Canada Alpha-Generation Symposium 2025 - Agenda
April 22, 2025
Conference
Shangri-La Toronto
Toronto
Register
Tuesday, April 22, 2025
8:00 am - 9:15 am
Registration
9:15 am - 9:20 am
Opening Remarks
Speaker
Sebastian Mailleux
,
Global Co-Head of Prime
,
Citi
9:20 am – 10:00 am
Global Macro Outlook
Speakers
Tom Hunniwood
,
Partner, Senior Portfolio Strategist
,
Broad Reach
Tom Hunniwood joined Broad Reach in 2017. In addition to portfolio duties, he serves as Broad Reach’s ESG officer. Previously, he was a portfolio manager at Balyasny Asset Management, where he managed a discretionary macro portfolio across FX, rates, equity, and credit markets. Prior to that, he was a trade analyst at Brevan Howard Asset Management. Tom holds a BA in Modern History and Politics from the University of Oxford.
Robert Lynch
,
Portfolio Manager
,
Pharo
Robert Lynch, Portfolio Manager, manages a discretionary pool of capital and also managers Pharo’s Portfolio Manager Program, an in-house talent development program for newer portfolio managers. Prior to joining Pharo’s New York office, Rob spent over sixteen years at Credit Suisse, where he began his career as an EM local rates and FX trader and ultimately held the title of Managing Director and Head of Emerging Markets Trading. Rob played an integral role in supervising traders across LATAM and CEEMEA local markets, in addition to credit derivatives and sovereign and corporate external debt. Rob holds a B.A. in Economics with a minor in International Studies from Wake Forest University.
Bruno Serra
,
Portfolio Manager
,
Itau Asset Management
Bruno Serra Fernandes joined the Itaú Asset Management team in 2023 as the lead Portfolio Manager of the “Itaú Janeiro” fund. He holds a Masters’ Degree in Economics from the University of São Paulo (USP) and began his career as a Trader at Bank Boston, which was incorporated by Itaú in 2006. From 2014 until late 2018, he led the fixed income trading desk for Itaú BBA’s treasury desk. In 2019, Bruno assumed the role of deputy governor for monetary policy at the Brazilian Central Bank, a position he held for four years. After completing his term in 2023, Bruno returned to Itaú as a Portfolio Manager for Itaú Asset Management.
Moderated by
Raj Kohli
,
Director, Credit and Multi Asset Strategies Lead, Active Public Markets
,
University Pension Plan
Raj Kohli, CFA, is Director, Credit and Multi Asset Strategies Lead in the Active Public Markets division at University Pension Plan (UPP) in Toronto. He is a trusted advisor who provides strategic counsel and leadership on UPP’s long only credit and Multi-Asset absolute return investment strategies. Raj has more than 15 years of experience as a portfolio manager, and asset allocator at large financial institutions across North America. He has deep expertise in allocation across traditional and alternative asset classes, with a specialization in hedge funds. Prior to joining UPP, Raj was Vice President of Multi Asset Class Mandates at Cidel Asset Management in Toronto, with responsibility for the management of discretionary and advisory portfolios for institutional and high net-worth clients. Raj earned his Professional Master of Science in Financial Mathematics from Worcester Polytechnic Institute in Massachusetts, and his Bachelor of Science (Honors) in computer science and applied mathematics from the New Jersey Institute of Technology.
10:00 am - 10:45 am
Opportunities Across the Credit Spectrum
Speakers
Tanisha Bellur
,
Partner
,
LuminArx Capital Management
Ms. Bellur is a senior investment professional with significant experience in the industry. Most recently, Ms. Bellur was a senior executive at ONE, a fintech joint venture between Walmart and Ribbit Capital, where she oversaw corporate development and M&A. Prior to joining ONE, Ms. Bellur was the Head of Equities at Blackstone Alternative Asset Management (“BAAM”), a business unit of Blackstone with ~$80 billion in AUM. While at BAAM, she led investments in public equity themes, late‐stage growth equity and hedge funds.
