Eric Cott Director, Financial Advisor Education, The Options Industry Council As a representative for The Options Industry Council and serving as director of financial advisor education, Eric Cott endeavors to help advisors and their firms to use options more effectively. Cott is responsible for expanding OIC’s outreach to financial advisors. Additionally, he participates in conference panel discussions and presents advisor-oriented educational seminars.
Mitch Rubin Co-Chief Investment Officer and Portfolio Manager, RiverPark FundsMitch Rubin received a B.A. in economics and political science from the University of Michigan and a J.D. from Harvard Law School. Prior to co-founding RiverPark, Rubin was a portfolio manager at Baron Funds for 10 years, an equity analyst with Smith Barney and an associate with Latham & Watkins.
Roy D Behren Managing Member and Portfolio Manager, Westchester Capital Management LLC Roy Behren came to WCM in 1994 and became a managing partner in 2010. Behren is co-portfolio manager for Westchester Capital Management LLC and affiliates and Westchester Capital Partners LLC. He earned a J.D. degree from the University of Miami Law School and an LL.M. degree in corporate law from the New York University School of Law.
Doug Keller Head of Private Wealth, Pantheon Doug is Head of Private Wealth where he focuses on the origination and marketing of registered and unregistered offerings to wealth management clients globally. He previously worked in the Merrill Lynch Alternative Investments group where he was involved in screening, structuring and offering private equity and private real estate investments through the Bank of America Merrill Lynch Private Wealth Management platform. He has a BA in Economics from Tufts University. Doug is based in New York. For 36 years, Pantheon has partnered with industry-leading private equity firms to deliver private equity opportunities to
JONATHAN C. ANGRIST President and Chief Investment Officer, Cognios Capital Jonathan Angrist co-founded Cognios Capital in 2008. Angrist has over 20 years of investment experience with 12 years managing long/short hedge fund strategies. His educational background includes an M.B.A. and a B.S. (Summa Cum Laude and Phi Beta Kappa) from Tulane University. Question 1: Briefly describe your strategy? Answer: The Cognios Market Neutral Large Cap Fund employs a beta-adjusted equity market neutral strategy that is non-correlated to the broad equity and fixed income markets. All holdings, long and short, are constituents of the S&P 500; We don’t use ETF’s or
Ed Coyne – Executive Vice President of National Sales, Sprott Ed Coyne joined Sprott in January 2016 and has more than 25 years of investment management and sales experience. Previously, Coyne was a principal and investment specialist for 18 years at Royce & Associates. He earned his Bachelor of Science in Architectural Studies from the University of Missouri.
Jerome L. Dodson – Chairman and Portfolio Manager, Parnassus Investments Jerome L. Dodson is the lead portfolio manager of the Parnassus Endeavor Fund. Prior to founding Parnassus Investments in 1984, Dodson served as president and chief executive officer of Continental Savings of America, where he started the “Solar T-Bill” program to finance solar energy installations and also developed innovative programs to finance low and moderate income housing.
Dennis Gartman – Editor and Publisher, The Gartman Letter Dennis Gartman has been publishing The Gartman Letter, his daily commentary on the global capital markets, since 1987. Gartman has lectured on capital market creation to central banks and finance ministries around the world, and has taught classes for the Federal Reserve Bank’s School for Bank Examiners on derivatives. He often appears on CNBC Television and Bloomberg Radio, discussing commodities and the capital markets.
Ali Motamed – Founder and Managing Partner, Invenomic Capital Management LP Prior to forming Invenomic, Ali Motamed, CFA, was a senior analyst and a portfolio manager with Robeco Investment Management Inc., specializing in fundamental research of stocks held in the Boston Partners Long/Short Equity Fund and related strategy. Motamed previously held positions at Deutsche Bank and BT Wolfensohn, where he was a member of the global mergers and acquisitions teams.
