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Conference:
Day 1
3 November: 08:50 - 19:00
Day 2
4 November: 08:50 - 18:30
Day 3
5 November: 08:50 - 17:30
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Co-located with:
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We are now accepting nominations for industry leaders to serve as speakers and panelists at HEDGE 2009.
- 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.
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Meet our speakers
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Elena is Co- Founder, Group CEO, and Director of Business Development and Business Management at IKOS. Elena has been actively involved with the development of the IKOS group since 1991. Between 1983 and 1989, she held a number of international management positions with British Petroleum in the UK, Australia, and the US prior to joining KPMG Management Consulting in Bahrain. Elena has a degree in Chemical Engineering from Leeds University, an MSc in Technology and Development from Imperial College London and an MBA from Cranfield and is an NFA Principal.
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Craig Asche is the Executive Director for the Chartered Alternative Investment Analyst (CAIA) Association, overseeing all areas of the Association’s growth, including examinations, curriculum and development.
Mr. Asche joined the CAIA Association in February 2003 after being approached by Thomas Schneeweis, the current director at the Center for International Securities and Derivatives Markets (CISDM), to help head up the fledgling organization. At the CAIA Association, Mr. Asche has worked to solidify the Association’s prestige among members of the financial community as the foremost program for alternative investment professional and education development. Under Mr. Asche’s leadership, the number of candidates seeking membership has doubled annually to its current number of 4,000 individuals. Mr. Asche has also led the Association’s international growth which now includes chapters in New York, Toronto, Singapore, London and Switzerland (Zurich/Geneva), with plans to form others in additional cities around the globe.
Prior to joining the CAIA Association, Mr. Asche worked at Salomon Brothers in a variety of trading and sales positions, most recently as Director of the Asia Pacific Foreign Exchange Department, where he oversaw proprietary positions and executed trades on behalf of central banks, hedge funds and multinationals. Mr. Asche retired from Salomon Brothers in 1996 to advise his own family’s investment office, a role he continues today.
Mr. Asche graduated from Trinity College in 1979 with a B.A. in Economics. He currently lives in Leverett, Mass. with his wife and three children. In addition to his role at the CAIA Association, Mr. Asche enjoys racquet sports, is an active outdoorsman and avid supporter of the World Wildlife Fund.
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Chief Operating Officer,
Toscafund
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Chief Investment Officer, Funds of Hedge Funds,
Pioneer Alternative Investment Management
Paolo Barbieri is Chief Investment Officer for PAI Funds of Hedge Funds. He is responsible for managing the full range of PAI Funds of Hedge Funds domestic and off-shore, leading a team of 20 investment professionals located in London, New York and Milan. He is a member of the investment committee with responsibility for manager selection, portfolio construction and risk management. Paolo has over 24 years experience within the industry.
Prior to joining Pioneer Investments in 2003, Paolo was Founder and CEO of Akros HFR Alternative Investments SGR S.p.A., one of the first firms in the Italian hedge funds industry. While with Akros Group, Paolo also held other responsibilities with other companies of the Group: Managing Director and Board Member of Banca Akros S.p.A. responsible for the Equity Division; Managing Director and Board Member of Akros Sim S.p.A., responsible for the Proprietary Trading Activities and the Equity and Derivatives Sales Desk; Director of the Structured Products Desk at Akros Mercantile S.p.A.
Previously, Paolo also held positions with Compagnia Privata di Finanza e Investimenti S.p.A. and Interbanca S.p.A.
Paolo holds a Degree in Business and Economics (magna cum laude), which he attained from Federico II University, Naples.
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Hedge funds expert,
European Commision
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Managing Partner and Chief Executive Officer,
FGS Capital (UK)
Giovanni is Managing Partner at FGS Capital LLP. Previously he was Associate Director of hedge funds at First Quadrant Ltd, where he set up and was the portfolio manager of its Pan European long/short equity market neutral portfolios, and was responsible for UK-based hedge fund business. He has extensive experience of managing equity market neutral portfolios since 1995, when he joined the firm. Prior to that he was a tenured Research Fellow with the Economics Department of the University of Bologna in Italy, and he has held appointments with BARRA International and Eastern Group Plc. He is a long-term member of AIMA (Alternative Investment Management Association) and a Board and Research Committee member of INQUIRE UK and INQUIRE Europe. He is a Board member of the International Association of Financial Engineers (IAFE). He is the European Chair of the Steering Group of the Investor Risk Committee (IRC) of IAFE working on guidelines for disclosure and transparency for hedge funds. Giovanni is a CFA Charterholder
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Director and Portfolio Manager, GLC Global Macro,
GLC Ltd
Steven Bell is a Director and portfolio manager of GLC’s Global Macro Hedge Fund Programme.
He started his career at Morgan Grenfell over 20 years ago, where he was Chief Economist. He retained the title as the company became Deutsche Morgan Grenfell, Deutsche Bank and Deutsche Asset Management. However, for the last five years before he joined GLC, he was on the Investment Policy Committee, responsible for asset allocation and was Fund Director of their asset allocation funds .
Steven has economics degrees from the LSE and Stanford University and was an Economic Adviser at the Treasury. He is one of the City’s best-known economists, appears regularly on TV and radio and has written numerous articles and books on finance and economics.
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Managing Analyst - Hedge Funds,
Preqin
Amy Bensted joined Preqin in 2006 where she now heads the Hedge Fund research team. Amy and her team conduct research into all aspects of the institutional investor universe, speaking to investors daily to ascertain exactly what types of hedge funds they are searching for. Preqin tracks investor appetite for hedge funds through its database of 2200+ institutions active in the asset class as well as producing reports and in depth analysis on key subjects related to hedge fund investment. Amy is a regular contributor of articles and features in the financial press. Amy graduated from Imperial College London in 2003 after gaining a BSc. in Biology and a MSc. in Applied Biological Sciences.
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Managing Director,
Fractal Advisors LLC
Alain is a Managing Director of Fractal Advisors. His responsibilities include advisory on the management, marketing, and operations of Fractal Fund and its subsidiaries. He has spent the last 10 years in the Financial Services Industry. From 1997 to 2001, he worked within a group managing the link between private clients and middle markets at Merrill Lynch International Private Client Group. The group was responsible for all IPCG trading in futures, options, and commodities. In 2001, he became a Financial Consultant at Merrill Lynch’s International Private Client Group. In 2002, he joined UBS along with Fractal’s other Managing Director, Jorge Zighelboim, to form a team that led to the formation of what is today Fractal Fund Management. Alain graduated Cum Laude with a degree in International Business and Finance from Loyola University in New Orleans.
