THFJ 50 Leading Women in Hedge Funds 2018
THFJ 50 Leading Women in Hedge Funds 2018
THFJ 50 Leading Women in Hedge Funds 2018
/ LOUISE
CURBISHLEY / NATALIE DAW / NATALIE DEAK JAROS / ALIX EGLOFF-GUEANT / NATHALIE ESPOSITO / ANNE-GAELLE CARLTON / BETTY GEE / HELENE GLOTZER / IVELINA
GREEN / SAMANTHA GREENBERG / MAGGIE GRESIO / JODY GUNDERSON / ALEXIS HALABY / LINDA HENRY / XIE HONG / KIM HONIG / JEAN HYNES / KAREN KARNIOL-
TAMBOUR / ELAINE KEANE / ELIZABETH KEELEY / ELAINE MANN / MICHELLE MCCLOSKEY / SUZANNE MCDERMOTT / PRIYA MEHTA / URSULA NEWMAN / TRISH
O'DONALD / CAROL O'DONNELL / BRONWYN OWEN / PRIYA PRASAD / ROSIE REYNOLDS / DONNA RIX / LAURA ROSE / NIAMH RYAN / KRISTIN SCHERER / CHERYL
SCUNGIO / LAURA STERNER / KIRSTIE SUMARNO / KATHY SUTHERLAND / QI WANG / CAROL WARD / ALEXIA WEILLER / CATHY WEIST / JOANNA WELSH / AMY
WIERENGA / HOPE WOOD / OLWYN ALEXANDER / TANISHA BELLUR / CARLA BUFFULIN / LAURA CAPPIELLO / GISELLE COMISSIONG / BRYNN COURSEY HEEGAN /
FABIENNE CRETIN / LOUISE CURBISHLEY / NATALIE DAW / NATALIE DEAK JAROS / ALIX EGLOFF-GUEANT / NATHALIE ESPOSITO / ANNE-GAELLE CARLTON / BETTY GEE /
HELENE GLOTZER / IVELINA GREEN / SAMANTHA GREENBERG / MAGGIE GRESIO / JODY GUNDERSON / ALEXIS HALABY / LINDA HENRY / XIE HONG / KIM HONIG / JEAN
HYNES / KAREN KARNIOL-TAMBOUR / ELAINE KEANE / ELIZABETH KEELEY / ELAINE MANN / MICHELLE MCCLOSKEY / SUZANNE MCDERMOTT / PRIYA MEHTA / URSULA
NEWMAN / TRISH O'DONALD / CAROL O'DONNELL / BRONWYN OWEN / PRIYA PRASAD / ROSIE REYNOLDS / DONNA RIX / LAURA ROSE / NIAMH RYAN / KRISTIN SCHERER
/ CHERYL SCUNGIO / LAURA STERNER / KIRSTIE SUMARNO / KATHY SUTHERLAND / QI WANG / CAROL WARD / ALEXIA WEILLER / CATHY WEIST / JOANNA WELSH / AMY
LEADING WOMEN IN
WIERENGA / HOPE WOOD / OLWYN ALEXANDER / TANISHA BELLUR / CARLA BUFFULIN / LAURA CAPPIELLO / GISELLE COMISSIONG / BRYNN COURSEY HEEGAN /
W ITH
WIERENGA / HOPE WOOD / OLWYN ALEXANDER / TANISHA BELLUR / CARLA BUFFULIN / LAURA CAPPIELLO / GISELLE COMISSIONG / BRYNN COURSEY HEEGAN /
FABIENNE CRETIN / LOUISE CURBISHLEY / NATALIE DAW / NATALIE DEAK JAROS / ALIX EGLOFF-GUEANT / NATHALIE ESPOSITO / ANNE-GAELLE CARLTON / BETTY GEE /
HELENE GLOTZER / IVELINA GREEN / SAMANTHA GREENBERG / MAGGIE GRESIO / JODY GUNDERSON / ALEXIS HALABY / LINDA HENRY / XIE HONG / KIM HONIG / JEAN
HYNES / KAREN KARNIOL-TAMBOUR / ELAINE KEANE / ELIZABETH KEELEY / ELAINE MANN / MICHELLE MCCLOSKEY / SUZANNE MCDERMOTT / PRIYA MEHTA / URSULA
NEWMAN / TRISH O'DONALD / CAROL O'DONNELL / BRONWYN OWEN / PRIYA PRASAD / ROSIE REYNOLDS / DONNA RIX / LAURA ROSE / NIAMH RYAN / KRISTIN SCHERER
/ CHERYL SCUNGIO / LAURA STERNER / KIRSTIE SUMARNO / KATHY SUTHERLAND / QI WANG / CAROL WARD / ALEXIA WEILLER / CATHY WEIST / JOANNA WELSH / AMY
ASSOCIATION
WIERENGA / HOPE WOOD / OLWYN ALEXANDER / TANISHA BELLUR / CARLA BUFFULIN / LAURA CAPPIELLO / GISELLE COMISSIONG / BRYNN COURSEY HEEGAN /
FABIENNE CRETIN / LOUISE CURBISHLEY / NATALIE DAW / NATALIE DEAK JAROS / ALIX EGLOFF-GUEANT / NATHALIE ESPOSITO / ANNE-GAELLE CARLTON / BETTY GEE /
HELENE GLOTZER / IVELINA GREEN / SAMANTHA GREENBERG / MAGGIE GRESIO / JODY GUNDERSON / ALEXIS HALABY / LINDA HENRY / XIE HONG / KIM HONIG / JEAN
HYNES / KAREN KARNIOL-TAMBOUR / ELAINE KEANE / ELIZABETH KEELEY / ELAINE MANN / MICHELLE MCCLOSKEY / SUZANNE MCDERMOTT / PRIYA MEHTA / URSULA
NEWMAN / TRISH O'DONALD / CAROL O'DONNELL / BRONWYN OWEN / PRIYA PRASAD / ROSIE REYNOLDS / DONNA RIX / LAURA ROSE / NIAMH RYAN / KRISTIN SCHERER
/ CHERYL SCUNGIO / LAURA STERNER / KIRSTIE SUMARNO / KATHY SUTHERLAND / QI WANG / CAROL WARD / ALEXIA WEILLER / CATHY WEIST / JOANNA WELSH / AMY
WIERENGA / HOPE WOOD / OLWYN ALEXANDER / TANISHA BELLUR / CARLA BUFFULIN / LAURA CAPPIELLO / GISELLE COMISSIONG / BRYNN COURSEY HEEGAN /
FABIENNE CRETIN / LOUISE CURBISHLEY / NATALIE DAW / NATALIE DEAK JAROS / ALIX EGLOFF-GUEANT / NATHALIE ESPOSITO / ANNE-GAELLE CARLTON / BETTY GEE /
HELENE GLOTZER / IVELINA GREEN / SAMANTHA GREENBERG / MAGGIE GRESIO / JODY GUNDERSON / ALEXIS HALABY / LINDA HENRY / XIE HONG / KIM HONIG / JEAN
HYNES / KAREN KARNIOL-TAMBOUR / ELAINE KEANE / ELIZABETH KEELEY / ELAINE MANN / MICHELLE MCCLOSKEY / SUZANNE MCDERMOTT / PRIYA MEHTA / URSULA
NEWMAN / TRISH O'DONALD / CAROL O'DONNELL / BRONWYN OWEN / PRIYA PRASAD / ROSIE REYNOLDS / DONNA RIX / LAURA ROSE / NIAMH RYAN / KRISTIN SCHERER
/ CHERYL SCUNGIO / LAURA STERNER / KIRSTIE SUMARNO / KATHY SUTHERLAND / QI WANG / CAROL WARD / ALEXIA WEILLER / CATHY WEIST / JOANNA WELSH / AMY
WIERENGA / HOPE WOOD / OLWYN ALEXANDER / TANISHA BELLUR / CARLA BUFFULIN / LAURA CAPPIELLO / GISELLE COMISSIONG / BRYNN COURSEY HEEGAN /
FABIENNE CRETIN / LOUISE CURBISHLEY / NATALIE DAW / NATALIE DEAK JAROS / ALIX EGLOFF-GUEANT / NATHALIE ESPOSITO / ANNE-GAELLE CARLTON / BETTY GEE /
IN
HELENE GLOTZER / IVELINA GREEN / SAMANTHA GREENBERG / MAGGIE GRESIO / JODY GUNDERSON / ALEXIS HALABY / LINDA HENRY / XIE HONG / KIM HONIG / JEAN
HYNES / KAREN KARNIOL-TAMBOUR / ELAINE KEANE / ELIZABETH KEELEY / ELAINE MANN / MICHELLE MCCLOSKEY / SUZANNE MCDERMOTT / PRIYA MEHTA / URSULA
NEWMAN / TRISH O'DONALD / CAROL O'DONNELL / BRONWYN OWEN / PRIYA PRASAD / ROSIE REYNOLDS / DONNA RIX / LAURA ROSE / NIAMH RYAN / KRISTIN SCHERER
/ CHERYL SCUNGIO / LAURA STERNER / KIRSTIE SUMARNO / KATHY SUTHERLAND / QI WANG / CAROL WARD / ALEXIA WEILLER / CATHY WEIST / JOANNA WELSH / AMY
WIERENGA / HOPE WOOD / OLWYN ALEXANDER / TANISHA BELLUR / CARLA BUFFULIN / LAURA CAPPIELLO / GISELLE COMISSIONG / BRYNN COURSEY HEEGAN /
FABIENNE CRETIN / LOUISE CURBISHLEY / NATALIE DAW / NATALIE DEAK JAROS / ALIX EGLOFF-GUEANT / NATHALIE ESPOSITO / ANNE-GAELLE CARLTON / BETTY GEE /
HELENE GLOTZER / IVELINA GREEN / SAMANTHA GREENBERG / MAGGIE GRESIO / JODY GUNDERSON / ALEXIS HALABY / LINDA HENRY / XIE HONG / KIM HONIG / JEAN
HYNES / KAREN KARNIOL-TAMBOUR / ELAINE KEANE / ELIZABETH KEELEY / ELAINE MANN / MICHELLE MCCLOSKEY / SUZANNE MCDERMOTT / PRIYA MEHTA / URSULA
