The Hedge Fund Business Forum 2019

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Strategic Thinking in Operations & Business Management

16 May 2019, Institute of Directors, London

SPEAKER LIST

Nathanaël Benzaken, Lyxor Asset Management
Nathanaël Benzaken is chief client officer at Lyxor Asset Management. He was previously CEO of Lyxor Asset Management Inc., Lyxor subsidiary in the United States, since 2014. Prior to that, he served as deputy head of the Alternative Investments division, head of development of the managed accounts platform, head of the Hedge Fund Research & Selection division, and manager of the long/short equities desk. Before joining Lyxor, Nathanaël worked in financial risk consulting at Arthur Andersen in Luxembourg, and as a treasurer at Crédit Agricole. He is a graduate of KEDGE Business School and holds a Master’s degree in Finance from the University of Toulouse.
Stuart Bloomfield, Scotiabank
Stuart Bloomfield is managing director and head, European capital markets sales strategy and prime services origination at Scotiabank. As head of European capital markets sales strategy, Stuart takes a client-centric approach to delivering optimal capital markets solutions across products to the bank’s clients. In addition, as head of the European prime services origination, he is responsible for sales and ongoing relationship management of the bank’s prime services offering in the region, including cash and synthetic prime brokerage, securities lending, capital introduction, and equity execution. Prior to joining Scotiabank in 2012, Stuart worked at both ABN AMRO and RBS for a combined 12 years. He held various equity finance trading roles within prime services in London and New York, including management of the strategic equity trading business, offering margin loans and Delta 1 equity derivatives to corporates, sovereign wealth funds and private equity firms. He holds a Bachelor of Arts degree in Business Studies from Bristol Business School at the University of the West of England.
Trudi Boardman, Cambridge Associates
Trudi Boardman is a senior investment director and hedge fund specialist based in Cambridge Associates’ London office. Trudi is a member of the pension practice and works on the hedge fund portfolios of pension funds, foundations, sovereign wealth and family clients in the U.K, Europe, the Middle East and Africa. Before joining Cambridge Associates in 2013, she worked as a portfolio manager and research analyst at Partners Advisers S.A, a Swiss based family office/hedge fund of funds for seven years focusing on equity-oriented hedge fund strategies. Prior to Partners Advisers she was a vice-president at Morgan Stanley & Co. International Ltd, London in prime brokerage. She has a BA (Hons) from the University of Durham and is a CAIA Charterholder.
Tracy Cherrington, Credit Suisse Asset Management
Tracy Cherrington is Chief Operating Officer for the UK Asset Management entity of Credit Suisse and Executive Board Director. She chairs the Operating Committee and is a member of the Executive Committee. Tracy is also an executive director of Credit Suisse Asset Management (UK) Holdings Limited. She joined Credit Suisse Asset Management Limited in 1997, starting in the middle office and holding various management roles in operations. She took over the role as COO in 2014. Tracy has 33 years’ Industry experience with a career in operations in several UK banks before joining CSAM Limited.
Gordon Clark, Prudential Portfolio Management Group
Gordon Clark is an investment manager on the alternatives team at Prudential Portfolio Management Group, investing capital on behalf of the UK insurance company Prudential into their multi-asset portfolios. The alternatives mandate covers infrastructure, private equity, hedge funds and diversifying strategies. The alternatives portfolio is currently around £6bn and the program continues to grow. Gordon primarily covers hedge funds and diversifying strategies. He worked as a hedge fund researcher at Ermitage (2004-2012), UBP (2012-13) and Pioneer (2014), before joining Prudential in 2015. He worked at Mercer Investment Consulting as an analyst from 2001 to 2004, where he gained the CFA qualification. The biggest challenge of his career was a career break in 2013 looking after his baby daughter and toddler son for a year! He has a BSc in Economics and Econometrics from the University of Nottingham.
Stephen Coltman, Aberdeen Standard Investments
Stephen Coltman is a Senior Investment Manager within the Alternative Investment Strategies division at Aberdeen Standard Investments. Stephen joined Aberdeen as a result of the acquisition of Arden Asset Management LLC in December 2015 where he was an Executive Director based in Arden’s London Office. Stephen worked previously at Trevose Capital Management, Goldenberg Hehmeyer, and JP Morgan. He holds an MS in Chemistry from Imperial College, London and is a CFA charterholder.
