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institutional investor
speakers
AP3 (Third Swedish National Pension Fund)
Sweden
APG Investments
Netherlands
BP Pension Trustees Ltd
United Kingdom
Calpers
USA
Caisse de depot et placement du Quebec
Canada
Cornell University
USA
London Pension Funds Authority
United Kingdom
Mn Services
Netherlands
Pearl Group
United Kingdom
The California Endowment
USA
Virginia Retirement System
USA
World Bank Pension Plan and Endowments
USA
Wellcome Trust
United Kingdom
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Meet our speakers
Head Of Risk Allocation,
AP3 (Third Swedish National Pension Fund)
Dr. Dan Bergman joined AP3 in 2005 where he heads the Risk allocation team, working on investment strategy, ALM and allocation of alpha and beta risk. The recent focus of the team has been the development of a portfolio absolute return strategies including global tactical asset allocation. Prior to joining AP3 Dan worked as a senior strategist for AFA Insurance, primarily with asset allocation and ALM. Dan holds a Ph.D. from Stockholm University and a CFA-charter. He has published a number of articles in leading international journals and is a member of the Swedish Association of Financial Analysts.
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Chairman,
Hedge Fund Standards Board
Antonio Borges became Chairman of the Hedge Fund Standards Board in July 2008.
A graduate in Economics from the Technical University of Lisbon and MA and PhD in Economics from Stanford University, he spent most of his academic career at INSEAD, the business school in Fontainebleau, France. He joined INSEAD’s faculty in 1980, and became Associate Dean in charge of the MBA Programme in 1986.
Between 1990 and 1993 he was Deputy Governor of the Bank of Portugal. In that capacity he cooperated extensively with the Committee of European Central Bank Governors, and chaired the Subcommittee on Monetary Policy.
In 1993 he returned to INSEAD, as Dean, and led the School until 2000. During this period, INSEAD launched its second campus, in Singapore, and expanded rapidly in Asia.
In 2000, he joined Goldman Sachs International as Vice Chairman and Managing Director, initially with responsibilities in leadership development and strategy, evolving later on to investment banking. For a period of time he was senior advisor for the Iberian Peninsula. He left in 2008, joining the Hedge Fund Standards Board shortly afterwards.
He is a director of several European and American companies, of the Champalimaud Foundation, in Lisbon, and is Chairman of the International Council of Bocconi University, in Milan.
He helped to found, and is Chairman of, the European Corporate Governance Institute.
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Chief Economist and Head of Research,
Trusted Sources Research
Larry Brainard has more than thirty five years’ experience as an international economist and investment strategist working for major global financial institutions.
Mr. Brainard was Global Head of Emerging Market Research at Chase Manhattan Bank and before that Co-Head of Emerging Debt Markets at Goldman Sachs. During his career he has covered emerging markets on a global basis, with special focus on China, Russia and Brazil. During the 1980s he was the head of economic committees responsible for advising creditor banks on restructuring the sovereign debt of Mexico, Brazil, Poland, Yugoslavia and Nigeria. He received a PhD in economics from the University of Chicago in 1971.
Trusted Sources is an investment intelligence service with a focus on 'top-down' risks in the emerging markets, such as public policy, economics and other components of the business and investment climate. Larry joined the firm at its inception in 2006 in the capacity of Chief Economist. He has been consistently early in his judgements, predicting long term inflation risks in China back in May 07.
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Chief Executive Officer,
BP Pension Trustees Ltd
Sally Bridgeland joined BP plc in June 2007 and, in late July, was appointed a director and Chief Executive Officer of BP Pension Trustees Limited (the corporate trustee of the BP Pension Fund). As CEO, she has the Trustee’s delegated authority to direct and oversee the running of the Fund in accordance with the Board’s governance policies. Her role includes advising the Trustee Board on pension strategy and executing its policies; setting and monitoring performance targets which ensure delivery of the Trustee’s investment and administration strategies; and consulting with BP plc on funding, investment and benefits policy matters.
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European Equity Strategist,
Morgan Stanley
Ronan Carr, CFA (Executive Director, European Equity Strategy)
Ronan has been a member of the European Strategy team since 1999. The Strategy Team was voted the best Pan-European team in the recent Institutional Investor poll among investors, and has been ranked number 1 in 8 of the last 10 years.
Ronan became a CFA charterholder in 2002. He studied International Commerce and French at University College Dublin, where he also won the Dean’s List Award.
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Co-founder,
Fulcrum Asset Management & Prisma Capital Partners
Gavyn Davies was Goldman Sachs Chief Economist and Chairman of the Global Investment Research Department from 1988-2001, during which time he repeatedly ranked as the City's top UK, European or global economist in surveys of institutional investors. He joined the Policy Unit at 10 Downing Street as an Economist in 1974 and was an Economic Policy Adviser to the Prime Minister in the same organisation from 1976-79. He has been a member of the UK Treasury’s Independent Forecasting Panel (1992-1997), and an Economic Adviser to the House of Commons Select Committee on the Treasury and a Visiting Professor at the London School of Economics. He was appointed Chairman of the BBC in October 2001 and resigned his position in January 2004.
