- INSTITUTIONAL INVESTORS -
Peter Carey
Senior Investment Officer, Alternatives
NY State Common Retirement Fund
Peter Carey is the Portfolio Manager for the Absolute Return Strategies (ARS) Program, Hedge Fund business, for the New York State Common Retirement Fund. He is responsible for the risk, return and overall management of the ARS Portfolio. He is also responsible for the welfare, morale and overall conduct of the ARS staff. Prior to joining the NYSCRF, Mr. Carey worked at Bear Stearns as an Institutional Fixed Income Salesman. He received his BS from the US Military Academy and a MBA in Finance from the University of Southern California. He is also a former Infantry Officer in the US Army.
Joseph Haslip
Assistant Comptroller, Bureau of Asset Management
New York City Public Pension Funds
Joseph J. Haslip serves as Assistant Comptroller of Pensions, for The New York City Comptroller, The Honorable William C. Thompson Jr.
The Retirement System is composed of the five pension boards which are as follows: The New York City Employee Retirement System, the New York City Teachers Retirement System, the New York City Police Pension Fund, The New York City Fire Pension Fund, as well as The New York City Board of Education Retirement System.
The total assets under management for these systems are approximately $100 Billion.
Recently, at the request of Comptroller Thompson, Joseph is playing a leadership role in working with the Chief Investment Officer and Bureau of Asset Management in developing New York’s approach to increase its exposure with emerging managers, as well as minority and women investment managers.
He has most recently worked with investment staff in developing a Public Markets Emerging/Developing Investment Manager Program which will look to invest an additional $2 Billion with investment firms of $5 Billion or less.
Prior to working with Comptroller Thompson, Joe served as Chief of Staff and Director of Legislation and Policy for State Senator David A. Paterson, who currently serves as Minority Leader of The New York State Senate.
Head of Hedge Funds Strategies Group
AIG Investments
Mr. Discolo joined AIG Investments in 1999 and is a Managing Director, Alternative Investments and is the Head of the Hedge Fund Strategies Group. Mr. Discolo, who is also a member of AIG's Hedge Fund Investment and Strategy Allocation Committees, has over 20 years experience with major financial institutions in various capacities relating to investment products, primarily hedge and private equity funds. Previously, he held positions at PaineWebber Inc., Bank Julius Baer, and Merrill Lynch & Co, where his responsibilities included creating portfolios of hedge funds for private and institutional clients, development of hedge fund and private equity products, oversight of business structure and development for hedge funds and hedge fund of funds, and managing the evaluation and selection process of hedge funds for both discretionary and advisory clients. Mr. Discolo also was President of the European Warrant Fund (a NYSE listed closed-end fund) and Julius Baer International Equity Fund. Mr. Discolo received a BS in accounting from St. John's University and an MBA from the Lubin School of Business at Pace University. He holds Series 7 and Series 24 licenses and he is a CFA and CAIA charterholder. Mr. Discolo is also a CPA and a member of the AICPA, CFA Institute, CAIA Association, GARP, and NY State Society of Security Analysts.
David Wiederecht
President – Investment Strategies
GE Asset Management
Mr. Wiederecht is President – Investment Strategies for GE Asset Management’s Investment Strategies Group, where he is responsible for the firm’s strategic and tactical asset allocation efforts related both to client relationships and the GE benefit plans. Mr. Wiederecht is also a Trustee for the GE Pension Trust and all of the Company’s Employee Savings Plans. He also has oversight of GEAM’s hedge fund investments. He also co-manages GEPT’s hedge fund portfolio. In his prior role as Managing Director – Alternative Investments, Mr. Wiederecht had portfolio management responsibilities for various private equity and real estate investment strategies, in addition to hedge fund oversight. Prior to joining GEAM in 1988, Mr. Wiederecht held several positions throughout the General Electric Company. He holds a BA in Economics from St. Lawrence University.
David Turner
Head of Private Equity
The Guardian Life Insurance Company of America
David Turner is a Managing Director and Head of Guardian’s Private Equity team. He has over 25 years of experience in private equity and portfolio management. David has made over 60 private equity investments totaling over $4B in
committed capital and managed portfolios totaling over $17B in cumulative commitments.