Claire Cummings, Cummings Fisher
Claire practises financial services law with a focus on regulatory issues, cryptocurrencies and tokens, trading and brokerage documentation and advising both existing and start-up funds and fund managers. Claire has over 20 years’ experience in financial services and founded Cummings Law (now Cummings Fisher) following a career in acting for funds, fund managers, brokers and distributors and has spent time as in-house counsel, director and compliance officer of a CTA advising on a wide range of transactions. Claire’s work includes advising on FCA, AIFMD, MiFID II and EMIR issues, advising on cryptocurrencies, token issues/ICOs, setting up funds and fund managers, drafting fund documentation, acting for brokers, negotiating derivative documentation, and drafting shareholder and limited liability partnership agreements.
Scott Davies, CDAM
Scott Davies founded CDAM in 2006 with his former colleague, Adam Chamberlain. Scott is Chief Investment Officer of the independent investment manager firm, based in London. Prior to joining CDAM, Scott was senior portfolio manager for the proprietary investments at Manulife Financial. Between 1999 and 2001, Scott was a vice president of Proprietary Trading at TD Securities Inc, which provides a wide range of capital market products and services. Prior to this, Scott was working between offices in Toronto and London for J.P. Morgan in the fixed income capital markets. Scott earned the professional designation of Chartered Financial Analyst, is registered with the CFA Institute and is a member of the CFA Society, UK. He graduated from Trinity College at the University of Toronto with a Bachelor of Commerce, with a specialism in Finance and Economics.
Ron Feldman, Cummings Fisher
Ron is a partner at Cummings Fisher and heads the derivatives and documentation practice. Drawing on his work in private practice with buy-side clients and in house at investment banks, he has broad experience in providing legal advice in relation to derivatives and structured finance transactions, prime brokerage and asset custody arrangements. His clients include global financial institutions, asset managers and hedge funds. He also provides financial services regulatory advice on matters such as the current international derivatives reform. Ron acted as a key contact for international financial institutions and asset management clients during the last financial crisis. Ron was previously a partner at firm MJ Hudson and has held senior positions at the London office of Schulte Roth & Zabel and in-house at Credit Suisse in London. Prior to that he was a legal counsel at Landesbank Hessen-Thüringen Girozentrale in the Frankfurt and London offices.
Kevin Gundle, Aurum Funds
Kevin Gundle is a founding member of Aurum Fund Management Ltd. and Chief Executive Officer of Aurum Funds Limited and Aurum Research Ltd (“ARL”). Kevin has been investing in the alternative investment industry for more than 25 years and oversees ARL’s research, risk and investment processes. Kevin co-founded the children’s charity Ark and is a patron of the One to One Children’s Fund. He holds a Bachelor of Engineering (Hons) degree in Computer & Control Engineering.
Marisa Hall, Willis Towers Watson
Marisa Hall, FIA, is a director at Willis Towers Watson’s Thinking Ahead Group (TAG). TAG serves as the executive for the Thinking Ahead Institute, a not-for-profit think tank that brings together more than 45 of the world’s largest asset owners and asset managers with the vision of promoting a purposeful, inclusive and sustainable investment industry. Marisa has over 13 years of investment industry experience, writing several thought pieces on issues such as sustainability, understanding purpose and value creation. Marisa is also a member of The Diversity Project. Prior to joining TAG, Marisa was a Senior Investment Consultant in WTW’s advisory business, providing investment advice to a number of pension funds. Marisa is a Fellow of the Institute and Faculty of Actuaries and holds the Investment Management Certificate (IMC). She has an MSc (Distinction) from CASS Business School, London and a first class honours degree from the University of the West Indies, Jamaica.
Pruyn Haskins, Scotiabank
Pruyn Haskins' responsibilities focus on global equity, which includes Scotiabank’s global presence in institutional equity sales and trading, equity derivatives, prime services and equity research. Since joining Scotiabank in 1998, Pruyn has held progressively senior roles within the capital markets business. He currently chairs the Diversity and Inclusion Steering Committee within Global Banking and Markets and has previously served as a Director of the Investment Industry Regulatory Organization of Canada (IIROC). Pruyn is currently a board member of the Investment Industry Association of Canada and the Children’s Aid Foundation of Canada, as well as a member of the SickKids Campaign Cabinet. He holds an Honours Bachelor of Business Administration degree from Wilfrid Laurier University and is a CFA Charterholder.