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Managing Partner,
Gabelli & Partners - GAMA Funds
Over 30 years of investment services experience
Managing Partner of Gabelli & Partners GMBH Zurich.
Prior: COO Sentinel Investments, COO American Skandia, COO Gabelli International
Education: Harvard University MP
Denmark Chartered Accountant
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Managing Director,
Hinduja Bank
Francois Bloch is Managing Director of Hinduja Bank in Switzerland. Hinduja Bank (formerly Amas Bank) grew out of the Hinduja Family office. Prior to joining Amas Bank, Francois was at Dexia, where he was responsible for structured products and a Member of the Investment Committee. In the mid 1990s he managed four Coutts Money Market Funds.
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Managing Director, Global Asset Allocation Strategy,
Barclays Capital
Tim Bond is a Managing Director and Head of Global Asset Allocation Strategy at Barclays Capital. Based in London, he is responsible for leveraging the firm's research within the various product areas to produce trading ideas across products, including fixed income, foreign exchange, commodities, emerging markets, credit and equities. Mr Bond also formulates the general strategies for RADAR, the tactical allocation fund managed for external investors by the Barclays Capital Fund Solutions unit.
Mr. Bond has been with Barclays Capital since 1998. He joined the firm from the hedge fund, Moore Capital, where he worked as a portfolio strategist. Prior to Moore, he worked in sales, strategy and proprietary trading roles for ten years at Tokai Bank London. Before joining Tokai Bank, Mr. Bond spent three years as a market-maker in floating rate notes.
Mr. Bond has been ranked number one Investment Analyst for Fixed Income Strategy in the Thomson Extel Survey for three years running.
Mr. Bond graduated from Oriel College, Oxford, with a BA Hons in English Literature
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Managing Director,
Capital Economics
One of the City of London’s best-known economists, Roger Bootle runs the consultancy, Capital Economics, which specialises in macroeconomics and the economics of the property market. He is also Economic Adviser to Deloitte, a Specialist Adviser to the House of Commons Treasury Committee and an Honorary Fellow of the Institute of Actuaries. He was formerly Group Chief Economist of HSBC and, before the change of government, he was appointed one of the Chancellor’s panel of Independent Economic Advisers, the so-called “Wise Men”.
Roger Bootle studied at Oxford University and then became a Lecturer in Economics at St Anne’s College, Oxford. Most of his subsequent career has been spent in the City of London.
He has written many articles and several books on monetary economics. His most recent book is Money for Nothing which correctly anticipated the current financial crisis and has been widely acclaimed. This follows the success of The Death of Inflation, published in 1996, which became a best-seller and was subsequently translated into nine languages. Initially dismissed as extreme, The Death of Inflation is now widely recognised as prophetic. Roger is also joint author of the book Theory of Money, and author of Index-Linked Gilts.
Roger is a regular columnist for The Daily Telegraph and appears frequently on television and radio.
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Chairman,
Hedge Fund Standards Board
In June 2008, Antonio Borges was appointed Chairman of the Hedge Fund Standards Board. Formerly, he was Vice Chairman of Goldman Sachs International which he joined in September 2000. His responsibilities included investment banking, leadership development and strategy.
Prior to this he was Dean of INSEAD between 1993 and 2000. He joined INSEAD's faculty in 1980 and also taught at the University of Lisbon, Portuguese Catholic University and Stanford University. Between 1990 and 1993 Antonio Borges was Vice Governor of Banco de Portugal, where he took a leading role in the liberalisation of Portugal's financial system. He also worked at European level on the project of Economic and Monetary Union.
He graduated from the Technical University in Lisbon and holds his MA and PhD in Economics from Stanford University.
He has been a consultant to the US Electric Power Research Institute, US Treasury Department, OECD and the Portuguese government. He was a board member of Citibank Portugal, Petrogal-Petroleos de Portugal, Vista Alegre Group, Paribas, Sonae and Cimpor-Cimentos de Portugal. He is currently on the Boards of Jerónimo Martins and Sonae.com and is a member of the Supervisory Board of CNP Assurances. He chairs the Audit Committees of Banco Santander Portugal and Banco Santander de Negocios Portugal. He is on the Advisory Boards of several European and US corporations and foundations and is Chairman of the European Corporate Governance Institute.
He is a member of the European Corporate Governance Forum set up by the European Commission to examine best practices in Member States with a view to enhancing the convergence of national corporate governance codes and providing advice to the Commission.
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Founder and Chief Executive Officer,
Hermitage Capital Management
William Browder is the Founder and CEO of Hermitage Capital Management, a leading
global asset management firm. After eleven years of investing exclusively in Russia, Mr.
Browder launched Hermitage Global, a deep value public equity fund focusing on the Middle
East and other emerging markets in April 2007.
Mr. Browder is a leading shareholder rights activist and advocate for better corporate
governance. Hermitage, through its shareholder activism, has been credited with a number of
breakthroughs improving corporate governance standards at major Russian companies,
including Unified Energy Systems, Sberbank and Gazprom. Mr. Browder was named a
Young Global Leader by the World Economic Forum in 2005 and is a Henry Crown Fellow
at the Aspen Institute. The Financial News named him a 2005 “Person to Watch,” and Global
Fund Analysis awarded him an Industry Achievement Award in 2004. He currently serves on
the World Economic Forum’s Global Agenda Council on Governance and also sits as
Chairman of the Russia Task Force for the Institute of International Finance. He is a member
of the OECD/World Bank Roundtable on Corporate Governance in Russia.
Before founding Hermitage in 1996, he was a Vice President at Salomon Brothers, as well as
a management consultant with the Eastern European practice of the Boston Consulting Group
in London. He obtained a BA in Economics, with honors, from the University of Chicago and
an MBA from the Stanford Business School.
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Global Chief Investment Officer,
Rising Tide
Bernard is an Executive Member and the Global Chief Investment officer of Rising Tide, a Swiss asset management and advisory services company. He has a Ph-D on quantitative economics and more than 20 years of experience with financial markets, including 8 years as CIO of a major European asset management boutique. With his team, partly located in the United States, he currently manages a portfolio of $ 600m exclusively focused on alternative investments (hedge funds, private equity, real estate, commodities) and has recently launched a proprietary fund of hedge funds as well as a fund of private equity funds.