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MD, Head of Hedge Fund Strategies Group,
AIG Investments
Mr. Discolo joined AIG Investments in 1999 and is Head of the Hedge Fund Strategies Group. Mr. Discolo, a member of AIG's Hedge Fund Investment and Strategy Allocation Committees, has over 20 years experience with major financial institutions in various capacities relating to investment products, primarily hedge and private equity funds. Previously, he held positions at PaineWebber Inc., Bank Julius Baer, and Merrill Lynch & Co, where his responsibilities included creating portfolios of hedge funds for private and institutional clients, development of hedge fund and private equity products, oversight of business structure and development for hedge funds and hedge fund of funds, and managing the evaluation and selection process of hedge funds for both discretionary and advisory clients.
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Principal,
The Gloom, Boom and Doom Report
Dr Marc Faber was born in Zurich, Switzerland. He went to school in Geneva and Zurich and finished high school with the Matura. He studied Economics at the University of Zurich and, at the age of 24, obtained a PhD in Economics magna cum laude. Between 1970 and 1978, Dr Faber worked for White Weld & Company Limited in New York, Zurich and Hong Kong. Since 1973, he has lived in Hong Kong. From 1978 to February 1990, he was the Managing Director of Drexel Burnham Lambert (HK) Ltd. In June 1990, he set up his own business, MARC FABER LIMITED which acts as an investment advisor, fund manager and broker/dealer. Dr Faber publishes a widely read monthly investment newsletter “THE GLOOM BOOM & DOOM” report which highlights unusual investment opportunities, and is the author of several books including “TOMORROW’S GOLD – Asia’s Age of Discovery” which was first published in 2002 and highlights future investment opportunities around the world. “TOMORROW’S GOLD” was for several weeks on Amazon’s best seller list and is being translated into Japanese, Chinese, Korean, Thai and German. Dr. Faber is also a regular contributor to several leading financial publications around the world. A book on Dr Faber, “RIDING THE MILLENNIAL STORM”, by Nury Vittachi, was published in 1998. A regular speaker at various investment seminars, Dr Faber is well known for his “contrarian” investment approach. He is also associated with a variety of funds and is a member of the Board of Directors of numerous companies.
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Deputy Governor,
Bank of England
Sir John Gieve was appointed Deputy Governor in January 2006. In addition to his membership of the Monetary Policy Committee, he has specific responsibility for the Bank's Financial Stability work and is a member of the Board of the FSA. Before joining the Bank, he was the Permanent Secretary of the Home Office from 2001 to the end of 2005. One key challenge in that time was to build up defences against terrorism in response first to 9/11 and then the attacks in London in July 2005. The Home Office's other responsibilities included developing a cross departmental programme to reduce crime and anti social behaviour, government oversight of policing, coordinating the Criminal Justice System, combating the misuse of drugs, protecting the public and reducing reoffending through the prison and probation services, race equality, the voluntary and community sector, passports and the identity card scheme, and immigration and asylum. Before the Home Office he spent twenty years at the Treasury, where he worked on banking and City regulation, energy, public services and the Budget and was Private Secretary to three Chancellors - Lawson, Major and Lamont Chief Secretary. Between 1984 and 1986 he was seconded to 3i as an investment controller in their London office. John is married with two sons in their early twenties and has lived for 25 years in North London. He is a Governor of an Islington Primary School, trustee of a local sports charity and a keen Arsenal supporter.
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Deputy Chief Investment Officer,
Pearl Group
Pranay joined the Pearl Group as Deputy Chief Investment Officer and a Member of the Board in June 2006. Pranay is responsible for the overall framework for strategy and asset allocation and investment risk analytics for the £28bn portfolio. He is also responsible for managing the Systematic Strategies Fund, which includes both externally managed portfolios and a suite of internally managed quantitative hedge funds.Prior to joining Pearl, Pranay was the Head of GlobalQuantitative Strategiesat ABP Investments, Netherlands. At ABP he was responsible for managing a €16bn quantitativemulti-asset class,multi-strategy fund, and was aa member of the Capital Markets Strategy Team guiding the investment of the €135 bn Capital Markets portfolio.Pranay’s previous positions includeGlobal Quantitative Strategist and Chief Investment Strategist for Societe Generale, and Head of Quantitative Research for JP Morgan Fleming Investment Management. Pranay holds a Bachelors degree in Mechanical Engineering, specialising in Computer Aided Design, an MBA in Finance, and is also a CFA charter holder. He has published research in several journals and contributed to articles in the printed media.He has sixteenyears of experience in Quantitative Research and Investment Management.
