Context Summits

Miami 2019

January 30 - February 1, 2019Fontainebleau Hotel, Miami Beach, FL

January 30, 2019

8:00am - 5:15pm

Context Leadership Day presented by Jefferies – Fontaine

8:00am - 6:00pm

Registration / Information Desk – Luster Gallerie

8:00am - 9:00am

Breakfast – Sparkle West

9:00am - 9:10am

Welcome & Program Introduction

Speaker
Kevin Garton
Kevin Garton
President, Context Summits,

 

Kevin Garton is President of Context Summits and a member of Context Capital Partners executive committee. He brings more than 30 years of strategy and executive management expertise to Context having worked across a variety of industries. At Context Summits, he is responsible for the overall leadership of the company, including business strategy, revenue generation, technology, operations and strategic partnerships. He is also responsible for the growth and development of the Context Family Network, a peer-to-peer membership organization for single-family offices.

Kevin has over 30 years of experience having served as Chief Strategy Officer and Chief Operations Officer at Context Summits parent company, Context Capital Partners. Prior to those roles, Kevin was Chief Marketing Officer at Context Asset Management. In addition to his experience at Context, Kevin has held leadership roles in the technology and consumer products industries at F-500 firms as well as start-ups.

Kevin earned a B.A. in Psychology with a Business minor from Washington University in St. Louis, MO, and he holds an M.B.A. from the J.L. Kellogg Graduate School of Management at Northwestern University in Evanston, IL.

, President, Context Summits
9:10am - 9:30am

Opening Remarks & State of the Industry

Speaker
Ron Biscardi
Ron Biscardi
Chief Executive Officer, Context Capital Partners,

Ron Biscardi is the Co-Founder and Chief Executive Officer of Context Capital Partners, an investment alternatives specialist focused on seeding and overseeing funds in hedge fund, liquid alternatives and private equity sectors. At Context, he is responsible for overall firm management, including growth initiatives, strategic partnerships and investment activities. 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 Capital Partners
9:30am - 10:15am

The Importance of Corporate Culture in Driving Investment Success

Keynote
Eileen Murray
Eileen Murray
co-Chief Executive Officer, Bridgewater Associates LP,

Eileen Murray is the Co-CEO of Bridgewater Associates, responsible for overseeing the day-to-day operations of the firm and leading the transition of the firm from a founder-led company to a partnership with Co-CEO David McCormick.  During her tenure at Bridgewater, Eileen has led several key strategic initiatives, including: the conception and execution of the innovative tri-party outsourcing model for all Bridgewater clearance and settlement functions in partnership with BNY Mellon and Northern Trust; oversight of Bridgewater’s long-term real estate needs and fulfillment strategy; the establishment of a new operating model for the firm’s enablement functions, including finance, HR and facilities; as well as  the establishment of the firm’s Diversity and Inclusion Council.

Eileen joined Bridgewater in 2008 before becoming Co-CEO in 2014. Prior to joining Bridgewater, Eileen held senior leadership roles at Morgan Stanley and Credit Suisse during her two decades plus tenure in the financial services industry, including serving on both firm’s management and executive committees. She was also appointed the first female member of Credit Suisse’s executive board.

Eileen launched her professional career at Morgan Stanley in 1984 and held the positions of Controller, Treasurer as well as Chief Operating Officer for the Institutional Securities Group, one of the largest and most successful global sales and trading platforms in the industry. In 2002, she joined Credit Suisse as Head of Global Technology, Operations and Product Control and member of the firm’s management and executive board. She returned to Morgan Stanley in 2005 as Head of Global Technology and Operations. Following her second stint at Morgan Stanley, Eileen served as the President and management committee member of Duff Capital Advisors, before joining Bridgewater.

Eileen is a board member of the Financial Industry Regulatory Authority (FINRA) as well as the Irish Arts Center (An Claidheamh Soluis). She has also served as a board member for the Business Council for International Understanding, the YMCA of Greater New York, the Argonne National Laboratory at the University of Chicago, the Inwood House in Upper Manhattan, Hewlett Packard, the Depository Trust and Clearing Corporation Board (DTCC), OMGEO, Manhattan College and the American Women’s Economic Development (AWED) Corporation.

Over the course of her career, Eileen has received many prestigious recognitions for her industry leadership as well as for her extensive philanthropic work. Most recently she became the first female in Manhattan College’s history to receive the College’s De La Salle Medal of Honor. She also recently received the Women’s Entrepreneurship Day Organization Pioneer Award in Finance at the United Nations. Other notable acknowledgements include: the Lifetime Achievement Award from Markets Media as well as being named one of the 50 Leading Women in the hedge fund industry by The Hedge Fund Journal, one of the 20 Most Powerful Non-Bank Women in Banking by U.S. Banker and one of the 100 Best and Brightest Leaders by Irish America Magazine. She has also been named an Afterschool Champion by the Partnership for After School Education as well as given the Women’s Bond Club Merit Achievement Award, the Legal Momentum’s Aiming High Award, the Urban Stages Humanitarian Award and the YMCA of Greater New York’s Arts and Letters Award for Outstanding Leadership.

Eileen holds a Bachelor of Science degree in accounting and an Honorary Doctoral Degree from Manhattan college.

, co-Chief Executive Officer, Bridgewater Associates LP
Moderated by
Gregg Sommer
Gregg Sommer
Partner, North American Director, Mercer Sentinel Group,

Gregg is a Partner and Director of the Americas for the Mercer Sentinel Group. He joined Mercer’s investment business in 2009.

Gregg began his career at U.S. Trust and over the last 30 years has held several executive positions in the investment industry. He has a comprehensive investment, business, and risk management background and has managed many successful teams focused on risk assessment, due diligence, portfolio management, organizational evaluation, and financial analysis across private and public investment strategies. Gregg served as Chief Financial and Operating Officer of a firm that managed private credit and real estate portfolios and has been a Principal and Portfolio Risk Officer for RCM, a Commodity Trading Advisor. Additionally he was a founding Partner at Global Trading Partners, a trading firm focused on global market relationships. Prior to joining Mercer, Gregg was Executive Vice President for a fund of hedge funds. Gregg chairs the Mercer Sentinel Global Ratings Committee.

Gregg received a BA degree from Emory University and an MBA in Finance from Fordham University’s Graduate School of Business. He also holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CAIA Association.

, Partner, North American Director, Mercer Sentinel Group
10:15am - 11:00am

Global Economics Panel

Leading economists discuss and debate key issues and emerging trends shaping the global economy.

Introductions by
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
Panelists
Chris P. Harvey
Chris P. Harvey
Head of Equity Strategy, Wells Fargo Securities,

Christopher P. Harvey is the Head of Equity Strategy at Wells Fargo Securities.  He is responsible for establishing the firm’s equity market outlook, including the firm’s S&P 500 index price target and earnings forecast as well as sector weightings and recommendations. Chris provides regular market commentary and publishes thematic strategy pieces in partnership with the firm’s sector analysts.  He also collaborates with the firm’s fixed income, FX strategists and macroeconomics teams to develop and market actionable investment strategies for clients.  Chris is a frequent contributor to national media outlets, including CNBC, Bloomberg, Barron’s, the Financial Times, the Wall Street Journal, and Canada’s Business News Network (BNN).

Chris previously served as Director of Disciplined Portfolio Strategies in the firm’s Equity Sales & Trading department.  In addition to writing daily market commentary, Chris assisted top institutional clients develop stock selection and asset allocation models, predict risk regimes and incorporate cross-asset class signals into their decision making processes.

With a career spanning over twenty years, Chris was Head of Investment Strategy at Weeden & Co. and has held strategist roles at State Street, Munich Re/MEAG and other firms before joining Wells Fargo Securities in 2013.  Chris earned his bachelor’s degree from Bucknell University and holds an MBA from New York University’s Stern School of Business.