Adam Jacobs, AIMA
Adam is managing director, global head of markets, governance and innovation at the Alternative Investment Management Association (AIMA). Prior to joining AIMA in February 2013, he worked at the International Swaps and Derivatives Association (ISDA), where he focused on European regulatory initiatives dealing with OTC derivatives markets, notably the review of the Markets in Financial Instruments Directive (MiFID). Adam started his career at the UK Financial Services Authority (FSA), where he worked in both policy and supervisory roles. He also undertook a number of projects for the Committee of European Securities Regulators (CESR). In 2009 he was seconded from the FSA to the European Commission in Brussels, where he worked on Solvency II. Adam has an MA in German and French from the University of Cambridge and an MSc in European Policy and Management from Birkbeck.
Anatole Kaletsky, GaveKal
Anatole Kaletsky is founder and co-chairman of Gavekal, and a principal contributor to the research service. He is also a columnist for Reuters and the International Herald Tribune and chairman of the Institute for New Economic Thinking, a US$150mn foundation created to reform academic economics after the 2008 crisis. His recent book Capitalism 4.0, on the post-crisis transformation of the global economy, was nominated for the 2011 Samuel Johnson Prize. Before founding Gavekal he worked for 30 years as an economic journalist and commentator on the Financial Times, The Economist and the London Times.
Gunjan Kedia, U.S. Bank
Gunjan Kedia is Vice Chairman of U.S. Bank Wealth Management and Investment Services, and a member of the U.S. Bank Managing Committee, its senior most leadership group. Prior to joining U.S. Bank in 2016, Gunjan held leadership positions at State Street Financial in Boston, where she served as executive vice president and led the investment servicing business in the Americas; BNY Mellon, where she was head of global product management; and McKinsey & Company, where she was a partner and a core leader of the financial services practice. She brings more than 25 years of financial services experience to her role. Gunjan holds an MBA, with distinction, from Carnegie Mellon University and a bachelor’s degree in engineering, with distinction, from the Delhi School of Engineering. Gunjan was named to American Banker’s Most Powerful Women in Finance 2018 list, and she is the recipient of the 2018 Carnegie Mellon University Alumni Achievement Award. Gunjan is active in the community and serves as board member for the Board of Business Advisors for Carnegie Mellon Business School; vice chair for the Board of the American Red Cross of Massachusetts; board member for the U.S. Bank Foundation; and chair for the Asian American Business Resource Group at U.S. Bank.
Nancy King, Portman Compliance Consulting
Nancy King established Portman Compliance Consulting LLP in January 2013 and has worked in compliance for 12 years. She has represented the buy-side and sell-side equally and has a business positive approach to compliance. Nancy has over twelve years of experience working for Compliance Consultants and in that time has seen over 200 FCA regulated Firms including Hedge Funds, Asset Managers, Fund of Funds, Broker Dealers, Private Equity and Property Fund Managers. Working closely with the FCA and Senior Management of Firms to maintain compliance with rules and regulations. In 2005 Nancy joined Bear Stearns International Limited as a Specialist Regulatory Consultant where she assisted individuals starting Hedge Funds representing many different strategies from long/short equity to the more complex strategies. This work ranged from project managing the launch of new managers including the selection of Service Providers to providing help on specific regulatory issues. Nancy has a unique understanding of the Prime Brokerage world and how it relates to Fund Managers. Nancy worked at Bear Stearns until 2008 at which time she transitioned across to join JP Morgan Prime Brokerage. Nancy has worked at a variety of Asset Managers and Banks including HSBC, Russell Investments and National Bank of Dubai where she held the Compliance Officer and Money Laundering Reporting Officer positions.
