of the launch and development of BNP Paribas ETF Platform, EasyETF. Prior to that she was working on the debt origination desk mainly for corporate clients.
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President,
Vanquish Capital Group
Mr. Rodriguez-Lugo is a founding member of the Vanquish Capital Group and its President . Prior to his Vanquish Capital Group involvement, Mr. Rodriguez-Lugo was a Senior Vice President at Lehman Brother’s Private Investment Management Division in Palm Beach Fl. (1999-2005). In addition to designing and implementing Lehman’s strategy for the institutional coverage of banks and other financial institutions in Puerto Rico, Mr. Rodriguez-Lugo headed a group of professionals responsible for managing over $250mm of private wealth from clients in the Palm Beach area.
From 1997-1998, Mr. Rodriguez-Lugo worked at Adams Viner and Mosler/III promoting unique arbitrage opportunities using mortgage securities and derivatives to a select group of institutional clients in the U.S. Before joining AVM/III, Mr. Rodriguez spent 14 years in N.Y. as a senior institutional mortgage and derivatives sales person at various Wall Street firms (UBS 10 yrs, Chase Securities 3yrs.). Mr. Rodriguez-Lugo started his banking career at Citibank in Puerto Rico where he successfully completed the Credit Training program in 1981. He left Citibank as part of a group of professionals who opened an institutional coverage office for E.F. Hutton in Puerto Rico.
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Managing Director,
Lehman Brothers
Stephane Rougier, Managing Director, joined Lehman Brothers in 2006 as Global Head of Structured Asset Management within the Investment Management Division, based in London. Prior to joining Lehman Brothers, Stephane was Global Head of Structured and Indexed investments at BNP Paribas Asset Management where he managed €20bn and a team of 36 people in Europe and Asia with responsibility for all guaranteed and structured products. After joining BNP Paribas in 1987, Stephane held roles managing fixed income and derivative portfolios, was head of the French bond team and head of global money management. Prior to that, Stephane launched and headed up the French Social Security Financial Department in 1983 (ACOSS). Stephane began his professional life in Private Banking before covering institutional relationships at Banque Vernes in Paris in 1978.
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Director - Renta Fija y Activos Alternativos,
Invercaixa Gestion
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Chief Executive Officer,
Omega Gestión de Inversiones SGIIC
Managing Director of Omega Gestión de Inversiones, SGIIC, asset management company specialized in Alternative Investment Solutions. Previously, Partner of Analistas Financieros Internacionales(AFI) and General Manager of the Asset Management Advisory Unit. Professor of Finance in Escuela de Finanzas Aplicadas and ICADE, he is the author of different research articles focused in asset management and family companies. He has a law degree and Master in Finance by ICADE and a Diploma in Asset Management by Harvard University.
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Pablo J. Ruiz de Peralta, Founding Partner,
Euro Family Office S.L.
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European Director Equity & Fund Derivatives Sales,
BBVA Global Markets
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Former Chairman,
Virginia State Retirment System
Al Samper is the immediate past Chairman of the Board of Trustee of the Virginia Retirement System and former Chairman of the Board of the Virginia College Building Authority. He also serves on the advisory board of the Mid-Atlantic Hedge Fund Association. Al was Director of Public Sector Marketing at Wachovia Securities. Before that he served as Assistant State Treasurer, Virginia Department of the Treasury. He earned his BS in economics from Virginia Tech in 1975 and his MBA in finance from Virginia Tech in 1978. He is a 1990 graduate of the Virginia Executive Institute, and the Wharton Pension Fund and Investment Management Institute.
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Prior to joining GLG Partners, Mr Saxe-Coburg spent 10 years at Lehman Brothers Corporate Finance and Mergers and Acquisitions areas, firstly in New York and subsequently in London. During his period in London, Mr Saxe-Coburg specialised in M&A transactions for South European clients. Since 1997 Mr Saxe-Coburg joined GLG with main responsability in Spanish and Portuguese markets. During his early days at GLG he was a pioneer in introduction of absolute return Long-Only strategies to spanish investors, and has had ongoing conversations with investors and regulators on the merits of Hedge Funds. At present he is a Principal in Asset Allocation Group and jointly responsible for the management of the GLG Multistrategy Fund, a fund of GLG Funds.Kyril holds a BA degree (Cum Laude), in Physics from Princeton University.
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Journalist,
El Confidencial
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Founding Partner,
Cygnus Asset Management SGIIC S.A.
Isabel C. Serra is the Chief Executive Officer at Cygnus Asset Management SGIIC S.A. and is responsible for the international business among other things. Prior to co-founding Cygnus, Isabel provided consulting and advisory services to individual and institutional clients, and from 1999-2001, she served as Vice President of Khronos LLC, an unregistered investment adviser based in New York. While there, her main responsibilities included evaluating investment opportunities for the firm's investment vehicles, evaluating appropriate legal structures for the same and negotiating line of credit agreements. Before that, she spent three years in the Strategic Projects division of CARHCO, a Retail Holding Company in Central America, (currently Wal-Mart of Central America). Between 1991-1995, she worked within the Emerging Markets-Fixed Income Division at Banco Santander de Negocios in Madrid, where her responsibilities included sales, trading (primary and secondary markets), and syndication. Isabel received an MBA from INSEAD in Fontainebleau, France and a B.Sc. in Economics from the Wharton School, University of Pennsylvania. She has been Certified by the International Securities Market Association in Zurich.