, Head of Equity Strategy, Wells Fargo Securities
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
David Zervos
David Zervos
Chief Market Strategist, Jefferies,

David Zervos is currently Chief Market Strategist for Jefferies LLC and Chief Investment Officer for the Global Macro Division of Jefferies Investment Advisers, LLC (“JIA”). David joined Jefferies in 2010 after spending 2009 as a visiting advisor at the Board of Governors of the Federal Reserve System in Washington, D.C. Prior to visiting the Federal Reserve, he held a variety of research, sales and trading positions in the private sector, most recently managing global macro portfolios for Brevan Howard and UBS O’Connor. He began his career as an economist at the Federal Reserve Board in the early 1990’s. He received a B.Sc. from Washington University, and an M.A. and Ph.D. in economics from the University of Rochester.

, Chief Market Strategist, Jefferies
Moderated by
Mohamed El-Erian
Mohamed El-Erian
Chief Economic Advisor, Allianz,

 

Mohamed A. El-Erian is Chief Economic Advisor at Allianz, the corporate parent of PIMCO where he formerly served as chief executive and co-chief investment officer. He chaired President Obama’s Global Development Council from 2007 to 2014, is a columnist for Bloomberg View and a contributing editor at the Financial Times.

Dr. El-Erian first joined PIMCO in 1999 and was a senior member of PIMCO’s portfolio management and investment strategy group. He rejoined the company at the end of 2007 after serving for two years as president and CEO of Harvard Management Company, the entity that manages Harvard’s endowment and related accounts. Before coming to PIMCO, Dr. El-Erian was a managing director at Salomon Smith Barney/Citigroup in London and before that, he spent 15 years at the International Monetary Fund in Washington, D.C.

Dr. El-Erian 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). He was named to Foreign Policy’s list of “Top 100 Global Thinkers” for four years in a row. He served from 2014-2017 on the juries for the Financial Times/McKenzie Book of the Year award. His new book The Only Game in Town: Central Banks, Instability and Avoiding the Next Collapse published in 2016, is a New York Times bestseller.

Dr. El-Erian has served on several boards and committees, including the U.S. Treasury Borrowing Advisory Committee, the International Center for Research on Women, the Peterson Institute for International Economics, the IMF’s Committee of Eminent Persons and the New York Fed’ Investor Advisory Committee on Financial Markets. He is currently a board member of the NBER, the Carnegie Endowment for International Peace, New America, and Cambridge in America. Since 2007, he has been chair of Microsoft’s Investment Advisory Board. He holds a master’s degree and doctorate in economics from Oxford University and received his undergraduate degree from Cambridge University. He is an Honorary Fellow of Queens’ College, Cambridge University.

, Chief Economic Advisor, Allianz
11:00am - 11:30am

Networking Break – Bleau Bar & Luster Gallerie

11:30am - 12:15pm

Panel: The Role of Alternative Data & Machine Learning within Fundamental, Quantitative & Quantamental Investing

Panelists
John Avery
John Avery
Head of Advanced Analytics, Fidelity,

John Avery is head of Advanced Data Analytics in the Asset Management division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 26 million individuals, institutions, and financial intermediaries.
In this role, Mr. Avery manages the Advanced Data Analytics team across Asset Management. As head of Advanced Data Analytics, he also works on the Artificial Intelligence and Big Data initiatives across Fidelity.
Prior to assuming his current responsibilities, Mr. Avery managed various funds, including Fidelity Fund, the industrials sub-portfolios only of Fidelity VIP Contrafund Portfolio and Fidelity Balanced Fund, and Fidelity Series All-Sector Equity Fund. Previously, he also managed Fidelity Advisor Balanced Fund, and co-managed the Fidelity Series All-Sector Equity Fund. Mr. Avery also managed both the industrials and materials sub-portfolios of Fidelity VIP Contrafund, Fidelity Advisor Growth and Income Fund, Fidelity Advisor Balanced Fund and Fidelity VIP Balanced Portfolio, Select Banking Portfolio, and Select Chemicals Portfolio. He joined Fidelity as an equity research analyst in 1995.

Before joining Fidelity, Mr. Avery was a domestic equity analyst at Putnam Investments and an investment banking associate at Alex Brown & Sons. He has been in the financial industry since 1986.

Mr. Avery earned his bachelor of arts degree from Harvard University and his master of business administration degree from The Wharton School of the University of Pennsylvania.

, Head of Advanced Analytics, Fidelity
Mike Marrale
Mike Marrale
Chief Executive Officer, M Science,

Michael is the CEO of M Science, leader of the executive team and sits on the company’s board. Prior to M Science, Michael was an Executive Committee Member and Head of Research, Sales & Trading at Investment Technology Group where he led one of the world’s largest and most respected data-driven research teams and was instrumental in the divestiture and sale of its Energy research business to Warburg Pincus for over $120mm in late 2015.  Previously, he has held senior roles at RBC Capital Markets and Lehman Brothers.

, Chief Executive Officer, M Science
Kirk Mckeown
Kirk Mckeown
Managing Director, Head of Proprietary Research, Point 72,

Kirk McKeown is a Managing Director and the Head of Proprietary Research at Point72. A senior member of the Firm’s Market Intelligence group, Mr. McKeown leads the Firm’s teams engaged in acquiring and analyzing data and turning those analyses into products for use by the Firm’s investment professionals. Mr. McKeown comes to this role after creating and building Point72’s proprietary private company research platform and the team that synthesizes the Firm’s data for use by its investment teams.

Prior to joining Point72, Mr. McKeown was a Managing Director at Glenview Capital Management where he built and managed the firm’s proprietary research platform. Before that, Mr. McKeown was an Analyst at Hunter Global Investors, a long/short fund. Earlier in his career, Mr. McKeown was a research analyst at Tudor Ventures, the venture capital arm of Tudor Investment Corporation.

 

Mr. McKeown earned a B.A. from Harvard University, and his M.B.A. from the Sloan School of Management at MIT. He is on the Board of Trustees at the Belmont Hill School.

, Managing Director, Head of Proprietary Research, Point 72
Moderated by
Dan Furstenberg
Dan Furstenberg
Global Head of Hedge Fund Distribution and Head of Data Strategy, Jefferies,

Dan Furstenberg is a Managing Director and has worked at Jefferies for over ten years as the Global Head of Hedge Fund Distribution, creating the Jefferies Global Data Strategy and serving as a member of its Equity Committee.  Dan has advised over one hundred investment managers’ data science teams on their build-out efforts and evaluated over two hundred data vendors.  Dan recently co-authored three pieces of data-centric content including two whitepapers on Data Science and the buy-side and another proprietary data survey. Dan began his career in investment banking, focusing on leveraged finance at Merrill Lynch before joining the tech banking team at Credit Suisse First Boston.

, Global Head of Hedge Fund Distribution and Head of Data Strategy, Jefferies
12:15pm - 1:30pm

Lunch – Sparkle West

1:30pm – 2:30pm

Context Accelerator

Managers battle head-to-head by presenting their funds to a panel of judges.  Winners claim a complimentary Context Summits Membership.

Introductions by
Josh Leonardi
Josh Leonardi
Head of Capital Introduction, TD Securities,

Josh Leonardi is a Director and the Head of Capital Introduction at TD Securities LLC.  Josh joined TD in May 2018 and prior to that was at Goldman, Sachs & Co. for 7 years.  During his time at Goldman, Josh served as a Vice President and Assistant General Counsel for the Prime Services business before moving to the Capital Introduction team in 2015.  Josh began his career at Fried Frank in 2006 where he was an associate in the firm’s Asset Management practice and focused primarily on the structuring and representation of hedge funds and other alternative investment products.  Josh received his undergraduate degree in Finance from The George Washington University and his JD from New York Law School.

, Head of Capital Introduction, TD Securities
Panelists
Michael Golas
Michael Golas
Portfolio Manager, D2X Capital,

Michael Golas is Portfolio Manager, overseeing investment strategy at D2X Capital where he is responsible for overall portfolio risk, asset allocation and strategy research. Prior to founding D2X Michael worked on systematic investment strategies at Point72 Asset Management after progressively senior roles at R.G. Niederhoffer Capital Management, the latest of which was head of Short-Term Directional Strategies. Michael received Honors BMath in Mathematics/Computer Science from the University of Waterloo and studied Mathematical Finance at NYU’s Courant Institute.