Prior to joining Guardian in June 2007, David was CEO and CIO of the Private Equity Group at WestLB Mellon Asset Management. He was also Director of the Alternative Investments Division and Senior Portfolio Manager for the State
of Michigan Retirement System's Alternative Investment Division. David holds a B.A. from SUNY.
Kevin T. Hanney
Director, Portfolio Investments
United Technologies Investment Management Company
Kevin has been a member of the New York and Connecticut investment communities for over 12 years. He recently went global, having joined UTIMCo in May of 2005, taking responsibility for the firm's non-US pensions. Prior to joining UTIMCo, Kevin was Senior Investment Analyst for the 1199 Health Care Employees Pension Fund in New York City where he was responsible for day-to-day operation of the fund, focused primarily on US Equity, private equity, and overlay strategies. Kevin previously held positions with Parametric Portfolio Associates and Pimco Advisors, LP.
- FUND OF FUNDS -
Bernard Minsky
Head of Risk Management & Portfolio Analytics
International Asset Management
Bernard joined IAM in 2004 and has over 29 years of investment experience and over 12 years of experience in the hedge fund industry. Bernard was formerly at Goldman Sachs International where he had responsibility for margin risk management, overseeing the lending policies for hedge fund clients and was Co-head of Firmwide Risk in Europe. Qualified in accounting and finance and a Chartered Statistician, he also has experience as a senior consultant in econometric and statistical applications. Bernard has an MSc in Mathematics from the University of London and a BSc in Mathematics & Statistics from the University of Sussex.
Antonio Montes
Managing Director
Proxima Alfa Investments
Mr. Montes joined Proxima Alfa as CIO in November 2006, coming from JPMorgan Chase, where he worked at the Proprietary Trading Group in London, as a Senior Global Macro trader, mainly focusing on G-10 FX, Fixed Income, Stock indices and Commodities. He started his career in Financial Markets in 1989, and have worked for FG (Merrill Lynch), as Head of Spanish Fixed Income and Equity Derivatives, then moved to Banque Paribas Capital Markets in London (1993-1996), as responsible for Southern European Government Bonds Trading, which included taking proprietary risk in fixed income and associated derivatives markets. From 1996 until 2001, he worked as a proprietary trader at BBVA in Madrid.
He holds a degree in Economics and Business Administration by Universidad Complutense of Madrid and he has been a professor at a number of postgraduate programs in Finance (ICADE, CEU). He is currently a professor at the Master in Financial Markets from IEB (Instituto de Estudios Bursátiles).
Steven Krampf
Strategy Head, Fund of Hedge Funds
Duemme Capital, Gruppo Banca Esperia
Mr. Krampf joined Duemme Capital in 2006 as Co-Head of Research, in charge of equity strategies worldwide. Duemme is part of the largest Italian Fund of Hedge Funds group at Banca Esperia with more than $4.5 billion under management. Previously, he was a Head of Research at UBP Bank where he covered new launches, strategies and management of existing investments. Prior to that he was Head of the Convertible Bond desk in 2001 at Standard Bank while he started his career at UBP as a Fixed Income trader.
Marcel Herbst
Managing Director
Harcourt Group (US)
Marcel Herbst is an Executive Director of the Harcourt Group. He joined Harcourt in March, 2002 at the headquarters in Zurich (Switzerland) and relocated to New York in 2007 as Managing Director / CCO of Harcourt Alternative Investments (US) LLC, an SEC registered subsidiary of the Harcourt Group.
His past experience includes Corporate Finance and M&A for Enron Broadband Investments in London (an independent USD200m private equity subsidiary of Enron). Prior to that, he was Director of Strategic Development for ComTelco, a US/German High Tech firm that successfully went public in 2000. He started his career 1997 in the Business Development department of Atlas, a financial services firm in New York. Marcel Herbst graduated from the University of St. Gallen (Switzerland) with a masters degree in Economics, and is currently finalizing his PhD in Economics with the same University.