Prior to joining Blackstone, Ms. Bellur was a senior investment professional at hedge funds including Blue Harbour Group and Amici Capital, where she led investments, managed research teams, and participated in strategic decision making. She has a generalist background with significant experience in cross capital structure investing in consumer, energy, and industrial sectors through economic cycles. Ms. Bellur began her career at Goldman Sachs in the banking and private equity (with a focus on mezzanine investing) divisions.
Ms. Bellur graduated from Dartmouth College summa cum laude with a Bachelor of Arts in Chemistry and Economics. She is a member of the Phi Beta Kappa Society and the National Society of Collegiate Scholars.
Seth Gold
,
Portfolio Manager
,
Fidelity Investments
Seth Gold is a portfolio manager in the Arbitrage and Hedging Solutions group at Fidelity Investments. Arbitrage and Hedging Solutions is an investment team within Fidelity’s Asset Management Solutions division, an investment organization that provides industry-leading multi-asset solutions and liquid alternatives investment capabilities to the retail and institutional marketplace. In this role, Mr. Gold serves as portfolio manager for the Convertible Arbitrage Fund. Mr. Gold has over fifteen years of experience in convertible bonds, both on the sell-side and buy-side in research, investment banking, trading, and portfolio management. Most recently Seth was a portfolio manager at Westwood Holdings Group, where he was trading and managing a convertible arbitrage strategy. He has been in the industry since 2007. Mr. Gold earned his bachelor of arts degree in economics and business from Kalamazoo College and his master of business degree from Columbia Business School.
William Murray
,
Portfolio Manager
,
Hudson Bay Capital
Mr. Murray is a Portfolio Manager at Hudson Bay Capital responsible for managing a global Structured Credit strategy. Prior to joining Hudson Bay in 2021, Mr. Murray was with CQS, a global multi-strategy credit-focused investment manager, where he spent thirteen years, most recently as the co-CIO and Senior Portfolio Manager, managing their global asset backed securities strategies across dedicated hedge funds, long-only funds, and bespoke mandates. Prior to CQS, Mr. Murray worked at UBS in their whole loan securitization team. Mr. Murray started his career as an within the Business Risk Services team at Ernst & Young. Mr. Murray graduated from Ithaca College where he earned a BS in Business Administration with a concentration in Finance.
Mark Refermat, Ph.D.
,
Managing Director, Machine Learning Portfolio Strategy
,
Voleon Capital Management LP
Mark Refermat serves as Managing Director of Machine Learning Portfolio Strategy for Voleon. His focus is on increasing clients’ understanding of Voleon’s investment strategies, and machine learning techniques applied to finance. Dr. Refermat works closely with the research team in developing strategy analytics and is a member of the risk committee. Previously, he held a variety of research and client portfolio management roles over a ten-year career at Man AHL and GAM Systematic.
Prior to Voleon, Dr. Refermat was a Director at GAM Systematic, where he educated clients on quantitative strategies. Prior to GAM, he spent eight years at Man AHL, where, initially, he built quantitative multi-asset strategies. Later, he was made a Principal with responsibility for educating clients on a range of quantitative techniques. Prior to Man AHL, Dr. Refermat worked in fixed income trading at Dresdner Kleinwort in London.
Dr. Refermat completed his Ph.D at EHDEC with a focus on cross asset class liquidity and quantitative investment strategies.
He earned his MBA from Cass Business School in London and he holds a BA in Computer Science from the University of Wisconsin – Madison. He is based in Berkeley, CA.
Moderated by
Kalina Berova
,
CFA, Managing Director, Partnership Portfolio
,
British Columbia Investment Management Corporation
Ms. Kalina Berova has over 20 years of investment and risk management experience. Currently, Ms. Berova is a Managing Director in the Partnership Portfolio of BCI. In her role, she is responsible for fund investments and co-investments across a broad range of private credit, structured credit and market neutral hedge fund strategies. With more than $200 billion in assets under management, British Columbia Investment Management Corporation (BCI) invests on behalf of BC’s public sector. Previously, Kalina was a visiting researcher at Bodhi Research Group where she consulted institutional investors on best co-investment practices, alternative portfolio benchmarking, hedge fund diligence, etc. Prior to that, Kalina was a member of the External Relationships Team of OMERS, where she gained investment experience across various traditional and niche hedge fund strategies, custom alternative investment solutions, and private equity funds & co-investments. Ms. Berova began her career at the Ontario Teachers’ Pension Plan in the Asset Mix and Risk Group, where she developed expertise in portfolio construction and risk management of both alternative and traditional asset classes and investment strategies.