NEWMAN / TRISH O'DONALD / CAROL O'DONNELL / BRONWYN OWEN / PRIYA PRASAD / ROSIE REYNOLDS / DONNA RIX / LAURA ROSE / NIAMH RYAN / KRISTIN SCHERER
/ CHERYL SCUNGIO / LAURA STERNER / KIRSTIE SUMARNO / KATHY SUTHERLAND / QI WANG / CAROL WARD / ALEXIA WEILLER / CATHY WEIST / JOANNA WELSH / AMY
WIERENGA / HOPE WOOD / OLWYN ALEXANDER / TANISHA BELLUR / CARLA BUFFULIN / LAURA CAPPIELLO / GISELLE COMISSIONG / BRYNN COURSEY HEEGAN /
FABIENNE CRETIN / LOUISE CURBISHLEY / NATALIE DAW / NATALIE DEAK JAROS / ALIX EGLOFF-GUEANT / NATHALIE ESPOSITO / ANNE-GAELLE CARLTON / BETTY GEE /
HELENE GLOTZER / IVELINA GREEN / SAMANTHA GREENBERG / MAGGIE GRESIO / JODY GUNDERSON / ALEXIS HALABY / LINDA HENRY / XIE HONG / KIM HONIG / JEAN
HYNES / KAREN KARNIOL-TAMBOUR / ELAINE KEANE / ELIZABETH KEELEY / ELAINE MANN / MICHELLE MCCLOSKEY / SUZANNE MCDERMOTT / PRIYA MEHTA / URSULA
T
his is the sixth edition of are by definition younger, few far-sighted
our 50 Leading Women in asset managers can afford to ignore ESG – or
Hedge Funds report, again indeed overlook half of their potential talent
generously sponsored by EY. pool.
Our report highlights women
leading all verticals in hedge A growing number of alternative asset
funds, allocators to hedge As the leading hedge fund services provider world- managers are signatories of the United
funds and associated service wide and a global proponent of gender parity, EY Nations Principles for Responsible
is proud to sponsor this edition of the 50 Leading
providers. We feature portfolio managers Investment (UNPRI) and have articulated
Women in Hedge Funds report. We congratulate the
as well as a wide range of C-suite roles – fifty extraordinary honorees who have been selected their own distinctive ESG policies. Industry
CIOs, CROs, CEOs, CFOs and COOs – along by The Hedge Fund Journal. They are an elite group of associations are also on the case. In
professionals who are leading by example and shaping
with general counsel, HR professionals, the future of the industry.
March 2018, the Alternative Investment
sales, marketing and business development Management Association (AIMA), which
professionals, and investor relations At the heart of progress, we must constantly evaluate many hedge fund managers and other
the role that women play as a vital talent resource, one
professionals. Some of the women in this that contributes to economic growth and prosperity.
related firms belong to, signed the Women
report wear multiple hats. The majority have in Finance Charter and set up a member-led
studied one or more of: finance, economics, Based on the World Economic Forum Global Gender Diversity and Inclusion Steering Group.
Gap Report (2017), the gender gap across the world
MBAs, accountancy or law; some are also CFA widened for the first time in a decade in 2017. At
and/or CAIA charterholders. this rate, it will take another 217 years for women to As the alternative investment management
achieve gender parity in the workplace. It is high time industry ramps up its efforts to redress
we translate into action the power our organizations
Asset managers in this report run between $1 hold to be influential platforms for far-reaching
gender imbalances, it is a tough task for us
billion and $40 billion in alternatives. Most social change. We can be the catalyst for change – and to select fifty (mainly new) names from the
of the women work in the key hedge fund together with our communities, partners, customers growing volume of high calibre nominations
and employees – build a better functioning world with
centres of the US and UK, and several of them equal opportunities and rights for everyone to succeed.
– gathered from our network of hedge funds,
immigrated from emerging market countries, Ultimately, we can build a better working world for us institutional investors, industry experts and
such as Brazil, Russia, India and China. all. service providers – that make it on to our
We believe it is imperative that today’s organisations
long list. The customary caveat that many not
ESG (Environmental, Social and Governance) appreciate that women’s advancement and leadership in this year’s report are worthy of inclusion
investing is spotlighting workforce diversity, are central to business performance and economic should be repeated. We limit the number of
growth. At EY, gender parity is a priority. We are
because institutional investors research proud to have earned the distinction of being the
repeats to five or six, so it is worth revisiting
this as part of their due diligence process – leading professional services firm for diversity and women from previous reports.
and ESG assets globally could be as high as inclusiveness. We have been on Diversity Inc.’s Top
10 Companies for Diversity for five consecutive
$8 trillion on some measures. Criteria for years, were named the #1 firm on their 2017 Top 50
Though the report may be perceived as
assessing gender diversity include gender Companies for Diversity list – which considers metrics a “ranking” or a list of “top” women, it
ratios in boards and C-suites, pay ratios, such as hiring, retaining and promoting women – and is neither. Nor is it an exclusive list. The
have been named in the Working Mother’s Top 10 Best
hiring and promotion, mentoring, training Companies List for 12 years. Also, in 2018 and for the
featured women are examples of leading
and leadership development, flexible fifth consecutive year, EY has been named one of the women who, by virtue of the senior roles
working – and the more intangible metric “NAFE Top Companies for Executive Women” by the they fulfil, should be an inspiration to those
National Association for Female Executives, which
of “company culture”, which is sometimes honors American corporations that identify and
following in their wake. The women are
seen as the greatest obstacle to women’s promote successful women. presented in alphabetical order by surname.
professional advancement.
