Context Summits

Miami 2020

JANUARY 29 - 31, 2020FONTAINEBLEAU HOTEL, MIAMI BEACH, FL
Ron Biscardi
Ron Biscardi
Chief Executive Officer, Context Summits

Ron Biscardi is Chief Executive Officer of Context Summits, the leading producer of events for the alternative asset management industry and Context 365, an online solution for the alternative investment community where members can access our exclusive network of allocators, investment managers and service providers year-round. He is responsible for the overall long-term strategic direction and continued growth and success of the firm. He has over 20 years of business management, strategy and investment experience across start-ups, hedge funds, private equity and asset management.
Chief Executive Officer, Context Summits
Molly Bloom
Molly Bloom
Bestselling Author and Entrepreneur

Molly Bloom is an inspirational keynote speaker, entrepreneur, and bestselling author of Molly’s Game. She is best known for her memoir, Molly’s Game, which was adapted into an award-winning film of the same name by Aaron Sorkin. Bloom’s memoir chronicles her journey from college student to LA waitress to building and operating the largest and most notorious private poker game in the world. Her games featured hundreds of millions of dollars and players like Leonardo DiCaprio, Tobey Maguire, A-Rod, and Ben Affleck.

Bloom began her career as a world-class skier. While training as a pre-teen she was diagnosed with severe scoliosis and had to undergo surgery that the doctors said would end her athletic career. A year later, fully recovered, she was back on the slopes. She later joined the U.S. Ski Team and at 21 years old was ranked No. 3 in North America in moguls, but her Olympic dreams would go unrealized as she left the team to pursue other projects. This led her to what she thought would be a year sabbatical in LA.

Bloom was finishing her degree in Political Science from the University of Colorado – Boulder, and was in the process of applying to top tier Law Schools, when her assistant job turned her into an accidental entrepreneur, running one of the most exclusive, high-stakes underground poker games in the world, pulling in as much as $4 million per year. What happened next is where her story truly begins.
Bestselling Author and Entrepreneur
Peter Borish
Peter Borish
Chief Strategist, Quad Group

Since first starting his career at the Federal Reserve Bank of New York, Borish has been at the intersection of technology, financial markets and innovation. The 1987 market crash coupled with his appointment to the Presidential Task Force on Market Mechanisms (Brady Commission) fostered his commitment to public policy and nonprofits.

After being recruited by Paul Tudor Jones, Borish helped build Tudor Investments into a leading global macro hedge fund. There he led the firm’s investment in research, data and computing. In addition to his hedge fund business, which he continues today at Quad Group, Borish has been an angel investor in startup technology companies including Majestic Research, Quadriserv, OneChicago and Charitybuzz.

His central thesis is bringing transparency to opaque markets and shares his philosophy that more information leads to better decisions. Mr. Borish is an independent director of RMB Funds where he is audit committee. He mentors young entrepreneurs as an advisory board member of ValueStream Ventures.

The intersection of poverty, policy and politics is the focus on Borish’s nonprofit interests. The Robin Hood Foundation, which he is a founding trustee, brings rigorous metrics and data analysis to its effort to raise families out of poverty in New York City. Math for America, which Borish chairs the audit committee and chaired by Jim Simons, is building a community of accomplished mathematics and science teachers. Borish is a trustee of the Institute of Financial Markets (IFM), which seeks to increase public awareness and understanding of the importance of financial markets and the financial service industry to the global economy.
Chief Strategist, Quad Group
Thomas P. Bossert
Thomas P. Bossert
Chief Strategy Officer, Trinity Cyber, Inc

Mr. Bossert is the Chief Strategy Officer at Trinity Cyber, Inc., a disruptive technology company fundamentally redefining commercial cybersecurity. He’s the National Security Analyst for ABC News, and a respected risk management expert.
Tom was homeland security advisor to two U.S. Presidents, serving as the Nation’s chief risk officer and senior most advisor on cybersecurity, homeland security, counterterrorism, and global health security policy, managing a range of domestic and transnational security issues and consequence management operations. Tom is a senior executive with extensive experience in operational and strategic management roles. He founded and led a management consulting business that supported commercial clients as they assessed and managed multifaceted, complex risk structures and compliance requirements.
Tom was born and raised in Quakertown, PA. He is a Senior Fellow at the Scowcroft Center for Strategy and Security at the U.S. Atlantic Council. He received his bachelor's degree from the University of Pittsburgh, and his law degree from The George Washington University Law School. Tom was an Engalitcheff Scholar on Comparative Political and Economic Systems at Georgetown University and guest lectures at the Naval Post Graduate School, Center for Homeland Defense and Security.
Chief Strategy Officer, Trinity Cyber, Inc
Gary Cohn
Gary Cohn
Former: Nat’l Economic Council Dir., President, Goldman Sachs