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Founder and Managing Director,
Winton Capital Management
David Harding is one of the pioneers of trend following systematic trading in Europe. Winton Capital Management Limited (“Winton”) is currently the second largest CTA in the world with assets under management of over $15 billion.
Mr. Harding began his career in the financial industry in 1982 after graduating from Cambridge University with a First Class Honours degree in Natural Sciences specialising in Theoretical Physics.
In 1987, Mr. Harding co-founded Adam, Harding and Lueck Ltd (“AHL") a computer-driven, research-based CTA. Within a few years AHL had grown into one of the world’s largest CTAs and in 1994 was acquired by the Man Group where it has remained the company’s flagship fund. Between 1994 and 1996 Mr. Harding ran Man Quantitative Research, an in-house advanced statistical research department.
Mr. Harding founded Winton in February 1997 with an absolute commitment to statistical research into financial markets. Winton currently employs over 165 people including 90 PhDs and Masters Degrees at two specialist campuses in Oxford and West London. Over the past decade Winton has never had a losing year enjoying an annualised compound rate of return of 19.8% since inception while total assets under management have increased 15 fold since September 2004.
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Senior Investment Officer,
UBS Global Asset Management
Alexander Ineichen is Managing Director and Senior Investment Officer for Alternative Investment Solutions, a business within the Alternative and Quantitative Investments platform, itself a part of UBS Global Asset Management. Alexander’s main responsibilities include asset allocation, risk management and other research initiatives. Alexander started his financial career in origination of risk management products at Swiss Bank Corporation in 1988. From 1991 to 2005, Alexander had various research functions within UBS Investment Bank related to equity derivatives, indices, capital flows and alternative investments. Alexander is the author of the two UBS research publications “In Search of Alpha—Investing in Hedge Funds” (October 2000) and “The Search for Alpha Continues—Do Fund of Hedge Funds Add Value?” (September 2001). As of 2006 these two documents were the most often printed research papers in the documented history of UBS. He is also author of “Absolute Returns—The Risk and Opportunities of Hedge Fund Investing” (Wiley Finance, October 2002) and “Asymmetric Returns—The Future of Active Asset Management” (Wiley Finance, November 2006). Alexander has published research on equity derivatives and hedge funds in various peer-refereed financial journals, has contributed several chapters to financial books and has written numerous articles for the financial press. Alexander holds a Federal Diploma of Economics and Business Administration (SEBA) from the Universities of Applied Sciences SIB in Zurich, Switzerland. Alexander also holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations and is a certified Financial Risk Manager (FRM). He is on the Board of Directors of the CAIA Association and is a member of the AIMA Investor Steering Committee.
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Investment Director,
London Pension Funds Authority
Vanessa is Investment Director at the London Pensions Fund Authority where she is responsible for advising the Board on all aspects of investment strategy and implementation. She has 30 years experience in the fund management industry rising from a UK equity fund manager through to Director at three major asset management companies. She has been responsible for derivatives, trading, asset allocation and global equity teams.
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Executive Director for Financial Stability,
Bank of England
Nigel Jenkinson became Executive Director, Financial Stability on 1 October 2003. The Financial Stability Area’s work addresses the Bank’s responsibilities for maintaining the stability of the financial system as a whole. In this role Nigel has responsibility for developing Bank policy on financial stability issues and the management of the Financial Stability Area. Nigel is a member of the Financial Stability Board which gives high level guidance on priority-setting.
Before taking up his current role, Nigel was the Deputy Director, Monetary Analysis and Statistics from January 1999-September 2003. Previous roles include: Head of Structural Economic Analysis Division in Monetary Analysis; Senior
Manager, Reserves Management in the Foreign Exchange Division; and a three year secondment in Basel working for the forerunner of the European Monetary Institution (itself the forerunner of the European Central Bank).
Nigel graduated from the University of Birmingham in 1976 with a BSocSc in Mathematics, Economics and Statistics. He went on to take an MSc in Econometrics and Mathematical Economics at the London School of Economics before joining the Bank in September 1977.
Nigel was born on 18 June 1955 and is married with two grown-up sons. His interests include reading and the theatre and watching football and cricket.
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Senior Investment Officer, Asset Allocation,
CalPERS
Farouki Majeed is the Senior Investment Officer, Asset Allocation / Risk Management, of the California Public Employees’ Retirement System (CalPERS). Mr. Majeed comes to CalPERS from the Abu Dhabi Retirement Pensions and Benefits Fund of the United Arab Emirates, where he served as the inaugural Chief Investment Officer since 2004. Mr. Majeed recommended asset allocation policy for the Abu Dhabi Fund and established a global investment program. Previously, he was Deputy Director, Investments, for the Ohio Public Employees Retirement System from 2002 to 2004. Mr. Majeed was Chief Investment Officer for the Orange County Employees Retirement System from 1997 to 2002 and Investment Officer for the Minneapolis Employees Retirement Fund from 1991 - 1997. Mr. Majeed began his investment career in 1980 with the National Development Bank of Sri Lanka, his homeland, and served in various investment and finance education positions in the United States. Mr. Majeed holds a Master’s Degree in Business Administration-Finance from Rutgers University, and a Bachelor’s Degree in Engineering from the University of Sri Lanka. He is a Chartered Financial Analyst. Mr. Majeed also serves on a voluntary basis as a member of the Investment Advisory Committee of the United Nations Relief and Works Agency (UNRWA) Provident Fund based in Amman, Jordan.