- ADVISORS -
Managing Director, Portfolio Manager
Appomattox Financial
Susan is Managing Director and Head of Appomattox Financial Inc, a financial advisory firm located in New York City. Appomattox manages customized portfolios for Endowments, Foundations and High Net Worth Individuals. It also works with hedge fund managers to incubate and launch their hedge funds. Appomattox is a partner with Atlas S.A., located in Geneva, Switzerland.
In addition, Susan is Head of First Atlas Capital, the Registered Investment Advisor for Atlas Capital Group. In this capacity she is a member of the Atlas Capital Investment Committee and sub-advises on a number of funds of funds, for Institutional Clients.
In 2001, she joined Atlas Capital. She recently launched the ‘Alternative World Fund’ for Atlas, a multi-strategy, capital guaranteed fund with 20 to 30 managers. She was also a lead Director for the Weston-Atlas Partners fund, selecting managers to incubate and fund. Susan Webb Dreyfus is responsible for the chapter in the Book “Managing Alternative Investments” on “Monitoring and Maintaining Investments in Hedge Funds.” She last spoke at the Managed Futures Conference her topic being ‘Monitoring Hedge Funds for Principal Protection Strategies’. Finally, she was elected member of a liquidation committee for a hedge fund. M.B.A. with a concentration in Finance from Darden School at the University of Virginia. B.A. in Economics and in Psychology from the University of Virginia.
- FUND MANAGERS -
President and Chief Investment Officer
Trust and Fiduciary Management Services
Steven C. Carhart is President and Chief Investment Officer of Trust and Fiduciary Management Services Inc., a Boston based investment advisory firm which manages investment accounts on behalf of trust companies and other fiduciaries. In this capacity, his current focus is on asset allocation, investment strategy, and nontraditional investments.
Prior to joining Trust & Fiduciary in 1999, his earlier career included equity portfolio management responsibilities at Northern Trust Co.; the independent closed end fund Baker, Fentress & Co.; and management of a major mutual fund at Pioneer Investments. Before entering portfolio management, his research experience included founding the independent investment research firm Carhart and Associates as well as research positions in major nonprofit institutions.
His educational background includes the S. B. in Electrical Engineering from the Massachusetts Institute of Technology, and the S. M. from the Program for the Social Application of Technology at the Sloan School of Management at MIT. He is a member of the Boston Society of Securities Analysts and active in a wide range of community activities in the Boston area.
Vice President/Co-Portfolio Manager Healthcare
Columbus Circle Investors
Dr. Oberwager joined Columbus Circle Investors in February, 2002. Prior to becoming Vice President/Co-Portfolio Manager he held the position of Senior Securities Analyst. Dr. Oberwager recently received his Medical Doctor degree from Harvard Medical School. He previously worked at The University of Pennsylvania's Institute For Human Gene Therapy, conducting molecular biology laboratory research. He received his B.A. from Princeton University in 1997. Dr. Oberwager has earned the right to use the Chartered Financial Analyst designation and he is a member of the New York Society of Security Analysts.
Greylock Capital Management, LLC
Mr. Humes is the President and CEO, and Portfolio Manager of Greylock Capital Management, LLC, which he founded as a joint venture with Van Eck Global in May, 1995. Mr. Humes has 20 years of experience working in emerging markets. He was a Managing Partner of Van Eck Absolute Return Advisors, Inc. where he launched the fund which became the Greylock Global Opportunity Fund in 1997. From 1991 to 1994, he was a key member of the Lehman Brothers emerging markets debt trading team, codeveloping the desk and managing over $500M in investments. Prior to that he traded a proprietary debt portfolio at Banco Santander and engineered several debt/debt and debt/equity swaps in Latin America. He began his career at Manufacturer's Hanover, where he worked on the sovereign debt restructurings for the Republic of the Philippines and the Republic of Yugoslavia. Mr. Humes received his BA from Williams College. He has lived and studied in Nigeria, Morocco, Canada, Netherlands, Chile, Mexico, and Belgium and is fluent in Spanish. Mr. Humes served as the Co-Chairperson of the Global Committee of Argentina Bondholders (GCAB), which represented approximately $40 billion in holdings in the largest sovereign debt restructuring in history. Mr. Humes is a member of the Institute of International Finance’s Principles Consultative Group (PCG) for the Principles for Stable Capital Flows and Fair Debt Restructuring in Emerging Markets.