Gary D. Cohn is an American business leader and the former Director of the United States National Economic Council. Mr. Cohn served as Assistant to the President for Economic Policy and Director of the National Economic Council from January 2017 through April 2018 as President Donald J. Trump’s chief economic advisor. Mr. Cohn managed the coordination of the President’s domestic and global economic policy agenda and led the Administration-wide effort to successfully pass the historic Tax Cuts and Jobs Act of 2017. Mr. Cohn also helped drive other economic policies aimed toward wage and job growth in America.

In 1990, Mr. Cohn began a distinguished career in finance at The Goldman Sachs Group, Inc. He had a variety of responsibilities including the Global Co-Head of the Equities and Fixed Income, Currency and Commodities Division and as President and Chief Operating Officer from 2006-2016. He was a member of the firm’s Board of Directors and Chairman of the Firmwide Client and Business Standards Committee.

Mr. Cohn invests across the medical technology, block chain infrastructure and cyber security sectors. He serves on the boards of Abryx, Indago, Machine Zone and Spring Labs. Mr. Cohn has long been dedicated to advancing healthcare and education. He serves on the board of the NYU Medical School, the NYU Langone Hospital and on the Board of Overseers of the NYU Tandon School of Engineering. He is currently a Visiting Fellow at the Harvard Kennedy School’s Institute of Politics.

Mr. Cohn lives in New York with his wife and three daughters.
He received his undergraduate degree from American University in 1982.
Former: Nat’l Economic Council Dir., President, Goldman Sachs
John Culbertson
John Culbertson
President & Chief Investment Officer, Context Capital Partners

An industry veteran of more than 28 years, John’s experience encompasses trading, venture capital, asset allocation and hedge fund portfolio management. John is the Chief Investment Officer at Context Capital Partners. As CIO he is responsible for sourcing new investments and the oversight of the current portfolio. He is also Chairman of the Investment Committee.

Prior to assuming his current position with Context, John ran the investment committee and was Chief Investment Officer for a large family office where he oversaw a portfolio of hedge funds and was responsible for asset allocation decisions. In addition to his family office background, John was a founder of Gamma Investors, a venture capital fund that invested primarily in financial services technology companies. He spent the early years of his career in New York and London as a partner at Cooper Neff and Associates, a quantitative proprietary trading firm. At Cooper Neff he founded the London office and traded derivatives on fixed income, commodities and equities. That firm was sold to BNP Paribas in 1995 where John became an Executive Vice President, a position he held until 2000.

Among his extensive outside activities, John is chairman of the board of directors at Urban Promise, an innovative urban youth organization headquartered in the city of Camden NJ. John received his undergraduate degree in Business and Economics from Rutgers University and earned a Master of Liberal Arts, from the University of Pennsylvania.
President & Chief Investment Officer, Context Capital Partners
James G. Dinan
James G. Dinan
Founder, Chairman, CEO, York Capital Management

Jamie founded York Capital Management in September 1991 and is the Chairman, Chief Executive Officer of the Firm. Jamie is a Co-Portfolio Manager of the York Multi-Strategy, York Credit Opportunities, York Event-Driven UCITS funds, York Sub-Advised ’40 Act Strategy, and Portfolio Manager of the York Total Return funds and is the Chair of the Firm’s Executive Committee. From 1985 to 1991, he worked at Kellner, DiLeo & Co., where he became a General Partner and was responsible for investing in risk arbitrage and special situation investments. From 1981 to 1983, Jamie was a member of the investment banking group at Donaldson, Lufkin & Jenrette, Inc. Jamie is currently a member of the Board of Directors of the Museum of the City of New York, the Board of Directors of the Hospital for Special Surgery, the Board of Directors of the Lincoln Center for the Performing Arts, Harvard Business School’s Board of Dean’s Advisors, the Board of Trustees of the University of Pennsylvania and The Wharton Board of Overseers at the University of Pennsylvania. Jamie received a B.S. in Economics from The Wharton School of the University of Pennsylvania and an M.B.A. from Harvard Business School.
Founder, Chairman, CEO, York Capital Management
Mohamed El-Erian
Mohamed El-Erian
Chief Economic Advisor, Allianz