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Executive Vice-President, Hedge Funds,
Caisse de depot et placement du Quebec
PROFILE: Michel Malo was appointed Executive Vice-President, Hedge Funds, Investment Division, at Caisse de dépôt et placement du Québec in September 2006. As such, he is responsible for managing the Hedge Funds and Commodities portfolios. He is also responsible for developing in-house expertise in hedge fund management as well as for relations with external hedge funds. Mr. Malo is a member of the Caisse’s Management and Investment Division committees. BACKGROUND: Michel Malo has more than 20 years’ experience in portfolio and asset management, acquired while working for brokerage firms and major financial institutions. Prior to joining the Caisse, he was Chief Investment Officer - Canada and Director of Portfolio Management at State Street International Global Advisors, where he also sat on the company’s Investment Committee. Moreover, he pioneered portfolio management and was a shareholder at Natcan Investment Management. Before his most recent appointment, Mr. Malo was Executive Vice-President, Analysis and Optimization, a position he held since 2004. A finance graduate from Concordia University, Michel Malo is a Chartered Financial Analyst (CFA).
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Director,
Marshall Wace Asset Management Ltd
Paul Marshall is Chairman of Marshall Wace LLP, one of Europe’s leading hedge fund groups with over $15 billion under management in equity long/short strategies. Marshall Wace was established in 1997 by founding partners, Paul Marshall and Ian Wace. It manages a number of award-winning funds including the Eureka Fund. In December 2006 it launched the largest listed hedge fund IPO, when it raised €1.6 bn for MW TOPS Ltd on the Euronext exchange of Amsterdam. Mr Marshall is a founder Partner of Marshall Wace LLP and was formerly a Director of Mercury Asset Management (‘MAM’) where he was Chief Investment Officer for European Equities, responsible for a team of 15 managing US$12 billion. Mr Marshall holds an MBA from INSEAD Business School and a BA (Hons) from St. John's College, Oxford University. Mr Marshall is Chairman of CentreForum, the liberal think tank, and a founding Trustee of ARK, the children’s charity.
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Chairman,
Corazon Capital
Chairman of Corazon Capital Limited, an Asset Management Company and Director of Quantum Asset Management. He was formerly CEO of DDO,Head of Derivatives and Quantitative Fund Management at AIB Govett, Managing Director of Rudolf Wolff Fund Management and European Director of Managed Futures at Lehman Brothers.
Ian was the founding Chairman of The Alternative Investment Management Association (AIMA). He has advised the Bank of England, the Central Bank of Ireland, the OECD, the EU, the FSA and other international institutions about the Hedge Fund industry. Ian graduated with a BSc Economics (Hons) from the LSE. He appears regularly on television, radio and conferences throughout the world and his articles are frequently published in leading financial journals.
His hobbies include marathon running, weight training, dancing, boating, football, philanthropy and community theatre. He lives in London with a dog, cat and sometimes his children.
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Chief Asian and Emerging Equity Strategist,
JP Morgan Securities (Asia Pacific) Limited
Adrian Mowat is JPMorgan's Chief Asian and emerging market equity strategist. He is responsible for advising JPMorgan’s institutional clients on equity investments in Asia and emerging markets.
Adrian joined JPMorgan in 2002 as the Chief Asian Equity Strategist. Prior to this he worked at Martin Currie Investment Management in Edinburgh for 14 years. At Martin Currie he managed a broad range of mandates including Asian, US and emerging markets.
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Head of Global Economic Research,
Goldman Sachs
Jim is Head of Global Economic Research for Goldman Sachs, and has been in this position since September 2001.In this role, Jim oversees all the firm’s economic research and the output of its team all around the world. Jim received his Ph.D. in 1982 from the University of Surrey after graduating in Economics from Sheffield University in 1978. After a brief spell with Bank of America and International Treasury Management, a division of Marine Midland Bank, in 1988 Jim joined Swiss Bank Corporation(SBC). In 1991, he became Head of Research, globally for SBC. Jim joined Goldman Sachs in October 1995 as a Partner, Co-Head of Global Economics and Chief Currency Economist. Jim is the creator of the acronym BRICs and together with his colleagues he has published much research about BRICs which has become synonymous with the emergence of Brazil, Russia India and China as the growth opportunities of the future. Jim is a member of the board of the Royal Economic Society in the UK, of the European think tank Bruegel, and Itinera, a Belgium think tank. He is a member of the UK-India Round Table. Jim is one of the founding trustees as well as currently Chairman of the London based charity SHINE. Jim is also Chairman of Goldman Sachs European Charity Committee and a Trustee of PiggyBankKids. He also served as a non-executive director of Manchester United before it returned to private ownership in 2005.