, Portfolio Manager, D2X Capital
Michael Kahan
Michael Kahan
Managing Partner, North Peak,

Michael Kahan is a managing partner of North Peak Capital Management, LLC.  Mr. Kahan founded North Peak Capital, LLC to pursue private equity investments, but teamed up with his brother in 2015 to transition the focus of the firm to public equity investing.  Mr. Kahan serves on the Board of Directors of DentalOne Partners, Printronix, and Extend Fertility.  Prior to North Peak, he was a Director at Onex Corporation, a Canadian private equity firm, where he focused on healthcare investments and was involved with investing roughly $500 million of equity capital.  Prior to joining Onex, Mr. Kahan was a management consultant at McKinsey & Company.  He received an M.B.A. from Harvard Business School and a B.A. in Economics, magna cum laude, from Harvard University.

, Managing Partner, North Peak
Rebecca Pacholder
Rebecca Pacholder
Founder and Portfolio Manager, Snowcat Capital Management LP,

Rebecca Pacholder has 20 years of relevant work experience investing in high yield and distressed debt, across many different market cycles. Most recently, she was a Portfolio Manager and Partner at Omega Advisors from May 2012 through 12/31/18, where her annualized, after fees returns were 9.4% . Prior to Omega, from 2010 to 2012, Rebecca was a Senior Analyst at Anchorage Capital Group LLC, a large credit opportunity firm. Previously, from April 2004 to January 2010, she was a Partner at Sandell Asset Management, a multi-strategy firm where she specialized in high yield and distressed debt investments. She has also worked as an equity and merger arbitrage investment professional at other firms prior to Sandell. She began her career as a corporate attorney at Baker Botts LLP in Houston. She received her BA in Politics from Princeton University (1994) and her JD with honors from the University of Texas (1997). She is a CFA charterholder.

, Founder and Portfolio Manager, Snowcat Capital Management LP
Roland Vetter
Roland Vetter
Chief Investment Officer, Praxis,

Mr. Vetter has been Chief Investment Officer and Head of Research at Praxis Partners since 2015. Mr Vetter started his financial career at Morgan Stanley, where he was responsible for Equity Research within the Morgan Stanley Utilities team in London. Mr Vetter subsequently moved to Egerton Capital (a £20bn AUM London based hedge fund today) where he was a partner and analyst responsible for the coverage of Utilities and Infrastructure stocks. Roland reported directly to founder John Armitage. Mr. Vetter subsequently moved to Copia Capital (a $3bn energy hedge fund) where he was once again responsible for coverage of the Utilities and Infrastructure stocks.

Mr. Vetter holds a degree (MSc) in Mechanical Engineering from the University of Stuttgart, and an MBA from IESE Business School in Barcelona.

, Chief Investment Officer, Praxis
Judges
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
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
Ted Seides, CFA
Ted Seides, CFA
Host of Capital Allocators Podcast,

Ted Seides, CFA, is the son of a teacher and a psychiatrist. Perhaps by genetic disposition, he is passionate about sharing his insights and investing in people.

Ted is the Chief Investment Officer of Perch Bay Group, a single-family office whose holdings include two asset management companies, an industrial company, and a multi-asset class portfolio of direct and fund investments. He joined Perch Bay in 2017.

In 2016, Ted formed Hidden Brook Investments, LLC, through which he created the Capital Allocators podcast and serves as an advisor to asset managers BlockTower Capital, Condire Resources, Stansberry Asset Management, and Sunderland Capital Partners.

From 2002 to 2015, Ted was a founder of Protégé Partners LLC and served as President and Co-Chief Investment Officer. Protégé was a leading multi-billion dollar alternative investment firm that invested in established small and select emerging hedge funds on an arms-length and seed basis. Ted built the firm’s investment process and managed the sourcing, research, and due diligence of its portfolios. In 2010, Larry Kochard and Cathleen Ritterheiser profiled Ted in the book Top Hedge Fund Investors: Stories, Strategies, and Advice.

Ted began his career in 1992 under the tutelage of David Swensen at the Yale University Investments Office. During his five years at Yale, Ted focused on external public equity managers and internal fixed-income portfolio management. Following business school, he spent two years investing directly at Stonebridge Partners and J.H. Whitney & Company.

With aspirations to demonstrate the salutary benefits of hedge funds on institutional portfolios to a broad audience, Ted made a non-profitable wager with Warren Buffett that pitted the 10-year performance of the S&P 500 against a selection of five hedge fund of funds from 2008-2017.

Ted is a columnist for Institutional Investor, wrote a blog for the CFA Institute’s Enterprising Investor, and wrote two guest columns for the late Peter L. Bernstein’s Economics and Portfolio Strategy. His first book, So You Want to Start a Hedge Fund: Lessons for Managers and Allocators published in February 2016.

Ted is a Trustee and member of the investment committee at the Wenner-Gren Foundation and is a Decade Rider for Cycle for Survival. He previously served as a Trustee and head of the Programming Committee for the Greenwich Roundtable and as a Board member of Citizen Schools-New York.

Ted holds a BA in economics and political science, Cum Laude, from Yale University and an MBA with first-year honors from Harvard Business School.

, Host of Capital Allocators Podcast
Issac Septon
Issac Septon
Chief Investment Officer, 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.

, Chief Investment Officer, The Observatory
2:30pm – 3:15pm

Panel: Trends in Alternative Investments

Get Insight from prominent investors and learn about their perspective on new investment strategies.

Introductions by
Peter Tarrant
Peter Tarrant
Global Head of Capital Introduction, BTIG,

Peter Tarrant is a Managing Director and Head of Business Development and Capital Introduction at BTIG. Responsible for marketing and sales across the firm’s various divisions, he works to identify potential clients and cultivate new business opportunities. Mr. Tarrant is also a member of BTIG’s Global Operating Committee. He joined the firm in 2002 via BTIG’s predecessor firm Baypoint Trading. Mr. Tarrant has nearly 25 years of industry experience. Previously, he spent seven years at Banc of America Securities (formerly Montgomery Securities), where he held several senior management roles within the Equity Trading division. Mr. Tarrant began his career as an Associate within Private Client and Corporate Services at Montgomery Securities. He earned his BA from the University of Colorado Boulder.

, Global Head of Capital Introduction, BTIG
Panelists
Antonio DeRosa
Antonio DeRosa
Managing Director, Global Head of Advisory, Jefferies,

Antonio is the Global Head of Advisory for Jefferies Wealth Management. Antonio has 20 plus years of experience in the financial services industry.  Prior to Jefferies, Antonio was the Business Head and National Sales Director at Morgan Stanley where he was responsible for day-to-day management of several businesses within The Consulting Group and Capital Markets Division. Prior to Morgan Stanley,  Antonio served in a variety of roles at Goldman, Sachs & Co., Prudential Securities, Inc., and several Asset Management firms. These positions included being Director of Investment Management Consulting Programs, Director of Investment Management Research & Analysis, and Quantitative Portfolio Manager. His responsibilities included program management, product development, manager research and due-diligence, portfolio construction, investment analysis, marketing, sales, and education.  Antonio’s background also includes a Fellowship teaching Mathematics affiliated with Columbia University, The City University of New York/City College – CCNY, as well as Mott Hall with an emphasis in finance, business, and economics. Antonio attended Wharton Business School, Fordham University, Columbia University, CUNY – CCNY, and holds Bachelor degrees in Economics and Accounting, and Master Degrees in Mathematics, Finance, and Education.

, Managing Director, Global Head of Advisory, Jefferies
Brian Goldman
Brian Goldman
Managing Member, Lanx Management,

Mr. Goldman is the managing member, CIO and founder of Lanx. He has spent the past 22 years evaluating and investing in the alternative investment arena, and structuring hedge fund investment portfolios for multiple family office and institutional clients. Prior to founding Lanx, Mr. Goldman served as a partner and managing director at C.E. Unterberg Towbin, where he co-founded the firm’s Alternative Investment Group. He was responsible for conducting due diligence and allocating to hedge funds, private equity and other alternative investment managers on behalf of family offices, high net worth individuals and institutions. Previously, Mr. Goldman held senior investment consulting positions with Schroder Wertheim & Co. and Alex Brown & Sons. Mr. Goldman earned his Bachelor of Science in finance and marketing from Syracuse University. He serves on the board of several philanthropic and community organizations and is on the investment committee of an academic institution.