Mohamed A. El-Erian has worked on economic and financial issues in both the public and private sectors. He is the Chief Economic Advisor at Allianz, the corporate parent of PIMCO where he formerly served as chief executive and co-chief investment officer (2007-14) and Professor of Practice at the Wharton School. He also serves as senior advisor to Gramercy, a columnist for Bloomberg View, a contributing editor at the Financial Times, and a member of the boards of Barclays and UnderArmour, as well as several non-profits. Elected in May 2019, He is scheduled to assume the post of President of Queens’ College Cambridge in October 2020.

From December 2012 to January 2017, Dr. El-Erian chaired President Obama’s Global Development Council. He was named to Foreign Policy’s list of “Top 100 Global Thinkers” for four years in a row.

Prior to PIMCO, he was an international civil servant at the IMF in Washington DC for 15 years and, for two years, president and CEO of Harvard Management Company, the entity that manages Harvard’s endowment.
He has published widely on international economic and finance topics. His 2008 book, "When Markets Collide," was a New York Times and Wall Street Journal bestseller, won the Financial Times/Goldman Sachs Business Book of the Year and was named a book of the year by The Economist and one of the best business books of all time by the Independent (UK). His 2016 book, "The Only Game in Town: Central Banks, Instability and Avoiding the Next Collapse," was also a New York Times bestseller, was listed by Inc. as one of the "25 of the Most Inspiring Books Everyone Should Read."

He holds a master's degree and doctorate in economics from Oxford University and received his undergraduate degree in Economics from Cambridge University. He is a huge fan of the New York Jets and New York Mets. His recent article may be found on www.mohamedel-erian.com.
Chief Economic Advisor, Allianz
Jonathan Farrar, CFA
Jonathan Farrar, CFA
Wesleyan University

Jonathan joined the Investments Office in October of 2014. Prior to Wesleyan University, Jonathan was a Director at Highmount Capital, a multi-family office where he was responsible for managing the firm’s external investment manager selection and due diligence efforts in the public markets. Beginning in 2007, Jonathan was a member of the research team at Veritable, LP, a multi-family office where he covered international investment managers for one of the firm’s internally managed commingled investment pools. Jonathan graduated summa cum laude from Lafayette College with a B.S. in Physics and B.A. in Mathematics and was elected to the college's chapter of Phi Beta Kappa, the Society of Sigma Xi and Pi Mu Epsilon. He is a member of the New York Society of Security Analysts (NYSSA) and a CFA charterholder.
Wesleyan University
Julie Galdieri
Julie Galdieri
Founder and Principal, Loquent, Inc.

A dynamic force in the business and creative world, Julie Galdieri is a catalyst for success and presence. She specializes in working with the highest-level professionals in their given fields and bringing out their greatest potential onstage.

Classically trained as a stage actor and equally skilled in the business world, Julie brings a fine balance of commerce, creativity, and performance technique to her personalized method of teaching. For over twenty years, she has facilitated effective communication for recognized leaders from ESPN, Bloomberg, Context Capital Partners, Context Summits, Microsoft, IBM, Hewlett-Packard, Dell, Cisco, The Cleveland Clinic, University of Pennsylvania, Cornell University, American Heart Association, TIME, The Paley Center for Media, Columbia Presbyterian, Staples, and Xerox, and has prepared them to address live audiences in excess of 5,000 people. In addition, Julie’s clients include well-known media personalities and celebrated individuals in the entertainment industry.

An expert at crafting a compelling narrative, Julie was a writer for the pilot program, NYCentral, featuring Lorraine Bracco, James Earl Jones, and Regis Philbin. The many media personalities for whom Julie has scripted include Barbara Walters, Marlo Thomas, Robin Roberts, Bob Ley, Keith Olbermann, Chris Berman, and Alicia Keys. She was the script supervisor for Oprah Winfrey and Ralph Lauren for the event, Ralph Lauren at Lincoln Center, and her play, Domino Theory, has been produced in NYC and regionally in New England.

