Investing in Alternatives Forum 2015

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10 November, Royal Society, London

SPEAKERS

Cedric-KohlerCedric Kohler, Fundana
Cedric Kohler joined Fundana SA in 2011 as head of advisory. From 2004 until 2007, he was global head of firm-wide risk at Citadel Investment Group in Chicago. Prior to this, he was a managing director at Merrill Lynch in New York, holding the role of margin & risk global head. He started his career with UBS in New York, London and Zurich. He holds a Masters in Economics and Finance from Warwick University and a Bachelors in Economics.
Craig_Stevenson_thCraig Stevenson, Old Mutual Global Investors
Craig joined Old Mutual in July 2015 as global head of investment consultant relationships. Before this, he spent eight years at Towers Watson, where he was a senior investment consultant and led equity hedge fund research. Prior to joining Towers Watson, Craig’s experience included time with bfinance where he was a senior associate, and at Standard & Poor’s where he was associate director for pension services. Prior to this, he spent six years at Stamford Associates (1998-2004) as principal for absolute return strategies.
Damien-LovedayDamien Loveday, Towers Watson
Damien is the global head of the diversifying strategies team, a team tasked with identifying and evaluating asset managers and products outside of mainstream equities and bonds. This includes the areas of hedge funds, reinsurance, real estate, infrastructure, systematic strategies and alternative smart beta. Damien has more than 16 years of manager research experience, including some 11 years of hedge fund research experience. Before undertaking his current role, Damien was global head of hedge fund manager research for six years. Since joining Towers Watson in 2006 he has taken a direct role in advising institutional investors on their hedge fund and diversifying programs. Prior to joining Towers Watson, Damien spent seven years at RBS Asset Management, specialising in manager research and product construction for regional and global fixed-income, equity and hedge fund mandates. Damien studied at Yale and the London School of Economics and received a BSc with honours in accounting and finance from the latter. He is also a CFA charterholder.
WW-thDavid Craigen, Lansdowne Partners
David Craigen, partner and portfolio manager of the European Hedge Fund, joined Lansdowne Partners in December 2000 having worked for over three years as a sell-side equity research analyst covering European Asset Managers. Prior to that he worked with Baillie Gifford & Co, the largest partnership-owned money manager in the UK, as a buy-side analyst. Playing soccer and following Aberdeen and Manchester United rank high among his passions. David has a masters degree in Philosophy, Politics and Economics from Keble College, Oxford. He is a member of the College’s campaign board.
Eric-CockshuttEric Cockshutt, Unigestion
Eric Cockshutt, senior vice president, is responsible investment coordinator at Geneva-based Unigestion. He joined the firm in October 2013. Eric began his career in 1985 in Investment Advisory at Financial Concept Group Inc. In 1996, he joined Trimark Investment Management Inc. in Toronto as vice president, sales focusing on independent advisors and became vice president, inside sales at AIM Trimark in 2002. Eric then assumed the role of vice president, sales solutions at Invesco Trimark in 2004. Eric has also served as chair of the Presbyterian Church of Canada’s Board of Trustees and its Investment Advisory Committee and as a member of its Pension Board overseeing $250 million in assets from 2007 to 2009. Eric holds a B.A. (Econ) from Huron College, UWO in London, Canada and CSC (Honours) from the Canadian Securities Institute.
Fred-DubignonFrederick Dubignon, Byron Capital Partners
Frederick Dubignon is the founder and CEO of Byron Capital Partners an independent Alternative Investment Fund Management group established in 2006. Previously he was a managing director at Dresdner Kleinwort Wasserstein (DKW), during which time he was responsible for a number of businesses including global foreign exchange sales, local markets sales, short term interest rate trading and the e-FX business. Before DKW he was at Bankers Trust Company, beginning his career there in the funds management division working with the BT Global Derivatives Fund and the BT Markets Strategy Fund. He subsequently went on to become the COO for a number of businesses in the sales and trading division. Fred is a graduate of Royal Holloway College where he read Mathematics. He is a Fellow of the Association of Chartered Certified Accountants and is a member of the Chartered Institute for Securities and Investment.
