Results for "Hedge Funds"

174. Michael Halpern of Westmore Capital Advisors – Some of Life’s Lessons – Road Tested.

Michael Halpern is Founder and President of Westmore Capital Advisors, a multi-strategy investment firm that invests across asset classes focused on early stage/growth capital companies as well as investments in more established companies undergoing substantial transformation.  He was previously Co-Managing Member and Co-Chief Investment Officer of Dorchester Capital Advisors, a fund management firm that invested in hedge funds, private equity funds and secondary hedge fund interests. Prior to that he ran a long/short hedge fund Dorchester Advisors that he founded in 1991. He previously held a series of roles in financial services in the Los Angeles area and currently holds a number of Board Roles.

David Mooney – Retaining the Element of Surprise – in Markets and in Life.

David Mooney is a former asset manager and commodities specialist, having spent close to 30 years in the financial services industry. He has managed derivatives and commodities desks at investment banks and hedge funds, and ran a fund of commodities funds for close to 10 years, which is when we met

An entertaining jaunt through a career in finance, a reminder of retaining the power of surprise and that not so long ago diversity and inclusion felt a lot different.

Connie Teska – A Founder with Experience in Abundance

Connie Teska is principal and co-founder of Pluscios Management, a fund of hedge funds manager based in the Chicago area. Pluscios is a Greek term meaning wealth, abundance, and riches, and the firm, founded in 2006, has two female founders. She has a long history in investment management, particularly in the area of alternative investments.

Our conversation returns to Connie’s Greek roots, and what growing in a family of entrepreneurs and small business owners taught her about work ethic, resilience, and respect for knowing what goes on “in the weeds.” We move to her banking career, and what inspired her to start a firm.

Margaux O’Brien of the University of California Investment Office – Solving the Allocator’s Challenge

Margaux O’Brien is Investment Director at the University of California investment office, based in Oakland, CA. She previously spent over 14 years in the fund of hedge fund area, where she specialized in equity long/short and other equity hedge funds. Prior to that she was an investment consultant.

A joyful discussion with a renowned hedge fund allocator and a reminder of the importance of humility and how this can be a secret weapon in overcoming performance anxiety.

Elina Kovaleva of Velox Capital Partners – The Power of Being Optimistic About Your Ability, while Guarding against Hubris

Elina Kovaleva, who is head of research at Velox Capital Partners, an equity long/short market neutral hedge fund firm based in London, a position she has held for 3 years. She previously held a number of research and analyst roles, at investment banks and hedge funds.

A packed podcast detailing a childhood in Russia and an entry into an investment where hedge fund investing has provided a rich and fertile ground for deep industry dives and a true meritocracy where the sky is the limit in terms of career advancement.

Doug Shaw – Lessons Learned on a Round Trip from Oxford

Doug Shaw is Bursar at St. Peter’s College, Oxford, a position he has held for over two years. I got to know him when he was in a COO role within one of Europe’s most successful hedge funds, The Children’s Investment Fund, and in his investment career he has held a series of fascinating roles, both at start up firms and in large firms such as Gartmore and Blackrock. He has spent time in derivatives sales, building a business for charity clients, and in managing hyper-fast growth, and now holds various NED and Investment Committee positions in addition to his Bursar role.

A straight-talking look at the business of building a hedge fund business and the ongoing problem of low representation in the industry.

Elizabeth Burton – Making it happen on and off the field

Elizabeth Burton is CIO at the Hawaii Employee’s Retirement System, a US public pensions plan with over $17 bn in AUM. Before moving to Hawaii in 2018 she was managing director of the quantitative strategies group at Maryland State Retirement and Pension System. Prior to that she ran her own strategy consulting business, and worked as an economist, in portfolio management at a fund of hedge funds and a as fixed income securities trader. Elizabeth is a recipient of the CIO Magazine’s 2019 Innovation Award, and was named as one of CIO’s Forty Under Forty in 2017, and was recently appointed to the Board of CAIA.

An inspiring discussion of a life characterized by sport, competing, a striving for excellence and how this is translated into building a CIO’s team.

Luke Ellis – Playing the Cards you are Dealt

Luke Ellis is the Chief Executive Officer of Man Group, and has had a long career in asset management, with a particular focus originally on fixed income and derivatives and later hedge funds. He is vice chair of the Standards Board for Alternative Investments, and Chair of the Board of Trustees of Greenhouse Sports, which focuses on developing young people through sport.

A prominent city leader shares his passion for sport, how his interest in numbers originated and his vision for a more diverse asset management industry.

Rahul Moodgal – Relationships, resilience and the dangers of “ESL”.

Rahul Moodgal has been described as a “Master Fundraiser” and currently works in a business development for various asset managers, including hedge funds as well as having a rich portfolio career which includes various charities and a role as an angel investor. He describes himself as a Contrarian and a Humanitarian.

Our conversation discusses how to build a business in asset management, the central importance of relationships, resilience and learning to cope with rejection. He mentions the dangers of ESL – ego, speed and leverage, and lessons he has learned from a quarter century of building businesses in asset management.