Anthony Huston
Managing Director, Chairman of Asset Allocation Committee
PMA Asian Opportunities Fund
Tony Huston has over 23 years of broad experience in international markets, hedge fund management, financial services and technology. At PMA, Tony is a Managing Director and Chairman of the Asset Allocation Committee for PMA’s multi-strategy Asian Opportunities Fund. Tony also serves as Head of Business and Product Development for the Americas.
Prior to joining PMA, Tony was a Managing Director at Paloma Partners. Serving Paloma on the Portfolio Review Committee, he also had broad responsibilities that touched upon all products at the firm: Chinese private equity; multi-strategy flagship fund; market neutral fund of funds and a fund of CTA’s. Prior to Paloma, Tony was President and Board Member of publicly traded financial services software development company Internet Financial Services, Inc. A pioneer in the electronic trading markets he took IFSI public in 1999 and is a published author; “Electronic Trading and the Hedge Fund Manager” (Hedgefundnews 1998). From 1987 to 1995, Tony worked in New York, London and Tokyo for Tullett and Tokyo Forex in the FX Options markets, where he ran various international trading desks within the derivatives markets.
Tony was an Honors Student at the University of Michigan, where he studied Mandarin Chinese and Asian Studies. He is also a World Champion Yachtsman in the International One Design Class.
Greg Lesko, CFA
Managing Director
Deltec Asset Management
Mr. Lesko is a Managing Director of Deltec Asset Management LLC having joined the firm in 2001. Mr. Lesko currently manages the Deltec Emerging Market Equity LP and overseas emerging market equity investments throughout the firm. Prior to joining Deltec, Mr. Lesko was a Portfolio Manager at EastWest Capital Management, where he spent 14 years co-managing a global limited partnership invested in emerging market and domestic equities. Mr. Lesko holds a B. A. from Dartmouth College and a B.E. from the Thayer School of Engineering at Dartmouth. Mr. Lesko is a Chartered Financial Analyst.
President
FH Asset Management LLC
Eric R. Hermann, President, is the owner of FH International Financial Services, Inc. Mr. Hermann has been active in emerging markets finance for two decades and has advised and managed funds investing in emerging markets debt instruments denominated in OECD currencies since 1992. In association with Carlson Investment Management, Mr. Hermann managed the First African Asset Fund Limited and the Africa High Yield Fund as well as the ML XVII Carlson (Cayman) CBO. In 1998, he began investing a managed account which was converted in 2000 into the FH Emerging Markets Debt Fund, LP. Mr. Herman is also a principal of Montreux Capital Management LLC, the General Partner of Montreux Partners, L.P. a partnership with the objective of actively managing deeply distressed sovereign debt. From 1986 to 1989, Mr. Hermann helped establish the emerging markets trading and corporate finance units at Bear, Stearns & Co. Inc. From 1981 to 1986, he worked in The Chase Manhattan Bank’s international banking group’s Africa and Middle East department. Prior to that, he was an economic consultant to the World Bank and the United States Agency for International Development, and received a Fulbright Fellowship to the Cote d’Ivoire. He speaks English, French and Spanish. Mr. Hermann holds a Masters of Arts in Law and Diplomacy from the Fletcher School of Law and Diplomacy.
Managing Director
Alden Global Capital
Eli is a Managing Director for Alden Global Capital, an emerging markets manager with dedicated investment programs in Russia, MENA, India and Frontier Markets. Alden Global Capital is a division of Smith Management, the family office of Randall Smith who is the portfolio manager for all of the Alden funds, and has a personal commitment of over $500mm to the Alden portfolios. Alden has investment offices in New York, Mumbai and Dubai. Prior to Alden, Eli was a managing director at Eos Partners, and had a similar position at Dickstein Partners and Caxton Health Holdings. Prior to Caxton, he worked in the investment management division of both Goldman Sachs and Merrill Lynch in New York. Mr. Combs has a BS from Miami University, a Master of Finance degree from The City University of New York and an MBA from Yale University.