Michelle Kirschner, Macfarlanes
Michelle Kirschner is a partner in financial services regulation at Macfarlanes. She works with asset managers and other (predominantly buy-side) financial institutions, including hedge fund managers, pension fund managers, private equity firms and private wealth managers at the most senior level, advising them on regulatory “hot topics” such as regulation of senior management, corporate governance structures and conduct risk. She has extensive experience in advising clients on areas such as systems and controls, conduct of business and regulatory change management, including MiFID II, MAR, EMIR, and SFTR. Michelle also advises broadly on the UK / European market abuse regimes, as well as anti-money laundering and terrorist financing requirements. Following the EU referendum, Michelle has spent considerable time advising regulated clients in relation to their options for conducting business in / into the EU following Brexit. Michelle has particular experience in contentious regulatory matters, including acting as a section 166 skilled person under the Financial Services and Markets Act. She has also conducted internal investigations, in particular reviews of corporate governance and systems and controls in the context of EU and UK regulatory requirements and expectations.
Nikos Latsos, Julius Baer
Nikos Latsos is a senior relationship manager at Julius Baer and previously worked for five years at JP Morgan Private Bank as the head of the multinational team servicing key clients. Prior to 2011, he was the head of alternatives at a large European single family office, responsible for the research, portfolio construction and risk management of the hedge fund portfolio, also trading his proprietary process-driven investment strategy. He spent the earlier ten years of his career in the hedge fund space, researching hedge funds and managing portfolios at IKOS Asset Management, Merrill Lynch, Schroders and Man Group. Nikos holds an MBA and a Mechanical Engineering MEng degree from Imperial College.
Chris Learmonth, Leadenhall Capital Partners
Chris is partner, Chief Financial Officer and Chief Operating Officer at Leadenhall Capital Partners LLP). He is a chartered accountant, specialised in financial services audit at PWC before leaving practice to become Head of Finance – Specialised & Structured Finance at Greenwich NatWest. Chris left Greenwich NatWest in 2000 to set up the Finance function at Swiss Re Financial Products designing and implementing the financial control environment supporting and controlling the new Capital Markets function. Chris was a founding employee of Leadenhall Capital in 2008.
Stuart MacDonald, Bride Valley Partners
Stuart MacDonald is managing partner at Bride Valley Partners. Bride Valley Partners bridges the gaps in corporate finance, investment advisory and capital raising for companies, funds and projects across a range of alternative investments and bankable technologies. “A consortium of...experts” according to the Financial Times, Bride Valley Partners’ scope and Stuart’s experience extends across Europe, the Middle East, Asia Pacific and North America. Distinguished by strong technical knowledge, Stuart has raised billions, using an exceptional network of relevant investor contacts. His industry awards include one for Best Investor Relations globally and two for Outstanding Industry Contribution. He is often invited to chair or moderate at top investment conferences. Stuart presents the award-winning alternative investments radio show, the Naked Short Club on London's Resonance (104.4 FM in London or www.resonancefm.com, worldwide). He was visiting lecturer in Political Economy at London University and serves as trustee on the advisory board of several charities, community and arts organisations.
Rory McGregor, Emso
Rory is the Chief Operating Officer at Emso. He started his career in 1990 at Barclays Bank in New York in foreign exchange sales, and worked in Tokyo before returning to Jamaica as Foreign Exchange Treasurer for Jamaica Citizens Bank (now part of the Royal Bank of Canada). After completing his MBA, he joined Credit Suisse’s emerging markets local bond trading department in London and, in 1999, he founded and managed a wireless technology company before joining Emso in 2003. At Emso he has established the operational infrastructure, and more recently spearheaded the successful implementation of the employee buyout of the company. Rory earned an MBA from the Wharton School, University of Pennsylvania and a BA from Rutgers University.