In addition, Julie is a professional actor who has created and performed dozens of roles Off-Broadway, at Alice Tully Hall, in regional theatres, independent and feature films, and voice-overs. She holds a B.A. from Amherst College and an M.A. from Brown/Trinity Rep Conservatory.
Founder and Principal, Loquent, Inc.
Andrew W. Gitlin
Andrew W. Gitlin
CEO, PAAMCO Launchpad

Andrew W. Gitlin is the CEO of PAAMCO Launchpad and Atlantic Aligned Investors LLC. PAAMCO Launchpad, an affiliate of KKR, is a unique Hedge Fund seeding platform that partners with forward looking institutional investors to benefit from the opportunities surrounding the launch of emerging alternative investment firms. The initial institutional partner on the Launchpad platform is the Employee Retirement System of Texas. Several additional institutions and SWF’s expect to subsequently join the Launchpad platform. Gitlin has been a pioneer and leading executive in the alternative investment space for over 30 years. Andrew began his career as the senior executive responsible for launching the first US commercial bank Hedge Fund at Chase Manhattan Bank. Through that experience in the 80’s Andrew developed his talent for identifying emerging investment talent across a number of alternative investment strategies. Gitlin left Chase to become the CEO of AIG International Asset Management where he built one of the first multi-billion-dollar multi-strategy platforms. Over 10 years Andrew led this business through to a successful spin-out from AIG. Following AIG, Andrew launched his own commodity arbitrage hedge fund which grew to $1bill within 18 months. Several years later Andrew partnered with the Dubai government to build out a merchant banking business based in Dubai covering commodities and private equity related transactions. Continuing his entrepreneurial activities, Gitlin launch a food manufacturing business, Eatrageous in 2011 which he successfully sold in 2015. Gitlin followed this sale with the launch of Atlantic Aligned Investors LLC (AAI). This firm is focused on consulting and partnering with Institutional investors seeking a greater value proposition and improved alignment of interests in their alternative investment decisions. AAI partnered with Paamco to develop and lead the Launchpad platform in 2017 and works with a number of other large institutional investors looking to improve outcomes from alternative investments. Gitlin graduated from the school of Industrial and Labor Relations at Cornell University. Mr. Gitlin is the author of the book Strategic Currency Investing.
CEO, PAAMCO Launchpad
William Heard
William Heard
CIO & CEO, Heard Capital

William Heard is the founder of Heard Capital LLC and serves as the Firm’s Chief Executive Officer and Chief Investment Officer, leading the Firm’s investment process and strategic direction.
CIO & CEO, Heard Capital
Hector Hoyos
Hector Hoyos
Chairman, CEO & CTO, Hoyos Integrity Corp.

Hector Hoyos is a leader in the biometrics and IT industries. As the founder and president of various cutting-edge companies with extreme vision, he has created state-of-the-art tech such as fingerprint, face and iris identification systems, and interactive financial transaction systems. He holds 100+ patents issued/pending, co-created an IEEE standard (2410), and has developed solutions being used by millions of people around the world.
Chairman, CEO & CTO, Hoyos Integrity Corp.
Wolf Joffe
Wolf Joffe
Chief Investment Officer, EVR Research

Mr. Joffe has over 15 years of professional investment experience, working for several long/short equity funds. Mr. Joffe played an integral role in the success of Raging Capital Management (RCM), a long/short equity fund located near Princeton, NJ. Mr. Joffe helped the firm grow from $20 million to over $500 million in assets under management.
Chief Investment Officer, EVR Research
Brooke Jones
Brooke Jones
Director of Investments, Carnegie Corporations of NY