Partner
Altima Partners
Biography coming soon.
Paul Lucek
Senior Portfolio Manager
SSARIS Active Commodity Fund
Paul R. Lucek is Director of Research, and a Senior Portfolio Manager, and a member of the Hedge Fund Investment Committee at SSARIS Advisors, LLC. Mr. Lucek’s responsibilities include development and improvement of quantitative investment strategies including trading systems, portfolio allocation and risk control.
Prior to joining SSARIS, Mr. Lucek developed quantitative algorithms for trading stock index futures, and in 1996 he co-founded SITE Capital Management LLC, a hedge fund manager, CTA and CPO. While at SITE, Mr. Lucek specialized in trading both directional and delta-neutral strategies using stock index futures, options and stock baskets.
Mr. Lucek made the transition to money management from the M.D./Ph.D. program at the Columbia University, College of Physicians and Surgeons, where, as a researcher funded by the Human Genome Project, he pioneered the use of neural networks in the analysis of complex genetic inheritance in humans. He has earned both Bachelor’s and Master’s degrees in Biology from Harvard University, and a Master’s degree in Genetics from Columbia University.
Todd Gross
Managing Member & CIO
Hudson Capital Group
Todd Gross, is a principal and co-founder of Hudson Capital Group, serves as Chief Investment Officer of the firm’s asset management business. Mr. Gross has maintained an impressive, successful record of trading and risk management in Energy derivatives, both proprietarily and for investors, since 1993. He directs all trading, risk management and administration for HCG Ltd., as well as research and development for the company. Prior to forming Hudson Capital Group, Mr. Gross was Head Options Trader, Global Commodities Division, for Morgan Stanley & Co. He began his career at Cooper, Neff and Associates, as Head Trader for Commodities in New York. Mr. Gross graduated from the Management & Technology Program at the University of Pennsylvania. In 1988, he received both a Bachelor of Science in Economics from Wharton and a Bachelor of Applied Science in Systems Engineering from the Moore School of Engineering.
Jeffrey Alt, CFA
Vice President and Product Manager
Prudential Fixed Income Management
Jeffrey Alt, CFA, is Vice President and Product Manager for the Fixed Income Hedge Platform at Prudential Fixed Income Management (PFIM), responsible for product and strategy development, and managing the product platform. Mr. Alt is also a member of the Institutional Client Relations, focusing primarily on new business development with large institutional investors. He has worked in institutional investment management since 1992, in both client service and sales positions. Before joining Prudential Investment Management in 2006, Mr. Alt was Executive Director of Mid-Market Institutional Sales for Morgan Stanley Investment Management, where he was responsible primarily for portable alpha, alternative investments, and traditional strategies. Earlier, he was head of Morgan Stanley Investment Management's institutional mutual fund client services group. Mr. Alt earned a BBA in Finance from the University of Michigan and an MBA in Finance from Temple University. He holds the Chartered Financial Analyst (CFA) designation.
TJ Connelly, CFA
Portfolio Manager
MKP Capital Management
T.J. Connelly, CFA is a Partner in Portfolio Management primarily dedicated to MKP Partners. Prior to joining MKP Capital Management, L.L.C, Mr. Connelly was a vice president at JP Morgan Fleming Asset Management where he was a member of a four person team managing over $20 billion in mortgage portfolios. Before JP Morgan, Mr. Connelly worked at Freddie Mac managing purchases and trading pass-throughs for their $400 billion mortgage portfolio. Before Freddie Mac, Mr. Connelly worked at Capital One Financial where he was a portfolio trader.
Mr. Connelly received his B.A. degree in Economics and German, cum laude, from Vanderbilt University and is a holder of the Chartered Financial Analyst designation.