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CIO, Mosaic Multi-Strategy Fund,
Diversified Global Asset Management
Mr. Carroll is CIO of the multi-strategy, direct trading hedge fund. He is instrumental in the development of the firm’s strategic views on market opportunities for the multi-strategy hedge fund, particularly focusing on portfolio construction, strategy research, and risk management. He chairs the DGAM Mosaic Multi-Strategy Fund Investment Committee, and is a member of the Management Committee. Prior to joining the firm, Mr. Carroll was a Vice President with RBC Capital Markets, where he was responsible for developing, structuring, and implementing risk management solutions for corporate clients, and for providing senior risk oversight of the firm’s global trading portfolios.
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Head of Hedge Fund Research,
Man Investments
Jaime Castán is Head of Hedge Fund Research for
RMF Investment Management and a member of the
RMF Management Committee, based in Pfäffikon,
Switzerland. He has spent the last 7 years of his career
directly involved in the alternative asset management
industry.
Reporting directly to the CIO, he is responsible for
coordinating RMF’s due diligence efforts. Jaime joined
RMF in August 2006, bringing 19 years of experience in
financial markets, asset allocation and hedge funds, across
3 continents (Europe, America and Asia). Prior to joining
RMF, Jaime was Managing Director and Global Head
of Risk Management at Vega Asset Management , where
he built and integrated the multi-strategy risk management
infrastructure of Vega and the Vega Plus single-manager
platform between 2003 and 2006. Previously, he had held
several manager selection and asset allocation positions in
the alternative investment areas of Banco Santander (now
Optimal Investment Services) and Credit Suisse. Between
1987 and 2000 Jaime held several proprietary trading,
market making and managerial roles with La Caixa,
Sumitomo Bank, JP Morgan and Banco Santander.
Jaime holds a BA in Business and Marketing from ESIC
in Madrid.
Jaime Castán
Investment Excellence
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Allan is Principal and UK Representative of Research for E.S.S.s.a. (Geneva), initially formed with Lombard Odier to provide economic research and advisory services to institutions and governments and was the conduit for the formation of WEFA. Subsequently WEFA merged with DRI under the sponsorship of Bain &Co., and Primark emerging as Global Insight, a powerful analytical tool. More recently it was acquired by IHS Inc. Today we are active investors and having access to deep pools of investor’s money we are globally diversified in asset allocation. Allan was previously with Merrill Lynch as VP and Senior Advisor in Private Banking, undertaking special projects in Russia, China and the ME. He has also held several directorships and senior management positions with Blue Chip organisations such as Daiwa Asset Management (Daiwa Securities), Commercial Union (Aviva plc), Commerzbank AG and Bankers Trust (Deutsche Bank). Allan undertook his MSc. at Cranfield (71) and secured a Fellowship to MIT/Harvard (75). He became an FRSA in 2003. He is a liveryman in the City of London (Needlemakers (94) and also the Scientific Instrument Makers (76)). He is a member of the Savile Club.
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Head of Alternative Investments,
FSA
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Finance Director and Secretary,
Commonwealth Education Trust
Judy Curry runs the Commonwealth Education Trust which was formed in 2007 from the realised assets of the Commonwealth Institute. She is responsible for investing the trust funds in order to achieve the optimal balance between financial and educational returns.
Judy specialised in numerical analysis while studying for an Honours Degree in Mathematics at Oxford University and started her career in computer science before training as a Chartered Accountant. Having developed accounting and auditing software at KPMG she went on to lead the UK Business Model Assurance team at PricewaterhouseCoopers where she became interested in Financial Mathematics. She has a Masters Degree in Mathematical Trading and Finance from Cass Business School and has recently studied Foundation and Asset Management at London Business School.
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Director, dbSelect Trading,
Deutsche Bank
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Global Chief Operating Officer,
BlackRock
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Investment Monitoring Officer,
Merseyside Pension Fund
Paddy Dowdall is an Investment Manager for Merseyside Pension Fund This role covers a wide range of investment issues including, the management of relationships with external Fund Managers and reporting of investment performance to Members. A key focus for Paddy over the last few years has been the formulation and implementation of strategy on alternative assets. (including private equity, hedge funds and other total return strategies.)
Paddy is a graduate of Durham University and is a member of the Chartered Institute of Public Finance and Accountancy
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Chief Executive Officer,
Financial Risk Management
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Partner and Director of Systems Trading,
Tudor Investment Corporation
Steve Evans, Director of Systems Trading. Mr. Evans joined Tudor in August 1997 and has been a Partner since 2000. Mr. Evans serves on Tudor's Management Committee and is the Director of Tudor's
Systems Trading Group. Prior to becoming Director of Tudor's Systems Trading Group, Mr. Evans held various positions at Tudor, including Chief Technology Officer. Prior to joining Tudor, Mr. Evans was
employed by D.E. Shaw & Co., where he was a Global Head of Software Development (1996-1997) and Andersen Consulting, where he served as a Senior Manager in its Advanced Technology Group
(1987-1996). Mr. Evans holds an M.A. and a B.A. first class honors in Mathematics from Wadham College, Oxford University (1987).
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Principal (London),
Investcorp
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Investments Manager,
Avon Pension Fund
Liz Feinstein is responsible for the £1.8bn Avon Pension Fund which currently allocates 60% to equities, 20% to bonds, 10% to property and 10% to Fund of Hedge Fund managers. Prior to joining local government in 2003 as an investments specialist for the local pension fund,she was an investment manager for 15 years.
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Senior Associate and Head of European Hedge Fund Research Group,
Mercer
Simon is a senior associate within Mercer's Investment Consulting business. Located in London, he is responsible for advising institutional investors on the full range of investment consulting issues including investment strategy and structure, manager selection, and performance monitoring. In addition Simon has a number of responsibilities with regards to manager research and is head of Mercer's European Hedge Fund Research Group and Commodity Research Group.
Prior to joining Mercer in early 2003, Simon was Researcher to Theresa May MP in the House of Commons.
Simon has a degree in mathematics from Oxford University and a Masters in European politics and policy from the London School of Economics and Political Science. He is a Chartered Financial Analyst (CFA) charterholder and has also completed the IMC exam.