As the Corporation’s director of investments, Ms. Jones co-leads its overall Marketables portfolio strategy, which includes long-only, absolute return, and fixed income mandates. As part of this role, Ms. Jones serves as the primary lead on the Corporation’s emerging markets public and private equity mandates. Ms. Jones is also the primary lead on half of the hedge fund portfolio, which is managed under a generalist coverage model.
Prior to joining the Corporation, Ms. Jones led Stanford Management Company’s emerging markets public equity effort. Previously, Ms. Jones worked at Development Alternatives, an economic development consulting firm, where she focused on financial services consulting in Latin America, Africa, and Southeast Asia.
Ms. Jones holds an MBA from the Stanford Graduate School of Business, a BS in Economics from Wharton, and a BA in International Studies from the University of Pennsylvania.
Director of Investments, Carnegie Corporations of NY
Stephanie Kelton
Stephanie Kelton
Professor of Public Policy & Economics, Stony Brook University

Stephanie Kelton is Professor of Public Policy & Economics at Stony Brook University. She served as the Democrat’s Chief Economist on the U.S. Senate Budget Committee (2015) and as Senior Economic Advisor to Sen. Bernie Sanders’ 2016 presidential campaign. She is Chair of the Board at Economists for Peace & Security and a Founding Fellow at the Sanders Institute.

In 2016, POLITICO recognized her as one of the 50 people across the country who is most influencing the political debate.

Her forthcoming book, The Deficit Myth: Modern Monetary Theory and the Birth of a New Economy, will be published in 2019.

She is a regular commentator on national radio and broadcast television and a columnist at Bloomberg View.

Stephanie consults with policymakers, investment banks and portfolio managers across the globe. Her research expertise is in: Federal Reserve operations, fiscal policy, social security, international finance and employment policy.
Professor of Public Policy & Economics, Stony Brook University
Panayiotis
Lambropoulos
Panayiotis
Lambropoulos

Portfolio Manager of Hedge Funds, ERS of TX

Panayiotis Lambropoulos is a Portfolio Manager of Hedge Funds at the Employees Retirement System of Texas – a $28 billion retirement plan – located in Austin, Texas. His responsibilities include sourcing, analyzing and evaluating potential hedge fund managers, process and performance assessment, interviewing various fund employees and third-party service providers, and maintaining due diligence efforts. His focus is on the Trust’s Absolute Return Portfolio as well as Opportunistic Credit allocation. Lastly, he is responsible for the Trust’s Emerging Hedge Fund Manager program – ERS Launchpad - which he proposed and spearheaded.

Panayiotis started in the alternative investment industry as a Research Analyst in Grosvenor Capital Management in Chicago. He later joined MCP Alternative Asset Management, a $6 billion Tokyo-headquartered Investment Advisor (Fund of Funds) in Chicago. He was responsible for sourcing, analyzing and monitoring hedge fund investments, and contributing to portfolio allocation decisions. He worked alongside institutional clients, all of which were top investment decision makers for some of Japan’s best and largest blue chip financial institutions.

Panayiotis holds a B.S in Business Administration with a concentration in Finance and Marketing from Boston College, and an M.B.A in General Management from Northwestern University’s Kellogg School of Management. Panayiotis is a CFA Charterholder and has earned his Chartered Alternative Investment Analyst (CAIA) designation as well as his Financial Risk Manager (FRM) certification.

Portfolio Manager of Hedge Funds, ERS of TX
Patrick McCurdy
Patrick McCurdy
Managing Director, Wells Fargo

Patrick McCurdy is a Managing Director at Wells Fargo.
Managing Director, Wells Fargo
Christopher Mistrovich
Christopher Mistrovich
Director of Client Relations, ZAIS Group

Christopher is Director of Client Relations at ZAIS Group, an alternative credit manager with 20 years of experience investing in the structured credit markets. Founded in 1997, ZAIS has invested across multiple credit cycles at various levels in the capital structures of corporate and asset-backed securities.
Director of Client Relations, ZAIS Group
Neamul Mohsin
Neamul Mohsin
Investment Director, Oxford University Endowment Management

Neamul has been with Oxford University's Investment Office for 8 years and has responsibility for sourcing investment opportunities across all asset classes and geographies.
Investment Director, Oxford University Endowment Management
Rahul Moodgal
Rahul Moodgal
Partner, Investor Relations and Business Development, Parvus Asset Management

Rahul Moodgal has 21+ years experience in financial services. He helps firms across the world build out their businesses. He is currently a Director & Partner at Parvus Asset Management.
Partner, Investor Relations and Business Development, Parvus Asset Management
Michael Novogratz
Michael Novogratz
Founder, CEO and Chairman of Galaxy Digital