10:45 am – 11:00 am
Coffee Break
11:00 am - 11:45 am
The Rise and Implementation of Managed Accounts
Speakers
Kevin Blank
,
Analyst, Private Markets and Funds Alpha Division
,
State of Wisconsin Investment Board
Kevin is a Senior Analyst for the Private Markets and Funds Alpha Division at the State of Wisconsin Investment Board (SWIB), which oversees approximately $156 billion in assets. Kevin’s responsibilities include manager due diligence, portfolio construction, and oversight of hedge funds and long-only external manager relationships. Kevin received a bachelor’s degree from Marquette University and is currently enrolled as an MBA student at Northwestern University.
Dr. Ranjan Bhaduri
,
Founder & CEO
,
Bodhi Research Group
Dr. Ranjan Bhaduri is the Founder & CEO of Bodhi Research Group, an advisory and consulting firm dedicated to research and education in the investments industry. Dr. Bhaduri has 25 years of experience in manager research, portfolio construction, due diligence, structuring, and implementing managed account solutions. At Morgan Stanley, Dr. Bhaduri performed due diligence and played a crucial role in developing customized portfolios of alternative investments. He also served in an advisory capacity at the East-West Center, an American think tank focused on U.S.-Asia-Pacific relations.
Christoph Dietrich
,
Director, External Managers Group
,
Ontario Teachers’ Pension Plan
Christoph Dietrich is a Director in OTPP’s External Managers Group, focusing on liquid absolute return investments. His main areas of expertise are quantitative equity and futures, commodities and derivatives relative value. Prior to joining OTPP he spent eight years on the sell-side with a primary focus on structuring commodity quantitative strategies and volatility relative value strategies at Bank of America Merrill Lynch. Christoph earned a master’s degree in Finance from Sciences Po Paris.
Moderated by
Mark Tower
,
Executive Director
,
Asset Management One USA Inc.
Mr. Tower is a senior institutional sales and marketing professional with over 20 years of experience in the alternative investment industry. Mr. Tower joined Asset Management One USA Inc. “AMO USA” in September of 2023 to lead the business development and investor relations functions. Prior to joining AMO USA, Mr. Tower was Director of North American Business Development at Lyxor Asset Management Inc. where he was focused on developing and maintaining client relationships across all verticals in the United States and Canada from December 2015 until September 2023. Since 2004 Mr. Tower has also built and grown institutional sales for UBP Asset Management, Rock Maple Funds, and Muirfield Capital Management. Mr. Tower began his career at Orbitex Group of Funds and REFCO Alternative Investments in sales and marketing roles. Mr. Tower has a Bachelor of Arts from Boston College.
11:45 am - 12:30 pm
Networking Lunch
12:30 pm - 1:15 pm
Alpha Generation Beyond Portfolio Management
Speakers
Jeff Barnett
,
Partner, Chief Financial Officer, and Chief Compliance Officer
,
Dorsal Capital
Jeff Barnett has been Chief Financial Officer, Chief Compliance Officer, and Partner of Dorsal Capital since the firm’s founding in June 2009. He directs all aspects of the firm’s operations including trading, systems, human resources, client relations, marketing, and compliance. Prior to joining Dorsal, he was a Co-founder, Partner and COO of Boston-based Granite Point Capital, where he had similar responsibilities. Prior to joining Granite Point, Jeff was vice president of venture-backed software company StarMine (now part of Thomson Reuters), where he spearheaded the development of financial-analytic software tools from concept to post-sales support for global clients including UBS and Merrill Lynch. Before StarMine, he was a Vice President in the institutional equities division of Credit Suisse First Boston. Jeff is a board member of the San Francisco chapter of the Financial Executives Alliance and has been a featured speaker at numerous industry conferences. He graduated with honors from Saint John’s University (Minnesota) with a double major in music and political science and later earned an MBA from Stanford University, from which he has received awards on three different occasions for outstanding volunteer service. Jeff also serves as a trustee for several entities in education and the arts.