Gideon-Nieuwoudt-thGideon Nieuwoudt, Edmond de Rothschild Capital Holdings
Gideon serves as the director of alternative investment solutions at Edmond de Rothschild Capital Holdings in London. Previously, he was a managing director and portfolio manager at Silver Creek Capital, where he was a member of the investment committee, co-portfolio manager of the Core Strategies fund and responsible for the business development. Prior, he was the deputy head of alternative investment research at Union Bancaire Privee (UBP), head of hedge fund research and a member of the Portfolio Construction Group (PCG) at Towers Watson. He started his career at Sanlam in South Africa and worked as a consultant at Old Mutual International. He graduated from Stellenbosch University with a degree in Mathematics and is a CFA charter holder.
Ian-HeslopIan Heslop, Old Mutual Global Investors
Ian Heslop is head of global equities at Old Mutual Global Investors, with responsibility for managing a range of hedge and retail funds, as well as segregated mandates. He joined the global equities team in May 2004 and, together with a seven-strong team, is responsible for running a comprehensive range of market neutral, long only and short extension funds. Ian’s wealth of investment experience, spanning 18 years, has culminated in the team running numerous awards for their fund ranges, including Best North American Larger Fund Award (2014), Best Smaller Japan Fund Award (2014) and Global group of the Year Award (2014). Prior to joining the Old Mutual Group, Ian was a UK quantitative fund manager at Barclays Global Investors (1997-2000). Ian holds a MA (Oxon) Chemistry (1993) and a PhD in Medicinal Chemistry, Edinburgh University (1997) and is an Associate of the Society of Investment Professionals.
Jason-MitchellJason Mitchell, Man GLG
Jason Mitchell is portfolio manager at Man GLG. He oversees Man GLG’s sustainability investment strategies, including the Global Sustainability strategy and the Virgin Climate Change strategy. He also co-manages the GLG Global Equity and EAFE strategies. Jason is chair of the UNPRI Hedge Fund Steering Committee. Prior to spending two years as advisor to the UK government on infrastructure development across Sub-Saharan Africa and as COO of Hydrotech International, he managed the European media and telecoms strategy from 2004 to 2008 at Man GLG. Before that, Jason worked at Andor Capital and Pequot Capital, where he covered Telecoms and Technology. He began his career with Credit Suisse First Boston’s Technology equity research team.
Jason graduated from the London School of Economics with a MSc in International Political Economy and the University of California, Berkeley with a BA in English Literature and Classics. His articles and comments have appeared in the Wall Street Journal, Institutional Investor, Aftenposten, Global Times, Euromoney, Nikkei, Responsible Investor, Hedge Fund Journal, AIMA Journal, Bloomberg and Investment Europe.
Jean-Damien_MarieJean-Damien Marie, Pictet Alternative Advisors
Jean-Damien Marie joined Pictet Alternative Advisors SA in 2014 as head of business development. Prior to joining Pictet, Jean-Damien was an executive director at Goldman Sachs Asset Management in Geneva, where he advised EMEA and LATAM institutional and private clients across alternative asset classes. He started his career in 1997 at CCF in Paris as a quantitative researcher and later became a fixed income portfolio manager. From 2003 to 2004 he managed the continental Europe strategic marketing buy side effort for Reuters. From 2004 to 2007, he worked in business strategy and client advisory initiatives across traditional asset classes at HSBC Private Bank in Geneva. Jean-Damien graduated from Institut National des Telecommunications in Paris. He holds a Bachelor degree from the Dauphine University in Paris and an MBA from IMD Lausanne. He owns the Investment Management Certificate and became Certified Energy Risk Professional in 2011 and Certified Financial Risk Manager in 2009.
Jeroen-Tielman-thJeroen Tielman, IMQ Investment Management
Jeroen is the CEO and founder of IMQ Investment Management B.V. and the founder of the IMQubator alternative strategies (hedge fund) seeding and acceleration platform.