Jason Mitchell, Man Group
Jason Mitchell is Man Group’s Co-Head of Responsible Investment and Co-Chair of the Responsible Investment Committee. Besides having managed environmental and sustainability strategies, he speaks and publishes widely on responsible investment. Most recently, Jason was Sustainability Strategist at Man Group and has been a member of the Responsible Investment Committee. He worked at Man GLG from 2004 to 2008 and from 2010 to present, taking two years off from 2008 to 2010 to advise the UK government on infrastructure development across Sub-Saharan Africa. Prior to this, he was an investment analyst with Pequot Capital and Andor Capital. Jason serves as one of 15 appointed members on the EFRAG (European Financial Reporting Advisory Group) European Lab Steering Group and sits on the Advisory Board of Imperial College Business School’s Centre for Climate Finance and Investment. Having chaired the United Nations-supported Principles for Responsible Investment (PRI) Hedge Funds Advisory Committee from 2014 to 2018, he now serves on the PRI Academic Advisory Committee, the Plastic Disclosure Project Steering Committee and the Tobacco Free Portfolios Working Group. Jason holds a master’s degree in international political economy from the London School of Economics and a bachelor’s degree in English literature and classics. He is a Fellow of the Royal Society of the Arts and the British-American Project. He was named one of Institutional Investor’s 2011 Hedge Fund Rising Stars. His articles and comments on sustainable investing have appeared in Institutional Investor, Wall Street Journal, CNBC Squawk Box, Responsible Investor, Aftenposten, Global Times, AIMA Journal and Investment Europe. He has also written widely on the European refugee migrant crisis, with articles appearing in the London Review of Books, Christian Science Monitor and Huffington Post. He is a contributing author to Responsible Investing: A Guide to Environmental, Social, and Governance Investments (Routledge: 2018), Sustainable Investing: Revolutions in theory and practice (Routledge: 2017) and Evolutions in Sustainable Investing: Strategies, Funds and Thought Leadership (Wiley Finance: 2012).
Niki Natarajan, In Ink (London)
Niki Natarajan runs In Ink (London), a creative content and communication consultancy. With more than 20 years’ experience as a financial journalist, with particular expertise of the global funds of hedge funds industry, Niki was previously editor of InvestHedge, a hedge fund investor publication for 12 years. As part of her role, she also ran an annual two-day global hedge fund investor forum and gala dinner at the British Museum. Prior to working at HedgeFund Intelligence, Niki launched the hedge fund and securities finance coverage at Financial News, and before that also worked at several Institutional Investor publications. A qualified NLP coach, Niki graduated in geography from Durham University.
Graham Neilson, Fulcrum Asset Management
Graham is Investment Director at Fulcrum and has over 25 years’ experience in asset management, hedge funds, investment strategies and product development, as well as global marketing across four continents. After completing a master’s degree in economics from St Andrew’s University, Graham began his career as a strategist at Asia Equity in Hong Kong before working at BNP Paribas and Bear Sterns. Previous to joining the Fulcrum team he was Chief Investment Strategist at Cairn Capital for seven years, and also partner and portfolio manager at Credaris Portfolio Management, where he ran a highly successful hedge fund through the financial crisis.
Suzi Nutton, Lansdowne Partners
Suzi Nutton is partner & Chief Executive Officer at Lansdowne Partners (UK) LLP. She has been with Lansdowne Partners since its inception in 1998. Suzi was appointed Chief Executive Officer in September 2018 and is the chair of the Management Committee. From 2013 to 2018 Suzi was the Chief Operating Officer at Lansdowne Partners and from 1998 to 2013 Head of Operations. Prior to joining Lansdowne Partners, Suzi worked in the banking sector. From 1991 to 1998 Suzi worked for the London branch of Riyad Bank in several different departments including Private Clients, Investments and Treasury Operations at an assistant manager level. Suzi started her career at Lloyds Bank Plc from 1989 to 1991.
Jordan O’Neill, Aspect Capital
Jordan O’Neill joined Aspect Capital in April 2011 as part of the Treasury team and was promoted to Director of Operations and Treasury in January 2019. He has strategic oversight of middle and back-office functions as well as cash and liquidity management of both the management company and fund’s excess assets. Jordan O’Neill is chair of Aspect’s Counterparty Committee. Prior to joining Aspect, he worked at Goldman Sachs International in a number of operations roles from April 2007 to April 2011. Prior to this, he worked at JP Morgan Chase Bank which he joined in September 2004 as part of the technology graduate scheme. Jordan holds a BSc in Business Information Systems from University College Cork and an MBS in Business Administration from the Michael Smurfit Graduate School of Business, University College Dublin.
Nick D’Onofrio, North Asset Management
Nick D’Onofrio is a co-founder, managing partner and Chief Executive Officer at North Asset Management. Nick has over 20 years’ experience within the industry. Nick is a former executive director at Morgan Stanley within the Finance department. He was in charge of London’s counterparty credit risk team, which focused on managing the risk inherent in the broad array of products traded at Morgan Stanley, including fixed income, foreign exchange, equities, and commodities. He was involved in the development of Morgan Stanley’s credit risk management and risk control systems and processes. He joined Morgan Stanley in 1996. Prior to working at Morgan Stanley, Nick worked at Swiss Banking Corporation from 1994 to 1996 and ABN AMRO from 1990 to 1994. Nick received a Bachelor’s degree in Government from Harvard University.