Andrew Soffler
,
Treasurer
,
Weiss Asset Management
Andrew Soffler is the Treasurer of Weiss Asset Management, based in the firm’s New York office. Prior to joining Weiss, Andrew spent over 18 years at D. E. Shaw & Co, where he held the title of Global Head of Portfolio Finance. Andrew has extensive experience designing and implementing collateral and liquidity management workflows, partnering with a team of in-house developers and Arcesium, a D. E. Shaw group venture, to build and implement the firm’s Treasury portal.
Andrew holds a Bachelor of Science in Government and Economics and a Master of Science in Public Policy and Administration, both from the London School of Economics.
Mike Weaver
,
Chief Operating Officer
,
Boothbay
Michael joined Boothbay as Chief Operating Officer in July 2023. Before joining Boothbay, he was the Director of Business Strategy for Voloridge Investment Management, overseeing the strategic growth and development of new business opportunities. He also served as a consultant to ALK Capital Partners, advising on their acquisition of Burnley Football Club in the English Premier League. Prior to ALK, Michael was the Chief Operating Officer of Surveyor Capital at Citadel, with direct oversight of business strategy and management. He spent seven years at BlackRock as a Managing Director and was the CFO and a Founding Senior Partner for R3 Capital Partners, a global multi-strategy credit investment firm. His earlier experience includes seven years at Lehman Brothers in fixed income trading and proprietary trading roles. Michael earned B.A.s in Economics and Political Science with High Honors from Kenyon College, graduating Magna Cum Laude and is a member of Phi Beta Kappa. He also holds an M.B.A. with distinction from the UCLA Anderson School of Management.
Moderated by
Mithra Warrier
,
Managing Director
,
Citi
Mithra Warrier is a Managing Director in Citi Prime Finance Origination, and is also Head of North American Capital Introductions. Mithra joined Citi in January, 2022, from TD Securities, where she oversaw Sales, Capital Introductions, and Client Services for the U. S. Prime Services business. Prior to joining TD Securities in November 2017, Mithra spent 15 years at Barclays, which she joined in 2008 through the acquisition of Lehman Brothers. During her time at Lehman Brothers and Barclays, Mithra worked in several areas of Financing, including Repo Salestrading, Credit Financing, Prime Origination, and Prime Account Management. Mithra graduated from Northwestern University in 2002 with a Bachelor of Arts degree in Economics.
1:15 pm - 2:00 pm
Opportunities for Global Equities
Speakers
Kishen Mehta
,
Chief Investment Officer
,
Averill and Madison
Kishen Mehta has approximately 18 years of experience in the healthcare industry, including over 15 years dedicated to hedge fund research and 3 years of company advisory experience. Mr. Mehta is the Chief Investment Officer of Averill and Madison. Prior to joining the Firm, Mr. Mehta served as a Strategic Advisor to Biohaven Pharmaceuticals where he advised the firm on various business development, corporate strategy, and capital structure decisions. From 2016 to 2018, Mr. Mehta served as a Portfolio Manager at Surveyor Capital, a division of Citadel, where he managed a beta and factor neutral, healthcare-focused long/short equity portfolio. From 2012 to 2016, he was an Analyst at Adage Capital, where he played an integral role in scaling a public/private portfolio of therapeutics. From 2010-2012, Mr. Mehta was an Analyst at Apothecary Capital, a division of BBT Capital where he worked on a public/private therapeutics portfolio. From 2007-2010, Mr. Mehta worked as a Mergers & Acquisitions Analyst at Evercore Partners, focusing on pharmaceuticals. Mr. Mehta graduated with a BS degree in Finance & Accounting from NYU Stern School of Business in 2007.