He started his career at ABN AMRO in 1986, where he gained gained experience in the areas of investment analysis, institutional sales (based in New York), international corporate finance/M&A (Telecom) and asset management. As global head product development within ABN AMRO Asset Management (1996–2000) he has initiated and co-ordinated the development of innovative products for the retail, private banking as well as the global institutional market.
Jiri-KrolJiří Krόl, AIMA
Jiří Krόl joined AIMA in April 2010 and is deputy CEO and global head of government affairs. Jiří started his career at the Czech securities market regulator. He then moved to the European Commission’s Internal Market Directorate-General, where he was responsible for the drafting and negotiation of the Markets in Financial Instruments Directive (MiFID) implementing measures. Previously, Jiří was appointed financial markets policy director in the Czech Ministry of Finance in 2007. In 2009, he led the Czech European Union Presidency’s work in the area of financial services. Jiří studied International Relations, Economics and Politics at Tufts University, London School of Economics and Sciences Po.
John-WillisJohn Willis, Wilson Willis
John has over 25 years’ publishing experience across national and specialist media. Until 2013 he was group publisher for HedgeFund Intelligence where he was responsible for the development of the company’s publishing business including EuroHedge, InvestHedge, Absolute Return and AsiaHedge, as well as building the company’s conferences and awards dinners. Prior to joining HedgeFund Intelligence in 2001, John was a publisher at Euromoney and before that sales director at Financial News. In previous years he also worked at The Observer and Yorkshire Television.
WW-thJonathan Martin, Markham Rae
Jonathan Martin co-founded Markham Rae in Sept 2009 and been the chief executive officer and chief risk officer of the firm since then. Prior to this he was a principal at BlueCrest Capital Management LLP from February 2002. He was head of risk management and a member of the Operating Committee. He managed counterparty relationships, was a member of the Valuation Committee and a member of the three person Capital Allocation Committee. He was involved in capital raising projects, new business creation and had responsibility for investor relations. His earlier roles in Bluecrest included trading and strategist for the head of trading. Jonathan holds a degree in Philosophy, Politics and Economics from Oxford University and has over 22 years’ industry experience.
Justine-LeeJustine Lee, Prudential Portfolio Management Group
Justine Lee is head of operational due diligence in the Alternatives team at Prudential Portfolio Management Group. Justine is responsible for conducting operational due diligence across Hedge Funds, Private Equity, FOF, Infrastructure and other private assets. Prior to joining Prudential PMG in May 2015, Justine was global head of operational due diligence at Towers Watson for four years. Justine has also worked for FOHF groups Matrix Asset Management and Colonial First State as head of operational due diligence for a combined 8.5 years. Justine has presented at many industry events and has been a member of the AIMA working group on valuation and hedge fund due diligence questionnaires. Justine has a Bachelor of Commerce (Economics and Finance) and Graduate Diploma in Applied Finance and Investments.
Karen-Shackleton-thKaren Shackleton, AllenbridgeEpic
Karen is a Senior Adviser at AllenbridgeEpic. She has worked in the finance sector for over 30 years, as a fund manager, an investment adviser and as an independent consultant specialising in market research. From 2010 to 2013, she was chief executive/managing director of AllenbridgeEpic Investment Advisers, through whom she continues to provide independent investment advice to three local authority pension funds. Her role includes the monitoring of hedge fund portfolios for these clients.
She has ten years’ experience as a fund manager for County NatWest and BZW Investment Management.
Mark-de-KlerkMark de Klerk, Tages Capital
Mark de Klerk is head of seeding strategies, and is a partner at Tages Capital. Tages Group is a fast-growing international investment house specialised in multi-manager solutions and distressed debt. Founded in 2011, the group has over US$6 billion in assets under management, advisory and servicing, including over US$2.2 billion in the alternative multi-manager solutions business. Tages Capital is one the most active seed investors in Europe, with over US$500m in seed and acceleration capital having been deployed since inception, including investments made from two dedicated seeding vehicles with mandates to invest across offshore and UCITS funds. Mark was formerly head of operational due diligence responsible for European based managers at Credit Suisse Asset Management and global head of due diligence at Credit Suisse International where he was a director within the Fund Linked Products group. He qualified as a chartered accountant with Ernst & Young in 2000 and is a CFA Charter holder.