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Chief Investment Officer,
Mn Services
After his university study Wouter started his career with the Walgemoed Group. In 1993 he moved to insurance company Hooge Huys Verzekeringen N.V., where he worked for the Investments & Treasury department. In this function he was responsible, among other things, for the management of the fixed income portfolios. In 1996 Wouter continued his career at pension fund Stichting Pensioenfonds HBG, where he started out as an asset manager. He later became deputy director, in which position he was responsible for asset management and pension affairs. In 2001 Wouter joined Mn Services as senior fund manager in the Asset Allocation & Consultancy department. In 2003 he was appointed Deputy Head of Asset Management, and 1 June 2005 he became Director Asset Management. Since July 2007 Wouter has been appointed Chief Investment Officer. In this position he is a member of the Board of Directors of Investment Management and reports directly to the Executive Board of Mn Services. Mn Services Assets under Management: € 62 billion.
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Co Chief Executive Officer,
GLG Partners
Emmanuel received an M.B.A. in Finance and Econometrics from the University of Chicago in 1987 and a bachelor’s degree from the University of Paris in 1985. He joined Goldman Sachs in 1987 where over the years he worked in the fixed income, investment banking and capital markets areas. In 1991 he became the co-head of Worldwide Equity Derivatives. In 1996 Emmanuel became a Managing Director of Goldman Sachs and in 1998 he was elected to partnership. In 2001 he was appointed co-head of Worldwide Global Securities Services and in 2003 he also became co-head of the European Equities Division and a member of the European Management Committee. In September 2005, after 18 years at Goldman Sachs International Limited, Emmanuel joined GLG as co-CEO and a Managing Director where he focuses primarily on expanding the business, client management, risk management, operations, technology and compliance.
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Professor Nouriel Roubini, Chairman,
Roubini Global Economics
Professor Nouriel Roubini is an internationally known expert in the field of international macroeconomics. Dr. Nouriel Roubini is the Founder of rgemonitor.com and a faculty member at Stern School of Business.
Professor Roubini served as the Senior Economist for International Affairs at the White House Council of Economic Advisors and a Senior Advisor at the U.S. Treasury Department. He has published numerous policy papers and books on key international macroeconomic issues; and is regularly cited as an authority in the media. He received an undergraduate degree at Bocconi University in Milan, Italy and his Ph.D. in Economics at Harvard University, and was previously a faculty member at Yale University.
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Former Chairman,
Virginia Retirement 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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MD, Public Markets and Research,
The California Endowment
Ms. Sanchez is Managing Director of Public Investments for the foundation at The California Endowment in Los Angeles, CA. She is responsible for overseeing and making recommendations regarding the 30+ outside managers in global public equity, fixed income, and absolute return strategies. Before coming to The California Endowment in July 2006, Ms. Sanchez was a portfolio manager and strategist for 8 years at American Century Investment Management in Mountain View, CA. At American Century she was the Co-Lead Manager for $6 billion in assets in the Strategic Asset Allocation Funds, Life-Style, Age-Based and 529 College Savings Fund of Funds. Prior to American Century, she was an investment analyst in JP Morgan Emerging Markets Research Department in New York City covering the local currency debt for Mexico, Eastern Europe and Asia. Ms. Sanchez is a regular Market Maven for CNBC’s Power Lunch as well as a regular guest on Bloomberg TV and Radio. She is frequently quoted in Barron’s, Bloomberg, The New York Times, the Wall Street Journal, etc. She received her A.B. in economics from the Harvard University and an MS in international economic policy from Stanford University.
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Chief Executive Officer,
Financial Services Authority
Hector Sants is the Chief Executive of the Financial Services Authority. Prior to his appointment as CEO in July 2007, he was a Managing Director of the FSA responsible for Wholesale and Institutional Markets. In this role he had responsibility for all regulated markets, the related infrastructure such as clearing and settlement, the operation of the UK Listing rules, the regulation of firms or groups which conduct primarily wholesale or institutional market business and the associated policy framework. Hector joined the FSA in May 2004 from Credit Suisse First Boston where he was European Chief Executive and a member of the firm's Executive Board. Prior to joining CSFB in 2000, when the firm merged with Donaldson, Lufkin & Jenrette he held a number of senior investment banking management roles at DLJ and UBS in both London and New York. He was a member of the FSA Practitioner Panel and was previously a Board member of, among other bodies, the SFA, the London Stock Exchange and LCH.Clearnet.
