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Jeffrey Pavlik CEO & CIO Pavlik Capital Management
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Over the last seventeen years, Jeffrey Pavlik has held financial management positions at both large and small business organizations. His broad experience includes equity and interest rate trading, portfolio and risk management, accounting, finance and the development of sophisticated financial systems and strategies to maximize returns and minimize risk.
Prior to founding Pavlik Capital Management LLC, Mr. Pavlik held positions as CFO at Elysian Worldwide, Portfolio Manager/Trader at Peak6 Investments, Specialist/Lead Market Maker for Knight Financial, Vice President Interest Rate Trading at Bank of America and Trader at Swiss Bank/O'Connor & Associates.
Mr. Pavlik has an MBA from the University of Chicago with concentrations in Entrepreneurship and Finance and a BA in Economics from Northwestern University.
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Dr Preston Keat Practice Head Europe & Eurasia Eurasia Group
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Preston Keat is a Director of Research and head of the Europe & Eurasia Practice Group at Eurasia Group. He holds a PhD in Political Science from UCLA, an MSc from the London School of Economics, and a BA from the College of William and Mary.
Preston is an emerging Europe and EU analyst, and he also played a key role in the development of the Deutsche Bank Eurasia Group Stability Index methodology, a cutting edge tool for global market risk analysis.
He previously worked for the German Marshall Fund of the US in Washington DC, where he worked on the Fund's programs for political and economic development in Poland, Hungary, the Czech Republic, Slovakia, Romania, Bulgaria, and Albania. Preston has spent several years living in the region, most recently as a Fulbright Scholar in Poland. Preston has conducted extensive field research in Poland, Hungary, the Czech Republic, Turkey, Russia, and Slovakia. His academic research focuses on the process of economic reform and enterprise restructuring, and he has profiled numerous firms in a range of industrial sectors, including automobiles, chemicals, coal, food processing, shipbuilding, steel, and textiles. He has presented papers at numerous venues, including the Annual Meetings of American Political Science Association, the Wharton School, and US government agencies. Preston also teaches courses in political risk assessment and management as a visiting professor at Columbia University (SIPA).
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Rishi Narang Founding Principal Telesis Capital
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Rishi K Narang is Founding Principal of Telesis Capital LLC in Los Angeles, California. He has been involved in portfolio management in the hedge fund industry for over 10 years. Mr. Narang started his career at Citibank Alternative Investment Services in 1996 as Investment Strategist for their flagship Legion Strategies fund of funds. In 1999, he co-founded Tradeworx, a quantitative hedge fund manager. In 2002, he returned to the fund of funds industry as Managing Director and Co-Portfolio Manager of the Santa Barbara Market Neutral Fund. He launched Telesis Capital at the beginning of 2005 to manage multi-manager portfolios for selected clients. Telesis Capital manages $230 million for clients and employs five professionals. Mr. Narang received a Bachelor's degree in Economics from the University of California at Berkeley.
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Bill Marcus Head of Sales Americas Newedge
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Bill Marcus, a 25-year futures industry veteran, uses his experience in leading business development and coordination among Newedge's global offices and several of its parent banking groups. Bill also manages of a variety of global client-related initiatives. Bill joined Calyon Financial in 2000. He served as Institutional Client Manger and was promoted to Sales Manager of Chicago in 2003. In 2004 Bill was given the additional title Head of Business Development, North America. With the 2008 launch of Newedge, Bill was promoted to Head of Sales, Americas. Prior to Calyon Financial, Bill worked at several top tier futures firms in senior level sales positions.
In addition to his work with Newedge, Bill is a member of the Gene Siskel Film Center of the School of the Art Institute of Chicago Board of Advisors, the Milken Institute California Center Advisory Council and EcoPower Board of Advisors.
Newedge Group is a leading global brokerage specializing in meeting the needs of institutional clients. The firm is among the largest in both trading volume and client assets on deposit on the world?s top financial and commodity exchanges.