We are also incredibly proud of our strategic
collaboration with Girls Who Code, a program that
With so many initiatives afoot, both inside
Very seldom if ever does this publication teaches thousands of young women in the US about and outside firms, the rise of women in hedge
report anything “off the record” but we would such things as mobile app development, robotics and funds is now an unstoppable trend that can
web design. And our global platform, Women. Fast
like to make one exception: some firms in forward, strives to accelerate the inclusion of women only gather more momentum. Two of those
this report, and elsewhere in the industry, in the workforce, and calls upon others to put gender in our last report have already struck out
have told us that they do not get enough job on their agendas. alone to launch their own firms: Grace Gu has
applications from women. Misperceptions Through personal commitment and purposeful action, left Graham to launch Dracaena Capital and
of corporate culture may deter some women we can create a ripple effect that not only advances Rashmi Kwatra has departed Prince Street
from applying. women in the workplace today but also redefines Capital Management to set up Sixteenth
opportunities for future generations. Together we can
forge a lasting legacy of growth, increased prosperity Street Capital. We expect to find more
Retail investors are also paying more and stronger communities throughout the world. women to populate this report’s sibling – our
attention to ESG, with women themselves “Tomorrow’s Titans” report of “rising star”
With this, let us take the opportunity to recognize and
– along with millennials – more likely to congratulate the truly exceptional women represented portfolio managers – over the coming years.
consider ESG factors when making personal in the 2018 edition of the 50 Leading Women in Hedge If China rather suddenly has more than 100
investments. This is relevant in the context Funds report – not just because they are women, but female billionaires (per Forbes), making up
because they exemplify success and leadership, and are
of some “liquid alternatives” products an inspiration to others. two-thirds of the global total, then the global
managed by some firms in this report. As hedge fund industry should also be capable of
women live longer than men, and millennials spawning more women billionaires. THFJ
2
Olwyn Alexander Elizabeth Keeley
Partner, Global Asset Management and Wealth Leader, PwC, Dublin, Ireland Principal, Chief Operating Officer and General Counsel, Taconic Capital
Advisors LP, New York
Tanisha Bellur
Principal, Blue Harbour Group, New York Elaine Mann
Partner, COO, The Baupost Group, Boston
Carla Buffulin
Co-Portfolio Manager, EM Corporates, Emso Asset Management, New York Michelle McCloskey
President of Americas, Man Group and President, Man FRM, New York
Laura Cappiello
Head of Human Capital Management and Deputy General Counsel, Suzanne McDermott
BlueMountain Capital Management, New York Partner, Chief Legal Officer, Chief Compliance Officer, Halcyon Capital
Management LP, New York
Giselle Comissiong
Director, Head of Marketing and Communications, La Française Investment Priya Mehta
Solutions (LFIS), Paris Head of FCA Advisory and Regulatory Reporting Services, Buzzacott
LLP, London
Brynn Coursey Heegan
Head of Operational Due Diligence, Managing Director, Lyxor Asset Ursula Newman
Management Inc., New York Partner, General Counsel and Chief Compliance Officer, Finisterre
Capital LLP, London
Fabienne Cretin
Head of Merger Arbitrage, Candriam, Paris Patricia "Trish" Robertson O'Donald
Principal, Portfolio Manager and Sector Head - Consumer, Kingdon
Louise Curbishley Capital Management, LLC, New York
Partner, Chief Financial Officer, Hitchwood Capital Management LP, New York
Carol O’Donnell
Natalie Daw Chief Executive Officer, MOV37/Protégé Partners, New York
Head of Business Development, GAM Systematic Cantab, Cambridge and
London Bronwyn Owen
Managing Director, Global Head of IR and Marketing, The Children’s
Natalie Deak Jaros Investment Fund (TCI), New York
Partner, Ernst & Young LLP, New York
Priya Prasad
Alix Egloff-Guéant Senior Vice President, Interest Rates Sales and Relationship
Executive Director, EMEA Investor Relations, Capital Fund Management, Management, Citadel Securities, New York
Paris
Rosie Reynolds
Nathalie Esposito Chief Commercial Officer, Aspect Capital, London
Partner, Head of Business Development, GSA Capital, London
Donna Rix
Anne-Gaelle Carlton Managing Director and General Counsel, Citadel Europe, London
Managing Director, PAAMCO Prisma, Irvine, California
Laura Rose
Betty Gee Partner and Head of Client Relations, DW Partners, New York
Managing Director and Head of Prime Sales, Americas, Barclays, New York
Kristin Scherer
Helene Glotzer Director, Capital Introductions, Societe Generale Prime Services, New
Chief Compliance Officer, Corporate Counsel, Bridgewater Associates, LP, York
Connecticut
Cheryl Scungio
Ivelina Green Executive Director, Trading Lead, Campbell & Company, Baltimore
Partner, Head of Special Situations Group, CQS, London
Laura Sterner
Samantha Greenberg Head of Capital Development and Investor Relations, Point72, Stamford,
Managing Partner and Chief Investment Officer, Margate Capital Connecticut
Management, New York
Kirstie Sumarno
Maggie Gresio Director of Investor Relations, Chenavari Investment Managers, London
Managing Director, GAM Investments, New York
Kathy Sutherland
Jody Gunderson Partner and Head of Business Development, GoldenTree Asset
Managing Principal, CarVal Investors, Minneapolis, Minnesota Management, New York
Olwyn Alexander is the first woman, and the first Irish national, Tanisha Bellur is a Principal of Blue Harbour, a $2.7 billion
to become PwC’s Global Asset and Wealth Management Leader, private investment firm that pursues activism exclusively
attaining the position in September 2017. Her role covers in collaboration with management teams, designing and
EMEA, the Americas and Asia Pacific. She was previously Global implementing strategies to unlock significant shareholder value.
Alternatives Leader at PwC. Alexander works with clients in the As one of the few female activist investors in the industry, she
alternative investment industry, in the set-up, early stage and focuses on sourcing, researching and executing investments
expansionary stage of their businesses. Many clients are hedge across sectors with an emphasis on finding assets that are
fund managers based primarily in the UK and the US. Alexander intrinsically undervalued and misunderstood. As part of her role,
has focused on hedge fund valuation and developing sound she engages constructively with management teams to advocate
practices with AIMA and IOSCO. Her twitter feed, incremental opportunities for value creation. Prior to joining
@OlwynAlexander, shows how PwC’s thought leadership agenda Blue Harbour Group in 2018, Bellur was a Senior Analyst, Director
spans sustainability, digital technology, artificial intelligence of Research and Partner at Amici Capital, a value-oriented
and algorithms, blockchain, machine learning, talent and long/short equity hedge fund, where she oversaw the firm’s
workforce management. It also addresses diversity and gender research team and led many of its largest and most profitable
equality – not least when PwC has expressed concern about the investments across a range of sectors including consumer, energy
dearth of women in STEM. Alexander has been elected to the and industrials. Bellur began her career at Goldman Sachs as an
Council of the Alternative Investment Management Association analyst in investment banking and private equity (with a focus
(AIMA) since 2012 and has been a board director for CFA Institute on mezzanine debt investing). She graduated from Dartmouth
Ireland since 2005. She graduated with a Bachelor’s in Commerce College in 2005, with a BA in Chemistry and Economics.
and Accounting from University College, Dublin. She is a CFA
charterholder.
4
Carla Buffulin
Co-Portfolio Manager, EM Corporates
Emso Asset Management
New York
Laura Cappiello
Head of Human Capital Management and Deputy General Counsel
BlueMountain Capital Management
New York
5
Giselle Comissiong Brynn Coursey Heegan
Director, Head of Marketing and Communications Head of Operational Due Diligence, Managing Director
La Française Investment Solutions (LFIS) Lyxor Asset Management Inc.
Paris New York
Giselle Comissiong has led LFIS’ global marketing and Brynn Coursey Heegan has headed operational due diligence for
communications efforts during a period of asset growth Lyxor Asset Management Inc and its predecessor since 2006.
from $2 billion in 2015 to $14 billion in August 2018. LFIS is Lyxor’s current hedge fund manager roster exceeds 100 managers
the alternatives and investment solutions business line of La and $20 billion of assets. Heegan belongs to Lyxor’s Manager
Francaise Group, and sits alongside their real estate, long only Universe, Risk and Valuation Committees, and has independent
and direct financing businesses. Comissiong covers LFIS’s credit veto rights on all hedge fund investments. She is a key member
strategies, hedged equity, multi-asset income and its flagship of the team providing fiduciary management services to
premia offering, which manages $3.3 billion and has won UCITS institutional investors, allocating through structures including
Hedge performance awards from The Hedge Fund Journal. This customised portfolios and dedicated managed accounts. Heegan
‘premia 2.0’ strategy captures style premia – implied premia and has acted as an independent reviewer of managing director
liquidity carry premia – as well as traditional academic premia. candidates and is involved in mentoring and women programs.
