HedgeWorld West 2013
For more information on speaking opportunities at PartnerConnect 2013
contact Mark Cecil
Tel: +1-617-856-1871 | Email: firstname.lastname@example.org
| Matthew O'Toole
Marianne O, Co-Founder, Lumen Advisors
Ms. Marianne O is a Co-founder, Principal, and Portfolio Manager of Lumen Advisors LLC, a San Francisco-based value-oriented global alternative asset management company founded in 2002. She also oversees the investment research in equities, bonds, and currencies and has over 18 years of global investment experiences. Prior to Lumen, she has been the Assistant Director and an Emerging Markets Debt Analyst at Dresdner RCM Global Investors, responsible for analyzing and investing in emerging countries sovereign, corporate bonds, and currencies, with focus on Asia. Prior to joining Dresdner RCM, she worked at Tradewinds Financial Corporation as an EM Analyst. Marianne was a Senior Fixed Income Analyst at LGT and an Assistant Vice President in Loan Origination and Syndication for Asia at Citicorp International Limited in Hong Kong prior to that.
Marianne holds a Masters in Business Administration in Finance from the University of California, Berkeley, a Masters of Arts Degree and a Bachelor of Arts in Economics (Hons) from the University of Cambridge in England and is a Chartered Financial Analyst. She speaks Cantonese and Mandarin. She is also an active member of the education committee and Senior Practitioner Outreach of 100 Women in Hedge Funds in Northern California.
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Matthew O'Toole , U.S. Securities and Exchange Commission, San Francisco Regional Office, U.S. SEC Office of Regulation
Matthew M. O’Toole is Senior Special Counsel in the examination program in the San Francisco Regional Office of the U.S. Securities and Exchange Commission, where he has worked for over twelve years. He received his B.B.A. (1986 summa cum laude) in Finance and Economics from the University of Notre Dame, and his J.D. (1991) from Northwestern University School of Law in Chicago, Illinois, where he was an Associate Editor of the Law Review. Prior to rejoining the SEC, he was a Vice President and Senior Counsel with Charles Schwab, and an Assistant General Counsel at GT Global (now part of Invesco). Mr. O’Toole was also a Senior Counsel in the Office of Compliance Inspections and Examinations (OCIE) and the Division of Investment Management at the SEC in Washington, D.C., and an associate with the Washington, D.C. law firm of Arnold & Porter. He has taught securities regulation and corporate governance courses in the U.S., China and Eastern Europe, and is an Adjunct Professor of Law at the University of San Francisco School of Law, where he won the Adjunct Professor of the Year Award in 2003.
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