HedgeWorld West 2013
For more information on speaking opportunities at PartnerConnect 2013
contact Mark Cecil
Tel: +1-617-856-1871 | Email: email@example.com
| Nancy Davis
| Jim Dilworth
| Kirk Dizon
John Daly, Chair, Investment Committee, Culinary Institute of America
JOHN N. DALY, CIMA – Mr. Daly is President of IMMS LLC, a third-party investment management marketing firm which he founded in 2007. He has over 50 years of experience in the Financial Services industry, beginning with 23 years at E.F.Hutton, where he ran the Syndicate Department, the Commodities Division and the Asset Management Division. Following Hutton, he went to Salomon Brothers, both in New York and London, where he headed the Private Client Division and International Equity Capital Markets. In 1990, Mr. Daly joined Richard Schilffarth and Associates, a firm that taught Investment Consulting to regional brokerage firms and their individual Financial Advisors and in 1993 joined Spears Benzak, Salomon & Farrell to run the Managed Account Marketing effort. In 1999, he moved to Trainer, Wortham & Co. to begin and run a Managed Accounts effort and followed that by joining Prudential Investments as the Senior Managed Accounts Specialist from 2002 to 2005.
Mr. Daly was graduated from Yale University and completed the Harvard Business School Advanced Management Program in 1979. He was a Founding Trustee of the Money Management Institute and is a member of IMCA and a Director of the New York Metropolitan Chapter of IMCA. He is a Trustee Emeritus of the Culinary Institute of America and served as Board Treasurer and Chairman of the Finance Committee from 1994 – 2003 and has been Chairman of the Investment Committee of the Institute for the past 20 years. He also served as Treasurer and a Director of the Historical Society of the Town of Greenwich, Connecticut, where he and his wife, Barbara reside.
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Nancy Davis, Founding Partner, Quadratic Capital
Nancy Davis served as the cross asset class strategist and head of
derivatives at AllianceBernstein. Prior to joining AB, Ms. Davis was a
Portfolio Manager at Highbridge, JP Morgan's hedge fund. At Highbridge,
Ms. Davis managed $500mm of capital in her derivatives-only portfolio.
Before Highbridge, she spent a decade at Goldman Sachs where she was
the Head of OTC, Derivatives and Credit Trading for the proprietary trading
group from 2003 to 2008. During her time at Goldman, Ms. Davis
managed one of the largest buy-side volatility portfolios in the world. Ms.
Davis holds a B.A. magna cum laude in Economics from George
Washington University where she was a recipient of the Presidential
Scholarship. She is a guest lecturer at Columbia Business School.
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Jim Dilworth, Managing Partner, Simple Alternatives
Jim Dilworth is a wealth manager, entrepreneur and the founder of Simple Alternatives, LLC based in Ridgefield CT. Simple Alternatives is an alternative investment manager serving institutional investors, advisors and their clients. Simple Alternatives is the manager of the S1 Fund, a long/short equity-focused multi-manager FoHF delivered in a mutual fund format. The S1 Fund was developed specifically to reduce portfolio volatility and provide lower-risk equity exposure.
Mr. Dilworth has spent the majority of his career in the hedge fund industry working with wealth in the United States and Europe. He has helped families from around the world invest in hedge funds and has been closely associated with a number of leading institutional hedge fund of funds groups working most recently with Common Sense Investment Management based in Portland, OR.
Previous to founding Dilworth Capital, Mr. Dilworth co-founded and served as the CEO and Managing Director of Middlebury Capital Partners International (UK), Ltd. ("MCP"), a hedge fund and venture capital manager based in London, England. Prior to that, Jim worked with Clark Winter at Winter Capital International a FoHF group which was later acquired by Citigroup.
Mr. Dilworth started his career in Chicago with First Options Corporation/First National Bank of Chicago in interest rate derivatives (Chicago Mercantile Exchange) before moving to Reuters Group, where he spent over eight years in various sales and marketing roles in both London and the United States.
Mr. Dilworth received his MBA from the J.L. Kellogg Graduate School of Management at Northwestern University and graduated from Southern Illinois University, Carbondale, Illinois. He also attended the Otto Beisheim Graduate School of Management, WHU-Koblenz in Vallendar Germany, focusing on international business management.
Mr. Dilworth and his wife Margo have been married for over 20 years and have 7 children.
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Kirk Dizon, Co-Founder & Managing Director, Institutional Global Investors
Kirk Dizon is Co-Founder and a Managing Director of Institutional Global Investors LLC ("IGI"), a multi-asset class investment platform dedicated to investing with the best managers in China and Emerging Asia. At IGI, Mr. Dizon leads many of the firm's activities, including investments, operations and finance. Prior to IGI, he was a Managing Director at Hall Capital Partners LLC ("Hall Capital") where he spearheaded many of the firm's investment activities in Asia across asset classes and served as Co-Head of the firm's Private Equity/Venture Capital group. Mr. Dizon also had co-management responsibilities over the operations of the firm's Pooled Vehicles program, and served as the firm's General Counsel and Chief Compliance Officer. Mr. Dizon currently serves on the Executive Boards of Asia Infinity Partners, Cendana Capital, ChrysCapital Investment Advisors and Waypoint Capital, as well as the City of San Francisco's Ad Hoc Technology Advisory Council. He formerly served on the Limited Partner Advisory Boards of Asia Environmental Partners, Freestyle Capital, Friedman Fleischer & Lowe, Gemini Israel, Khosla Ventures, Longreach Capital, New Horizon Capital and Qiming Venture Partners. Prior to joining Hall Capital, Mr. Dizon practiced law at Cooley Godward LLP, where he was a Partner in the Fund Formation Group and served as counsel to numerous alternative investment firms (including in private equity, venture capital, hedge funds and funds-of funds) and institutional limited partners (including sovereign wealth funds, pensions, private foundations and multi-family offices). Importantly, he served as counsel for many of the early vanguard private equity and venture capital firms in China and India during the mid-1990's to mid-2000's when the alternative investment industry in those countries was at its nascent stages and the entrants were first-movers. Mr. Dizon earned a B.A. in Economics from Pepperdine University, a J.D. from Loyola Law School, and an LL.M. in Taxation from Georgetown University Law Center.
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