HedgeWorld East 2014
For more information on speaking opportunities at PartnerConnect 2014
contact: Mark Cecil
| Tel: +1-617-856-1871 | Email: email@example.com
| Ernest Scalamandre
| Rhonda Schaffler
| Maneesh Shanbhag
| Andrew Shepard
| Denise Shull
| Alina Spitchakova
| Don Steinbrugge
| Janu Subramanian
Andres Sandate, President , Endurance Strategies, LLC
Andres Sandate is the Founder and CEO of Endurance Strategies, LLC, (www.endurancestrategies.com) an integrated financial services platform consisting of a group of companies which provide investment consulting, strategic advisory and product development solutions to investment managers and investors. As CEO, he is responsible for the overall direction of the organization and devotes considerable time to evaluating hedge funds, alternative 40 Act mutual funds and other alternative investments.
Founded in 2010, Endurance Strategies most recent work includes launching several 40 Act mutual fund launches via Endurance Series Trust, a Multiple Series Trust sponsored by Endurance Fund Services, LLC. Additionally, he created and recently hosted the 2014 Endurance Strategies Southeast Investment Summit, featuring the Liquid Alternatives Symposium Southeast. The Summit is an educational road-show platform aimed at providing investors, investment managers and the professionals who serve them, with access to the experts, research, and thinking driving the growth and development of the liquid alternatives industry.
Prior to starting Endurance Strategies, LLC, he was an investment banker with SunTrust Capital Markets and Regions Capital Markets.
He earned an MBA and a B.S. in Business Administration from the University of Kansas and is a member of the Committee of Hearts for the Southeast Chapter of Hedge Funds Care as well as the Executive Committee of the University of Kansas Hispanic Alumni Chapter. Mr. Sandate also holds Series 7, 63, 65 and 79 securities licenses.
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Ernest Scalamandre, Founder, AC Investment Management
Mr. Scalamandre has worked in the alternative investment industry for over seventeen years and has managed discretionary commodity Fund of Hedge Funds investments since 1993. From July 1995 until December 2005 Mr. Scalamandre was the Founder and Managing Member of Pinnacle Associates GP LLC (gPinnacleh), a Fund of Hedge Funds firm serving as the general partner for several Pinnacle entities. From May 2003 to the present, Mr. Scalamandre has been the Managing Member of Aurelian Holdings LLC (formerly Par 3 Investments, LLC), which provided investment management services to Silver Creek Early Advantage Fund, Ltd. and Silver Creek Early Advantage Fund, L.P. In April 2006, Mr. Scalamandre founded the Investment Manager, an investment adviser registered with the SEC that serves as the investment adviser to several investment entities. From March 2000 to December 2001, Mr. Scalamandre was the Director of Hedge Funds at Wealthplace, Inc., a boutique advisory firm that caters to high net worth investors, and from June 1998 to January 2000 at James River Capital Corp., one of the largest sponsors of alternative investments worldwide. Prior to this, he was a general partner of Nest & Co., a registered broker]dealer and floor trading firm, and has served as a partner in several NYSE and AMEX specialist partnerships.
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Rhonda Schaffler, Reporter and Producer, Reuters Digital Video
Rhonda Schaffler is a multimedia video reporter and anchor for Reuters Insider, a global online, on-demand video service for Reuters financial clients. She hosts a daily Wealth Strategies program which provides investment ideas and news coverage for high net worth retail and institutional investors. Wealth Strategies is one of the most popular programs on Reuters Insider, and has featured such prominent investors as Warren Buffett, Mario Gabelli, Wilbur Ross, bond guru Dan Fuss and hedge fund manager Doug Kass. Rhonda also anchors a weekly show on municipal bonds and reports from various events and conferences.
Prior to joining Reuters, Rhonda worked as an anchor and senior correspondent for CNN and was an anchor at Bloomberg. At CNN, she anchored the financial networks coverage of the 9/11 terrorist attacks and reported daily from the New York Stock Exchange. While at Bloomberg she covered stories that included Lehman Brothers bankruptcy and the financial market collapse. Rhonda also worked as an editor and writer and Dow Jones.
Rhonda took a sabbatical from media at worked at the United Nations on a microfinance project in 2005. She graduated from Penn State University with a BA in broadcast journalism and political science.
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Maneesh Shanbhag, CIO , Greenline Partners
Maneesh is co-founder of Greenline Partners and is responsible for portfolio management, and custom portfolio engineering. Maneesh has spent the majority of his career managing portfolios for institutional investors, most recently at Bridgewater Associates. Maneesh was part of the portfolio management team at Bridgewater that managed over $100 billion on behalf of some of the most sophisticated investors in the world, including large sovereign wealth funds, pensions, endowments and foundations. At Bridgewater, Maneesh also helped build a systematized investment process to manage customized accounts across equities, fixed income, currencies and commodities. Maneesh has also worked directly with some of the largest institutional investors in Canada, the UK and Europe.
Prior to Bridgewater, Maneesh managed tax efficient portfolios for family offices and high net worth individuals at a $2bn investment investment advisor in Illinois.
Maneesh has an MBA and MS in electrical engineering specializing in semiconductor physics from the University of Illinois at Urbana-Champaign, is a CFA Charterholder, and has been racing triathlons for over 20 years.