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Jay R. Feuerstein Chief Investment Officer 2100 Xenon
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Jay R. Feuerstein is the Chief Investment Officer of 2100 Xenon. He is responsible for managing the futures portfolio and directing futures research. He is also the general manager of 2100 Xenon. Prior to founding Xenon, he was a Managing Director and Principal at Bear Stearns & Co. Inc. Prior to Bear Stearns, he served as Senior Vice President for Paine Webber Kidder Peabody and Director of Global Futures Sales and Marketing for Fixed Income, Kidder Peabody. Mr. Feuerstein has published works in The Journal of Futures Markets, Corporate Finance Review, The Family Office Exchange and the MFA Reporter. In addition, he is a frequent industry speaker at events sponsored by such institutions as The Chicago Board of Trade and The University of Chicago. Mr. Feuerstein earned his MBA in finance from the University of Chicago in 1980, and his BS from the University of Illinois at Urbana in 1977. He has 27 years of industry experience.
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Marc Malek Managing Partner Conquest Capital Group
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Mr. Malek started his career in 1992 at Salomon Brothers in New York as a financial analyst in the Financial Strategy Group. From Salomon, he was hired in 1993 to KB Currency Advisors ("KB"), a $400 million hedge fund and financial advisory firm. For the next two years,Mr. Malek traded currency options, worked on developing proprietary trend following trading systems, and dealt with currency overlay customers. Mr. Malek joined UBS in 1995, where he held various senior level positions within the foreign exchange department at UBS in New York, London, and Tokyo. He was the worldwide head of the Exotic FX Derivatives Group, and by the time he left the bank in 1998, he held the post of Executive Director in charge of FX Proprietary Trading in Europe. Mr. Malek was a principal in Avalon Asset Management, which ran The Enterprise Fund and the Falcon Fund of Funds commencing in 1999.Mr. Malek graduated with Honors from the California Institute of Technology ("Caltech") with a Bachelor of Science in Engineering and Applied Science,and holds a Bachelor of Arts in Mathematics from Reed College. While at Caltech, Marc did extensive research on Neural Networks and Decision Support Systems, and was awarded a grant from the Pentagon through the Caltech Summer Undergraduate Research Fellowship to conduct research on computer based decision systems that produced published results.
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Charles Dumas Chief Economist Lombard Street Research
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Charles Dumas has extensive experience as a business economist and financial markets professional. In the 1980s he was Head of Research for JP Morgan in London. In the mid-to-late 1970s he was Director of European Economics for General Motors. Before that he worked on tax reform for the Conservative Party and the UK Government. He was a Managing Director in JP Morgan's New York M&A department from 1988 to 1992 and has worked in its capital markets group in New York and London. Charles's work covers all international economies and his particular focus is the US and China. He has recently published his first book, The Bill from the China Shop, which Martin Wolf of the Financial Times comments on “In 2005 incoming Fed Chairman Ben Bernanke argued that a global saving glut is causing the huge US current account deficits. Charles Dumas recognised this truth long before him. - Martin Wolf, Financial Times, January 2006.
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Robert Doherty Managing Partner Doherty Advisors
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Robert W. Doherty is the Managing Partner and CIO of Doherty Advisors, LLC which manages KBD Capital Partners, L.P. (KBD offers a relative value volatility strategy). Prior to forming Doherty Advisors in May of 2003, Mr. Doherty served from 1998 to 2002 as Executive Director of Debt Capital Markets for CIBC World Markets. At CIBC, Mr. Doherty was responsible for proprietary trading and utilized various market neutral and relative value trading strategies. Before joining CIBC in 1998, Mr. Doherty served three years as Managing Director with Fuji Securities, a division of Fuji Bank, where he was responsible for proprietary trading in the government bond department. Prior to that, Mr. Doherty was employed at Kidder, Peabody & Co., where he served from 1993 to 1995 as Senior Vice President in charge of the intermediate sector of the yield curve. From 1988 to 1993 at Printon, Kane Group Mr. Doherty advanced from the training program to a yield curve arbitrage/relative value trader. Trading included butterfly/barbell strategies, basis trading and eventually option volatility strategies. Mr. Doherty earned a Bachelor of Science Degree in Finance from Boston College in 1988. He holds Series 3, 7 and 63 licenses.