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, Head of Investment Risk & Performance,
Wellcome Trust
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Managing Director,
Loeb Partners Corporation
Fred Fruitman is a Managing Director of Loeb Partners Corporation, the investment firm of the Loeb family of New York, which controlled the investment banking firm of Loeb Rhoades until its sale to Shearson Hayden Stone in 1979. Mr Fruitman began his career as a lawyer in Toronto, Canada with the law firm of Davies, Ward & Beck. He has also worked in corporate finance at Merrill Lynch, consulting at Bain & Company and venture capital at 3i and Warburg, Pincus. He has been with Loeb Partners since 1990.
Mr Fruitman was born in Toronto, Canada and received a Bachelor of Science degree in economics from the Massachusetts Institute of Technology, an MA in Jurisprudence from Oxford University, an LLB from the University of Toronto and an MBA from the Harvard Business School.
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Managing Partner,
Gabelli & Partners - GAMA Funds
Marc Gabelli is President of Gabelli Group, an investment organization overseeing $30bn of assets. He won acclaim as a leading global mutual funds portfolio manager in the late 1990s, and has over 20 years experience as an investment professional managing absolute return fundamentally driven accounts.
He founded Gabelli & Partners, the alternative investments arm of GAMCO, in 1999. He is CEO of the GAMA Funds, newly issued international absolute return portfolios. He is a frequent participant in the financial press; FT, WSJ, Barrons, CNBC, Bloomberg, was educated at Massachusetts Institute of Technology, Boston College, Stanford GSB.
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Senior Investment Manager - Hedge Funds,
PGGM Investments
Mark Geene – Senior Investment Manager Hedge Funds – PGGM Investments
Mark started his career in 1996 as a quantitative researcher at ABN AMRO Structured Asset Management, where he developed a stock selection model for European equities.
In 1996 he joined OPTAS as fund manager equities responsible for selection and monitoring of external equity managers, TAA and currency & benchmark research.
In 2000 he started at Blue Sky Group (KLM Pension Funds) as strategist FI&FX. In 2002 he became senior strategist and deputy Head of Investment Strategy Research, responsible for ALM, SAA, risk budgeting and supporting the selection of external managers. With respect to SAA he has been working on the benefits of alternative investments (especially hedge funds), strategic use of derivatives and inflation linked bonds.
In 2004 he moved to Fortis Investments (formerly MeesPierson) as senior hedge fund analyst and portfolio manager. He co-managed several FoHF’s totalling $1.5B AUM. Responsibilities included sourcing, selecting, due diligence and monitoring hedge funds and all related portfolio management activities.
In 2007 he joined the Alternative Beta team of PGGM as senior investment manager. Besides overlooking the FoHF-allocation ($1.7B AUM) he is responsible for sourcing, due diligence and monitoring new alternative risk premia. After the split of the Alternative Beta department, he concentrated solely on hedge funds (single HF’s and FoHF’s).
Mark has a masters degree in Economics (honours) from the University of Tilburg. He is a holder of the Dutch Certified Financial Analyst title, the Chartered Alternative Investment Analyst title, a teacher at different investment courses and started the Alternative Investment Committee of the Dutch Organization of Investment Professionals (VBA).
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President and Founder,
Argonaut Capital Management
Mr. Gerstenhaber has been involved in the analysis of the relationship between international macroeconomic performance and market behavior throughout his entire professional career and academic training. He is widely recognized as one of the foremost macroeconomic strategists and hedge fund managers. Prior to forming Argonaut, Mr. Gerstenhaber was a Managing Director of Tiger Management Corporation where he created and led the firm’s highly successful “macro” investment group. Before joining Tiger, Mr. Gerstenhaber was a Principal and Senior Economist at Morgan Stanley & Co. with international postings in Tokyo, Hong Kong and London and was also an economist in the Tokyo office of Jardine Fleming Securities. Mr. Gerstenhaber received a simultaneous award of both B.A. and M.A. degrees with honors in economics from Yale, where he studied extensively with Nobel laureate economist James Tobin. Mr. Gerstenhaber was awarded a Fulbright Scholarship to Cambridge University where he earned a Master of Philosophy in Economics.
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Head of Research and Trading,
Informed Portfolio Management (IPM)
Alex Gioulekas is head of research and trading at IPM, which manages USD 8 billion in currencies, equities, fixed income and commodities on behalf of large institutions. His expertise is building models that capture the dynamics and interaction of markets. Alex has extensive experience in options on various asset classes. He started his career as a currency options trader for Soc Gen and Banque Indosuez in the US and later created the interest rate structured product business for SEB in Sweden. He holds a PhD and M.Sc. in Aeronautics and Astronautics from MIT and has received various scholarships and awards.
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Managing Director, Head of Europe,
Gottex
Mr. Gottschalk is a German citizen and joined Gottex in August 1998. Prior to joining Gottex, he was a Vice President at Bear Stearns & Co. Inc., New York, where he was responsible for hedge fund sales on the fixed income derivatives group. From 1994 to 1998, while at Bear Stearns, he structured and marketed derivative strategies to alternative funds. Mr. Gottschalk developed and implemented numerous strategies for these clients using complex derivative structures. His coverage of alternative funds spanned fixed income, foreign exchange options, credit derivatives and emerging markets. During his four years at Bear Stearns, he developed a unique understanding of the inner workings of alternative funds and various management strategies. Mr. Gottschalk has a BA in finance, marketing and international business from the University of Virginia where he graduated with honours.
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Chief Operating Officer,
Nau Capital
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Founding Partner and Chief Investment Officer,
Polygon Investment Partners
Prior to founding Polygon seven years ago, Reade was the founder and CEO of the European office of Citadel Investment Group, a multi-strategy hedge fund that he joined in 1998. He was a partner and Senior Managing Director responsible for running the global event driven arbitrage team in Tokyo, London and Chicago. Before Citadel, he was with Baker, Nye, where he was an analyst working on a $1bn arbitrage and special situations portfolio. Reade holds a JD from Harvard Law School and an undergraduate degree in Economics from Harvard College. He also served as an Captain in the U.S. Marine Corps.