Greg B. Jacobs
Agamas Capital Management, LP
CEO & Portfolio Manager
Mr. Jacobs is the Chief Executive Officer and a Portfolio Manager of Agamas Capital Management, LP, which manages a relative value hedge fund investing across a continuum of financial assets that includes treasury securities, fixed income derivatives, agency and non-agency MBS, ABS, CMBS, CDO, leveraged loans, corporate credits, convertible securities and equity derivatives. Previously, he was the Managing Member of Capital Dynamics, LLC, a financial advisory and consulting firm. Prior, Mr. Jacobs was a Managing Director of RBS Greenwich Capital where he was Head of Non-Agency and Commercial Mortgage Trading as well as the Co-head of the Commercial Assets Group.
Prior to RBS Greenwich Capital Mr. Jacobs served as a Managing Director of Mortgage Trading at Daiwa Securities America Inc. Previously, he was Vice President of Mortgage Trading at Salomon Brothers and was responsible for trading residential and commercial mortgage-backed products. Mr. Jacobs received his MS in Business Management from the Sloan School of Management at MIT and his Sc.B in Mechanical Engineering from Brown University.
CEO
Dix Hill Partners
Mr. Gordon is a founder and Managing Member of Dix Hills Partners, LLC and its affiliate management company, Dix Hills Associates, LLC and serves as the company’s Chief Executive Officer and Chief Compliance Officer. He had been focused on developing investments for institutional and high-net worth investors before founding the companies in July 2003. Until January of 2001, Mr. Gordon was a Managing Director, Institutional Business Unit at Mitchell Hutchins Asset Management, a subsidiary of UBS/PaineWebber. Prior to UBS/PaineWebber, he held positions at Merrill Lynch Capital Markets for over 15 years, working with Fortune 500 corporations and institutions in pension/cash management, private equity and traditional asset management. Additionally, he has held positions at Merrill Lynch in Institutional Marketing, Prime Brokerage/Securities Lending, and working with hedge funds and alternative investment strategies. A significant part of his career has been advising institutions, pension funds and high net worth clients regarding investments and portfolio strategies. He has held several management positions overseeing business teams. Mr. Gordon holds a B.S. in Chemical Engineering from Rensselaer Polytechnic Institute and an M.B.A. from Harvard Business School.
- MARKET & INDUSTRY EXPERTS -
David Kurzman
Managing Partner
Kurzman CleanTech Research
David H. Kurzman is Managing Partner of Kurzman CleanTech Research©, a Clean Technology investment research & consulting firm. Prior to launching this firm, he served as Managing Partner of Kurzman CleanTech, L.P., a 5-year-old hedge fund investing in clean-technology companies and led the CleanTech Research Group for Panel Intelligence, LLC, a primary research firm. Mr. Kurzman worked for nine years as a Sell-Side Analyst, most recently as a Vice President of Equity Research with Needham & Co. where he led the Industrial Technology research effort. From 2000 to 2003, David was a Vice President of Research at H.C. Wainwright & Co. covering Alternative Energy and Industrial Technology companies. Between 1996 and 1999, David was an Analyst at Value Line Inc. and the Weitz Funds, an Omaha-based mutual fund company.
David’s work has been recognized by leading news channels, including CNBC, PBS’ Wall Street Week With Fortune, the British Broadcasting Company (BBC), Bloomberg News, Reuters, The New York Times, The Watt Street Journal, USA Today, Barron’s Financial Weekly, BusinessWeek, Bloomberg Magazine, and Wall Street Research. David was named “Best On The Street” by The Wall Street Journal in 2003 for the area of Electronic Components & Equipment, was rated as a Zack’s All-Star Analyst in 2001 and 2002.
Senior Market Analyst
Institute of International Finance
Sonja Gibbs is the IIF Senior Market Analyst with the Capital Markets and Emerging Markets Policy Department. Her work encompasses analysis of trends in global investing and capital markets (including equities, bonds, foreign exchange, credit and derivatives markets), in connection with the publication of the IIF’s monthly Capital Markets Monitor. Her particular focus is on risk assessment in emerging markets. Sonja also works on policy and regulatory issues such as those encompassed in the IIF’s Report on Capital Market Best Practices.