Michael_HartMichael Hart, Amundi Investment Management
Michael Hart is deputy chief executive officer and global head of business development at Amundi Investment Management. Mr Hart is a member of the Executive Committee, the New Product Committee, the Compliance Committee, and the Risk Committee. He is based in London. Michael has over 20 years’ experience in the alternative investment space. Previously, he was global head of business development, hedge fund solutions at Aberdeen Asset Management during which time he was Responsible for developing and implementing the global business strategy of alternative solutions for Aberdeen’s Alternative with a special focus on Hedge funds solutions. He acquired a broad-based expertise on pension funds for Bfinance investment consultants from 2000 to 2011 where he established and developed the institutional pension fund business. Prior to that, he worked on institutional and corporate business development at Morley Fund Management in London. Michael spent his early career in institutional business development in New York. Michael holds a BSc Honours degree in Land Administration from University of Westminster (1991).
Michele-GesualdiMichele Gesualdi, Kairos
Michele Gesualdi is the CIO and head of the Kairos Multi-Manager business. He started his career in 2000 working in both London and New York as an analyst. In 2003 he became head of research in the Kairos London office and portfolio manager/member of the investment committee in 2005. In 2008 he became the youngest senior partner of the firm and finally assumed responsibility for the overall Multi Manager business in 2012. Michele holds an M.Sc. in Economics and Financial Markets (summa cum laude) from the Bocconi University in Milan. He has been a frequent speaker at industry conferences and has also been profiled in the 2012 Hedge Fund Rising Stars of the industry.
Mick-SwiftMick Swift, Abbey Capital
Mick Swift is the deputy chief executive officer and research director at Abbey Capital Limited, the Dublin-based alternative investment specialist. Mick is a member of Abbey Capital's board of directors and investment committee, and is a principal of the firm. As research director, he manages and oversees Abbey Capital's research and risk management processes as well as portfolio construction. Mick joined Abbey Capital in May 2002 after 15 years as a trader and manager of trading teams. Prior to joining Abbey Capital, Mick was a director at Allied Irish Capital Management (AICM), a Dublin-based CTA from 1998 to 2002. Previously, Mick was the head of foreign exchange and European interest rate trading at Bank of Ireland in Dublin from 1997 to 1998. Previously, Mick was treasurer and EVP at Bank of Ireland’s New York branch, where he ran the trading and sales operation from 1994 to 1997. He initially joined the Treasury Division of Bank of Ireland in 1984 where he traded foreign exchange and interest rate markets on a proprietary basis. In 1992, he became head of interest rate trading at the bank.
Neil-HobsonNeil Hobson, Kedge Capital
Neil Hobson is head of hedge fund research at Kedge Capital, a large family office with over $5bn invested in hedge funds. As head of hedge fund research he is responsible for managing the research process and investment team for what is a large and concentrated hedge fund portfolio. Prior to Kedge, Neil spent nine years at GLG Partners where he joined the Fund of Hedge Fund business in 2001 at inception and was more latterly CIO prior to the Man acquisition of GLG. Neil has worked at Investec, UBS and Deloitte in the past. He holds a B Bus Sci (Hons) and PGDA from the University of Cape Town, is a CFA charter holder and an SA Chartered Accountant.
Neil-WilsonNeil Wilson, Wilson Willis
Neil was for many years at HedgeFund Intelligence, starting in January 2001 as editor of EuroHedge, and then later becoming managing editor and editorial director for all of the HedgeFund Intelligence publications, which also include AsiaHedge, InvestHedge and Absolute Return, with responsibility for all of their associated online news, special reports and events. He has more than 25 years’ experience in financial journalism and publishing, specialising mainly in derivatives and alternative investments. Prior to 2001, he was European editor of MAR/Hedge, editor of Futures & Options Week and assistant editor of The Banker. Over the years, he has contributed to various other publications including The Financial Times, The Economist and Risk magazine. He has a BA with honours in Philosophy, Politics and Economics from the University of Oxford.
