We will maintain the prior year's format where each speaker will talk about their experience investing and managing risk in or for hedge funds as well as new developments in their field before we open up for questions.
45 Rockefeller Plaza
New York, New York
6:00 pm - 7:00pm: Registration
7:00 pm - 8:15 pm: Panel and Q & A
8:15 pm - 9:00 p: Networking
Brother Michael O’Hern (Panelist), President and Chief Executive Officer of Christian Brothers Investment Services
Brother Michael O'Hern joined Christian Brothers Investment Services (CBIS) in 1987 and became President in 1989. CBIS is investment advisor to Roman Catholic institutions. Using a manager-of-managers structure, the mission of CBIS is to integrate Catholic social and ethical teaching into the investment process. Brother Michael is responsible for overseeing the investment strategies selected and the process of integration with Church teachings. Prior to joining the firm, Brother Michael worked for 19 years in Catholic education, as a high school teach and then principal, and finally superintendent of a system of sixty high schools. He has served on the Boards of private Catholic schools and charities. Brother Michael graduated from Lewis University with a B.A. in 1969. He also holds an M.B.A. from the University of Chicago, and M.A. in Administration from Northwestern University, and an M.A. in History from Michigan State University. His FINRA registrations include series 7, 24, 63, and 65.
Ray Iwanowski (Panelist), Managing Principal of SECOR Asset Management and Co-Founder of SECOR Capital Advisors, LP.
Prior to founding SECOR, Ray was co-Chief Investment Officer of the Quantitative Investment Strategies (QIS) group at Goldman Sachs Asset Management (GSAM) for 11 of the 12 years he spent at GSAM. Before that, Ray worked at Salomon Brothers as head of the Fixed Income Derivatives Client Research Group and member of the Bond Portfolio Analysis Research Group, and at First Boston in the Fixed-Income Portfolio Strategies Group. Ray earned a B.S. and B.A. from the University of Pennsylvania in 1988, an M.B.A. from the University of Chicago and reached candidacy in the Ph.D. program in finance at the University of Chicago.
Attilio Meucci (Panelist), Chief Risk Officer at KKR and founder of SYMMYS
Under the SYMMYS umbrella, Attilio designed and teaches the six-day ARPM Bootcamp, and manages the charity One More Reason.
Previously, Attilio was the chief risk officer and director of portfolio construction at Kepos Capital, the global head of research for Bloomberg's risk and portfolio analytics platform; a researcher at Lehman POINT; a trader at the hedge fund Relative Value International; and a consultant at Bain & Co. Concurrently, he taught at Columbia-IEOR, NYU-Courant, Baruch College-CUNY, and Bocconi University.
Attilio earned a BA summa cum laude in Physics from the University of Milan, an MA in Economics from Bocconi University, a PhD in Mathematics from the University of Milan and is a CFA charterholder
Kurt Winkelmann, PhD (Panelist), Managing Director, Head of Risk & Analytical Research, MSCI
Mr. Winkelmann, based in New York, is responsible for setting the firm's research agenda and oversees the efforts of a global team of over 60 researchers across the firm. Prior to joining MSCI, Mr. Winkelmann was a Managing Director at Goldman Sachs Asset Management where he established and led the Global Investment Strategies team, responsible for strategic asset allocation, asset/liability analysis and risk advisory across asset classes for the firm's major global institutional clients. Between 1993 and 1999, he managed the Global Fixed Income Portfolio Strategy Group at Goldman Sachs International. Mr. Winkelmann's early career also included positions at Vestek Systems and Barra.
Mr. Winkelmann has a PhD and MA in Economics from the University of Minnesota and is an accomplished author and speaker. He has written extensively on investment themes such as risk budgeting and liability-driven investing, and has made numerous board and conference presentations on asset allocation-related themes.
He is a Member of the Board of Trustees for the University of Minnesota Foundation, a former Director of the Alberta Investment Management Company, and is Chairman of the Advisory Committee for the University of Minnesota's Heller-Hurwitz Economics Institute. He is a former Director for the University of Minnesota Foundation Investment Advisors.
Wai-Yen Lau (“Vivian”) (Panelist), Partner, Serengeti Asset Management
Vivian Lau joined as a Partner of Serengeti Asset Management in October 2008. Prior to Serengeti, Vivian was an eight year veteran at Goldman Sachs (2000-2008) who was promoted to Managing Director at the age of 28. She managed the Multi-Strategy Investing business ("MSI") from 2006-2008, a multi-billion dollar proprietary investment platform within the Goldman Sachs Special Situations Group. MSI was a multi-billion dollar proprietary investment business that focused on a broad range of opportunistic and fundamental value investments primarily in equity and debt securities, including distressed debt. Vivian served on Goldman Sachs America's Special Situations Group Investment Committee (2006-2008) and Specialty Lending Group Investment Committee (2006-2008). Prior to the promotion to run MSI, Vivian was a senior investment professional from 2002-2006 in the Special Situations Investing ("SSI"), the predecessor to the MSI. She began her career on the Distressed Bank Loan Investing Group in 2000.
Vivian graduated from Harvard University in 2000 with a degree in Applied Mathematics and Economics.
Gilbert Ong, CFA (Moderator), Vice President, MSCI
Gilbert Ong is a Vice President in the hedge fund consulting group at MSCI, currently covering Hedge Funds and Fund of Funds in the East Coast and Midwest for Risk Management Analytics. He also started and heads the Americas Risk Management Analytics Presales Team. Prior to joining MSCI in April 2011, Gilbert was a Quantitative Analyst/Strategist at hedge fund, Platinum Partners. During his 11 year career in the capital markets business across New York, Hong Kong and Singapore, Gilbert has successfully started structured product business lines at CIBC World Markets and Fitch Ratings, where he rated and structured two "Deal of the Years" and China's first performing project finance CLO. He also worked in the managed synthetic CDO groups at UOB/OCBC Asset Management and started his career in Asian Equity Research in Salomon Smith Barney in 1999. Gilbert has a MBA from the University of Chicago Booth School of Business, a MA in Statistics from Columbia University and a Bachelor of Accounting (Honors) from Nanyang Technological University in Singapore. He is also a CFA Charterholder.