Martin Pabari, CQS
Martin Pabari is a partner at CQS and recently transitioned roles to become Special Adviser to the CEO, having previously been the Chief Operating Officer and a member of the firm’s Executive Committee and Management Committees. Prior to joining CQS in 2003, Martin was a Director in Product Control at Credit Suisse. Martin holds a MA (Hons) in Mathematics from Robinson College, Cambridge and is a Fellow of the Institute of Chartered Accountants in England & Wales.
Andrew Parry, Hermes Investment Management
Andrew Parry is head of sustainable investing and a member of the Hermes Strategy Group. He joined the firm in 2009, initially as Chief Executive and Co-Head of Investment for Hermes Sourcecap, now Hermes European Equities, becoming Head of Equities in 2014 and taking on responsibility for developing Impact investing in August of 2016. In September of 2017 he became Head of Sustainable Investing to reflect the commitment of Hermes to building on their success in responsible investing. In 2006, Andrew jointly founded Sourcecap with the aim of building a best-in-class investment boutique focused on excellence in European equity management. Prior to this, Andrew established Pembroke Capital Management in 2003 and successfully launched the Magenta Fund, a global equity non-directional fund. Before that, Andrew worked at Northern Trust Global Investments (Europe) Ltd as Chief Investment Officer of International Equities and was responsible for the management of global, international and regional portfolios. He has also held a variety of senior investment roles, including Head of International Equities at Julius Baer Investments, Chief Investment Officer at Lazard Brothers Asset Management, and Head of UK Equities at Baring Asset Management. Andrew holds an MA in Mathematics from the University of St Andrews. Andrew is co-chair of the UNEP Financial Initiative Positive Impact Steering Group and a member of the Investment Committee of the Trafalgar House Pension Trust . He was formerly an independent investment advisor to the Investment Sub-Committee of the Mineworkers’ Pension Scheme and a non-equity director of Aerion Fund Managers.
Victoria Rock, Legg Mason
Victoria Rock is head of Alternatives Product for Legg Mason. She is responsible for Legg Mason’s alternative products and structures including the U.S. closed end funds. Victoria has worked a consultant to Legg Mason since 2014 delivering a number of strategic projects including the launch of an alternative fund as well developing an enhanced institutional coverage model for the firm. She has been involved in the integration of the new affiliates including Clarion Partners and RARE Infrastructure which the firm has acquired in the past 12 months. Prior to Legg Mason, she consulted to Coutts and Co, the UK private bank. She was hired by the COO to help set up a new product unit Strategic Solutions within Coutts Products & Services organisation. She successfully launched a commercial real estate advisory and a corporate finance service for Coutts’ clients. Victoria spent more than 20 years at Citigroup where she was a managing director at the Citi Private Bank, heading up the Global Alternative Product Group. She oversaw a platform of $40 billion in assets across a range of alternative investments including hedge funds, private equity and real estate. As part of her role she sat on the Fund Boards as the Citigroup representative alongside the independent directors. Victoria was educated at Manchester College Oxford where she studied history.
Simon Ruddick, Albourne Partners
Simon Ruddick is the Chairman of Albourne Partners, the world's largest specialist investment consultancy in the hedge fund industry, having served as its CEO from the firm’s formation in March 1994 through to August 2015. Albourne's 250+ clients have over 400 billion dollars invested in alternative investments. Albourne was awarded the Queen's Award for Enterprise in 2006 and again in 2009. Simon Ruddick received Lifetime Achievement Awards from Global Custodian in 2010 and from Hedge Fund Review in 2012. In both 2012 and 2017, Albourne was ranked 1st in HFM Week’s Investor Power 30, the top most influential investors and advisors in the hedge fund space. Village.albourne.com, the not-for-profit website set up in 2000, has over 80,000 residents and has led to Simon Ruddick twice appearing in the Institutional Investor’s Top 40 Online Entrepreneurs. As well as appearing on Bloomberg TV and Thomson Reuters TV, Ruddick’s appearances on CNBC have included co-hosting both its Squawk Box, Europe Tonight and Closing Bell programmes. Prior to Albourne, Ruddick was a 50% shareholder of Westminster Equity, which traded statistical arbitrage and commodity based strategies on behalf of the US hedge fund management company Paloma Partners. This followed five years in Japan, latterly running equity derivatives for Bankers Trust during which time he was accredited with developing Asian options and the first barrier options. Before Bankers Trust, Simon worked at Morgan Grenfell and Daiwa Europe, having obtained an MA in Politics, Philosophy and Economics from Trinity College, University of Oxford.
