February 9, 2012

 

 

Please join us on Thursday February 9, 2012 in Beverly Hills for an insightful evening about risk, both market and operational. Howard Marks, chairman and co-founder of Oaktree Capital Management, will deliver a keynote focused on how controlling risk underpins his highly successful investment approach. Lisa Corvese of PerTrac will then moderate a panel of experts from PAAMCO, Lido Advisors, Alphametrix and Ambrose to discuss the New Standards of Operational Due Diligence and what hedge funds must do to meet those standards in 2012. A question and answer session will be followed by cocktails, hors d'ouevres and networking.

This HFA West Coast Chapter Symposium, Market & Operational Risks in 2012, is complimentary for all HFA members and Investors. Managers who are not HFA members can register for $35/per person. Non-Member Service Providers may register for $100/per person. Please select a link below and RSVP now.

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KEYNOTE

Howard Marks, CFA, CIC

Chairman of Oaktree Capital Management

 

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 managing the firm. 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 Graduate School of Business of the University of Chicago, where he received the George Hay Brown Prize. He is a CFA® charterholder and a Chartered Investment Counselor.

 

PANELISTS

 

Greg Kushner

Lido Consulting

 

Greg founded Lido Advisors, Inc. in 1999, after 25 years of providing personal and financial consulting services to high net worth individuals and family investment offices. In addition, in 1995 Greg also founded Lido Consulting, Inc. to provide resources and consulting services for family offices and founded the Southern California Family Office Directors Association. Greg has expertise in areas of financial planning, money management and income tax and estate planning. He is a licensed Certified Public Accountant (inactive) and holds the Series 7 General Securities License and Series 24 Securities Principal. Prior to founding Lido, Greg held various positions including at a "Big Four" accounting firm where he helped create the Firm's first personal financial planning group, and served as Chief Financial Officer of a private family investment office in Beverly Hills, California. Greg graduated with honors with a Bachelor of Science degree in Business Administration from the University of Southern California in January 1978.

 

Ranjan Bhaduri
AlphaMetrix

 

Ranjan Bhaduri, PhD CFA CAIA MMath MBA, is Chief Research Officer and Global Head of Research at AlphaMetrix Alternative Investment Advisors. Prior to joining AlphaMetrix, he was a Vice President and on an Investment Committee at Morgan Stanley where he conducted due diligence and helped design customized portfolios of Alternatives. Earlier, he was at a Canadian Fund of Funds, and at a multi-billion dollar capital management firm where he was involved in all aspects of its fund of hedge funds and structured finance business. He has also worked with two major Canadian investment banks in the Financial Strategy Consulting Group and in Global Risk Management & Control, respectively. Dr. Bhaduri has held advisory roles at the East-West Center, a leading think tank on the Asia-Pacific region. He has also taught finance and mathematics at several universities and lectured on Derivatives for the Montreal Exchange. He is a member of the American Mathematical Society, the Mathematical Association of America, the Toronto CFA Society, and the Global Association of Risk Professionals (GARP). Dr. Bhaduri serves as a member of the All About Alpha Editorial Board and the CAIA Chicago Chapter Committee.

Kevin Williams

Pacific Alternative Asset Management Company (PAAMCO)

 

Kevin Williams, MBA, CFA is a Managing Director and the Head of Investment Operations, responsible for operational due diligence, legal and regulatory review, fund accounting and administration and PAAMCO's managed account platform. In addition, Kevin has certain institutional account management responsibilities and serves on the board of several PAAMCO funds. He is also a member of the firm's Investment Oversight and Account Management Committees. In the past, Kevin has served on the Strategy Allocation Committee and has been a Co-Portfolio Manager of the Commingled Funds as well as the firm's Chief Compliance Officer. He also helped start the London office and led the effort to launch PAAMCO's managed account platform while conducting research on hedge funds globally. Prior to joining PAAMCO in 2001, Kevin was an auditor for McGladrey & Pullen and later a controller as well. He graduated from the University of California, Los Angeles with a BA in Economics and received his MBA with a concentration in Investment Finance from the Marshall School of Business at the University of Southern California. Kevin is a CFA charterholder and a CPA (currently non-practicing/inactive) and has eleven years of experience in the financial services sector.

John Iolillo

Co-CEO and Co-Founder of Ambrose, LLC

 

John Iolillo is the recipient of the Ernst & Young Entrepreneur of the Year® award for New York City in 2001. John currently serves as a member of the board of directors for the Employer Services Assurance Corporation and Streetwise Partners, Inc. Prior to Ambrose, John practiced tax law with Proskauer Rose in New York City. John holds two law degrees – a Master of Laws in Taxation from New York University School of Law and a Juris Doctorate, cum laude, from Southwestern University School of Law in Los Angeles. He received a Bachelor of Arts in Economics from the University of California at San Diego.

MODERATOR

 

Lisa Corvese

PerTrac

 

Lisa Corvese joined PerTrac in March 2011 and leads global business strategy for the company. Most recently Lisa served as Head of Global Client Relationship Management for GlobeOp Financial Services, a leading, independent financial technology specialist providing middle back office and fund administration services including risk reporting. Lisa previously served as a Strategic Advisor to InfoExchange, a financial technology firm and spent six years at Standard & Poor’s, first as Managing Director of Standard & Poor’s Investment Services Data Operations and Strategy group and then as Managing Director of Global Client Service and Sales. Lisa has built profitable businesses in electronic brokerage, wealth management, and financial services and was involved in the following ventures: Reality Technologies sold to Reuters in 1994; GivingCapital, sold to Kintera in 2002; and Restricted Stock Systems, sold to Computershare in 2007.

HFA is not responsible for travel costs in the case of an event cancellation.

 

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