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CIO, Alternative Investments,
APG Investments
Paul Spijkers joined ABP pension fund in The Netherlands in 1984, where he started working as a corporate lawyer. In 1986 he joined the investment division of ABP where he became Chief Legal Counsel. In 1990 he left the legal profession to become head of the fixed income portfolio management team, followed by an appointment to the board of directors of ABP’s Investment Division as Managing Director for Fixed Income in 1994.
In August of 1998 he relocated to the United States to head up and build out ABP’s investment operation in New York, as President and CEO of ABP Investments US, Inc. Next to that he remained responsible for ABP´s Global Fixed Income Investments.
Starting of January 2005 he is also in charge of Alternative Investments, which includes Global Real Estate, Private Equity, Hedge Funds, Structured Finance, Commodities, Infrastructure investments as well as the Treasury Management division. As of the beginning of March 2008, Paul Spijkers has the same responsibilities at APG (All Pensions Goup) Investments. He holds office in both New York and Amsterdam.
Paul Spijkers holds a Masters degree in Law from the University of Amsterdam and has had additional training in portfolio- and risk management at ICMB in Geneva and Macro Economics at the University of Maastricht.
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Partner and COO,
ADM Capital Europe
Anthony Stalker is a Partner and COO of ADM Capital Europe LLP and a member of ADM Capital’s Investment Committee. He joined ADM Capital from Merrill Lynch where he spent 11 years based in Asia. When he left Merrill Lynch in 2004 he was a Managing Director responsible for the global distribution of all equity and equity related products, including cash equity sales, equity derivative sales, and structured products, for Asia, Japan and Australia. Since 2005 he has sourced deals and developed ADM Capital’s expansion into Turkey, including the country’s first private debt restructuring. Anthony holds an MA and BA from Cambridge University and a Masters of Business Administration from the University of California.
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Director and Chief International Economist,
Lombard Street Research
Gabriel Stein is our Chief International economist and has been a Director of the company since 1995.His research follows all global trends and his current areas of specialisation are the US, Eurozone, Germany, and Australia.He also comments on the GCC economies and is spearheading company expansion in the Gulf region. Gabriel Stein has produced authoritative work on matters as diverse as demographics and pensions issues; broad money and credit flows and sectoral financial balances. In addition to his work with Lombard Street Research, he regularly contributes to the international and Swedish press.He calculates Tax Freedom Day for Britain on behalf of the Adam Smith Institute, and for Israel on behalf of the Jerusalem Institute for Market Studies.
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Partner,
Collingham Capital Management LLP
David is a partner at Collingham Capital Management and is responsible for business development. He previoiusly worked for twelve and a half years at Lehman Brothers (RIP) in both trading and sales and then moved to ABN AMRO for ten and a half years where he held several senior positions including European Head of Sales. In his spare time David enjoys the theatre, music, sport and acting.
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President,
Diversified Global Asset Management (DGAM)
Mr. Thouret is President of the firm. He is responsible for all business aspects of the
firm. He chairs the Management Committee, and is a member of the Board and the
Operating Committee.
Mr. Thouret has 29 years of diverse experience in corporate financial management focused primarily on capital markets, financing and investing. He has managed investments for pension funds and corporations, led global treasury operations and completed a large number of corporate and structured financings over a wide range of capital markets in several diverse industries.
Prior to joining the firm, Mr. Thouret was Senior Vice President, Finance at Celestica Inc., a global public company providing electronics manufacturing services to original equipment manufacturers. In this role, he was responsible for the global finance operations of the company.
Mr. Thouret also established and led Celestica’s treasury function, including its initial public offering in 1998, innovative financing for growth,
financial risk management and pension fund investments. Other senior corporate finance and investment experience was developed at Dominion Textile, Gulf Canada and related companies GW Utilities and Olympia and York Enterprises.
Mr. Thouret holds a Master of Science in Management from M.I.T and a Bachelor of Engineering from McGill University.
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Managing Partner and Co Founder,
Audley Capital
Michael Treichl is the co-founder and Managing Partner of Audley Capital, a $1bn “event –driving” fund launched in 2005. Audley Capital has been the ranked the leading Event Driven Hedge Fund in 2006 and 2007 on a combined basis according to Eurohedge. Michael has almost 30 years of transaction experience in investment banking, private equity and hedge fund investing. Much of his investment banking career was focused on mergers and acquisitions, especially transactions involving listed companies and includes several "going private" LBOs in the US. He was instrumental in the acquisition and subsequent restructuring of Head-Tyrolia-Mares, the financially distressed Austrian sporting goods group, which was floated as Head NV in September 2000 on the NYSE, generating almost $400 million in equity value. In 1998, he co-founded Bessemer Vogel & Treichl, based in Düsseldorf, to carry out the European buy-out activities of Bessemer Holdings L.P. (now Lindsay Goldberg L.P., a $5 billion NY-based private equity firm). Bessemer Vogel & Treichl and its associated entities were responsible for private equity investments of about $475 million which returned almost $3 billion by year-end 2007.