, Managing Member, Lanx Management
Jon Hansen
Jon Hansen
Managing Director, Cambridge Associates,

Jon Hansen is a Managing Director in the Boston office of Cambridge Associates, where he works with non-profit and family clients on both discretionary and advisory relationships.  Jon oversees total portfolios for which he helps define investment objectives, establish asset allocation guidelines and implement manager exposure.  He also specializes in alternative investments, working with clients to optimize exposure to hedge funds and other differentiated investment structures.  Jon previously worked in Cambridge Associates’ hedge fund research group where he was responsible for sourcing and monitoring managers across alternative investment strategies.  He has written numerous research reports on performance and industry trends, and also is a regular contributor to news articles on the investment landscape.  Prior to Cambridge Associates, Jon worked for Pearson Prentice Hall and the Houghton Mifflin Company.  Jon received his undergraduate degree from Bucknell University and earned his MBA from the Robert H. Smith School of Business, University of Maryland.

, Managing Director, Cambridge Associates
Michael Marcus
Michael Marcus
Partner, Head of Manager Research, Prelude,

Mr. Marcus joined Prelude Capital in 2010. Previously, Mr. Marcus was a Vice President and Senior Analyst in Deutsche Bank Asset Management’s ARS Fund of Funds group. Prior thereto, Mr. Marcus was a Portfolio Manager for Pergament Advisors, a New York based multi-family office. While at Pergament, Mr. Marcus managed both the fund of hedge funds portfolio as well as the firm’s fixed income separately managed accounts. Mr. Marcus began his career at Bear Stearns.

Mr. Marcus earned his BSBA from the John M. Olin School of Business at Washington University in St. Louis and is a CFA Charterholder.

, Partner, Head of Manager Research, Prelude
Moderated by
Peter J. Troob
Peter J. Troob
Founder, Troob Capital Management & Co-founder Context|TCM,

Mr. Troob co-founded Troob Capital Management LLC in 2002.  As Chief Investment Officer, Mr. Troob leads TCM’s opportunistic investment strategy investing across asset classes, capital structures, industries and geographies in both liquid and illiquid investments.  His responsibilities include portfolio construction and management, as well as risk management.  Mr. Troob has extensive experience investing in deep value and distressed situations, as well as  restructurings.  He has significant experience investing in illiquid situations, identifying, evaluating and managing these investments to exit.  Since its founding, Mr. Troob has applied TCM’s investment approach to its various opportunistic strategies.

 

Prior to founding TCM, Mr. Troob was a Principal at Everest Capital where he was focused on distressed securities, capital structure arbitrage and special situations.  Prior to joining Everest Capital, Mr. Troob was a Partner at Contrarian Capital Management LLC, a distressed debt and special situation hedge fund, where he was responsible for all aspects of the investment process with active involvement in driving value-creating events. Mr. Troob was also an associate in corporate finance at Donaldson, Lufkin & Jenrette, a financial analyst at Kidder Peabody and an associate at The Geneva Companies.  Geneva Companies, a Troob family owned business, became the largest small business broker in the country and was sold to Citigroup in 2000.  Mr. Troob also manages his family’s investment partnership, TF Investments.  Mr. Troob is a published author of Monkey Business: Swinging Through the Wall Street Jungle. Mr. Troob received a B.A. and graduated magna cum laude and Phi Beta Kappa from Duke University in 1991, and received an M.B.A. from Harvard Business School in 1995.

, Founder, Troob Capital Management & Co-founder Context|TCM
3:15pm - 3:45pm

Networking Break – Bleau Bar & Luster Gallerie

3:45pm – 4:30pm

Fireside Chat

Keynote
Howard Marks, CFA
Howard Marks, CFA
Co-Chairman, Oaktree Capital,

Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm’s adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions relating to investments and corporate direction. From 1985 until 1995, Mr. Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securities. He was also Chief Investment Officer for Domestic Fixed Income at TCW. Previously, Mr. Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was Vice President and senior portfolio manager in charge of convertible and high yield securities. Between 1969 and 1978, he was an equity research analyst and, subsequently, Citicorp’s Director of Research. Mr. Marks holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in finance and an M.B.A. in accounting and marketing from the Booth School of Business of the University of Chicago, where he received the George Hay Brown Prize. He is a CFA® charterholder. Mr. Marks is a Trustee and Chairman of the Investment Committee at the Metropolitan Museum of Art; Chairman of the Investment Committee and Board of Trustees of the Royal Drawing School; and an Emeritus Trustee of the University of Pennsylvania where from 2000 to 2010 he chaired the Investment Board.

, Co-Chairman, Oaktree Capital
Moderated by
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
4:30pm – 5:15pm

Closing Keynote: Finance, Government & Politics in the Year Ahead

Keynote
Gary Cohn
Gary Cohn
Former National Economic Council Director and former President and COO of Goldman Sachs,

 

Gary D. Cohn is an American business leader, philanthropist 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 began a distinguished career in finance at The Goldman Sachs Group, Inc. in 1990. He held a variety of leadership positions in the firm’s Securities Division in both New York and London, including Global Co-Head of the Equities and Fixed Income, Currency and Commodities Divisions. He served as President and Chief Operating Officer from 2006-2016 and was a member of the firm’s Board of Directors and Chairman of the Firmwide Client and Business Standards Committee.

Additionally, Mr. Cohn served as a Director of the London Metals Exchange and as a member of the Board of Directors and the Executive Committee of the New York Mercantile Exchange and the Commodity Exchange.

Mr. Cohn lives in New York with his wife and three daughters, where he is an active philanthropist and an advisor to technology companies and entrepreneurs who rely on his vast knowledge of Wall Street and Washington to better understand the financial and economic environment. He received his undergraduate degree from American University in 1982.

 

, Former National Economic Council Director and former President and COO of Goldman Sachs
Moderated by
Ron Biscardi
Ron Biscardi
Chief Executive Officer, Context Capital Partners,

Ron Biscardi is the Co-Founder and Chief Executive Officer of Context Capital Partners, an investment alternatives specialist focused on seeding and overseeing funds in hedge fund, liquid alternatives and private equity sectors. At Context, he is responsible for overall firm management, including growth initiatives, strategic partnerships and investment activities. 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 Capital Partners
6:00pm-7:30pm

Cocktails – Ocean Lawn

7:30pm - 9:00pm

Dinner – Ocean Lawn

January 31, 2019

7:00am - 8:00am

Wake-Up Workout – Ocean Lawn

8:00am - 6:00pm

Registration / Information Desk – Luster Gallerie

8:00am - 10:00am

Breakfast – Glimmer 5-7

9:00am - 12:00pm

Morning Sessions of One-On-One Meetings

9:00am - 5:00pm

Coffee All Day

12:00pm - 2:00pm

Lunch – Glimmer 5-7

12:00pm - 6:00pm

Afternoon Sessions of One-On-One Meetings

6:00pm - 7:30pm

Cocktail Reception – Ocean Lawn

7:30pm - 9:00pm

Dinner – Ocean Lawn

9:00pm - 11:00pm

After Hours Cocktails & Entertainment – LIV

February 01, 2019

7:00am - 8:00am

Wake-Up Workout – Ocean Lawn

8:00am - 6:00pm

Registration / Information Desk – Luster Gallerie

8:00am - 10:00am

Breakfast – Glimmer 5-7

9:00am - 12:00pm

Morning Sessions of One-On-One Meetings

9:00am - 5:00pm

All Day Coffee

12:00pm - 2:00pm

Lunch – Glimmer 5-7

12:00pm - 6:00pm

Afternoon Sessions of One-On-One Meetings

3:00pm

Afternoon Break

6:00pm - 8:00pm

Closing Reception – Arkadia Pool

8:00am - 5:15pm

Context Leadership Day presented by Jefferies – Fontaine

8:00am - 6:00pm

Registration / Information Desk – Luster Gallerie

8:00am - 9:00am

Breakfast – Sparkle West

9:00am - 9:10am

Welcome & Program Introduction

Speaker
Kevin Garton
Kevin Garton
President, Context Summits,

 

Kevin Garton is President of Context Summits and a member of Context Capital Partners executive committee. He brings more than 30 years of strategy and executive management expertise to Context having worked across a variety of industries. At Context Summits, he is responsible for the overall leadership of the company, including business strategy, revenue generation, technology, operations and strategic partnerships. He is also responsible for the growth and development of the Context Family Network, a peer-to-peer membership organization for single-family offices.