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Andrew Shepard, Senior Consultant, RINET Company, LLC
Andrew M. Shepard, CFA is a Senior Consultant at RINET Company, LLC and a member of RINETs investment team. Andrew oversees the due diligence, selection, and monitoring of the firms fixed alternative and fixed income investment strategies. He and his team are also responsible for RINETs overall investment strategy and tactical asset allocation decision-making. RINET has over $1.7B in AUM, providing investment management, wealth and legacy planning, and tax advisory services for high net worth individuals, families, and foundations.
Mr. Shepard joined RINET Company in 2011 and has more than 6 years of investment experience. Previously, Andrew was a Senior Research Analyst at Federal Street Advisors, where he was one of three individuals leading their investment research program for over $4 billion in client assets. Prior to joining Federal Street in 2008, Andrew held the role of Associate at Weston Financial, focusing on wealth planning and investment research for high net worth individuals.
Mr. Shepard is a Chartered Financial Analyst and member of the Boston Society of Security Analysts. He holds his series 65 Investment Advisor Representative designation. Andrew graduated with a BBA with Honors in International Business with a focus in Finance and Economics from The George Washington University.
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Denise Shull, Principal, The ReThink Group
Denise Shull, a performance consultant and thought leader in risk psychology founded The ReThink Group in 2003 in order to solve the vexing problem of human misperception of risk. Today, Shull has taught thousands of Wall Street professionals how to avoid their typical behavioral responses to fear and greed. She specializes in separating intuition -- felt knowledge -- from impulse.
Her trading career began with equities in 1994 upstairs at the Chicago Board Options Exchange. Later she traded futures as a member of the Chicago Mercantile Exchange and it was then that she began transforming neuroeconomics --the new science of the brain on risk -- into investing profits. The head of regional trading for a top global bank says:
the work I have done with her has enabled me to make more progress in my trading than my 15 years of experience did on their own.
Likewise, her book, Market Mind Games, a Radical Psychology of Investing, Trading and Risk (McGraw-Hill, 2012) has been described as the best of its genre, a veritable Rosetta Stone of trading psychology and ahead of its time. Her latest insights can be found at Hedge Fund Intelligences Absolute Return, Psychology Today and as the lead author of the trading psychology chapter in Investor Behavior: The Psychology of Financial Planning and Investing (Wiley, 2014).
An engaging speaker, Shull has received rave reviews for her talks How Risk Psychology is Fractal and Emotions as Key Data at the Galtere Institutes Behavioral Finance symposium, MITs Sloan Fellows program, Battle of the Quants, Rotman School of Business at The University of Toronto, GAIM, Institutional Investor and Absolute Return conferences.
Bloomberg Markets, The WSJs Money Beat and the New York Times Dealbook column have recently covered Shull. She has also been profiled in The Wall Street Journal, Financial Times, Torontos Globe and Mail and Risk Professional magazine. CNBCs Squawk Box has featured Shull in both the US and Asia. She has also appeared on Bloomberg TV, Cavuto, PBS and The Discovery Channel.
Shull graduated from Harvard Kennedys executive program in Investment Decisions and Behavioral Finance in 2009. She holds a Master of Arts in neuroscience (1995) from The University of Chicago. Her thesis research, The Neurobiology of Freuds Repetition Compulsion was published in 2003 in the Annals of Modern Psychoanalysis and was cited in 2013 as one of the earliest papers in the emerging field of neuro-psychoanalysis.
Shull resides in NYC and belongs to the Association for Psychological Science, the Hedge Fund Association, the New York Hedge Fund Roundtable and 100 Women in Hedge Funds.
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Alina Spitchakova, Client Relationship Manager, RAB Capital
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Don Steinbrugge, Managing Partner, Agecroft Partners
Don Steinbrugge is Chairman of Agecroft Partners, a global consulting and third party marketing firm for hedge funds. Agecroft Partners has won 19 industry awards as the Third Party Marketer of the Year. Agecroft is in contact with over a thousand hedge fund investors on a monthly basis and devotes a significant amount of time performing due diligence on hedge fund managers. Don is a frequent guest on business television including Bloomberg Television, Fox Business News and Reuters Insider. In addition, he has been quoted in hundreds of articles relative to the hedge fund industry and institutional investors.
Highlighting Mr. Steinbrugges 28 years of experience in the investment management industry is having been the head of sales for both one of the worlds largest hedge fund organizations and institutional investment management firms. Mr. Steinbrugge was a founding principal of Andor Capital Management, which was formed when he and a number of his associates spun out of Pequot Capital Management. At Andor he was Head of Sales, Marketing, and Client Service and was a member of the firms Operating Committee. When he left Andor, the firm ranked as the 2nd largest hedge fund firm in the world. Previous to Pequot, Mr. Steinbrugge was a Managing Director and Head of Institutional Sales for Merrill Lynch Investment Managers (now part of BlackRock). At that time Merrill ranked as the 3rd largest investment manager in the world. Previously, Don was Head of Institutional Sales for NationsBank (now Bank of America Capital Management).
Mr. Steinbrugge is also a member of the Investment Committees for The City of Richmond Retirement System, a member of the Board of Directors of the Hedge Fund Association, Lewis Ginter Botanical Gardens and the University of Richmonds Robins School of Business. In addition, he is a former 2 term Board of Directors member of The Richmond Ballet (The State Ballet of Virginia), The Science Museum of Virginia Endowment Fund and The Richmond Sports Backers Scholarship Fund.
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Janu Subramanian, Managing Partner, Jai Guru Capital Management
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