Mr. Novogratz was formerly a Partner and President of Fortress Investment Group LLC. Prior to Fortress, Mr. Novogratz spent 11 years at Goldman Sachs, where he was elected Partner in 1998. Mr. Novogratz served on the New York Federal Reserve’s Investment Advisory Committee on Financial Markets from 2012 – 2015. Mr. Novogratz serves as the Chairman of The Bail Project and has made criminal justice reform a focus of his family’s foundation. He also serves as the Chairman of Hudson River Park Friends, and sits on the boards of NYU Langone Medical Center, the Princeton Varsity Club, Jazz Foundation of America, and Artists for Peace and Justice. Mr. Novogratz received an AB in Economics from Princeton University, and served as a helicopter pilot in the US Army.
Founder, CEO and Chairman of Galaxy Digital
Shelley Rosensweig
Shelley Rosensweig
Partner, Haynes Boone

Shelley Rosensweig is a partner in the Investment Management and Private Equity Practice Groups in the New York office of Haynes and Boone. She structures and organizes domestic and offshore private investment funds. She advises clients regarding matters which include design, structure and operation of investment portfolios, distribution and marketing issues and commodities and futures issues. Shelley also assists clients with seed investments, the formation of managed account platforms and the organization of joint ventures. She advises investment advisory clients regarding investment products and services, SEC, FINRA and CFTC regulatory and compliance matters, as well as trading issues and employment matters.
Partner, Haynes Boone
Issac Septon, CPA MBA
Issac Septon, CPA MBA
CIO, the Observatory

Mr. Septon is the Chief Investment Officer of the Observatory, a single family office he started 13 years ago for the founder of glaceau, makers of vitaminwater and smartwater who sold his business to Coca Cola in 2007.

Prior to setting up the Observatory in 2007, Mr. Septon was Head of Investments at Inveco International for six years, a family office that
catered to a select group of ultra high net worth international families as well as a public company. Prior to joining Inveco, Mr. Septon had held several management positions in internet companies during the late 1990’s. Mr. Septon holds an MBA from the Zicklin School of Business at Baruch College, where he graduated with honors. He is a CPA in the state of New York.
CIO, the Observatory
Leor Shapiro
Leor Shapiro
Managing Director, Global Head of Capital Intelligence, Jefferies

Leor Shapiro is a Managing Director and Global Head of Capital Intelligence at Jefferies.
Managing Director, Global Head of Capital Intelligence, Jefferies
Donna L. Snider, CFA
Donna L. Snider, CFA
Managing Director, The Kresge Foundation

Ms. Snider joined The Kresge Foundation in 2009. Donna has responsibility for evaluating investment opportunities across all asset classes as well as oversight for the internal trading activity. Prior to joining Kresge, Donna was a director in the Global Markets and Investment Banking division of Merrill Lynch in New York. During her seven years with Merrill Lynch, she covered institutional investors for structured credit, rates and equity products, as well as corporate issuers for their balance sheet hedging activity. Prior to Wall Street, Donna was a pension actuary with Towers Perrin (now Willis Towers Watson) in Chicago.
Donna serves on several non-profit boards including Presbyterian Villages of Michigan Foundation, First Foundation and Cranbrook Educational Community. She also serves on several advisory committees for private partnerships.
Donna earned her MBA with concentrations in accounting and analytical finance from the University of Chicago Booth School of Business; she holds a Bachelor of Science in Mathematics from the University of Notre Dame, Magna Cum Laude, Phi Beta Kappa; professional designations include CFA charter holder and an Associate of the Society of Actuaries.
Managing Director, The Kresge Foundation
Simone Sobel
Simone Sobel
Managing Director, Investor Relations, Context Summits

Simone Sobel is Managing Director at Context Capital Partners. Simone manages the Investor Relations efforts for Context Capital and Context Summits, and manages Context Family Network, an exclusive community comprised of high quality single family offices.
Managing Director, Investor Relations, Context Summits
Peter Tarrant
Peter Tarrant
Head of Capital Introduction at BTIG

Peter Tarrant is a Managing Director and Head of Capital Introduction at BTIG.
Head of Capital Introduction at BTIG
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