Comissiong coordinates research and publishing efforts, which She participated in the Columbia University Leadership Program
have resulted in ten thought leadership papers. She oversaw and the SG Americas CEO Club Leadership program. She
the launch of a quantitative research partnership with QMI frequently speaks at industry events and conferences. Pre-
and has managed events such as 2018’s inaugural Quant Vision Lyxor, Heegan was Controller of Kensico Capital Management
Summit in Paris, helping to build bridges between academics Corporation; an analyst at Morgan Stanley’s Prime Brokerage
and professionals. Before joining LFIS, Comissiong marketed Group; and a Senior Accountant at Arthur Andersen. She has a BS
alternative investments for Lyxor Asset Management. Previously, in Public Accounting (specialisation in Legal and Ethical studies)
she marketed equity derivative solutions for SG Americas from Fordham University.
Securities, and before that was a leveraged finance analyst at SG
Cowen. Comissiong graduated with a BSBA in Finance from the
University of Denver.
6
Fabienne Cretin Louise Curbishley
Head of Merger Arbitrage Partner, Chief Financial Officer
Candriam Hitchwood Capital Management LP
Paris New York
Fabienne Cretin has managed a pure merger arbitrage strategy Louise Curbishley was instrumental in launching Hitchwood
since 2001, first at ADI, then at OFI and now at Candriam, which Capital Management LP in July 2014, a ~$3 billion fundamental
has merged OFI’s fund into its own. She describes the strategy as equity long/short manager. As CFO, she manages and leads
a true merger arbitrage strategy with only announced M&A, with Hitchwood’s operations, finance and tax functions and team, as
no pre-event, event-driven, or special situations trades. Cretin has well as the firm’s daily and monthly risk management reporting
worked with co-portfolio manager, Stephane Dieudonne, since and procedures. She also chairs the best execution committee.
2004 and says, “we are prudent in our approach, with an objective She has spoken at conferences such as GAIM Ops, Goldman Sachs’
of contained volatility and a very low correlation to other asset CFO/COO conference and Viteos’ ALTitude forum 2017, on topics
classes”. In September 2018, she finds, “there are lots of announced across operational process change, outsourcing, supplier selection
M&A deals, particularly in the US, for example with the US Tax and cash management. Prior to joining Hitchwood, she served as
reform which pushes for a simplification of structures”. Cretin is Chief Financial Officer at Scout Capital Management, L.L.C., Libra
cognisant that “tensions between the US and China have widened Advisors, LLC, Rockbay Capital Management, LP, and SEQA Capital
spreads on some deals”. The Candriam merger arbitrage strategy Advisors LP. Before entering the hedge fund industry, Louise
is a daily dealing UCITS managing €380 million with capacity worked in other industries including a non-profit, and television.
of at least €1 billion. Before becoming a fund manager, Cretin She has a Master of Engineering in Metallurgy, Economics and
worked for Deloitte and Touche, in corporate finance, in Paris Management from the University of Oxford, and an MBA from
and Casablanca. She graduated with a Masters in International Harvard Business School. She is a CPA.
Business from ESSEC, and a BA in International Business from
Sheffield Hallam University. Candriam manages €9 billion across
various alternative UCITS strategies.
7
Natalie Daw
Head of Business Development
GAM Systematic Cantab
Cambridge and London
8
Alix Egloff-Guéant Nathalie Esposito
Executive Director, EMEA Investor Relations Partner, Head of Business Development
Capital Fund Management (CFM) GSA Capital
Paris London
Based at CFM’s Paris headquarters, Alix Egloff-Guéant develops Nathalie Esposito is one of seven partners who sit on the
and maintains strong relationships with investors including management committee, GSA’s strategic decision-making
pension funds, insurers, endowments, foundations, funds of body. As Head of Business Development, her responsibilities
funds, family offices, private banks and investment consultants, span marketing, investor relations, and talent sourcing. She
mainly based in continental Europe. She finds that “a sales role, is responsible for shaping the firm's strategy and exploring
which involves both explaining technical, systematic strategies to new business opportunities, whether these be new products or
institutional investors across Europe, and interacting with CFM's new investment strategy types. She describes the GSA culture
international research, technology and business development as “open minded and meritocratic”. GSA Capital is a global
teams, provides the best of both worlds”. CFM, founded in 1991, quantitative investment manager with about $9bn in assets under
manages around $11 billion of assets in systematic alpha and management, and 200 employees in London, New York and Hong
alternative beta strategies, including a UCITS on the InRIS Kong. The firm manages alpha multi-strategy products, and what
platform – the R CFM Diversified Fund – that has won UCITS it terms “scalable alternatives”, including trend-following, multi-
Hedge performance awards from The Hedge Fund Journal. CFM asset carry and equity style premia. Prior to joining GSA Capital,
maintains strong links with academia and applies a scientific she was an allocator at BlackRock Alternative Advisors, sourcing,
approach to the development of alternative investment strategies. analysing and managing hedge fund, co-investment and seeding
Prior to joining CFM in January 2009, Egloff-Guéant worked in opportunities. Previously, she worked in risk management at
investment banking in London, structuring fund derivatives Salomon Smith Barney and Morgan Stanley and recalls “an
for Lehman Brothers, and before that worked in a hedge fund incredible learning curve in an adventurous environment, which
advisory role at JPMorgan. Her finance career began at Goldman included the Asian and LTCM crises, and the launch of exotic
Sachs Asset Management in Paris. She graduated from ESSEC products like volatility swaps”. She holds an MBA from City
Business School. University of New York and a Maîtrise de Sciences de Gestion in
Finance from Universite Paris Dauphine.
9
Anne-Gaelle Carlton
Managing Director
PAAMCO Prisma
Irvine, California
Betty Gee
Helene Glotzer Managing Director and Head of Prime Sales, Americas
Barclays
Chief Compliance Officer, Corporate Counsel New York
Bridgewater Associates, LP
Connecticut Betty Gee is responsible for leading the Barclays prime sales
franchises across equity financing, synthetics, origination sales
Since joining Bridgewater in 2007, Helene Glotzer has overseen its and account management. Barclays offers a range of prime
participation in various private fund best practices organisations brokerage services, including cross-asset class offerings for
and initiatives, such as the Alternative Investment Management financing, clearing and execution globally, which are integrated
Association and the Standards Board for Alternative Investments in a dynamic ecosystem. In addition to equities and fixed income
(formerly the Hedge Fund Standards Board). She is currently financing, the offering is complemented by access to OTC
serving as Vice Chair of the Managed Funds Association clearing, futures and foreign exchange prime brokerage, as well as
Investment Adviser Committee. Before joining Bridgewater, she hedge fund strategic consulting services and industry intelligence
spent ten years as an attorney in the Enforcement Division of the reports, which Gee headed before moving to her current role. The
US Securities and Exchange Commission. From 2004-2007, she co- prime business is focusing on increasing transparency via axe-
headed the enforcement program for the SEC’s New York Regional based financing and the electronification of prime (increasing
Office, where she oversaw investigations and litigation involving real-time processes, improved precision and the ability to
allegations of insider trading, market manipulation, accounting optimise financing decisions), individualized client service,
fraud, Ponzi schemes, and other fraudulent conduct. She started and industry-leading content and connectivity via the Capital
her career as a litigation associate at Brown & Wood LLP, where Solutions team. Gee joined Barclays in 2016 from BlackRock,
she represented broker-dealers in securities class actions and SEC where she served in various roles including Chief Marketing
investigations. She received her JD from the University of Michigan Officer and Interim COO for the Financial Markets Advisory
Law School and her BA from Binghamton University. She has business. Earlier, Gee was also a portfolio research analyst at
participated in a variety of industry and educational panels focused Serengeti Asset Management and a consultant at McKinsey &
on such topics as compliance surveillance and testing, social media Company. She holds a JD from Harvard Law School and a BA in
best practices and women in asset management. Political Science and International Studies from Yale University.