Douglas Lopez Principal, Portfolio Manager—High Yield, Aristotle Credit PartnersDouglas Lopez is a member of the Aristotle Credit research team. Lopez is a member of both the executive management team and the investment committee responsible for the overall management and strategic direction of Aristotle Credit Partners and the investment process. Prior to joining Aristotle Credit, he was senior portfolio manager—global credit at Bradford & Marzec LLC.
CHARLIE COOK Editor and Publisher, Cook Political Report, Political Analyst, National Journal Group Cook Sees ‘Fairly Substantial’ Midterm Election Gains For Dems Charlie Cook, political analyst and editor and publisher of the Cook Political Report, gives a historical perspective on the upcoming midterm elections and how they may impact the balance of power in Washington, D.C., during an interview at Financial Advisor’s Inside Alternatives Conference in Las Vegas last week.
Patrick Drum – Research Analyst and Portfolio Manager, Saturna Capital Patrick T. Drum, M.B.A., CFA, CFP, joined Saturna Capital in October 2014. Drum is the portfolio manager for the firm’s institutional subsidiary, Saturna Sdn. Bhd. in Kuala Lumpur, Malaysia. He is a select member of the United Nation’s Principles for Investment (UNPRI) Fixed Income Outreach Subcommittee and an adjunct professor at Pinchot University.
Michael Peck – President and Co-Chief Investment Officer, Vivaldi Capital Management Michael Peck is President and Co-Chief Investment Officer and responsible for all portfolio management as well as creating and implementing the strategic vision of the firm. Prior to Vivaldi, Michael was a Portfolio Manager at Coe Capital Management, a Chicago-based registered investment adviser and also a Financial Analyst and Risk Manager for Bond Companies. Michael graduated from Lehigh University with a Bachelor of Science in Accounting. He also holds a Masters in Finance and a Master’s in Business Administration in both Finance & Real Estate from DePaul University and is
Nick Veronis Co-Founder and Managing Partner, iCapital Network Nick Veronis oversees research, due diligence and investment monitoring for private equity funds and hedge funds. Previously, Veronis was a managing director at middle market private equity firm Veronis Suhler Stevenson, where he spearheaded investment strategy in the financial software and data sector and specialized in origination and structuring investment opportunities in the business information services sector. Question 1: Your recent research has focused on educating investors about the importance of private markets. Why? Nick Veronis: Over the last 20 years, the number of publicly listed U.S. companies has nearly halved. Companies
Ben Deschaine Partner and Portfolio Manager, Balter Liquid Alternatives Ben Deschaine is responsible for managing the firm’s mutual fund products and is a portfolio manager of each BLA fund. Deschaine has experience working for hedge fund allocators as well as directly within a hedge fund, which provides him a differentiated perspective of seeing hedge funds from both sides of the business. Question 1: Why does Long/Short Equity make sense now? Ben Deschaine: We believe that long/short equity strategies always have a role in a diversified portfolio but there are several factors in the current environment that we believe make the
Steven McClurg is a founding partner and CIO at Arca Funds, a crypto asset management firm that creates and manages institutional and retail investment products investing in and utilizing blockchain technology. Prior to Arca Funds, McClurg was a managing director and portfolio manager at Guggenheim Partners. We recently spoke with Steve, who will be a speaker on the Blockchain and Crypto-Currency Craze session at our upcoming Inside Alternatives & Asset Allocation conference(Sept. 24-25 – Las Vegas). Inside Alternatives: Where do you believe we are in the evolution of crypto assets? Steven McClurg: We are still very early. Crypto assets have been in
Dennis Gartman is the editor and publisher of The Gartman Letter, a daily commentary on the global capital markets. Gartman has lectured on capital market creation to central banks and finance ministries around the world, and has taught classes for the Federal Reserve Bank’s School for Bank Examiners on derivatives. He often appears on CNBC Television and Bloomberg Radio, discussing commodities and the capital markets. We recently spoke with Dennis, who will be a keynote speaker at our Inside Alternatives & Asset Allocation conference (Sept. 24-25 – Las Vegas). Inside Alternatives Conference: A few weeks ago you predicted the Dow
The Virtual Commodity Association is meant to develop industry standards, promote transparency and work with regulators.Read More