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Technical Strategist,
Cazenove Capital Management
ROBIN GRIFFITHS joined Cazenove Capital in 2008 as Technical Strategist providing strategic input and marketing support, primarily to Private Wealth Management. For over 30 years Robin Griffiths has been one of the most respected technical analysts of world stock markets, bonds, currencies and commodities. He became a technical analyst with WI Carr, based first in Hong Kong and then Tokyo before returning to London. During this time he started to develop his own trading system, analysing stock and market trends. He was then chief technical strategist with HSBC for over 20 years. His most recent position was as Head of Asset Allocation with Rathbones. Robin has been an advisor to the ECU fund, a hedge fund using technical analysis to capture movements in currencies since 1985 and latterly to the Rathpeacon fund, a long short equity fund concentrating on the largest 500 companies in the world by market capitalisation. Robin has 44 years investment experience.
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Managing Director,
Diversified Global Asset Management
Mr. Groome is a Managing Director of the firm. He is a member of the Mosaic Multi-Strategy Hedge Fund team, contributing to portfolio management on macro issues and a variety of sector analysis. He is also Chairman of the firm’s Macro Committee, which provides input on macro investment trends and on the global economic and policy environment. He has significant financial markets experience developed over an extensive career in capital markets, in both the public and private sectors. Most recently he was an Advisor, Monetary and Capital Markets Department, of the International Monetary Fund (“IMF”). Prior to the IMF, he led investment banking teams in the banking and insurance areas at Deutsche Bank, Credit Suisse and Merrill Lynch in London and New York. He is also the non-Executive Chairman of the Alternative Investment Management Association (“AIMA”), and a Visiting Scholar at The Wharton School, University of Pennsylvania.
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Managing Director, GTAA and Multi-strategy,
Millennium Global Investments
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Managing Director and Founder,
CrossBorder Capital Management
Michael Howell founded CrossBorder Capital in 1996 as a London-based independent research firm. Previously he was Head of Research for Baring Securities and Research Director of Salomon Brothers, the US investment bank. The liquidity methodology he pioneered monitors Central Bank behaviour in over 70 countries world-wide on a monthly basis. Liquidity flows are a central part of CrossBorder Capital's asset allocation advice, which is currently provided to around 100 major global investors, including institutional asset managers, government agencies, Central Banks and endowment funds. CrossBorder Capital is also the investment advisor to the Solar (hedge fund of funds) and the Pulsar Funds (quant based funds using ETFs). Michael has been in financial markets since 1981 and is a regular conference speaker and media commentator. He graduated from Bristol and London Universities, and lives in Oxford with his family.
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Partner and Head, Alternative Beta Strategies,
Partners Group
Dr. Lars Jaeger, Partner, Co Head Absolute Return Strategies:
Lars Jaeger holds a PhD degree in theoretical physics from the Max-Planck Institute for Physics of Complex Systems, Dresden. He studied physics and philosophy at the University of Bonn, Germany, and Ecole Polytechnique, Paris. After his post-doctorate studies in Dresden, Lars began his finance career as a quantitative researcher on econometric and mathematical modeling of financial markets at Olsen & Associates AG in Zurich. He subsequently joined the Hedge Fund group of Credit Suisse Asset management, where he was responsible for risk management and quantitative strategy analysis. Lars is a founding partner of saisGroup, an investment firm specializing on alternative investment strategies which merged with Partners Group, where he is now heading the group “Alternative Beta Strateges”. Lars holds the CFA charter and is a certified Financial Risk Manager (FRM). He is the author of numerous research publications and the books “Risk Management of Alternative Investment Strategies”, published in 2002 with Financial Times Prentice Hall, “The New Generation of Risk Management for Hedge Funds and Private Equity“ (ed.) published by Euromoney in 2003, “Through the Alpha Smokescreen: A guide to hedge fund return sources”, published by Institutional Investors (2005), and “Alternative Beta Strategies and Hedge Fund Replication”, published by Wiley (2008)
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Principal Investment Officer,
World Bank Pension Fund
Ms. Klingebiel is a Principal Investment Officer for the World Bank’s Pension Fund where she is co-managing the USD 2.8 bn hedge fund assets across two portfolios. The portfolios are diversified across all hedge fund strategies and consist each of about 40 managers. Since joining the hedge fund team, she has strengthened the asset allocation, manager selection and risk management tools and has restructured the risk management processes. Previously, she was responsible for the international equity portfolio, the currency portfolio and the GTAA portfolio. In that capacity, she developed quantitative tools for manager selection and portfolio construction and developed a currency trading model for 11 developed market currencies that trades live.
Ms. Klingebiel has also worked in the World Bank’s Financial Sector Policy and Strategy, the Private Sector Development Department, and the Macroeconomics Department of the East Asia and Pacific Region. In that capacity, she has provided advice on financial sector issues including pensions to the governments of Brazil, Guinea, India, Indonesia, Malaysia, Mali, the Philippines, Poland, Russia, South Korea, Thailand and Vietnam.
She has published extensively in the areas of pension management, capital markets, financial crises, banking, enterprise and financial sector restructuring, and internationalization of financial services in leading professional and academic journals. Ms. Klingebiel joined the World Bank in 1995 as a member of the Young Professionals Program.
Ms. Klingebiel holds a Ph. D. and Master of Science in Economics and a Master of Arts in Political Science from the Albert-Ludwigs-University in Freiburg, Germany.
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Founder and Director,
Opalesque
Matthias Knab founded and leads Opalesque - the world's largest subscription-based publisher covering alternative investments - and is a well-known expert on hedge funds and alternative investments. He studied computer science and psychology in Freiburg i.Br. (Germany), graduated in economy in Munich and subsequently passed exams as a FSA (Financial Services Authority, UK) Securities Representative, FSA Futures and Options Representative and XETRA trader (Frankfurt). Mr. Knab is a member of the German Association of Technical Analysts (VTAD).
He has frequently served as chairman of hedge fund conferences in New York, Greenwich, Tokyo, Shanghai, Hong Kong, Miami, Bahamas, Stockholm, Dubai etc. In addition, he has presented or moderated at hedge fund events in London, Geneva, Zurich, Singapore, Sydney, Cape Town, Madrid, Moscow, Sao Paolo, San Francisco, Toronto, Cayman Islands, Auckland and Bombay, and lectured at numerous universities on the subjects of hedge funds and the state of the global alternative asset management industry.