Joshua White
,
Co-Founder, CIO
,
Regents Gate Capital
Josh Co-Founded Regents Gate Capital in 2023, following twenty years of financial markets experience where he invested globally, leading multiple teams and managing multibillion-dollar portfolios.
Most recently Josh spent four years as a Portfolio Manager in the London office of Balyasny Asset Management (“BAM”). There he managed a multibillion-dollar equity market neutral portfolio focused on European and US Industrials and Technology sectors.
Prior to joining BAM, Josh spent over 11 years at Citadel in Global Equities as a Portfolio Manager in the San Francisco office investing globally across US, Europe and Asia focusing on Industrial and Technology sectors. Josh began his career in New York as an Investment Banking Analyst at Lehman Brothers. He graduated with a BA in Economics from Vanderbilt University studying pre-medical with a neuroscience focus while playing Division 1 soccer.
Lan Xue
,
Co-Founder
,
Trivest
Ms. Lan Xue has over 30 years of investment research experience covering China markets. Before setting up Trivest, Ms. Xue was the Head of China Research at Citigroup and Merrill Lynch where she built the two top ranked China research teams. Ms. Xue was a pioneer in China’s equity research field where as an individual analyst, she was consistently ranked as one of the top China analysts for over a decade by global institutional Investors.
Ms. Xue serves as a Trustee on the Brandeis University Board and also sits on the Brandeis International Business School Board. Ms. Xue received her BA in Economics (Magna Cum Laude) and MA in International Economics & Finance from Brandeis University. Ms. Xue was a Wien Scholar and received Carol Ann Steinfeld Memorial Prize in Economics upon graduation.
Moderated by
Stephen Harvey
,
Chief Investment Officer
,
Sagard Wealth
Stephen Harvey is the Chief Investment Officer of Sagard Wealth and manages the investment management functions at the firm. Stephen has over 20 years investing experience with roles in Toronto, London and New York. Most recently Stephen was the Chief Investment Officer of Titan Advisors, where he managed the investment committee and investment team. Prior to that he was a Partner at Saguenay Strathmore Capital, where he focused on risk management and portfolio construction. He started his career at the Ontario Teachers’ Pension Plan within their risk management group.
Stephen earned an honours degree in economics at York University and has been a Chartered Financial Analyst charterholder since 2003. He resides in the suburbs of Toronto with his wife Cori and helps coach their twin boys in baseball. Stephen switches allegiance between his native England and his adopted home of Canada, depending upon what sport it is on.
2:00 pm - 2:15 pm
Coffee Break
2:15 pm - 3:00 pm
Outlook for Private Markets
Speakers
Avner Husen
,
Head of Real Estate Credit
,
Farallon
Mr. Husen joined us in 2024, and is the Head of Real Estate Credit. Prior to joining, Mr. Husen worked at Blackstone as the Head of Strategy and Management for their Real Estate Investment Trust. Previously, Mr. Husen worked at Fortress Investment Group, where he was a Partner and Investment Committee Member in the Credit and Real Estate business. Mr. Husen received a B.A. in Economics from the University of Chicago.
Collin Ebert
,
Investment Principal
,
D1 Capital Partners
Collin Ebert focuses on sourcing and underwriting private opportunities within the Software sector. Prior to joining D1 in 2020, Collin was a Principal at Bond Capital. He began his career at Allen & Company in the investment banking group. Collin graduated, summa cum laude, from the University of Notre Dame in 2015 with a BBA in Finance.
Joe Sciortino
,
Head of Private Credit
,
UBS Unified Global Alternatives
Joe Sciortino is the Head of Private Credit at Unified Global Alternatives (UGA), based in New York. UGA combines the manager selection capabilities from across UBS’s Asset Management and Global Wealth Management businesses to serve the needs of its UHNW, institutional and wholesale clients globally.
Joe manages market research and due diligence across UGA’s private credit strategies. His credit team invests across the liquidity spectrum focusing on corporate credit, structured products, specialty lending, real estate, and insurance strategies.
He is also the Head of the private credit investment committee and co-portfolio manager for all credit products and customized mandates within the multi-manager business.