10
Ivelina Green Samantha Greenberg
Partner, Head of Special Situations Group Managing Partner and Chief Investment Officer
CQS Margate Capital Management
London New York
Ivelina Green is a Partner at CQS where she heads the Special In 2016, Greenberg founded Margate, which pursues a catalyst-
Situations Group. In this capacity, she manages a global team driven fundamental long/short equity strategy focused on
of dedicated distressed analysts based in London, New York and investments across the technology, internet/media and consumer
Hong Kong. The team seeks idiosyncratic opportunities with sectors. Its investments have included Take-Two Interactive,
high execution complexity in companies which have come under based on a discounted valuation, video games market growth,
cyclical and structural pressure. In recent years, Green and her and its pipeline of new game launches; and Madison Square
team have led many restructuring and deal negotiations in both Garden, which in June 2018 announced it was contemplating
loan-to-own situations and in instances where deeply rooted splitting its sports teams from its venues and entertainment
relationships with the traditional “levfin” (leveraged finance) assets – something Greenberg had proposed at the Robin Hood
lending base has allowed for amicable solutions in unfriendly Investors Conference in 2017. Prior to Margate, she spent seven
jurisdictions. Some of the more notable roles the team has played years at Paulson & Co. Inc, where she was a partner and media/
in recent years include: the restructuring of Jack Wolfskin, a consumer sector head. Before that she was a Vice President in
German outdoor apparel business; spear-heading the Novo the Special Situations Group at Goldman Sachs. Earlier, she was
Banco Noteholder Group Committee against the 2015 retransfer an investment banking analyst at Goldman Sachs’ Mergers &
of bonds to BES; New Look’s recent CVA; and leading the Acquisitions investment banking group, and also worked as a
restructuring of EVEP, a US oil and gas business, which emerged private equity associate at Francisco Partners and a TMT equity
from Chapter 11 two months ago. Green joined CQS in 2015 from analyst at Chilton Investment Company. She received her MBA
Goldman Sachs, where she served as Head of European Distressed from Stanford University’s Graduate School of Business, and a
Debt Trading. She graduated from Brandeis University where she BS in Economics from the Wharton School at the University of
was a Wien Scholar. Pennsylvania.
11
Maggie Gresio Jody Gunderson
Managing Director Managing Principal
GAM Investments CarVal Investors
New York Minneapolis, Minnesota
Maggie Gresio joined GAM in July 2018 and markets the full range of Jody Gunderson is a managing principal and member of the
GAM Systematic Cantab’s systematic strategies, GAM Systematic’s Investment Committee for CarVal Investors, an $11 billion global
Alternative Risk Premia (ARP) offering, and GAM’s discretionary alternative investment fund manager. She is responsible for co-
strategies, including global macro and emerging market debt, to leading CarVal as well as leading the firm’s investment strategy
US institutional investors. An important growth driver for GAM and management. She also leads the firm’s global loan portfolios
is customised solutions that offer investors a suite of systematic and real estate businesses as well as managing investments
investment models, allowing them to customise a solution tailored in asset-backed securities, including residential mortgage-
to their investment needs, rather than forcing them to buy backed securities, commercial mortgage-backed securities and
something off the shelf. “Markets are complex, and investors have collateralised loan obligations. Gunderson is a frequent guest
specific needs. By working with them to provide custom solutions speaker and sought-after industry expert on the credit markets.
we are able to help them achieve their individual investment goals,” Prior to joining CarVal Investors in 1994, she was a manager
she explains. Prior to joining GAM, Gresio held sales roles at Man in the financial services practice of PricewaterhouseCoopers
Group covering the US West Coast, Fulcrum Asset Management, where she served investment fund, commercial banking and
MJX Asset Management and BlueCrest Capital Management. thrift clients. She earned her BS degree in Business from the
Earlier in her career, she was a structured credit investment banker University of Minnesota. CarVal Investors is a leading global
designing credit structures that provided valuable experience for alternative investment fund manager focused on distressed and
her current remit of structuring bespoke investment solutions credit-intensive assets and market inefficiencies. Since 1987, its
for clients. Gresio studied at New York University and spent one experienced team has navigated through ever-changing credit
semester at the London School of Economics. market cycles, opportunistically investing $108 billion in 5,300
transactions across 79 countries. Today, CarVal Investors has
approximately $11 billion in assets under management in both
credit and real estate strategies.
12
Alexis Halaby Linda Henry
Managing Director and Head of Investor Relations Tax Partner
The D. E. Shaw Group Ernst & Young LLP
New York London
Alexis Halaby has served as Head of Investor Relations for the Since moving from the US to London in 2008, Linda Henry has
D. E. Shaw group since 2015, a period in which the firm’s total built up the London-based US tax team – which is supported
investment and committed capital has grown steadily to more by EY’s US and global delivery service centres – from five
than $52 billion. She ranks as one of the firm’s youngest managing professionals to 50. Her team provides a full range of US
directors and has responsibility for marketing and client service tax services to asset managers, as well as advising on: fund
across the full suite of the firm’s offerings: its alternative structuring for US investors; investment activity into the
investment platform; the systematic, benchmark-relative equity US; state and local tax planning; FATCA/CRS; tax reform for
strategies managed by D. E. Shaw Investment Management, L.L.C. partnerships and corporations; and various US tax compliance
(DESIM); and Orienteer, DESIM’s global asset class investment issues including PFIC statements and Schedule K-1s. Henry
platform. Halaby also serves on DESIM’s Executive Committee. also has overall responsibility for EY’s EMEIA Wealth & Asset
Prior to joining Investor Relations, she traded G10 sovereign debt Management Tax practice. Furthermore Henry has developed
and interest rate derivatives and conducted investment research a tax risk framework that fits the unique objectives of an asset
in the firm’s fixed income trading unit. Halaby joined the firm management business. Her teams also advise on cross-border tax
in 2003 after receiving a BS in Biological Sciences from Stanford planning, European investor reporting, individual tax planning
University. Two other D. E. Shaw group managing directors, Anne for fund managers, transfer pricing and Brexit planning. Beyond
Dinning and Darcy Bradbury, have been featured in previous this, she is proud to be a major advocate for diversity at EY, and
editions of the 50 Leading Women in Hedge Funds report. currently holds the role of EY’s UK Financial Services Diversity
and Inclusion (D&I) Partner Sponsor. She graduated with a
Master’s degree in Professional Accounting and Tax from the
University of Texas at Austin.
13
Xie Hong Kim Honig
President and COO, Shanghai Jinde Asset Management Ltd. Head of Business Development
Director, Jinde Asset Management (Hong Kong) Ltd. Citadel Global Equities
Shanghai New York
Xie Hong is one of the founding partners of Shanghai Jinde Asset Kim Honig is Head of Business Development for Citadel Global
Management Ltd (SJAM) and serves as the president. She is broadly Equities, which is one of four equity investment businesses at
responsible for operations, risk management and technology Citadel, a leading hedge fund firm with over $30 billion in assets
development. SJAM is one of the most successful quantitative under management. Established in 2001, Citadel Global Equities
hedge fund companies in China. The flagship equity market neutral is the firm’s founding fundamental equities business, with over
fund has generated a cumulative return of 158% (annualised 160 investment professionals located in offices across the US and
17.14%) over the past six years. SJAM launched an offshore fund in London. Honig helps drive the strategic growth of the Global
and started to trade market neutral quantitative strategies in Pan- Equities business through talent acquisition, leading a team that
Asian markets in December 2015. Currently SJAM manages RMB 7 focuses on identifying, sourcing, assessing and hiring investment
billion onshore and USD 100 million offshore, and has 56 employees professionals. Honig joined Citadel in 2015 from Bank of America
across the Shanghai, Beijing and Hong Kong offices. Previously, Merrill Lynch, where she established and developed the US Talent
from 2000 to 2011, Xie Hong was the head of the IT development Advisory business. Prior to Bank of America, she was Director
team and was broadly responsible for building all trading systems, of Sales at TIM Group, an alpha capture platform dedicated
clearing systems and TA systems at China International Capital to providing equity trade ideas to investors. Her career also
Corporation Ltd (CICC). Prior to that, she held various positions at includes experience as an entrepreneur and as a senior business
the Orient Securities Company Ltd., the Bank of Shanghai and the development executive at a private equity firm. She graduated
Shanghai University of Finance and Economics. She obtained her with a BS in marketing from Miami University’s Farmer School of
Master’s Degree in Monetary Banking and her Bachelor’s Degree in Business. Honig is also on the Board of Associates for the Ronald
Management Information Systems from Shanghai University of McDonald House of New York.