Mr. Knab established the first contacts to the alternative investment world back in his trading days. Mr. Knab speaks English, German, Spanish, French, and some Italian. His latest challenge is learning Mandarin. At Opalesque, he oversees as Managing Editor the publishing of nine industry-leading publications focusing on hedge funds, commodities, real estate, alternative alternatives, sovereign wealth funds and Islamic finance.
Since 1989 he has been working as a consultant for major German institutions, most notably Allianz and Vereinte Versicherungen. 1998 he created and served as CEO Börsenakademie AG - the first German institution directed at offering educational services on investing themes. Matthias Knab also served as Managing Director at TradeStream Global AG, a technology firm developing trading solutions for institutions and hedge funds.
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Senior Executive Officer,
Permal Investment Management Services Ltd
Mr. Kodmani joined the Permal Group in 2000. Mr. Kodmani is responsible for monitoring Permal's international investment activities as well as asset gathering initiatives. Previously, he was with Scudder Investments in London and New York for seven years where he developed the firm's international mutual fund business. Prior to joining Scudder, Mr. Kodmani worked for four years at Equitable Capital (now part of Alliance Bernstein). Mr. Kodmani is a Chartered Financial Analyst, holds an MBA in Finance (Beta Gamma Sigma) from New York University Stern School of Business, a BA in Economics from Columbia University and a GC Certificate from the London School of Economics.
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President and CEO,
Tantallon Research KK
A renowned investor, strategist and policy adviser, Jesper Koll is the CEO of Tantallon Research Japan KK, a Tokyo based investment advisory firm he set up with Nick Harbinson, the founder of Singapore based Tantallon Capital in June 2007.
Jesper has been researching and investing in Japan since becoming a resident in 1986. Previously, he served as the chief economist of Merrill Lynch Japan for eight years. Before that, he was a Managing Director at the Tiger Fund and before that he was the head of research and Chief Economist for JP Morgan in Tokyo. For the first three years of his Japan experience, he worked as an aide to a Member of Parliament.
Over the past decade, Koll has been consistently ranked as one of the top Japan strategists. His analysis and insights have earned him a spot on several Japanese government advisory committees. He has written two books in Japanese, Towards a New Japanese Golden Age and The End of Heisei Deflation. He is also one of the few non-Japanese members of the Keizai Doyukai, the Japan Association of Corporate Executives.
Jesper has a masters degree from the School of Advanced and International Studies at Johns Hopkins University and was a research fellow at both Tokyo University and Kyoto University. He is a graduate of the Lester B. Pearson College of the Pacific.
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Managing Director,
Cambridge Associates
Jerry is a Managing Director at Cambridge Associates and has been with the firm since 2001. He works with clients to construct and oversee hedge fund portfolios. In addition to this work, he works with foundations, colleges, hospitals, and other nonprofit institutions on general investment issues such as asset allocation strategy, manager selection, and investment program development. He has also authored a research report on investment management fees.
Before Jerry joined Cambridge Associates, he worked in the Portfolio Analytics and Research group at Fannie Mae, where he assisted in maintaining the software engine used to value securities and portfolios. Before working at Fannie Mae, he worked at Hewlett-Packard Company, where he worked as a manager and engineer responsible for ink jet printers.
Jerry graduated from The Pennsylvania State University and received a Ph.D. from Cornell University. He has earned the Chartered Financial Analyst designation, and is a member of the CFA Society of Washington, D.C.
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Chief Risk Officer,
Concordia Advisors
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Head of Operational Due Diligence,
Rand Merchant Bank Asset
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Founder and Chief Executive Officer,
Clive Capital
Christian Levett has eighteen years of experience investing and trading global commodities. Prior to establishing Clive Capital LLP, Christian Levett was a portfolio manager at Moore Capital Management between January 2004 and July 2007. He started his trading career in 1992 when he left the London brokerage house, Union CAL, to join AIG Trading Limited where he was an energy trader and later manager of oil trading in the London office. He was also responsible for the global customer book in forward crude oil derivatives. In 1995 he joined Commodities Corporation as a portfolio manager in their Paris office. In 1997, backed by Commodities Corporation, he established 21st Century Management, initially to run funds for Commodities Corporation and then external money, until he closed the business in 2003 to join Moore Capital Management where he resided until forming Clive Capital LLP in August 2007.
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Managing Director and Founder,
SVM Asset Management
Colin McLean is Founder and Managing Director of SVM Asset Management, and has been an investor for over 30 years. Colin holds an MA (Hons) in Political Economy & Economic Statistics and an MBA (Distinction). He is a Board member and Fellow of the CFA Society of the UK and was Chairman from 2005 - 2007. He is also a Fellow of the Faculty of Actuaries and of the Securities & Investment Institute.
He is a frequent conference speaker in the UK and Europe and contributor to the UK national press and European financial publications. He appears on Bloomberg TV & Radio, CNBC, BBC Radio, BBC’s Working Lunch and Newsnight. Colin’s recent conference presentations and many articles have focused on new developments in behavioural finance, and the implications for management of investment teams and interpretation of information.
SVM have run equity long/short hedge portfolios since 1992 and this year launched an absolute return UCITS III fund, SVM UK Absolute Alpha Fund.
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Chief Investment Officer,
Emergent Asset Management
David has 20 years experience in proprietary trading and analysing financial markets. In 1984, he joined a global seismic exploration company and was posted to the jungles of Papua New Guinea. During this period, David lived and worked with local tribes in the Sepik Basin and started to formulate his theories on collective emotional behavioural patterns. In 1986, David joined JP Morgan, where he traded the major bond, interest rate, bullion, foreign exchange and equity index markets. Part of his responsibilities included acting as strategic advisor to the Head of Trading using his price and behavioural-based analysis techniques. In 1991, David founded and managed JP Morgan’s highly successful European Market Analysis Group, which had widespread responsibility across various markets, including developed and emerging markets. In 1993, David’s unique skills led him to establish Apollo Analysis Ltd to advise several bulge-bracket banks on taking directional risk in global and emerging markets. David joined Emergent as a Principal and CIO in 1997. He lectures widely on financial markets and appears regularly on CNBC television to discuss his opinions. In addition, David is a keen military historian, which is an important component in formulating his global macro view over the next decade. His book will be published shortly. David has an Honours degree in Geophysics from Exeter University.