Kevin has over 30 years of experience having served as Chief Strategy Officer and Chief Operations Officer at Context Summits parent company, Context Capital Partners. Prior to those roles, Kevin was Chief Marketing Officer at Context Asset Management. In addition to his experience at Context, Kevin has held leadership roles in the technology and consumer products industries at F-500 firms as well as start-ups.

Kevin earned a B.A. in Psychology with a Business minor from Washington University in St. Louis, MO, and he holds an M.B.A. from the J.L. Kellogg Graduate School of Management at Northwestern University in Evanston, IL.

, President, Context Summits
9:10am - 9:30am

Opening Remarks & State of the Industry

Speaker
Ron Biscardi
Ron Biscardi
Chief Executive Officer, Context Capital Partners,

Ron Biscardi is the Co-Founder and Chief Executive Officer of Context Capital Partners, an investment alternatives specialist focused on seeding and overseeing funds in hedge fund, liquid alternatives and private equity sectors. At Context, he is responsible for overall firm management, including growth initiatives, strategic partnerships and investment activities. 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 Capital Partners
9:30am - 10:15am

The Importance of Corporate Culture in Driving Investment Success

Keynote
Eileen Murray
Eileen Murray
co-Chief Executive Officer, Bridgewater Associates LP,

Eileen Murray is the Co-CEO of Bridgewater Associates, responsible for overseeing the day-to-day operations of the firm and leading the transition of the firm from a founder-led company to a partnership with Co-CEO David McCormick.  During her tenure at Bridgewater, Eileen has led several key strategic initiatives, including: the conception and execution of the innovative tri-party outsourcing model for all Bridgewater clearance and settlement functions in partnership with BNY Mellon and Northern Trust; oversight of Bridgewater’s long-term real estate needs and fulfillment strategy; the establishment of a new operating model for the firm’s enablement functions, including finance, HR and facilities; as well as  the establishment of the firm’s Diversity and Inclusion Council.

Eileen joined Bridgewater in 2008 before becoming Co-CEO in 2014. Prior to joining Bridgewater, Eileen held senior leadership roles at Morgan Stanley and Credit Suisse during her two decades plus tenure in the financial services industry, including serving on both firm’s management and executive committees. She was also appointed the first female member of Credit Suisse’s executive board.

Eileen launched her professional career at Morgan Stanley in 1984 and held the positions of Controller, Treasurer as well as Chief Operating Officer for the Institutional Securities Group, one of the largest and most successful global sales and trading platforms in the industry. In 2002, she joined Credit Suisse as Head of Global Technology, Operations and Product Control and member of the firm’s management and executive board. She returned to Morgan Stanley in 2005 as Head of Global Technology and Operations. Following her second stint at Morgan Stanley, Eileen served as the President and management committee member of Duff Capital Advisors, before joining Bridgewater.

Eileen is a board member of the Financial Industry Regulatory Authority (FINRA) as well as the Irish Arts Center (An Claidheamh Soluis). She has also served as a board member for the Business Council for International Understanding, the YMCA of Greater New York, the Argonne National Laboratory at the University of Chicago, the Inwood House in Upper Manhattan, Hewlett Packard, the Depository Trust and Clearing Corporation Board (DTCC), OMGEO, Manhattan College and the American Women’s Economic Development (AWED) Corporation.

Over the course of her career, Eileen has received many prestigious recognitions for her industry leadership as well as for her extensive philanthropic work. Most recently she became the first female in Manhattan College’s history to receive the College’s De La Salle Medal of Honor. She also recently received the Women’s Entrepreneurship Day Organization Pioneer Award in Finance at the United Nations. Other notable acknowledgements include: the Lifetime Achievement Award from Markets Media as well as being named one of the 50 Leading Women in the hedge fund industry by The Hedge Fund Journal, one of the 20 Most Powerful Non-Bank Women in Banking by U.S. Banker and one of the 100 Best and Brightest Leaders by Irish America Magazine. She has also been named an Afterschool Champion by the Partnership for After School Education as well as given the Women’s Bond Club Merit Achievement Award, the Legal Momentum’s Aiming High Award, the Urban Stages Humanitarian Award and the YMCA of Greater New York’s Arts and Letters Award for Outstanding Leadership.

Eileen holds a Bachelor of Science degree in accounting and an Honorary Doctoral Degree from Manhattan college.

, co-Chief Executive Officer, Bridgewater Associates LP
Moderated by
Gregg Sommer
Gregg Sommer
Partner, North American Director, Mercer Sentinel Group,

Gregg is a Partner and Director of the Americas for the Mercer Sentinel Group. He joined Mercer’s investment business in 2009.

Gregg began his career at U.S. Trust and over the last 30 years has held several executive positions in the investment industry. He has a comprehensive investment, business, and risk management background and has managed many successful teams focused on risk assessment, due diligence, portfolio management, organizational evaluation, and financial analysis across private and public investment strategies. Gregg served as Chief Financial and Operating Officer of a firm that managed private credit and real estate portfolios and has been a Principal and Portfolio Risk Officer for RCM, a Commodity Trading Advisor. Additionally he was a founding Partner at Global Trading Partners, a trading firm focused on global market relationships. Prior to joining Mercer, Gregg was Executive Vice President for a fund of hedge funds. Gregg chairs the Mercer Sentinel Global Ratings Committee.

Gregg received a BA degree from Emory University and an MBA in Finance from Fordham University’s Graduate School of Business. He also holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CAIA Association.

, Partner, North American Director, Mercer Sentinel Group
10:15am - 11:00am

Global Economics Panel

Leading economists discuss and debate key issues and emerging trends shaping the global economy.

Introductions by
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
Panelists
Chris P. Harvey
Chris P. Harvey
Head of Equity Strategy, Wells Fargo Securities,

Christopher P. Harvey is the Head of Equity Strategy at Wells Fargo Securities.  He is responsible for establishing the firm’s equity market outlook, including the firm’s S&P 500 index price target and earnings forecast as well as sector weightings and recommendations. Chris provides regular market commentary and publishes thematic strategy pieces in partnership with the firm’s sector analysts.  He also collaborates with the firm’s fixed income, FX strategists and macroeconomics teams to develop and market actionable investment strategies for clients.  Chris is a frequent contributor to national media outlets, including CNBC, Bloomberg, Barron’s, the Financial Times, the Wall Street Journal, and Canada’s Business News Network (BNN).

Chris previously served as Director of Disciplined Portfolio Strategies in the firm’s Equity Sales & Trading department.  In addition to writing daily market commentary, Chris assisted top institutional clients develop stock selection and asset allocation models, predict risk regimes and incorporate cross-asset class signals into their decision making processes.

With a career spanning over twenty years, Chris was Head of Investment Strategy at Weeden & Co. and has held strategist roles at State Street, Munich Re/MEAG and other firms before joining Wells Fargo Securities in 2013.  Chris earned his bachelor’s degree from Bucknell University and holds an MBA from New York University’s Stern School of Business.