Finance and Economics.
14
Karen Karniol-
Tambour
Head of Investment Research
Bridgewater Associates, LP
Connecticut
15
Elaine Keane and Niamh Ryan
Partners
Simmons & Simmons
Dublin
Elaine Keane and Niamh Ryan joined Simmons & Simmons’ new Ireland
office in July 2018, from Irish law firm A&L Goodbody, where they were
partners, and where Ryan headed the London office between 2014 and
2018. Keane has over 14 years’ and Ryan has over 17 years’ experience as
funds lawyers. Both focus on regulated fund formation – both UCITS
and AIFs – with Keane focused on managers pursuing hedge fund
strategies while Ryan covers a broad range of strategies. Throughout her
career Keane has advised several investment banks including Barclays,
Credit Suisse, UBS, Deutsche Bank, Nomura and Morgan Stanley, asset
managers including Wellington and Value Partners, hedge fund managers
including Cantab Capital, Winton, Aspect Capital and Marshall Wace
and ETF providers Source, UBS, VanEck and Credit Suisse. In the course
of her career Ryan has advised clients ranging from institutions such as
HSBC, Aberdeen Standard Life, Aviva and Schroders to managers such as
Blackstone, King Street and Cheyne Capital, on their Irish fund ranges.
Ryan and Keane both graduated with Bachelor of Civil Law Degrees from
University College Dublin. Says Ryan: “Ireland is a major and fast-growing
EU fund domicile, serving managers from the UK, Europe, US, Asia and
elsewhere. Our network of offices in Europe and Asia, our alliance with
Seward & Kissel in the US, and our partnerships with offshore law firms
in Cayman, brings something new to the market”. Says Keane: “clients
can benefit from our multi-jurisdictional approach which is a real
differentiator in the market”.
Elizabeth Keeley
Principal, Chief Operating Officer and General Counsel
Taconic Capital Advisors LP
New York
16
Elaine Mann Elaine Mann has been a Partner since 2011 and COO since 2014, overseeing
financial operations, information technology, human resources, corporate
communications, investor services and office administration. Baupost
Partner, COO manages over $30 billion. She is also a member of the management
The Baupost Group committee and works with the firm’s CEO, Seth Klarman, on overall
Boston organisational development at Baupost. Mann has been instrumental in
developing an overall benefits program to best support all employees,
which has included expanding the firm’s maternity and parental leave
plans. She told The Hedge Fund Journal that, “We are proud of our inclusive
culture. We continue to work hard to broaden the diversity across the firm,
which includes recruiting more women into investment roles”. Outside
of Baupost, Mann is involved in several not-for-profit organizations and
educational institutions. She is a corporation member at the Perkins School
for the Blind, serves on the boards of directors for The BASE, and serves
on the board of advisors for The Center for Women’s Entrepreneurial
Leadership at Babson College, her alma mater, from where she graduated
with a BS in Business Management.
Michelle McCloskey
President of Americas, Man Group and
President, Man FRM
New York
17
Suzanne McDermott Priya Mehta
Partner, Chief Legal Officer, Chief Compliance Officer Head of FCA Advisory and Regulatory Reporting Services
Halcyon Capital Management LP Buzzacott LLP
New York London
Suzanne McDermott is part of the new leadership at Halcyon Priya Mehta has been with Buzzacott for 10 years. She began
following the succession of Jason Dillow to Chief Investment auditing hedge fund managers, and now heads up FCA
Officer in 2016. Since joining Halcyon in 2008 as Chief Compliance regulatory reporting and advisory, including: liaising with
Officer, her responsibilities have expanded to include Chief Legal regulators, interpretation of regulations, and providing inputs
Officer, becoming a Partner of the firm in 2015, and a member for capital adequacy maintenance. She handles the full menu
of the Executive Committee in 2017. During these years, she has of FCA regulatory reporting for asset managers, brokers and
overseen many of the firm’s operational functions, including its others, including complicated and technical submissions such
Legal and Regulatory Department, Investor Relations, Technology, as COREP, CRD IV, AIFMD Annex IV, ICAAPs and regulatory
and Human Resources. McDermott has helped shape Halcyon’s disclosures. Buzzacott has recently expanded into US regulatory
global, diversified investment platform, which has in recent years reporting, such as the SEC’s Form PF and the CFTC’s form CPO-
expanded into liquid alternatives (40 Act and UCITS) and litigation PQR. The firm also helps managers with the FCA’s new SMCR
finance. The firm was founded in 1981 and manages $10 billion. regime and preparations for the EU’s new prudential rules that
Before Halcyon, McDermott was an Assistant US Attorney in the start in 2020. Prior to joining Buzzacott, Mehta was CFO and
Eastern District of New York. She worked in the Securities Fraud Compliance Officer, interfacing with counterparties and other
Unit as a Federal Prosecutor targeting various aspects of criminal service providers, at a small hedge fund manager, MW Turnbull
conduct, including within the hedge fund industry. She investigated LLP. Before that she was an audit manager, auditing hedge fund
and prosecuted major federal violations such as securities fraud, managers, such as GLG and Threadneedle, within the investment
corporate fraud, tax, and money laundering. McDermott has a JD management group at EY. At EY she was seconded to Fidelity
from Boston College Law School and a BA from the University of for a regulatory project around FCA capital rules. She is ICAEW
New Hampshire. qualified.
18
Ursula Newman Patricia "Trish" Robertson
Partner, General Counsel and Chief Compliance Officer O'Donald
Finisterre Capital LLP
London Principal, Portfolio Manager and Sector Head - Consumer
Kingdon Capital Management, LLC
Ursula Newman is one of five Finisterre Partners and chairs New York
the non-investment functions within the partnership. She also
sits on the board of Finisterre LLP, where a majority – three Patricia O’Donald is one of four portfolio managers at Kingdon
out of five – are women; the other two, Ellen Shumway and Capital. Since becoming a portfolio manager, she has successfully
Nora Everett, come from Finisterre’s parent company, Principal delivered consistent double digit returns with low volatility. She
Financial Group. On top of her GC and CCO role in charge of legal, is a Principal, member of the Executive Committee and manages
regulation and compliance, Newman is responsible for reporting the global consumer portfolio. Kingdon Capital is an alternative
business matters such as operations, technology, and non- investment firm founded by Mark Kingdon in 1983 and has
investment risk, to the board. Prior to joining Finisterre, she was achieved net annualised returns of over 15% since inception.
General Counsel at Altima Partners. Before that Newman held O’Donald joined Kingdon in 1996 as an assistant and earned her
senior business and legal roles focusing on emerging markets MBA from NYU while working under the mentorship of Kingdon’s
at HSBC and Deutsche Bank. She qualified as a solicitor at CIO. In 2002, she became an analyst on Kingdon’s consumer team
Macfarlanes and subsequently worked as a corporate insolvency and was promoted to portfolio manager in 2005. In 2012, she
and banking lawyer at DLA Piper. She graduated from Guildford became a Principal, Sector Head and member of the Executive
College of Law and received an LLB from the University of Bristol. Committee, where she plays a key role in the investment process
Finisterre was founded in 2002, and runs actively managed and advises on the direction of the business. O’Donald is on the
strategies in emerging markets macro, emerging markets long/ board of Lawyers for Children and Boardwalk Frozen Treats.
short credit and emerging markets total return. She graduated with a BA in Economics and Accounting from
Randolph Macon College and an MBA in Accounting and Finance
from NYU’s Leonard Stern School of Business.