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Rod McKnew Newedge
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Rod McKnew began his financial career at the legacy Bank of America headquartered in San Francisco from 1973 to 1997 and has been involved in the derivatives industry ever since. In his current position, Rod provides economic analysis and commentary to Newedge's advisory desk in Chicago. Rod holds a doctorate in economics from Virginia Tech.
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Paul Britton CEO Capstone Investment Advisors
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Paul has been CEO of Capstone since 2004. He offers an exceptional track record in trading and a stunning talent for business development. Straight out of university, Paul joined Saratoga, a London-based trading firm. Within just a few years, he opened their Dutch office. Quickly thereafter, Paul was involved in the purchase of the company, renamed it, and headed off to New York to start up US operations for this new incarnation, called Mako. After working for several years as chief of the US division, Paul sensed a need for a new business model, one that truly integrated traders with financial engineers and strategists to work together in harmonic unison. He followed his ideas to found Capstone.
Further info
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James White Managing Partner Excelsior Capital Mgt.
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James A. White, Jr. is a Managing Director of Excelsior Capital Management, LLC, which he joined in 2000 to launch the Excelsior group of funds. Prior to this and during the initial start up phase, Mr. White conducted proprietary trading operations utilizing various trading strategies such as spread trading, index arbitrage and volatility plays in S&P 500 options for Futrex Trading, LLC. From 1992 to 1997, Mr. White served with Klee Research and Trading and was responsible for overseeing market making in S&P 500 options and soybean options. During his tenure at Klee, Mr. White also carried out proprietary trading using various speculative trading strategies such as grain spread trading and volatility plays in S&P 500 options. From 1990 to 1992, Mr. White served with Futrex Trading LLC, primarily as a market maker in S&P 500 options. Prior to that, Mr. White fulfilled an active duty obligation to the United States Air Force as a fighter pilot flying the F-16 Fighting Falcon. Until 1995, Mr. White maintained a combat ready fighter pilot status in the reserves. Mr. White graduated from Washington & Lee University with a Bachelor of Science in Business Administration degree and from the University of Chicago with a Master in Business Administration degree.
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Carrie A. McCabe CEO and Founder Lasair Capital LLC
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Carrie A. McCabe has 25 years of experience in capital markets and asset management, with a particular expertise in hedged strategies.
Ms. McCabe founded Lasair Capital, an alpha completion firm specializing in hedged investment strategies, in January 2008 with a Fortune 10 strategic partner. Lasair Capital is a registered investment advisor located in New York City.
Previously, through her strategic advisory firm, McCabe Advisors, she has counseled clients with hedge fund mandates exceeding $30 billion including the world’s largest pension plans, Fortune 100 corporations, top tier hedge funds, and leading global financial institutions.
Prior, she was President and CEO of FRM Americas, Financial Risk Management’s $13 billion family of hedge fund of funds, and served as a member of FRM's Global Advisory Committee and Investment Committees. Previously Ms. McCabe was President and Chief Executive Officer of Blackstone Alternative Asset Management where she built multi-manager hedge fund investing into a core business of the firm. Ms. McCabe had overall management responsibility for both investment and client aspects of the business.
Ms. McCabe began her career at Bear Stearns, where she was elected Managing Director at the age of 30. She then joined Hong Kong and Shanghai Banking Corporation (HSBC) as Senior Vice President and Manager of Capital Markets, managing a $25 billion balance sheet and directing sales and trading with products consisting of swaps, options, foreign exchange, foreign bonds, and other derivatives. Subsequently, she founded and served as President of Midland Investment Management, the institutional money management affiliation of HSBC in the Americas. She then served as Principal at Mariner Investment Group, where she created new company ventures in the alternative asset area.
Ms. McCabe graduated from Stanford University and received an MBA from Harvard Business School.
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