Ken Somerville, U.S. Bank
Ken Somerville is chief operating officer of Global Fund Services in Europe. Ken is responsible for the day-to-day operational management of the European unit of Global Fund Services. Ken has over 20 years of experience in financial services, specialising in the fund sector. He was a co-founder of Quintillion Limited and led the business development function until 2016, managing the sales and marketing efforts for Quintillion’s alternative investment services. From 1998 to 2005, Ken worked in the alternative fund accounting group at PFPC International, part of PNC Bank, and served as director of fund accounting for hedge funds. Prior to 1998, he spent several years in the Investment Funds division at Morgan Grenfell. Ken graduated from Trinity College Dublin with a Bachelor of Science degree in business studies and finance.
Will Sykes, Macfarlanes
Will Sykes is head of the derivatives and trading practice at Macfarlanes LLP. He advises investment and hedge funds, banks, pension funds and insurers, high-net-worth individuals and corporates on a wide spectrum of trading, hedging and financing transactions. This covers the full range of derivatives, as well as prime brokerage, repo, commodities and clearing. Will has a broad experience of trading, custody, brokerage and clearing agreements for derivative products, repos / stock lending and physical commodities. He advises sell- and buy-side clients across a wide range of asset classes, and on the associated regulations and issues of market-practice. He has a particular focus on buy-side trading arrangements for investment managers and has clients in the US, the UK, Europe, Hong Kong and Australia. He advises on global trading issues, and has extensive knowledge of local requirements in markets such as India and China. Will acts for many of the largest pension funds, hedge funds and asset managers in the world, and advises a leading global prime broker on its client documentation.
Paul Udall, Osmosis Investment Management
Paul Udall is a portfolio manager at Osmosis Investment Management. He has 20 years of investment experience, and has been managing hedge funds since 2002. Paul has been managing money for the Norwegian SWF since 2010. Before NBIM he was a portfolio manager for Tudor Investments, Morley Fund Management and AXA Investment Management.
Joe Vittoria, Mirabella Fund Services
Joe Vittoria returned to Mirabella as its CEO in 2012. Mirabella is now a wholly owned subsidiary of ACA. Joe originally founded Mirabella in 1998, and sold it in 2007 to Cordium (which was acquired by ACA in Aug 2018). In his five-year absence from Mirabella, Joe co-founded and was COO of PVE Capital LLP (2009-2012), a €150m London-based credit hedge fund manager, with operations also in Malta. Prior to PVE, Joe was COO, and Chief Compliance Officer of GML Capital LLP (2007-2009), an $800m emerging market debt manager. Prior to working in the hedge fund industry, Joe worked at Salomon Brothers from 1985 to 1998 in institutional equity sales. At Salomon he initially worked on the US Equity sales desk in London and then the Equity Derivatives desk where he specialised in equity programme trading. In 1992 he formed the Quantitative Marketing Unit which marketed Salomon’s quantitative risk tools, including various ARCH models developed in collaboration with Prof Rob Engle who won the Nobel Prize for Economics for this work in 2003. Joe holds a BA in Economics from Yale University, and is President of the Yale Club of London.
Carol Ward, Man GLG
Carol Ward is chief operating officer of Man GLG. She is responsible for the day-to-day operation of the business, Man GLG client service and the execution of the business strategy across discretionary long-only and alternative strategies. Prior to this, Carol spent five years at Man AHL where she was most recently COO of Man AHL. Prior to joining Man AHL in 2010, Carol was a senior project manager at Fidelity International. She gained a BSc in Business Information Systems from National University of Ireland, Cork. Carol chairs the AIMA Research Committee.

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