19
Carol O’Donnell Bronwyn Owen
Chief Executive Officer Managing Director, Global Head of IR and Marketing
MOV37/Protégé Partners The Children’s Investment Fund (TCI)
New York New York
Carol O’Donnell is a seasoned alternative investment executive Bronwyn Owen is a Partner at TCI and has been a key contributor
who helped to launch Protégé Partners’ affiliate, MOV37, which to strategic changes and developments at the firm including
focuses on “Autonomous Learning Investment Strategies” (ALIS) overhauling fund structures and transparency for the core equity
that use advanced machine learning, data and computing power strategy, developing a more diverse and global investor base, and
to run innovative investment strategies. MOV37 views ALIS as the launching a leading real estate lending business. During Owen’s
“third wave” of investment management, following the first two: tenure at TCI, the firm’s equity assets have recovered from under
discretionary fundamental and quantitative. As CEO, O’Donnell $5 billion to reach over $19 billion. Owen has launched and raised
leads product structuring and development, manages operations in excess of $5 billion for three real estate lending closed end
and counterparty relationships, and contributes to global vehicles. Prior to joining TCI, Owen was Executive Director of IR
marketing. Before joining Protégé, O’Donnell was Director of Legal and Global Marketing for Indus Capital Partners. Previously she
and Compliance for DARA Capital US. Earlier, she was General worked for Credit Suisse in capital introductions and structured
Counsel and Chief Compliance Officer of fund of funds, the Permal products. She began her finance career as a trader at Saw James
Group, which grew from $17 billion to $40 billion and was acquired Capel. Owen holds a Masters in International Relations from
by Legg Mason during her tenure. Previously, she was COO and Tufts University, a Masters in Financial Engineering from
General Counsel of commodity manager, Framework Investment Reading University, and a Bachelors in Economics from Curtin
Group. O’Donnell began her career practising corporate, securities University of Technology. She is a CFA charterholder.
and commodities law. She acts as a trustee of a US mutual fund and
other private trusts. O’Donnell holds a JD from the Benjamin N.
Cardozo School of Law and a BS in Business and Economics from
Skidmore College in Saratoga Springs, New York.
20
Priya Prasad Rosie Reynolds
Senior Vice President, Interest Rates Sales and Relationship Chief Commercial Officer
Management Aspect Capital
Citadel Securities London
New York
In March 2018, Rosie Reynolds was appointed to Aspect Capital’s
Priya Prasad works in fixed income sales with a focus on the Executive Board as Chief Commercial Officer, with responsibility
firm’s growing interest rate derivatives business. She joined for the firm’s commercial and product strategy, as well as
Citadel Securities in 2016 as the firm expanded its US Treasury overseeing the sales, investment solutions, marketing and
franchise into the liquidity-challenged off the run sector and investor relations teams. Reynolds has played a key role in driving
grew to include voice coverage and execution. As a Relationship forward Aspect’s business plan and strategic direction, which
Manager, Prasad covered major institutional clients spanning includes diversifying the range of systematic strategies available
the East Coast and Canada. As Citadel Securities expanded its to investors. Aspect manages $7.7 billion as of August 2018. Her
footprint in Swaps, she moved into interest rates sales to lead 13 years at Aspect have spanned client-facing distribution roles,
the derivatives build from the sales side. Prasad has primary a stint running the Treasury department, and legal positions.
responsibility for some of the firm’s largest derivative accounts Prior to joining Aspect, Reynolds was a lawyer at Hogan Lovells,
including over 20 hedge fund clients. She has a decade of in London and Paris. She holds an LLB from the University of
experience in equities and fixed income sales and trading. Prior Glasgow, and a CPE Postgraduate Diploma in Legal Practice from
to joining Citadel Securities, Prasad was a vice president in the College of Law in York. Reynolds has four young children and
Morgan Stanley’s Interest Rate Sales group, covering hedge funds, says, “Aspect is a phenomenally supportive and female-friendly
asset managers, GSEs, and pensions, emphasising inflation and place to work, with an excellent attitude towards promoting women
volatility. She graduated with an MBA from Columbia Business into senior roles”. Other women in senior jobs at Aspect include
School in 2015, which she earned while working full time at Chief Risk Officer, Anna Hull (who featured in the fifth edition of
Morgan Stanley. Prior to that, Prasad graduated from Yale the 50 Leading Women in Hedge Funds report), Head of Business
University with a BA in Economics. She is a CFA charterholder. Assurance, Heather Kirkman and Head of HR, Amanda Cherry.
21
Donna Rix Laura Rose
Managing Director and General Counsel Partner and Head of Client Relations
Citadel Europe DW Partners
London New York
Donna Rix leads the legal and compliance teams that cover the Laura Rose joined DW Partners, a $2+ billion multi-strategy credit
European operations of Citadel, a hedge fund business with over hedge fund founded by David Warren, in October 2014. In her role
$30 billion in assets under management and Citadel Securities, a as Partner, she oversees the marketing and investor relations
global market maker that provides liquidity across fixed income, efforts for the firm. Prior to joining DW, Rose spent nearly a
equities, derivatives, and FX. She helps Citadel and Citadel decade at Taconic Capital Partners, spearheading their marketing
Securities to navigate the European regulatory landscape, leading efforts. During her tenure, Taconic’s AUM grew from $1 billion
the firm’s engagement efforts with policymakers, regulators to $7 billion. Prior to Taconic, she was in Institutional Equity
and other key stakeholders. Rix regularly meets with regulators Sales at Merrill Lynch. Rose founded #MoreToGo, an organisation
throughout Europe to discuss policy and supervisory questions. with the mission of championing and progressing the careers of
She also represents Citadel and Citadel Securities on a number of women at all levels in alternative investments. She also founded
trade associations, including AIMA, FIA EPTA and MFA, and speaks the Tri-State Women Leadership Forum, a group that supports a
regularly at conferences on European regulation and its impact on range of women’s causes. She is a board member on New York For
the financial services industry. She joined Citadel in 2016 from Bank McCombs Board and the MBA Investment Fund, a student-run
of America Merrill Lynch in London, where she was most recently endowment. She also serves on the Chick Mission Peep Board.
Managing Director and Head of EMEA Equities Compliance. Rix Rose holds a BA and an MBA from the University of Texas at
began her legal career at Wilde Sapte and then Linklaters, working Austin and is a CFA charterholder.
in London, Paris and Tokyo. She graduated from University College
London with an LLB and completed her Legal Practice Course at the
College of Law, London.
22
Kristin Scherer Cheryl Scungio
Director, Capital Introductions Executive Director, Trading Lead
Societe Generale Prime Services Campbell & Company
New York Baltimore
Kristin Scherer handles the relationships for Societe Generale Cheryl Scungio has been with veteran systematic multi-strat
Prime Services (SGPS) with institutional investors, family offices manager, Campbell & Co, for over 17 years and was the first
and hedge fund managers on the US West Coast, which has seen female trader hired on the desk. Unique to her role, Scungio
a significant expansion of coverage during her tenure. She also works overnight to cover all European commodity trading
maintains an active dialogue with the firm’s global hedge fund responsibilities while also managing and overseeing counterparty
manager clients, as well as investors in New York, New Jersey, and relationships. Her expertise extends to all commodity markets,
Connecticut. As SGPS’ client base has evolved from its tactical but she has deep expertise in industrial metals and London
trading origins, she has been integral to the expansion of investor markets by maintaining an active dialogue with European market
dialogue across a wide range of strategies. Before joining Societe venues. She was recently one of 21 systematic financial traders
Generale, Scherer was a Managing Director and Head of Global who participated in the London Metal Exchange discussion
Business Development at equity long/short manager, V2 Capital. paper on market structure, which has influenced the Exchange
Prior to that she was a Managing Director at Marketfield Asset to take action on fees and design plans for enhanced clearing and
Management, where she led the firm’s institutional business trading structures. Scungio is also involved in assessing trading
development practice. While leading the institutional sales systems, selecting execution algorithms, and transaction cost
efforts at Marketfield, assets under management increased by analysis (TCA). Having graduated with a BA in Economics from
more than $20 billion, ultimately becoming the largest liquid the University of Pennsylvania, Scungio is studying for a Master’s
alternative fund in the United States. From 2005-2012 she held Degree in Applied Economics from American University. She is a
various positions at AllianceBernstein. Scherer graduated from CFA charterholder, has her CAIA designation, her FINRA Series 4
Colgate University with a BA in Philosophy & Religion. She is a and the ACI Dealing Certificate.
