HedgeWorld West 2013
For more information on speaking opportunities at PartnerConnect 2013
contact Mark Cecil
Tel: +1-617-856-1871 | Email: email@example.com
| Wayne Himelsein
| Lisa Hinds
| Todd Hurlbut
Brian Hargreaves, Vice President, Alternative Investments & Manager Research, Curian Capital Management
Brian Hargreaves is responsible for manager research and the portfolio construction of liquid alternative allocations for both Curian Capital and Jackson National’s variable annuity portfolios. Mr. Hargreaves brings nearly 15 years of investment experience specializing in due diligence, manager selection, performance measurement and portfolio management. Mr. Hargreaves previous role was a Director in the Alternative & Quantitative Investments (A&Q) Group for UBS Global Asset Management. In this role he supported product expansion for UBS’s institutional channel focused on single and multi-manager hedge fund strategies. Prior to 2006, he was employed at the Chicago Mercantile Group (CME) from 2003-2006 and started his career with Arthur Andersen LLP. Mr. Hargreaves holds his Chartered Alternative Investment Analyst (CAIA) designation in addition to Series 3, 7 & 66 licenses.
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Wayne Himelsein, CIO, Logica Funds
As an 18 year veteran of the securities industry, Wayne founded Logica Capital Management (“LCM”), serves as President, CIO. As such, he directs the firm’s investment strategies, oversees R&D and selection of new strategies, and engages with investors globally. From 1995 to 1997, Wayne served as an equity trader at the Carlin Group. While at Carlin, he designed and built several proprietary trading strategies and risk management procedures. From 1997 to 1999, Wayne served as managing partner of Omni Capital Management, a firm that invested in securities utilizing his algorithmic trading system. Prior to forming LCM, from 1999 to 2012 Wayne served as managing partner of Himelsein Mandel Fund Management, LLC, the general partner of various funds. From 2005 to 2012, Wayne managed HM Ruby Fund, LP, a fund dedicated to taking advantage of inefficiencies in actuarial pricing of insurance based products. At its peak, HM Ruby’s NAV was over $300mm. During the past 17 years, Wayne has continued to develop, evolve and refine his quantitative trading models. These trading systems form the basis Logica Fund’s strategy. Wayne received a Bachelor of Arts from the University of California, Berkeley and currently resides in Los Angeles.
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Lisa Hinds, VP, Business Development, Schultze Asset Management
Ms. Hinds is a Vice President with Schultze Asset Management, LLC., an event-driven, distressed securities hedge fund based in Purchase, NY. She is responsible for business development and client servicing. She joined the firm in 2011.
Prior to SAM, she was the Co-head of Global Equities at Aladdin Capital Management, an alternative investment firm. During her 17+ year career she served in various business development and leadership positions including Kaufman Brothers (Director Institutional Sales), Soleil Securities (Director Institutional Sales), S&P (Senior Institutional Relationship Manager), Bear Stearns (Associate Director), Morgan Stanley. She began her career in the Financial Management Program of GE Capital.
Ms. Hinds earned her MBA from Duke University and her Masters in International Public Affairs from Tufts University. She chairs the Investment Committee of the Riverside Church in the City of New York and serves as a Trustee of The Children's Hospital at Montefiore. She earned several securities industry qualifications including FINRA Series 7, 55, and 63.
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Todd Hurlbut, CIO, Incline Investment Management
Mr. Hurlbut is the CIO of Incline Investment Management ("IIM"). On July 13, 2012 Mr. Hurlbut became a Principal and Associated Person of IIM. Until May of 2012 he served as the founder and managing member of Everett Capital Management, LLC. On April 25, 2006 Mr. Hurlbut became registered as a Principal and an Associated Person of his firm and an Associate Member of the NFA. At IIM his duties will include head trader and portfolio manager for all investment programs including The Tahoe Fund, LP. Mr. Hurlbut is currently a portfolio manager at the Putney Financial Group, a Registered Investment Advisor in San Rafael.
Prior to founding the Everett Capital, Mr. Hurlbut spent six years at Smith Barney in New York and San Francisco as a 2nd Vice President and Blue Chip Council Member. At Smith Barney, he covered middle market institutional accounts and managed discretionary portfolios for high net worth individuals. Mr. Hurlbut received a BA from the University of Virginia where he attended on a swimming scholarship. He is a Chartered Market Technician, member of the Market Technician Association, the CFA Institute and the Security Analysts of San Francisco.
Mr. Hurlbut has been fortunate to have been mentored by a few great traders throughout his career. He holds the Series 3 and Series 7 licenses. He is married and has one son. He currently resides Sausalito, California and works in San Rafael, CA.
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