, Head of Equity Strategy, Wells Fargo Securities
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
David Zervos
David Zervos
Chief Market Strategist, Jefferies,

David Zervos is currently Chief Market Strategist for Jefferies LLC and Chief Investment Officer for the Global Macro Division of Jefferies Investment Advisers, LLC (“JIA”). David joined Jefferies in 2010 after spending 2009 as a visiting advisor at the Board of Governors of the Federal Reserve System in Washington, D.C. Prior to visiting the Federal Reserve, he held a variety of research, sales and trading positions in the private sector, most recently managing global macro portfolios for Brevan Howard and UBS O’Connor. He began his career as an economist at the Federal Reserve Board in the early 1990’s. He received a B.Sc. from Washington University, and an M.A. and Ph.D. in economics from the University of Rochester.

, Chief Market Strategist, Jefferies
Moderated by
Mohamed El-Erian
Mohamed El-Erian
Chief Economic Advisor, Allianz,

 

Mohamed A. El-Erian is Chief Economic Advisor at Allianz, the corporate parent of PIMCO where he formerly served as chief executive and co-chief investment officer. He chaired President Obama’s Global Development Council from 2007 to 2014, is a columnist for Bloomberg View and a contributing editor at the Financial Times.

Dr. El-Erian first joined PIMCO in 1999 and was a senior member of PIMCO’s portfolio management and investment strategy group. He rejoined the company at the end of 2007 after serving for two years as president and CEO of Harvard Management Company, the entity that manages Harvard’s endowment and related accounts. Before coming to PIMCO, Dr. El-Erian was a managing director at Salomon Smith Barney/Citigroup in London and before that, he spent 15 years at the International Monetary Fund in Washington, D.C.

Dr. El-Erian 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). He was named to Foreign Policy’s list of “Top 100 Global Thinkers” for four years in a row. He served from 2014-2017 on the juries for the Financial Times/McKenzie Book of the Year award. His new book The Only Game in Town: Central Banks, Instability and Avoiding the Next Collapse published in 2016, is a New York Times bestseller.

Dr. El-Erian has served on several boards and committees, including the U.S. Treasury Borrowing Advisory Committee, the International Center for Research on Women, the Peterson Institute for International Economics, the IMF’s Committee of Eminent Persons and the New York Fed’ Investor Advisory Committee on Financial Markets. He is currently a board member of the NBER, the Carnegie Endowment for International Peace, New America, and Cambridge in America. Since 2007, he has been chair of Microsoft’s Investment Advisory Board. He holds a master’s degree and doctorate in economics from Oxford University and received his undergraduate degree from Cambridge University. He is an Honorary Fellow of Queens’ College, Cambridge University.

, Chief Economic Advisor, Allianz
11:00am - 11:30am

Networking Break – Bleau Bar & Luster Gallerie

11:30am - 12:15pm

Panel: The Role of Alternative Data & Machine Learning within Fundamental, Quantitative & Quantamental Investing

Panelists
John Avery
John Avery
Head of Advanced Analytics, Fidelity,

John Avery is head of Advanced Data Analytics in the Asset Management division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 26 million individuals, institutions, and financial intermediaries.
In this role, Mr. Avery manages the Advanced Data Analytics team across Asset Management. As head of Advanced Data Analytics, he also works on the Artificial Intelligence and Big Data initiatives across Fidelity.
Prior to assuming his current responsibilities, Mr. Avery managed various funds, including Fidelity Fund, the industrials sub-portfolios only of Fidelity VIP Contrafund Portfolio and Fidelity Balanced Fund, and Fidelity Series All-Sector Equity Fund. Previously, he also managed Fidelity Advisor Balanced Fund, and co-managed the Fidelity Series All-Sector Equity Fund. Mr. Avery also managed both the industrials and materials sub-portfolios of Fidelity VIP Contrafund, Fidelity Advisor Growth and Income Fund, Fidelity Advisor Balanced Fund and Fidelity VIP Balanced Portfolio, Select Banking Portfolio, and Select Chemicals Portfolio. He joined Fidelity as an equity research analyst in 1995.

Before joining Fidelity, Mr. Avery was a domestic equity analyst at Putnam Investments and an investment banking associate at Alex Brown & Sons. He has been in the financial industry since 1986.

Mr. Avery earned his bachelor of arts degree from Harvard University and his master of business administration degree from The Wharton School of the University of Pennsylvania.

, Head of Advanced Analytics, Fidelity
Mike Marrale
Mike Marrale
Chief Executive Officer, M Science,

Michael is the CEO of M Science, leader of the executive team and sits on the company’s board. Prior to M Science, Michael was an Executive Committee Member and Head of Research, Sales & Trading at Investment Technology Group where he led one of the world’s largest and most respected data-driven research teams and was instrumental in the divestiture and sale of its Energy research business to Warburg Pincus for over $120mm in late 2015.  Previously, he has held senior roles at RBC Capital Markets and Lehman Brothers.

, Chief Executive Officer, M Science
Kirk Mckeown
Kirk Mckeown
Managing Director, Head of Proprietary Research, Point 72,

Kirk McKeown is a Managing Director and the Head of Proprietary Research at Point72. A senior member of the Firm’s Market Intelligence group, Mr. McKeown leads the Firm’s teams engaged in acquiring and analyzing data and turning those analyses into products for use by the Firm’s investment professionals. Mr. McKeown comes to this role after creating and building Point72’s proprietary private company research platform and the team that synthesizes the Firm’s data for use by its investment teams.

Prior to joining Point72, Mr. McKeown was a Managing Director at Glenview Capital Management where he built and managed the firm’s proprietary research platform. Before that, Mr. McKeown was an Analyst at Hunter Global Investors, a long/short fund. Earlier in his career, Mr. McKeown was a research analyst at Tudor Ventures, the venture capital arm of Tudor Investment Corporation.

 

Mr. McKeown earned a B.A. from Harvard University, and his M.B.A. from the Sloan School of Management at MIT. He is on the Board of Trustees at the Belmont Hill School.

, Managing Director, Head of Proprietary Research, Point 72
Moderated by
Dan Furstenberg
Dan Furstenberg
Global Head of Hedge Fund Distribution and Head of Data Strategy, Jefferies,

Dan Furstenberg is a Managing Director and has worked at Jefferies for over ten years as the Global Head of Hedge Fund Distribution, creating the Jefferies Global Data Strategy and serving as a member of its Equity Committee.  Dan has advised over one hundred investment managers’ data science teams on their build-out efforts and evaluated over two hundred data vendors.  Dan recently co-authored three pieces of data-centric content including two whitepapers on Data Science and the buy-side and another proprietary data survey. Dan began his career in investment banking, focusing on leveraged finance at Merrill Lynch before joining the tech banking team at Credit Suisse First Boston.

, Global Head of Hedge Fund Distribution and Head of Data Strategy, Jefferies
12:15pm - 1:30pm

Lunch – Sparkle West

1:30pm – 2:30pm

Context Accelerator

Managers battle head-to-head by presenting their funds to a panel of judges.  Winners claim a complimentary Context Summits Membership.

Introductions by
Josh Leonardi
Josh Leonardi
Head of Capital Introduction, TD Securities,

Josh Leonardi is a Director and the Head of Capital Introduction at TD Securities LLC.  Josh joined TD in May 2018 and prior to that was at Goldman, Sachs & Co. for 7 years.  During his time at Goldman, Josh served as a Vice President and Assistant General Counsel for the Prime Services business before moving to the Capital Introduction team in 2015.  Josh began his career at Fried Frank in 2006 where he was an associate in the firm’s Asset Management practice and focused primarily on the structuring and representation of hedge funds and other alternative investment products.  Josh received his undergraduate degree in Finance from The George Washington University and his JD from New York Law School.

, Head of Capital Introduction, TD Securities
Panelists
Michael Golas
Michael Golas
Portfolio Manager, D2X Capital,

Michael Golas is Portfolio Manager, overseeing investment strategy at D2X Capital where he is responsible for overall portfolio risk, asset allocation and strategy research. Prior to founding D2X Michael worked on systematic investment strategies at Point72 Asset Management after progressively senior roles at R.G. Niederhoffer Capital Management, the latest of which was head of Short-Term Directional Strategies. Michael received Honors BMath in Mathematics/Computer Science from the University of Waterloo and studied Mathematical Finance at NYU’s Courant Institute.