Michael Treichl currently serves as a non-executive director of Meinl International Power (a €600 million listed fund), TASNCH Holding S.r.l. (an investment holding company) and AWF Holding (a private forest and land management firm).
Michael Treichl holds an MBA from Harvard Business School and a JD from the University of Vienna, Austria.
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Head of Risk Management and Quantitative Techniques,
Financial Risk Management (FRM) Limited
Michael Turner manages FRM’s risk managers and quantitative analysts, and is responsible for assessing investment risks in FRM portfolios and developing quantitative models to improve FRM’s investment process. Previously, Michael was a Director at Aspect Capital Limited, London and a Quantitative Research Analyst at Schroder Salomon Smith Barney. He holds a BA (Hons) Mathematics from the University of Oxford and a PhD in theoretical Physics from the University of Southampton. Michael joined FRM in February 2007 and is based in London.
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Global Head of Investment Content,
Watson Wyatt
Roger graduated from Oxford University (Merton College) in 1977 with two degrees: an MA in Mathematics and an MSc in Applied Statistics. He qualified as a Fellow of the Institute of Actuaries in 1983. He worked as an investment consultant for Bacon and Woodrow and headed William Mercer's investment practice before joining Gartmore Investment Management in 1987, where he was the Director responsible for two fields: business development and quantitative investment. He joined Watson Wyatt as a partner in 1989 to head up the firm's UK investment consulting practice. He took on the role of the first global head of practice when this was formed in 1995 and he remains in this role with a worldwide team in his charge. His role has lately specialised in helping Watson Wyatt to globalise its investment consulting activities and increase its thought leadership activities through the thinking ahead group (TAG). Roger is well known in the pensions and investment industry as a knowledgeable and thoughtful expert.
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President and CEO,
Wadhwani Asset Management
Dr Sushil Wadhwani is currently CEO of Wadhwani Asset Management LLP, a London-based fund management company. Sushil was a full-time external member of the Monetary Policy Committee at the Bank of England between June 1999 and May 2002. The MPC is responsible for setting UK interest rates to meet the governments 2.5% inflation target. From 1995-1999 Dr Wadhwani was Head of the Quantitative Systems Group, a member of the Management Committee and Partner at Tudor Proprietary Trading LLC, a fund management company. He was previously Director of Equity Strategy at Goldman Sachs International (1991-95) and before that Reader / Lecturer in Economics at the London School of Economics (1984-91). Dr Wadhwani was educated at the London School of Economics, where he obtained a BSc (Econ), MSc (Econ) and PhD (Econ). He has published a number of articles in academic journals. His past research includes work on financial markets, and the determinants of unemployment and inflation. He was designated a Commander of the British Empire in the Queen’s Birthday Honours List in 2002.
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Chief Investment Officer,
Cornell University
James Walsh is the Chief Investment Officer for the Cornell University Investment Office, having taken up the appointment in September 2006. Cornell’s Investment Office manages approximately $5bn of assets and employs a staff of 18 people. Prior to this, James was at Hermes Investment Management, the manager of the British Telecom and Post Office pension funds in the UK. At Hermes, James was Head of Strategy and Alternatives, where he was responsible for strategic asset allocation, managing the firm’s tactical overlay portfolio, as well as establishing and managing the hedge fund and commodities portfolios. Prior to this he held posts with the Economist Intelligence Unit and the Confederation of British Industry.
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Head of UK Pensions, Benefits and Health,
UBS AG
Matthew Webb joined UBS in November 2001 and is Head of UK Benefits and Health. The UBS UK Pension Scheme has both Defined Benefit and Defined Contribution sections and as such Matthew co-ordinates all aspects of pension scheme management between UBS AG and the Trustee. Prior to UBS, Matthew spent five years with Merrill Lynch, two of which were in Japan introducing a new DC plan as part of an entity reorganisation. A graduate of Southampton University, Matthew has also held pension positions at British Airways and Burmah Castrol, is an Associate of the PMI and holds the Diploma in International Employee Benefits.
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Professor Richard Werner, Chair in International Banking,
University of Southampton
Richard Werner lived and worked in Japan for many years, during which time investor surveys voted him one of Japan’s top economists. He has 15 years of experience in institutions such as Asian Development Bank, Ministry of Finance of Japan, Bank of Japan, Japan Development Bank, Nomura Research and Jardine Fleming. He has taught finance at universities in both Japan and England since 1997. His book on the Japanese central bank and its role in the Japanese economy, “Princes of the Yen”, became a No. 1 bestseller in Japan. In 2003, the World Economic Forum selected him as 'Global Leader for Tomorrow' in Davos.
