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
| Jeffrey Pavlik
| Joe Peta
| Kathleen Powers Dunlap
Keith Pagan, CEO & CIO, Belvedere Asset Mgmt
Mr. Pagan is the Chief Executive Officer and Chief Investment Officer of the Belvedere Asset Management, LLC. Mr. Pagan has more than 20 years of experience in portfolio management and in creation and operation of regulated financial firms and products. Prior to co-founding the Belvedere, Mr. Pagan had founded and operated a FINRA member broker-dealer and an SEC-registered investment adviser that, in 2008, merged into Belvedere Global Investors and Belvedere Advisors, neither an affiliate of the current Belvedere. From 2001 to 2006, Mr. Pagan was with Blue River Asset Management, as the managing director responsible for business development, marketing, and investor relations. Prior to 2001, Mr. Pagan was with Salomon Smith Barney & Merrill Lynch, where he structured products for large individual/family and smaller institutional investors. From 1992 to 1997, Mr. Pagan was with BankAmerica Capital Corp., Bank of America’s venture capital arm, where he was the portfolio manager in charge of two global, proprietary investment portfolios. Mr. Pagan earned an A.B in economics from Princeton University.
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Jeffrey Pavlik, Founder, Pavlik Capital Management
Over the last twenty-three years, Jeffrey Pavlik has held financial management positions at both large and small business organizations. His broad experience includes equity and interest rate trading, portfolio and risk management, accounting, finance and the development of sophisticated financial systems and strategies to maximize returns and minimize risk.
Prior to founding Pavlik Capital Management LLC in 2007, Mr. Pavlik held positions as CFO at Elysian Worldwide, Portfolio Manager/Trader at Peak6 Investments, Specialist/Lead Market Maker for Knight Financial, Senior Trader – Refco Securities, Vice President – Interest Rate Trading at Bank of America and Trader at Swiss Bank/O’Connor & Associates.
Mr. Pavlik has been featured by The Wall Street Journal and HedgeWorld and has been quoted by multiple worldwide publications. Mr. Pavlik has also given a key-note address in 2008 on volatility and volatility arbitrage as part of the EDUnar educational series, was selected as a member of the 2008 MFA Forum Emerging Manager Star Search, presented at the 2009 & 2010 Opal Emerging Manager Summits, was a panelist at both the 2010 Spring and Fall HedgeWorld Fund Services Conferences and profiled as a member of the 2012 HedgeWorld Emerging Manager Showcase.
Mr. Pavlik has a MBA with concentrations in Finance and Entrepreneurship from The University of Chicago Booth School of Business (2003) and a BA in Economics from Northwestern University (1990).
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Joe Peta, Managing Director, Novus Partners
Mr. Peta is a Managing Director overseeing business development for Novus’ West Coast operations. He joined the firm following a 15-year career as both buy-side and sell-side equities trader, most recently for Nomura Holdings, Inc. Prior to that, he spent 12 years at Lehman Brothers, running biotech trading as a sell-side market maker in New York and later running the trading desk for a $200+ million firm-sponsored long/short equity hedge fund.
Mr. Peta holds an MBA from Stanford University and a BS in accounting from Virginia Tech. He is the award-winning author of investing memoir Trading Bases, a Story About Wall Street, Gambling, and Baseball.
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Kathleen Powers Dunlap, Chief Strategy Officer, Fiduciary Research and Consulting
Ms. Dunlap is FRC's chief business strategy officer responsible for executing FRC's strategic business plan. She is responsible for managing FRC's brand, intellectual capital and client relationships. Ms. Dunlap is a member of FRC's investment committee.
During her 35 year career, Ms. Dunlap has distinguished herself as a leader specializing in providing complex custom solutions to many of the industry's largest multi-national corporations. Using her extensive experience working with key corporate decision makers, Ms. Dunlap provides FRC's highly customized investment solutions to meet clients' strategic goals.
Ms. Dunlap joins FRC from Barclays Capital Solutions team, where she served as managing director and global head of Barclays' institutional investor team leading the team's relationships with large pensions, endowments, foundations, sovereign wealth funds and their consultants. Ms. Dunlap rejoined Barclays in 2009 from Epoch Investment Partners, a long-only equity manager, where she was a managing director of institutional sales. Prior to Epoch, Kathleen was the chief marketing officer at a Chicago-based hedge fund. In 2000, Ms. Dunlap was the CEO of PrivateTrade, a company that focused on trading secondary interests in private equity limited partnerships. From 1989-2000, Ms. Dunlap was a managing director with Barclays Global Investors in San Francisco where she held many leadership positions including head of US marketing and the product launch of iShares. Prior affiliations include Merrill Lynch and Kidder Peabody.
Ms. Dunlap received a BS in Economics from the University of San Francisco.
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