, Portfolio Manager, D2X Capital
Michael Kahan
Michael Kahan
Managing Partner, North Peak,

Michael Kahan is a managing partner of North Peak Capital Management, LLC.  Mr. Kahan founded North Peak Capital, LLC to pursue private equity investments, but teamed up with his brother in 2015 to transition the focus of the firm to public equity investing.  Mr. Kahan serves on the Board of Directors of DentalOne Partners, Printronix, and Extend Fertility.  Prior to North Peak, he was a Director at Onex Corporation, a Canadian private equity firm, where he focused on healthcare investments and was involved with investing roughly $500 million of equity capital.  Prior to joining Onex, Mr. Kahan was a management consultant at McKinsey & Company.  He received an M.B.A. from Harvard Business School and a B.A. in Economics, magna cum laude, from Harvard University.

, Managing Partner, North Peak
Rebecca Pacholder
Rebecca Pacholder
Founder and Portfolio Manager, Snowcat Capital Management LP,

Rebecca Pacholder has 20 years of relevant work experience investing in high yield and distressed debt, across many different market cycles. Most recently, she was a Portfolio Manager and Partner at Omega Advisors from May 2012 through 12/31/18, where her annualized, after fees returns were 9.4% . Prior to Omega, from 2010 to 2012, Rebecca was a Senior Analyst at Anchorage Capital Group LLC, a large credit opportunity firm. Previously, from April 2004 to January 2010, she was a Partner at Sandell Asset Management, a multi-strategy firm where she specialized in high yield and distressed debt investments. She has also worked as an equity and merger arbitrage investment professional at other firms prior to Sandell. She began her career as a corporate attorney at Baker Botts LLP in Houston. She received her BA in Politics from Princeton University (1994) and her JD with honors from the University of Texas (1997). She is a CFA charterholder.

, Founder and Portfolio Manager, Snowcat Capital Management LP
Roland Vetter
Roland Vetter
Chief Investment Officer, Praxis,

Mr. Vetter has been Chief Investment Officer and Head of Research at Praxis Partners since 2015. Mr Vetter started his financial career at Morgan Stanley, where he was responsible for Equity Research within the Morgan Stanley Utilities team in London. Mr Vetter subsequently moved to Egerton Capital (a £20bn AUM London based hedge fund today) where he was a partner and analyst responsible for the coverage of Utilities and Infrastructure stocks. Roland reported directly to founder John Armitage. Mr. Vetter subsequently moved to Copia Capital (a $3bn energy hedge fund) where he was once again responsible for coverage of the Utilities and Infrastructure stocks.

Mr. Vetter holds a degree (MSc) in Mechanical Engineering from the University of Stuttgart, and an MBA from IESE Business School in Barcelona.

, Chief Investment Officer, Praxis
Judges
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
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
Ted Seides, CFA
Ted Seides, CFA
Host of Capital Allocators Podcast,

Ted Seides, CFA, is the son of a teacher and a psychiatrist. Perhaps by genetic disposition, he is passionate about sharing his insights and investing in people.

Ted is the Chief Investment Officer of Perch Bay Group, a single-family office whose holdings include two asset management companies, an industrial company, and a multi-asset class portfolio of direct and fund investments. He joined Perch Bay in 2017.

In 2016, Ted formed Hidden Brook Investments, LLC, through which he created the Capital Allocators podcast and serves as an advisor to asset managers BlockTower Capital, Condire Resources, Stansberry Asset Management, and Sunderland Capital Partners.

From 2002 to 2015, Ted was a founder of Protégé Partners LLC and served as President and Co-Chief Investment Officer. Protégé was a leading multi-billion dollar alternative investment firm that invested in established small and select emerging hedge funds on an arms-length and seed basis. Ted built the firm’s investment process and managed the sourcing, research, and due diligence of its portfolios. In 2010, Larry Kochard and Cathleen Ritterheiser profiled Ted in the book Top Hedge Fund Investors: Stories, Strategies, and Advice.

Ted began his career in 1992 under the tutelage of David Swensen at the Yale University Investments Office. During his five years at Yale, Ted focused on external public equity managers and internal fixed-income portfolio management. Following business school, he spent two years investing directly at Stonebridge Partners and J.H. Whitney & Company.

With aspirations to demonstrate the salutary benefits of hedge funds on institutional portfolios to a broad audience, Ted made a non-profitable wager with Warren Buffett that pitted the 10-year performance of the S&P 500 against a selection of five hedge fund of funds from 2008-2017.

Ted is a columnist for Institutional Investor, wrote a blog for the CFA Institute’s Enterprising Investor, and wrote two guest columns for the late Peter L. Bernstein’s Economics and Portfolio Strategy. His first book, So You Want to Start a Hedge Fund: Lessons for Managers and Allocators published in February 2016.

Ted is a Trustee and member of the investment committee at the Wenner-Gren Foundation and is a Decade Rider for Cycle for Survival. He previously served as a Trustee and head of the Programming Committee for the Greenwich Roundtable and as a Board member of Citizen Schools-New York.

Ted holds a BA in economics and political science, Cum Laude, from Yale University and an MBA with first-year honors from Harvard Business School.

, Host of Capital Allocators Podcast
Issac Septon
Issac Septon
Chief Investment Officer, 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.

, Chief Investment Officer, The Observatory
2:30pm – 3:15pm

Panel: Trends in Alternative Investments

Get Insight from prominent investors and learn about their perspective on new investment strategies.

Introductions by
Peter Tarrant
Peter Tarrant
Global Head of Capital Introduction, BTIG,

Peter Tarrant is a Managing Director and Head of Business Development and Capital Introduction at BTIG. Responsible for marketing and sales across the firm’s various divisions, he works to identify potential clients and cultivate new business opportunities. Mr. Tarrant is also a member of BTIG’s Global Operating Committee. He joined the firm in 2002 via BTIG’s predecessor firm Baypoint Trading. Mr. Tarrant has nearly 25 years of industry experience. Previously, he spent seven years at Banc of America Securities (formerly Montgomery Securities), where he held several senior management roles within the Equity Trading division. Mr. Tarrant began his career as an Associate within Private Client and Corporate Services at Montgomery Securities. He earned his BA from the University of Colorado Boulder.

, Global Head of Capital Introduction, BTIG
Panelists
Antonio DeRosa
Antonio DeRosa
Managing Director, Global Head of Advisory, Jefferies,

Antonio is the Global Head of Advisory for Jefferies Wealth Management. Antonio has 20 plus years of experience in the financial services industry.  Prior to Jefferies, Antonio was the Business Head and National Sales Director at Morgan Stanley where he was responsible for day-to-day management of several businesses within The Consulting Group and Capital Markets Division. Prior to Morgan Stanley,  Antonio served in a variety of roles at Goldman, Sachs & Co., Prudential Securities, Inc., and several Asset Management firms. These positions included being Director of Investment Management Consulting Programs, Director of Investment Management Research & Analysis, and Quantitative Portfolio Manager. His responsibilities included program management, product development, manager research and due-diligence, portfolio construction, investment analysis, marketing, sales, and education.  Antonio’s background also includes a Fellowship teaching Mathematics affiliated with Columbia University, The City University of New York/City College – CCNY, as well as Mott Hall with an emphasis in finance, business, and economics. Antonio attended Wharton Business School, Fordham University, Columbia University, CUNY – CCNY, and holds Bachelor degrees in Economics and Accounting, and Master Degrees in Mathematics, Finance, and Education.

, Managing Director, Global Head of Advisory, Jefferies
Brian Goldman
Brian Goldman
Managing Member, Lanx Management,

Mr. Goldman is the managing member, CIO and founder of Lanx. He has spent the past 22 years evaluating and investing in the alternative investment arena, and structuring hedge fund investment portfolios for multiple family office and institutional clients. Prior to founding Lanx, Mr. Goldman served as a partner and managing director at C.E. Unterberg Towbin, where he co-founded the firm’s Alternative Investment Group. He was responsible for conducting due diligence and allocating to hedge funds, private equity and other alternative investment managers on behalf of family offices, high net worth individuals and institutions. Previously, Mr. Goldman held senior investment consulting positions with Schroder Wertheim & Co. and Alex Brown & Sons. Mr. Goldman earned his Bachelor of Science in finance and marketing from Syracuse University. He serves on the board of several philanthropic and community organizations and is on the investment committee of an academic institution.