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Founder,
Wilmott Associates
Paul Wilmott is a financial consultant, specializing in derivatives, risk management and quantitative finance. He has worked with many leading US and European financial institutions. He is a member of the Physics in Finance Committee of the Institute of Physics, and is on the editorial boards of several academic journals.
Paul studied mathematics at St Catherine’s College, Oxford, where he also received his D.Phil. He founded the Diploma in Mathematical Finance at Oxford University and the journal Applied Mathematical Finance. He is the author of Paul Wilmott Introduces Quantitative Finance (Wiley 2007), Paul Wilmott On Quantitative Finance (Wiley 2006), Frequently Asked Questions in Quantitative Finance (Wiley 2006) and other financial textbooks. He has written over 100 research articles on finance and mathematics.
Paul Wilmott was a founding partner of the volatility arbitrage hedge fund Caissa Capital which managed $170million. His responsibilities included forecasting, derivatives pricing, and risk management.
Dr Wilmott is the proprietor of www.wilmott.com, the popular quantitative finance community website, the quant magazine Wilmott and is the Course Director for the Certificate in Quantitative Finance.
Paul Wilmott was a professional juggler with the Dab Hands troupe. He also has three half blues from Oxford University for Ballroom Dancing.
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Chief Executive Officer,
Capital Z Asset Management
Christianna Wood is the Chief Executive Officer of Capital Z Asset Management, the largest dedicated sponsor of hedge funds. Since 1998, Capital Z has sponsored 16 hedge funds totaling almost $12 billion.
Previously, Christy was the Senior Investment Officer for the Global Equity unit of the California Public Employees’ Retirement System (CalPERS) for five years, responsible for over $150 billion, including $100 billion internally managed in developed and emerging markets, $37 billion in external managers, $8 billion in hedge funds and $7 billion activist / corporate governance managers.
Ms. Wood’s experience spans more than 25 years in equity and fixed income investment portfolio management. Prior to CalPERS, Ms. Wood was from Denver, Colorado-based Denver Investment Advisors where she served as a Principal of the firm, Portfolio manager, Director of Value Strategies and a member of the Management Committee.
Prior to her position with Denver Investment Advisors, Ms. Wood was a Principal and Portfolio manager at two previous organizations where she managed investment teams and institutional equity and fixed income portfolios.
Ms. Wood earned a Masters of Business Administration degree in Finance from New York University’s Graduate Business School and a Bachelor of Arts degree in Economics cum laude from Vassar College. She also attended London School of Economics and University College of the University of London. Ms. Wood is a Chartered Financial Analyst and a Chartered Alternative Investment Analyst.
She is a Trustee of Vassar College and on the Investment, Audit and Social Responsibility Committees of the Vassar College Board of Trustees. Christy is also a member of the Public Company Accounting Oversight Board (PCAOB) Standard Advisory Group and the International Auditing and Assurance Standards Board (IAASB) Consultative Advisory Group. She also Chairs the Audit and Accounting Practices Committee of the International Corporate Governance Network.
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Ms Victoria Younghusband, Partner, Financial Markets,
SJ Berwin LLP
Victoria Younghusband is a partner in SJ Berwin’s Financial Markets Group. She has specialised in investment funds since qualifying and is recognised as a leading individual in the sector. She advises hedge funds, infrastructure funds and private equity funds and listed funds of funds, their boards and their managers.
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Managing Director,
Houlihan Lokey Howard & Zukin (Europe) Ltd
Mr Ziff is a Managing Director in Houlihan Lokey’s London office. As co-head of the UK Financial Opinions & Advisory Services group, Mr Ziff brings a wealth of experience spanning 25 years in investment banking across debt, equity and hybrid capital markets and has advised many major European companies on strategic balance sheet optimisation. Mr Ziff was also responsible for the development of the ground-breaking “B” share scheme which has become one of the main methods used by UK companies to return value to shareholders over the last 15 years.
Mr Ziff led the team which structured the innovative return of $4 billion of capital to Unilever shareholders in 1999, and has advised major FTSE 100 companies on capital structure including British Airways, British Land, Diageo, National Grid, Next, Reckitt Benckiser and Scottish & Southern. More recently he has been involved in the flotation of companies in the fledgling UK Mortgage REIT industry.
Mr Ziff holds a bachelor’s degree in accounting, corporate law and econometrics from Manchester University and is a member of the Institute of Chartered Accountants in England & Wales having qualified as a chartered accountant with PriceWaterhouseCoopers. Before joining Houlihan Lokey Mr Ziff held a number of senior positions in equity capital markets at Deutsche bank; equity derivatives Barclays Capital; M & A and corporate advisory and structuring at UBS and NatWest. Immediately prior to joining Houlihan Lokey Mr Ziff was the CEO of a UK-listed real estate business.
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