He was previously Head of Investments for the Americas for UBS Hedge Fund Solutions (HFS), and a member of the HFS Management as well as the Senior Investment Forums and Review Committee.
During his tenure at UBS, he has overseen the launch of several products and customized client accounts.
Prior to joining UBS in 2006, Joe was a Senior Investment Analyst at Lake Partners, Inc., a multi-billion-dollar consultant specializing in alternative investments, where he was responsible for manager research, portfolio management and directing the junior research analysts.
Moderated by
David Sheng
,
Managing Director, Hedge Funds and Private Credit
,
Aksia LLC
David is a Managing Director on the Hedge Funds and Private Credit teams and has over 18 years of experience in alternative investments. He is responsible for Hedge Fund and Private Credit investment programs and focuses on portfolio construction and manager selection, providing customized investment recommendations and regular portfolio updates.
Prior to joining Aksia in 2018, David was a Senior Manager Research Analyst at Man FRM focused on sourcing and evaluating alternatives strategies, as well as active portfolio management. Prior to Man FRM, David was a Vice President within the Institutional Sales and Trading business at HSBC, and before that he worked at Morgan Stanley, where he covered institutional clients across the hedge fund, asset management, and sovereign wealth fund universe, with a focus on fixed income and foreign exchange.
David graduated from Princeton University with a BA in Economics and holds an MBA from Columbia University.
In 2023, David was recognized as a Knowledge Broker by Chief Investment Officer. In 2024, David was named Institutional Consultant of the Year by Institutional Investor.
3:00 pm - 3:45 pm
Multi-Strategy Panel: New Frontiers
Speakers
Andrew Fishman
,
President
,
Schonfeld
Andrew Fishman is the President of Schonfeld and serves on the firm’s Executive Committee. Prior to joining Schonfeld in 2000, he worked at UBS, Citibank, Capstar Partners and Salomon Brothers structuring private placements of equity and debt securities. Andrew began his career as a lawyer in the New York office of Hunton & Williams focusing on highly structured corporate finance transactions. He earned a BA from Emory University and a JD with honors from Boston University School of Law.
Matthew Leffers
,
President
,
HBK
Matthew Leffers has been associated with HBK since 2004 and is a Managing Director. Matthew serves as President of the firm, with responsibility for all of the firm’s operations, and as Chair of the Risk Management Committee. Before being named President in January 2025, Matthew oversaw the firm’s risk management function and served as Chief Risk Officer from 2019 to 2024. From 2004 to 2018, he served first as an analyst and then as a manager on HBK’s risk management team. Prior to joining HBK, Matthew was an investment banking analyst at Lehman Brothers. Matthew is a CFA charterholder and received both a B.B.A. degree in Finance and a B.A. degree in Economics from Southern Methodist University in 2003, where he graduated summa cum laude and was a member of Phi Beta Kappa and a President’s Scholar.
Richard Schimel
,
Co-Founder and Co-Cio
,
Cinctive Capital Management
Richard Schimel is the Co-Founder and Co-CIO of Cinctive Capital Management. Rich has over 30 years of experience in the investment management industry. Previously Rich was Head of Aptigon Capital, a division of Citadel, where he served on the firm’s Portfolio Committee. Rich founded Sterling Ridge Capital in 2013 and oversaw all firm activity, including management of the investment portfolio. Rich co-founded Diamondback Capital with Larry Sapanski in 2005. He co-managed the firm as well as portions of the firm’s best ideas portfolio. Prior to Diamondback, Rich began his buy-side career at SAC Capital where he was a portfolio manager from 2000 to 2005. Rich started his career in fixed income at PaineWebber in 1990. Rich graduated from the University of Michigan with a B.A. in Economics. Rich serves as President of “A Little Hope,” a nonprofit focused on childhood grief counseling and bereavement support.
Moderated by
Derek Lublin
,
Senior Director, Global Alpha, External Managers
,
PSP Investments
Derek Lublin is Senior Director in the Global Alpha group at the Public Sector Pension Investment Board (PSP Investments). Based in New York, Mr. Lublin’s responsibilities are focused on external manager investments, including fund and special investment opportunities. Mr. Lublin identifies and evaluates managers, strategies, and co-investment opportunities globally across asset classes, and designs portfolios to meet the organization’s return, risk, and liquidity objectives.