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President and Founder,
R.G. Niederhoffer Capital Management
Roy Niederhoffer graduated magna cum laude from Harvard University in 1987 with a degree in Computational Neuroscience. He founded R. G. Niederhoffer Capital Management, Inc. (RGNCM), in 1993. At RGNCM, Mr. Niederhoffer is responsible for the general management of the firm and directs the overall strategy, including the trading, research, and software development functions. Prior to establishing RGNCM, Mr. Niederhoffer worked for NCZ Commodities for 5 years. Mr. Niederhoffer serves on the Board of several arts organizations. He is an accomplished classical and jazz pianist, plays violin with the Park Avenue Chamber Symphony, and is an avid skier.
R. G. Niederhoffer Capital Management is a $1 billion New York-based manager with 41 employees and a 16-year track record. The firm employs a high-frequency quantitative strategy, with its roots in behavioral finance, to trade the world’s most liquid equity, fixed income, foreign exchange, and commodity markets. The strategy is designed to provide both attractive stand-alone performance and effective diversification to multi-manager hedge fund portfolios. RGNCM currently offers four investment programs to address the different portfolio needs of investors, including their flagship Diversified Program, which targets low or negative correlation to other investments, and the Negative Correlation Program, which seeks to provide protection against equity declines. All of their programs offer daily liquidity.
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Head of Alternative Investments,
Mn Services
Niels Oostenbrug is the head of alternative investments at Mn Services. He joined Mn Services in 2002, where today he is responsible for all its alternative investments, including private equity, infrastructure, commodities, hedge funds, gtaa and special investments. Niels started his career trading derivatives and bonds, before he joined the asset management department of Fortis Bank in 1998. Niels graduated in 1994 with a Masters degree in Quantitative Business Economics from Erasmus University Rotterdam.
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Managing Director,
PAAMCO Europe
Stephen Oxley is the Managing Director who heads the firm's Account Management Group with responsibility for
overseeing the firm's global business relationships. He is based in London and is also responsible specifically for
maintaining relationships with PAAMCO's European institutional clients. He is involved in all stages of the investment
process and is a member of the Investment Management Committee and the Account Management Committee.
Prior to joining PAAMCO, Stephen was a partner and Senior Investment Consultant at Watson Wyatt, LLP in London,
where he provided investment advice to a number of large pension fund clients. In addition, he was head of the hedge fund
research team and took part in the management of the firm's investment practice. He is a frequent guest speaker at numerous
European pension fund conferences and writes regularly in various industry publications. Stephen has twenty years of
investment management experience with institutional investors.
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Deputy Head, External Asset Management,
EBRD Treasury
Pedro Pardo is responsible for the management and monitoring of the portion of the Bank’s liquid assets placed with third party investment managers as well as related 3rd party services. He received Master Degrees from University of California and the London Business School. He is also a Chartered Alternative Investments Analyst and CFA candidate level 3.
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Partner, Financial Markets,
SJ Berwin LLP
Ajay Pathak is a Partner in the Investment Funds Group at SJ Berwin. Ajay advises on the establishment, marketing and management of hedge funds and other alternative investment funds and on various aspects of securities trading, prime brokerage, global custody, clearing and settlement arrangements and related regulatory issues. Most recently, he has been involved in establishing a number of emerging markets funds and hybrid fund structures involving a range of asset classes including distressed debt and infrastructure. Ajay leads the India Business Group at SJ Berwin and has particular expertise on structuring investments into India.
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Head of Alternative Assets,
Universities Superannuation Scheme
Mike joined the Universities Superannuation Scheme (USS) in September 2006 as the Head of Alternative Assets to build the alternatives investment programme. USS is the principal pension fund for the UK university sector with in excess of 250,000 members and is the second largest pension fund by assets in the UK. USS has targeted a 20% allocation of total assets into alternatives over the medium term and currently has approximately £2 billion invested across the alternative asset classes.
Mike has overall responsibility for the Alternatives programme which includes private equity, infrastructure, hedge funds and commodities. He is also Chairman of the Alternatives Investment Committee which approves all investments within the alternative asset programme at USS.
Prior to joining USS, Mike spent the majority of his career at Shell Pensions Management Services Limited in a variety of investment roles, latterly as the Head of Strategy. Mike serves on a number of advisory boards for private equity funds and is also Deputy Chairman of the Private Equity Investors Association, which represents the interests of UK limited partners.
Mike graduated with a first class honours degree in Economics from the University of Warwick and is an Associate of the CFA Society of the UK.
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Operational Risk Manager,
Universities Superannuation Scheme
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Executive Managing Director,
FinAnalytica Inc.
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Chairman of Trustees,
British Coal Staff Superannuation Scheme
Philip Read is a Fellow of the Institute of Actuaries, and a Fellow of the Pensions Management Institute. He has served as a member of Council, and as a Vice President, of the Pensions Management Institute.
Philip practiced as a Consulting Actuary in both South Africa and the UK, before working as the Pensions Manager for GEC from 1993 to 1999.
Before his retirement in February 2009, Philip spent over 9 years as the UK Pensions Manager at CarnaudMetalbox Group UK Limited. His responsibilities covered both Investment Strategy and the day-to-day administration of The Metal Box Pension Scheme, which had 22,000 Members and assets amounting to some £1.3 billion at 31 March 2009.
Philip is currently the non-executive Chairman of the British Coal Staff Superannuation Scheme, which has around 75,000 members and assets of some £8.0 billion.
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Chairman & CEO,
Reech Aim
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Chief Investment Officer,
Thalia SA (Switzerland)
Maggie Rokkum-Testi is General Manager and CIO for Thalia SA, the competence center for Hedge Fund investments of the Generali Group worldwide. The company is 51% owned by BSI SA (Switzerland) and 49% by Generali Investments (Italy). With headquarters in Lugano (Switzerland) and a presence in New York, Singapore and London, the company had approximately 1'931bn US$ under management (February 2009), being one of the fastest growing investment companies in the Funds of Hedge Funds universe in Switzerland.