, Managing Member, Lanx Management
Jon Hansen
Jon Hansen
Managing Director, Cambridge Associates,

Jon Hansen is a Managing Director in the Boston office of Cambridge Associates, where he works with non-profit and family clients on both discretionary and advisory relationships.  Jon oversees total portfolios for which he helps define investment objectives, establish asset allocation guidelines and implement manager exposure.  He also specializes in alternative investments, working with clients to optimize exposure to hedge funds and other differentiated investment structures.  Jon previously worked in Cambridge Associates’ hedge fund research group where he was responsible for sourcing and monitoring managers across alternative investment strategies.  He has written numerous research reports on performance and industry trends, and also is a regular contributor to news articles on the investment landscape.  Prior to Cambridge Associates, Jon worked for Pearson Prentice Hall and the Houghton Mifflin Company.  Jon received his undergraduate degree from Bucknell University and earned his MBA from the Robert H. Smith School of Business, University of Maryland.

, Managing Director, Cambridge Associates
Michael Marcus
Michael Marcus
Partner, Head of Manager Research, Prelude,

Mr. Marcus joined Prelude Capital in 2010. Previously, Mr. Marcus was a Vice President and Senior Analyst in Deutsche Bank Asset Management’s ARS Fund of Funds group. Prior thereto, Mr. Marcus was a Portfolio Manager for Pergament Advisors, a New York based multi-family office. While at Pergament, Mr. Marcus managed both the fund of hedge funds portfolio as well as the firm’s fixed income separately managed accounts. Mr. Marcus began his career at Bear Stearns.

Mr. Marcus earned his BSBA from the John M. Olin School of Business at Washington University in St. Louis and is a CFA Charterholder.

, Partner, Head of Manager Research, Prelude
Moderated by
Peter J. Troob
Peter J. Troob
Founder, Troob Capital Management & Co-founder Context|TCM,

Mr. Troob co-founded Troob Capital Management LLC in 2002.  As Chief Investment Officer, Mr. Troob leads TCM’s opportunistic investment strategy investing across asset classes, capital structures, industries and geographies in both liquid and illiquid investments.  His responsibilities include portfolio construction and management, as well as risk management.  Mr. Troob has extensive experience investing in deep value and distressed situations, as well as  restructurings.  He has significant experience investing in illiquid situations, identifying, evaluating and managing these investments to exit.  Since its founding, Mr. Troob has applied TCM’s investment approach to its various opportunistic strategies.

 

Prior to founding TCM, Mr. Troob was a Principal at Everest Capital where he was focused on distressed securities, capital structure arbitrage and special situations.  Prior to joining Everest Capital, Mr. Troob was a Partner at Contrarian Capital Management LLC, a distressed debt and special situation hedge fund, where he was responsible for all aspects of the investment process with active involvement in driving value-creating events. Mr. Troob was also an associate in corporate finance at Donaldson, Lufkin & Jenrette, a financial analyst at Kidder Peabody and an associate at The Geneva Companies.  Geneva Companies, a Troob family owned business, became the largest small business broker in the country and was sold to Citigroup in 2000.  Mr. Troob also manages his family’s investment partnership, TF Investments.  Mr. Troob is a published author of Monkey Business: Swinging Through the Wall Street Jungle. Mr. Troob received a B.A. and graduated magna cum laude and Phi Beta Kappa from Duke University in 1991, and received an M.B.A. from Harvard Business School in 1995.

, Founder, Troob Capital Management & Co-founder Context|TCM
3:15pm - 3:45pm

Networking Break – Bleau Bar & Luster Gallerie

3:45pm – 4:30pm

Fireside Chat

Keynote
Howard Marks, CFA
Howard Marks, CFA
Co-Chairman, Oaktree Capital,

Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm’s adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions relating to investments and corporate direction. From 1985 until 1995, Mr. Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securities. He was also Chief Investment Officer for Domestic Fixed Income at TCW. Previously, Mr. Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was Vice President and senior portfolio manager in charge of convertible and high yield securities. Between 1969 and 1978, he was an equity research analyst and, subsequently, Citicorp’s Director of Research. Mr. Marks holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in finance and an M.B.A. in accounting and marketing from the Booth School of Business of the University of Chicago, where he received the George Hay Brown Prize. He is a CFA® charterholder. Mr. Marks is a Trustee and Chairman of the Investment Committee at the Metropolitan Museum of Art; Chairman of the Investment Committee and Board of Trustees of the Royal Drawing School; and an Emeritus Trustee of the University of Pennsylvania where from 2000 to 2010 he chaired the Investment Board.

, Co-Chairman, Oaktree Capital
Moderated by
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
4:30pm – 5:15pm

Closing Keynote: Finance, Government & Politics in the Year Ahead

Keynote
Gary Cohn
Gary Cohn
Former National Economic Council Director and former President and COO of Goldman Sachs,

 

Gary D. Cohn is an American business leader, philanthropist 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 began a distinguished career in finance at The Goldman Sachs Group, Inc. in 1990. He held a variety of leadership positions in the firm’s Securities Division in both New York and London, including Global Co-Head of the Equities and Fixed Income, Currency and Commodities Divisions. He served as President and Chief Operating Officer from 2006-2016 and was a member of the firm’s Board of Directors and Chairman of the Firmwide Client and Business Standards Committee.

Additionally, Mr. Cohn served as a Director of the London Metals Exchange and as a member of the Board of Directors and the Executive Committee of the New York Mercantile Exchange and the Commodity Exchange.

Mr. Cohn lives in New York with his wife and three daughters, where he is an active philanthropist and an advisor to technology companies and entrepreneurs who rely on his vast knowledge of Wall Street and Washington to better understand the financial and economic environment. He received his undergraduate degree from American University in 1982.

 

, Former National Economic Council Director and former President and COO of Goldman Sachs
Moderated by
Ron Biscardi
Ron Biscardi
Chief Executive Officer, Context Capital Partners,

Ron Biscardi is the Co-Founder and Chief Executive Officer of Context Capital Partners, an investment alternatives specialist focused on seeding and overseeing funds in hedge fund, liquid alternatives and private equity sectors. At Context, he is responsible for overall firm management, including growth initiatives, strategic partnerships and investment activities. 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 Capital Partners
6:00pm-7:30pm

Cocktails – Ocean Lawn

7:30pm - 9:00pm

Dinner – Ocean Lawn

7:00am - 8:00am

Wake-Up Workout – Ocean Lawn

8:00am - 6:00pm

Registration / Information Desk – Luster Gallerie

8:00am - 10:00am

Breakfast – Glimmer 5-7

9:00am - 12:00pm

Morning Sessions of One-On-One Meetings

9:00am - 5:00pm

Coffee All Day

12:00pm - 2:00pm

Lunch – Glimmer 5-7

12:00pm - 6:00pm

Afternoon Sessions of One-On-One Meetings

6:00pm - 7:30pm

Cocktail Reception – Ocean Lawn

7:30pm - 9:00pm

Dinner – Ocean Lawn

9:00pm - 11:00pm

After Hours Cocktails & Entertainment – LIV

7:00am - 8:00am

Wake-Up Workout – Ocean Lawn

8:00am - 6:00pm

Registration / Information Desk – Luster Gallerie

8:00am - 10:00am

Breakfast – Glimmer 5-7

9:00am - 12:00pm

Morning Sessions of One-On-One Meetings

9:00am - 5:00pm

All Day Coffee

12:00pm - 2:00pm

Lunch – Glimmer 5-7

12:00pm - 6:00pm

Afternoon Sessions of One-On-One Meetings

3:00pm

Afternoon Break

6:00pm - 8:00pm

Closing Reception – Arkadia Pool

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