Prior to joining PSP Investments, Mr. Lublin was a Portfolio Manager in the Absolute Return Strategies group at General Motors Asset Management. His primary responsibilities included asset allocation and manager research, selection, and oversight for various General Motors entities.
Mr. Lublin has previous experience with Tribeca Global Management and Citigroup Alternative Investments, a multi strategy hedge fund where he was responsible for manager evaluation, risk management and portfolio construction. Prior to Citigroup, Mr. Lublin founded the investment advisory firm DML Capital Management.
Mr. Lublin received his undergraduate degree from University of Michigan and earned his MBA from Columbia Business School.
3:45 pm - 4:30 pm
Quant Perspectives 2025
Speakers
Rehan Balagamwala
,
Founder and CEO
,
Navis Investment Group
Rehan Balagamwala is the Founder and CEO of Navis Investment Group. Navis is a Quantitative hedge fund that specializes in automated options trading using Machine Learning methods to forecast volatility of returns in major indices and single stocks.
Rehan spent over a decade at Citadel Securities as a Quantitative Trader on the Options HFT desk, where he developed and implemented some of Citadel’s core quantitative trading algorithms. Prior to Citadel, Rehan worked as an Exotics Derivatives trader at Morgan Stanley in New York. More recently, Rehan served as a Co-Head of High Frequency Options Trading at IMC Financial Markets in Chicago.
Rehan holds a B.S. in Economics and Mathematics, and an M.S. in Computer Science from The University of Chicago.
Ken LeStrange
,
Managing Director, Macro Strategies
,
AQR Capital Management
Ken LeStrange is a Managing Director on the Macro Strategies team at AQR Capital Management. In this role he conducts research and portfolio analysis for AQR’s macro and multi-strategy investment strategies including trend following, global macro, risk parity, commodity, and multi-strategy portfolios. Previously, he held a similar role within AQR’s Global Stock Selection group, which included covering multi-strategy offerings that incorporate global macro strategies. Prior to AQR, Ken was a member of the client management team for the Financial Institutions group at PIMCO. Ken earned a B.A. in economics and a B.A. in history from Middlebury College. He is a CFA charterholder.
Joey Zhou
,
Director of Alpha Research
,
Trexquant
Joey serves as Director of Alpha Research at Trexquant Investment where he has worked since 2012. Prior to this, he earned a PhD in Neuroscience from Harvard University where his research was funded by both a Hertz Fellowship as well as a National Defense Science and Engineering Graduate Fellowship. Joey graduated summa cum laude from Duke University with Bachelors’ degrees in Biomedical Engineering, Electrical Engineering, and Philosophy.
Moderated by
Bonnie Sun
,
Portfolio Manager
,
Canada Pension Plan Investment Board
Bonnie Sun is a Portfolio Manager within CPP Investments’ External Portfolio Management (EPM) team. Bonnie is maintaining a portfolio of externally managed funds and separately managed accounts across public market strategies, with a focus on quantitative hedge funds strategies. Bonnie has been with CPP Investments for 12 years. Bonnie holds a Masters Degree in Mathematics in Finance from New York University and a Bachelor’s degree in Mathematics from the University of Toronto.
4:30 pm - 4:45 pm
Closing Remarks
Speaker
Amy D’Annunzio
,
Managing Director, Sponsorship & Conferences
,
MFA
Amy D’Annunzio is MFA’s Managing Director, Sponsorship and Conferences. She is based in the New York office and is responsible for managing and executing MFA’s marquee conferences.
Prior to MFA, Amy worked at Morgan Stanley as Vice President Firmwide Marketing and Events. At Morgan Stanley, Amy was responsible for the organization, production and execution of large scale events, conferences and meetings across all divisions, including the Firm’s Senior Management.
Amy graduated from the University of Massachusetts with a Bachelor’s degree from the Isenberg School of Management, with a concentration in Hospitality, Tourism and Event Management.