CAIA charterholder.
23
Laura Sterner
Head of Capital Development and Investor Relations
Point72
Stamford, Connecticut
Kirstie Sumarno
Director of Investor Relations
Chenavari Investment Managers
London
24
Kathy Sutherland
Partner and Head of Business Development
GoldenTree Asset Management
New York
Qi Wang Based in Newport Beach, Qi Wang is a managing director and the lead
portfolio manager for PIMCO’s global discretionary macro hedge fund
strategies, overseeing approximately $7 billion in assets. In her role, she draws
Managing Director, Portfolio Manager on the collective capabilities of PIMCO’s 240+ portfolio managers globally;
PIMCO trading for the strategies spans interest rates, currencies, credit markets,
Newport Beach equities, and commodities, predominantly through derivatives-based
implementation. In addition, she holds notable leadership positions: she is
a member of PIMCO’s Investment Committee, comprised of the firm’s most
senior portfolio managers, contributing actively to the formulation of the
firm’s macroeconomic views and investment strategies. She is also a member
of PIMCO’s Executive Committee, which provides firm-wide operational
oversight and steers PIMCO’s strategic direction. Prior to joining PIMCO
in 2010, Wang spent 11 years at HBK Capital Management, most recently as
partner responsible for developed market fixed income. Wang was previously
a fixed income analyst at Lehman Brothers. She has 23 years of investment
experience and holds a Bachelor's degree in Economics and Molecular
Biochemistry and Biophysics from Yale University.
25
Carol Ward Alexia Weiller
Chief Operating Officer Managing Director and Head of Prime Solutions and Risk Group
Man GLG Societe Generale Prime Services
London London
Carol Ward is Chief Operating Officer (COO) of Man GLG, Man Alexia Weiller has global responsibility for the teams in charge of
Group’s discretionary investment engine, having assumed the risk monitoring, scarce resource management, pricing and on-
role in October 2015. She is responsible for the daily running of boarding. She supervises a team of 60 across Paris, London, New
non-investment activities along with the execution of Man GLG’s York, Chicago and Hong Kong, which is in charge of monitoring
business strategy. This includes enhancements to the Man GLG the risks of the prime services division for more than 5,000 hedge
technology platform, the delivery of the product strategy and talent funds, market makers and institutional clients. Societe Generale
initiatives, supported by Man Group’s central infrastructure. Ward Prime Services has diversified its client base to include larger,
sits on a number of internal committees, including the Risk and more complex, multi-asset funds trading equities, relative value
Finance Committee and Responsible Investment Committee. She and macro strategies, using both listed and OTC derivatives. In
is a Trustee of the Man Charitable Trust. Prior to joining Man GLG, 2017, Weiller restructured the transition team to improve and
Ward worked at Man AHL, Man Group’s diversified quantitative globally coordinate the on-boarding process. In 2016, she created
investment engine, where she held a number of business the client pricing and profitability team, putting together trading,
management roles, including most recently as COO. Before joining scarce resources management and data analytics competences,
Man AHL in 2010, she was a senior project manager at Fidelity developing innovative pricing tools for clients, while optimising
International. Since July 2016, Ward has chaired the Alternative the profitability of the prime brokerage division. Under her
Investment Management Association (AIMA) Research Committee. leadership, the division has reduced by 30% its consumption
She has also acted as a FinTech Mentor for Enterprise Ireland. She of scarce resources – mainly leverage, risk weighted assets and
holds a BSc in Business Information Systems from the National liquidity, under Basel III – while supporting a 50% growth in
University of Ireland in Cork. revenues. Weiller’s finance career began as an equity derivatives
trader at JPMorgan. She graduated from ESSEC Business School.
26
Cathy Weist Joanna Welsh
Partner Chief Risk Officer: Head of Portfolio Construction and Risk Group
Schulte Roth & Zabel Citadel
London Chicago, Illinois
Cathy Weist is a member of the Investment Management and Joanna Welsh is Chief Risk Officer at Citadel, a leading hedge
Regulatory & Compliance Groups. SRZ is a leading law firm in the fund firm with over $30 billion in assets under management. She
private funds industry, and Weist is a key partner focusing her chairs Citadel’s Portfolio Committee and advises in determining
practice on advising European and US investment managers of risk tolerance levels for individual strategies, which include
hedge funds, private equity funds, hybrid funds and fund of funds equities, quantitative strategies, credit, commodities, fixed
on all aspects of their business. She also provides advice to clients income and macro, and for the firm’s funds as a whole. Welsh
on general securities law and regulatory matters impacting leads a team of approximately 50 operational and market risk
investment funds and their managers, such as compliance managers, technologists and quantitative researchers who are
with US and EU regulatory rules and the marketing of funds in located in offices across the US, Europe and Asia. Her team
various jurisdictions. She speaks at industry events in the United collaborates closely with the firm’s portfolio managers and
Kingdom and the United States. In May 2018, she participated business heads to develop risk management solutions that are
in SRZ’s webinar, “EU Regulatory Update for US Private Fund customised, technically sound and scalable. Prior to joining
Managers.” In July 2018, Weist was a featured speaker at SRZ’s Citadel in January 2017, she spent 15 years working in senior risk
“London Investment Management Hot Topics,” a market-leading management roles at Tudor Investment Corporation, where she
seminar that examines the current state of the investment established the UK risk management function and later became
management industry. Weist obtained her JD from New York Global Head of Risk Management. Welsh has more than 20 years
University School of Law and her BS from the University of Utah. of experience in financial services and risk management, having
also held senior risk positions at Commerzbank and Nomura. She
received a Master’s and Bachelor’s degree in Biological Sciences
from Oxford University.
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Amy Wierenga Hopewell Wood
Chief Risk Officer, Partner CEO
BlueMountain Capital Management Glen Point Capital
New York London
Amy Wierenga is responsible for the Risk and Portfolio As CEO, Hope Wood oversees all non-investment functions at
Construction team, chairs the Risk Committee and is a member Glen Point Capital, which she was recruited to help launch in
of the firm’s Valuation Committee. She is responsible for overall 2015. In what is a dual role, she is responsible for driving the
risk management of the firm’s more than $20 billion in assets and firm’s business strategy and implementation, and also leads
a partner to the CIO and Co-Founder, Andrew Feldstein, in every business development and investor relations efforts globally.
capital allocation and portfolio construction decision. Wierenga Wood is a Partner and also sits on the Executive, Operating and
joined BlueMountain in 2008 from Merrill Lynch, where she was Risk committees. Glen Point Capital, whose co-founders Neil
responsible for market risk in the Global Rates and FX trading Phillips and Jonathan Fayman were featured in The Hedge Fund
businesses. Previously, Wierenga was a commissioned Bank Journal’s ‘Tomorrow’s Titans’ report published in association with
Examiner and Market and Liquidity Risk Specialist for the Federal EY, manages assets of $3 billion, composed of $2.8 billion in an
Reserve Bank. She earned an MBA from the University of Chicago, emerging market-focused macro strategy, and $200 million in an
Booth School of Business, and Bachelor’s degrees in Economics and emerging market fixed income strategy. Glen Point’s institutional
Music from Butler University. Wierenga is one of three women who investor base includes sovereign wealth funds, foundations, US
are partners of the firm. The others are Head of Global Volatility, public pension plans, corporate pension plans, family offices
Sarah Dahan, and Head of Client Advisory, Europe and Middle East, and funds of funds. Previously, she held a similar role at Colm
Louisa Church. Other women in senior management positions O’Shea’s macro firm Comac Capital for 8 years, and before that
at the firm include Laura Cappiello, Head of Human Capital was the Head of Marketing for The Fine Art Fund Group, a firm
Management; Dava Ritchea, Chief Financial Officer, and both the that invested in art via fund vehicles. Wood holds an MBA from
Head of Fund Accounting and the Deputy Chief Compliance Officer. the University of Oxford’s Saïd Business School, an MA from
Sotheby’s Institute of Art, and a BA from Vanderbilt University.
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IN ASSOCIATION W ITH