Niki-NatarajanNiki Natarajan, In Ink (London)
After writing and editing InvestHedge, a publication from HedgeFund Intelligence, for more than 12 years, Niki founded In Ink (London), a company specialising in creative content and communication consultancy. Niki has more than 20 years’ experience as a financial journalist, specialising in investment management, with particular expertise of the global funds of hedge funds industry. For eight years, Niki organised and hosted the InvestHedge Forum, an annual two-day event held at the British Museum in London connecting investors with hedge funds. Latterly the InvestHedge Forum was held alongside the InvestHedge FoHF Awards, an annual gala dinner rewarding top performing funds of hedge funds on a risk-adjusted basis; an event she first hosted in New York in 2003. Niki has moderated panels on hedge fund investing for EuroHedge, AsiaHedge and Absolute Return, as well as hosting sessions for Lyxor Asset Management’s annual investor conference (2013) and the Amsterdam Investor Forum (2014). Prior to working at HedgeFund Intelligence, Niki launched the hedge fund and securities finance coverage at Financial News. Niki was also the launch editor of Global Fund News; editor of Foreign Exchange Letter; and reporter on Global Money Management, all formerly publications of Institutional Investor’s newsletter division. A qualified NLP coach and trained yoga teacher, Niki graduated in Geography from Durham University.
Odi-LahavOdi Lahav, Allenbridge Investment Solutions
Odi Lahav is CEO of Allenbridge Investment Solutions, a leading UK institutional investment advisory firm, providing independent advice, due diligence and analytical solutions to investors. Allenbridge advises institutions with assets of £45 billion, including pension plans, charities, family offices and banks. Prior to forming Allenbridge Investment Solutions, Odi was head of the Alternative Investment Group at Moody's Investors Service in London. He is an actuary by training, and he has held several roles covering investment management, risk and governance in the private and public sectors.
Phil-TriggsPhil Triggs, Surrey County Council
Phil Triggs has been strategic finance manager (pension fund and treasury) at Surrey County Council, United Kingdom, since October 2012, having worked in similar roles at Warwickshire County Council since 2003 and Buckinghamshire County Council since 1999. He has worked in local government finance over his entire career, previously specialising in revenues collection and rating valuation at Havant Borough Council and subsequently qualifying as a Chartered Accountant (CIPFA) with Chichester District Council. He is a keen cyclist, marathon runner (has completed the London, Boston, Berlin, New York and Chicago marathons) and holds a UK private pilot's licence.
Richard-HaasRichard Haas, CapeView Capital
Prior to joining CapeView Capital as COO in 2011, Richard held COO / CFO positions at Montrica (2006 to 2011), OCH Johnson Capital (2005 to 2006), ABN AMRO (1999 to 2005) and Kemper / Zurich / Scudder (1995 to 1999). Richard trained with Deloitte Haskins & Sells before joining James Capel in 1987, where he was head of compliance / company secretary. He joined Solomon Brothers Asset Management in 1993 where he was compliance officer and business unit manager. Richard is a Fellow of the Institute of Chartered Accountants in England and Wales and holds a BSc (2.1) in Management and Chemical Sciences from the University of Manchester Institute of Science and Technology. He is deputy chairman of the Smaller Business Practitioner Panel at the FCA.
Saleem-SiddiqiSaleem Siddiqi, MUSST Investments
Saleem Siddiqi founded MUSST Investments in 2012. From 2001 to 2012, He was a co-founder of Tapestry Asset Management, an investment company that designed custom multi-manager hedge fund solutions for institutional clients. Saleem was based in London and ran Tapestry’s international operations. Saleem's career began in 1994 in the equity capital markets groups at various investment banks including Smith New Court, Merrill Lynch, Deutsche Morgan Grenfell and Dresdner Kleinwort Wasserstein. Saleem had a focus on originating convertible bonds and was involved in various notable IPOs, secondary offerings and block trades raising in excess of $50bn of equity and equity-linked capital for governments, major corporations, financial sponsors and family led industrial conglomerates.