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Managing Director,
Focus Investment Group
Rafael Serrano has over 17 years experience in the financial market and international investment business. He started a successful career in the Capital Markets and the Fund Management division for J.P. Morgan first in London in 1993 and then in New York in 1996.
Rafael is currently Managing Director of Focus Investment Group in Europe, where he is responsible for both advisory and investor relations as well as the pre-selection of single managers. Today Focus manages over 1 billion USD of assets for a diversified range of clients worldwide. The firm has also seeded a number of the top performing single strategy funds for the last 14years. Rafael joined the company in September 2001, in order to set up the London operations as a hub for the rest of Europe and the Middle East, which included registration with the Financial Service Authority, as well as developed and implemented a comprehensive sales and strategic plan for the group. Through his deep understanding of the international investors’ community and the driving forces of fund investing, he has been able to expand Focus to reach global distribution, demonstrate the breadth of the group’s alternative investment products to both private and institutional clients and increase significantly assets under management. Rafael has a Postgraduate Certificate in Finance and Investment Portfolio from London Business School, a Diploma in Business and Management from Oxford Brookes University and a First Class Bachelor and Master of Arts with honours from University of Madrid’s Faculty of Law. Registrations: Financial Services Authority (FSA), Registered Securities and Futures Representative, U.K. 1993 and 2003. Member of the Marketing Advisory Committee at AIMA in London 2005/6. Languages: Spanish (mother tongue), English, Italian, French and Portuguese. Philanthropy /Non Profit: Vice-Chairman British RED CROSS ball, London 2006/ 07 (major donor fund raiser)
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Head of Non-Directional Strategies,
Man Group / AHL
Andrew Sinclair is an Investment Manager at AHL,and a member of the AHL management committee. He joined the AHL research team in 1996, after completing a BA in mathematics at Cambridge (Trinity Hall), and an MSc in applied statistics at Oxford (Lady Margaret Hall). During his eleven years at AHL, Andrew has been part of a team who ensure that AHL products continue to deliver outstanding returns to investors. As testament to that, assets under management at AHL have grown more than tenfold in this time. Andrew continues his close involvement with quantitative research and development at the firm, and in his current role is working on expanding the firm's non-directional strategies.
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Chief Executive Officer,
Vanquish Capital Group
Mr. Uderitz is a founding member of the Vanquish Capital Group LLC and its CEO. From March 2003 until March 2005, through a unique joint venture arrangement, Mr. Uderitz directed all of Tax Related Products at Wachovia Securities with primary responsibility for the portfolio management of tax related structured products. Mr. Uderitz was in charge of REMIC residual trading, resulting in Wachovia’s dominant market.
From February 1995 until September 1998, Mr. Uderitz was a general partner and co-head of mortgage trading for the III Global Funds (“III”) as well as a general partner in Adams, Viner and Mosler, Ltd. (“AVM”), a registered broker dealer. III is a fixed income hedge fund that had in excess of $3 billion of capital during that period. While at III, Mr. Uderitz and his group were actively engaged in the unwind of “cash flow floaters”. Additionally, Mr. Uderitz traded residuals and the mortgage derivative products book for AVM.
Before joining III and AVM, Mr. Uderitz was Senior Vice President and Portfolio Manager for Ocwen Financial Corporation, where he was responsible for tax-related securities including REMIC residuals and low-income housing tax credits. Mr. Uderitz began his investment career with the Federal Home Loan Mortgage Corporation. He has traded REMIC residuals for nearly 15 years and is considered by many to be one of the foremost authorities on REMIC residuals.
Mr. Uderitz received a Bachelor’s Degree in Economics with Honors from the State University of New York (1988), and an MBA from The College of William and Mary (1991).
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Journalist,
El Economista
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Portfolio Manager,
Proxima Alfa Investments, SGIIC,S.A
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Chief Executive Officer,
Altitude Investments
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General Manager,
Altex Partners, S.L.
Born in 1952, married two children. Graduated in Law and Business Administration at ICADE. He has more than 25 years of experience in financial markets, including 7 years in the Treasurers Office of General Motors in NY and Madrid, 3 years as Finance Director of Midland Bank in Spain, 3 years as CIO of the Prudential Insurance Company of America in Spain, 2 years as General Manager of the joint venture that Bankers Trust had with INI in the Spanish fund management business, 8 years as CIO of Fincorp Finanzas Corporativas SA and 1 year as General Manager of Fincorp Gestión SA. Board member of Sigma Fund SICAV and Altex Partners.
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