Sonja has spent over 15 years in banking and financial markets, most recently with Nomura International in London, where she was Chief Equity Strategist. Prior to assuming this position, she worked as Head of East European Economics as well as Senior European Bond Analyst for Nomura International. She has also worked in academia, including a stint with the Center for Slavic and East European Studies at the University of California at Berkeley.
Sonja is a Chartered Financial Analyst (CFA), and received her M.B.A. and Bachelor’s degrees from the University of California at Berkeley.
Dr. Michael Feroli
US Economist
JP Morgan
Michael Feroli is an economist at JPMorgan, covering all issues related to the US economy. Prior to coming to JPMorgan in early 2006, Mr. Feroli was an economist at the Federal Reserve Board, beginning in 2002. While at the Fed, he served in the Macroeconomic Analysis section where he his responsibilities included helping to formulate the staff’s economic forecast, contributing to the Greenbook, and briefing the Board on economic developments. Mr. Feroli has been published in several academic journals and has consulted the US Congress’ Joint Economic Committee. He received his PhD in economics from New York University.
Marc Gross
Senior Partner
Pomerantz Haudek Block Grossman & Gross LLP
Senior Partner Marc I. Gross has been associated with Pomerantz Haudek Block Grossman & Gross LLP since 1976 and became a partner in 1984. He graduated from New York University Law School in 1976 and received his undergraduate degree from Columbia University in 1973.
Mr. Gross has extensive experience in litigating class (securities, antitrust and consumer) and derivative actions. As a member of the Firm’s Institutional Investors Practice and New Case Groups, he is actively engaged in providing institutional clients evaluation of potential claims and already commenced actions. He is lead counsel in many of the Firm’s major pending cases. His numerous notable achievements include: In re Charter Communica¬tions Inc. Sec. Litigation., ($146.25 million settlement); In re Salomon Analyst AT&T Litigation ($74.75 million settlement); In re Elan Corp. Sec. Litigation. ($75 million settlement); In re National Health Labs, Inc. Sec. Litigation ($64 million recovery); Snyder v. Nationwide Insurance Co. (derivative settlement valued at $100 million for defrauded life insurance policy customers in New York).
Mr. Gross is currently a Vice President of the Institute of Law and Economic Policy (“ILEP”), a not-for profit organization devoted to promoting academic research and dialogue in securities law issues and litigation. In April 2008, he chaired a panel discussion on the fraud on the market theory. At the 2006 ILEP Conference, Mr. Gross was a commentator on a panel discussing Sarbanes-Oxley governance issues. Mr. Gross has been a member of the New York City Bar Association’s Federal Courts Committee, an early neutral evaluator for the Eastern District of New York, and a mediator for the Commercial Division of the Supreme Court of the State of New York. He was Treasurer of the National Association of Securities and Consumer Trial Attorneys.
Christine Egan
Director
Kaufman Rossin Fund Services
Kaufman Rossin Fund Services, LLC (KRFS) is proud to welcome Christine Egan, an experienced Sales and Marketing executive who joined the KRFS team on August 14, 2006 as their Business Development Manager located in New York. In addition to her strong sales skills, Christine also brings a wealth of operational and best practice experience gained from her nearly 20 years on Wall Street. Her past responsibilities in the Hedge Fund Administration industry have included sales, marketing, technology infrastructure and systems, and client relationship management.
Scott Foster
Senior Vice President
Millennium Trust Services
Mr. Foster is responsible for the marketing and business development of our alternative business segments dealing with hedge funds, closely held securities, futures and commodity IRAs, and venture capital private stock relationships. He draws from over 23 years of experience working in the financial services industry.
Before joining Millennium Trust, Mr. Foster co-founded Global Fund Marketing which provides capital markets consulting in the venture capital, private equity and hedge fund areas throughout the world. Prior to this, he spent over nine years working in the high net worth area for several brokerage firms and another twelve years in institutional sales with ABN AMRO Donaldson Lufkin Jenrette, Credit Suisse, and Susquehanna International Group.
Mr. Foster earned his bachelor’s degree from the University of Kentucky with a BS in Biology and a minor in Economics.