Sally-Bridgeland-thSally Bridgeland
Sally is well known in the UK pensions industry, for her thought provoking views on risk, investment strategy and governance. She combines investment governance consultancy for Avida International with a number of complementary roles, including as a non-executive director and investment committee chairman at mutual insurance company Royal London and trustee at both NEST Corporation and the Lloyds Bank pension schemes. Sally also serves on the Trust Investment Committee of the innovation foundation, Nesta and is senior warden of the Worshipful Company of Actuaries. Sally was previously the CEO of BP Pension Trustees Limited. Before joining BP, Sally spent 20 years with Aon Hewitt as a pensions actuary and in the investment practice, where she led a number of research initiatives.
WW-thSean Moran, BNP Paribas Securities Services
Sean Moran is director of client development for Europe, the Middle East and Africa, at the Hedge Fund Services division of BNP Paribas Securities Services. For over 15 years he has accompanied managers of alternative strategies in administering their funds and accelerating their growth. Sean was previously a director with Credit Suisse, Prime Fund Services (PFS) and joined BNP Paribas following its acquisition of PFS in 2015. Prior to this, he held a number of positions with Citco Bank Nederland in both the Netherlands and in Ireland, including head of trading & relationship management, senior vice president – head of operations and senior vice president – branch manager. Sean is a graduate of the Dublin Business School (formerly LSB College).
Stephen-FosterStephen Foster, Credit Suisse Asset Management
Stephen Foster is head of Credit Suisse Asset Management in the UK and the COO for the Alternative Investment business in EMEA. He is a board director and CEO of Credit Suisse Asset Management Limited as well as being a trustee of the Credit Suisse UK Pension Fund. He is a director of several off-shore hedge funds managed by CSAM as well as a Credit Suisse Spanish Investment Company and a Bermudian Class 3 Reinsurance Company. Stephen previously had roles within the prime brokerage business at Credit Suisse including global co-head of hedge fund services. He has been involved in the hedge fund industry since 1995 and has been a director of several hedge funds and hedge fund managers including the CQS Convertible and Quantitative Strategies Fund. Stephen has been a member of the London Investment Banking Association Prime Brokerage Committee and has served on various Alternative Investment Management Association (AIMA) Committees and is currently a member of the AIMA COO/CFO Committee. He holds a Certificate in Investment Management and is a Certified IoD Director and Fellow of the Institute of Directors.
Werner_von_BaumWerner von Baum, LGT Capital Partners
Werner von Baum is a managing partner at LGT Capital Partners. Prior to joining LGT Capital Partners in 2005, Werner worked for HypoVereinsbank in Munich, where he built and led the Corporate Origination and High Yield Capital Market business, and became managing director in 2002. Prior to joining HVB, he worked with Bankers Trust, London since 1991, where he held various positions in the marketing, structuring and trading of fixed income, FX and equity derivatives. He started his career in 1989 at Salomon Brothers in New York and Frankfurt as an equity derivatives trader. He holds a degree in economics and a diploma from European Business School (Frankfurt, London, Paris). He is a registered FSA in the UK and has obtained Series 3, 7 & 63 licenses in the US.
William_JenkinsWill Jenkins, Amundi Alternative Investments
Will Jenkins is global co-Head of Operational Due Diligence for Amundi AI. He joined Amundi Alternative Investments, SAS – London Branch in 2007 as a senior analyst to set-up the Operational Due Diligence function and then run it for Europe- and Asia-based hedge fund managers. Prior to joining Amundi, he was an operational due diligence analyst at UBS Global Asset Management. From 2003 to March 2007, he was head of operational due diligence at FIM, where he was in charge of developing and running the operational due diligence process. He has previously held positions at Morley Fund as head of alternative investment operations (2000 to 2003); as finance manager at Fidelity International, Ltd (1998 to 2000) and began his career as a financial sector auditor at KPMG. Will graduated from the London School of Economics with a BSc (Honours) in Economics. He is a fellow of the Institute of Chartered Accountants in England and Wales and a UK SIP Level 3 member.

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