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Managing Director,
Albourne Partners Limited
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Director of Public Markets,
Ford Foundation
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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Partner & Chief Operating Officer,
TT International
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Managing Director and Global Head of Quant TAA,
Morgan Stanley
Dr. Bernd Scherer Bernd is Global Head of Quantitative GTAA. He joined Morgan Stanley in 2007 and has 15 years of investment experience. Prior to joining the firm, Bernd worked at Deutsche Bank Asset Management as Head of the Quantitative Strategies Group's Research Center as well as Head of Portfolio Engineering in New York. Before this he headed the Investment Solutions and Overlay Management Group in Frankfurt. Bernd published in the Journal of Economics and Statistics, Journal of Money Banking and Finance, Financial Analysts Journal, Journal of Portfolio Management, Journal of Investment Management, Risk, Journal of Applied Corporate Finance, Journal of Asset Management, etc. He authored or edited 7 books on quantitative investing. Bernd received Master's degrees in economics from the University of Augsburg, and the University of London and a Ph.D. from the University of Giessen. He is visiting professor at Birkbeck College.
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Investment Analyst,
Al Said
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Professor Richard Taffler, Martin Currie Chair of Finance & Investment,
University of Edinburgh Business School
Professor Richard Taffler is the Martin Currie Chair of Finance & Investment at the Edinburgh University Business School. A leading authority on behavioural finance he has published over a hundred academic and professional papers and books and is frequently quoted in the media. Richard is also particularly interested in the identification and exploitation of stockmarket anomalies and is, himself, the joint author of three new such anomalies associated with the market’s inability to price bad news events appropriately. He is similarly well known for his development of UK Z-score models for the prediction of company bankruptcy and recovery, which are widely used in investment and credit analysis. Professor Taffler is currently engaged in writing two books with Professor David Tuckett of UCL, a leading psychoanalyst, developing the new and very practical paradigm of emotional finance, which explicitly recognises the key role the unconscious plays in all investment activity, to complement traditional and behavioural perspectives. As well as his academic work, Richard also consults actively with major investment houses, international banks and other financial services organisations.
His talk will draw on the insights emotional finance provides on recent events in the hedge fund industry.
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Mr Nassim Nicholas Taleb, Principal, Universa Investments L.P. and Distinguished Professor of Risk Engineering, ,
Universa Investments L.P.
Nassim Nicholas Taleb, of Universa Investments LP, is an essayist, a scholar, and a veteran trader. He is currently Distinguished Professor of Risk Engineering at New York University and the author of The Black Swan.
He is considered the premier specialist of rare events and their impact (“black swans"). He has helped the U.S. Department of Defense as well as top central banks and money management firms deal with tail risks, and his best-selling books are translated into 20 languages. Nassim is in addition among the most veteran option traders in the world, having held senior trading positions at investment banks and having founded Empirica Capital LLC. He also holds academic positions at the London Business School, the University of Massachusetts at Amherst, and the Courant Institute of Mathematical Sciences at New York University. Nassim received an M.B.A. from Wharton and a Ph.D. from the University of Paris.
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Principal,
ColdWater Economics
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Investment Manager,
The Wellcome Trust (UK)
Fabian Thehos joined the Wellcome Trust in 2006 where he currently works as an Investment Manager in the venture capital and equity long/short team, which oversees approximately £2.3bn ($3.7bn) of investments, of which £1.5bn ($2.4bn) is in equity long/short hedge funds and £780m ($1.3bn) is in venture capital investments. Prior to joining the Trust, Fabian worked at Societe Generale in Paris as a generalist hedge fund analyst in the equity derivatives division. He holds a 'Diplom-Kaufmann' degree from the University of Mannheim, Germany, and an MBA from ESSEC Business School, Paris, and recently passed Level III of his CFA examination. The Wellcome Trust is an independent charity funding research to improve human and animal health. Established in 1936, it has an endowment of approximately £13bn ($21bn) and has an annual expenditure of around £700m ($1.1bn).
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Chief Technology Officer,
Nylon Capital
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Dr. Sushil Wadhwani, CBE, Chief Executive Officer and Founder,
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 government’s 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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Chief Economist - Greater China,
Morgan Stanley
Mr. Qing Wang is the Chief Economist for Greater China at Morgan Stanley. Dr. Wang joined Morgan Stanley in May 2007 from Bank of America where he was the Head of Economics & Strategy for Greater China. Prior to that, Dr. Wang spent six years as an economist with the International Monetary Fund in Washington, D.C. covering member countries in Asia, Eastern Europe, and Middle East. At IMF, Dr. Wang was also actively involved in strengthening and implementing IMF’s surveillance policy framework.
Mr. Wang holds a Ph.D. in economics from the University of Maryland at College Park, USA with concentrations in international economics and public finance. He also holds a B.A. in Economics and an M.A. in Macroeconomic Management from Renmin University of China.
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Chief Strategist,
Uralsib
Chris Weafer has been working in emerging markets for twenty-seven years and is currently the Chief Strategist at UralSib Financial Corp in Moscow. UralSib is a diversified financial services company that includes Russia’s 2nd largest non-state owned bank. Mr. Weafer was voted Russia’s top country strategist in the 2007 All-Russia survey carried out by the financial service group, Thomson-Extel.
Prior to joining UralSib Bank, Mr. Weafer held a similar position with Alfa Bank in Moscow for five years and before that he was Head of Research with the local investment bank, Troika Dialog, which he joined in July 1998. Prior to coming to Moscow, Mr. Weafer worked with NatWest Markets as head of research in South East Asia during the very turbulent period around the 1997 currency crisis.
Mr. Weafer also worked for eight years as Senior Investment Manager with the Abu Dhabi Investment Authority, one of the largest money management firms in the world, based in the United Arab Emirates. In this role he was involved in active money management, helping formulate portfolio strategies for private equity and listed investments.
Mr. Weafer started his investment career in 1979 as an analyst with the Irish Life Assurance Company in Dublin, then the country’s largest mutual and pension fund manager, leaving as Senior Portfolio Manager and Head of Research eight years later.
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Managing Director,
Fractal Advisors LLC
Jorge is a Managing Director of Fractal Advisors. His responsibilities include advisory on both the management and marketing of Fractal Fund and its subsidiaries. He has spent the last nine years in the Financial Services Industry. From 1998 to 2002 he served as Financial Consultant at Merrill Lynch’s International Private Client Group. He advised high net worth individuals and implemented financial planning solutions. From 2002 to 2005 he joined UBS advising both clients and institutions along with Alain Bibliowicz to form a team which led to the formation of what today is Fractal Fund Management. Jorge holds an MBA from Boston University and is currently based out of Aventura, Florida.
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