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Vice President and Director of Portfolio Strategies / Asset Management Advisors, LLC
Christine Barr, CFP is the Vice President and Director of Portfolio Strategies for AMA Holdings, LLC. She serves as Chairman of the Manager Selection Committee and the Investment Policy Committee. She is responsible for portfolio construction and risk analysis for AMA Holdings. Additionally, she is responsible for identifying, interviewing, analyzing and selecting investment managers. Prior to joining Asset Management Advisors in 1994, Chris worked in the Trust Department at U.S. Trust Company in Palm Beach, Florida. Chris earned a Bachelor of Business Administration degree Magna Cum Laude from Northwood University, a Master of International Business Administration degree from Nova Southeastern University and is a licensed Certified Financial Planner.
Glen Beigel is a founding principal and CEO of Cogent Investment Research LLC, an affiliate of Cogent Alternative Strategies, Inc. (a broker/dealer member of the NASD) and the operator of CogentHedge.com, the Internet-based database for the alternative investment community. Mr. Beigel established Cogent Alternative Strategies, Inc. with Mr. Robert Doeberl in March 1999 to act as an independent consultant and contract marketer to hedge fund industry. He is the former President and a founding member in 1990 of Olympia Capital Associates LP, the U.S. arm of a major third-party offshore and hedge fund administrator, and served as senior officer of affiliated entities. Prior thereto, he was Vice President of the Product Development and Marketing Department of Drexel Burnham Lambert, New York, the group charged with the creation and administration of registered mutual funds and privately offered investment products for distribution to the firmís clientele.
Mr. Berger was Managing Director in the U.S. Equity Research Department of J. P. Morgan Securities, Inc., from May 1998 to March 2003, where he was Senior Biotechnology Analyst on the Global Health Care Research team. During his five years at J. P. Morgan Securities, Inc., he was involved with the issuance of over $13 billion in biotechnology company equity or equity-linked securities. The majority of these transactions were book-run and lead-managed by the J. P. Morgan Biotech Team. He was associated with several notable financings in the biotechnology sector including the highly successful Genentech IPO, the largest biotechnology financing ever executed. His team covered 23 publicly-traded biotechnology companies.
Mr. Berger began his career as a sell-side analyst at Josephthal & Co. in 1991, subsequently moving to Salomon Smith Barney in 1997. From 1985 to 1991, he worked at Pantagruel Partners, a seed venture capital company in New York, focusing exclusively on biotechnology investments. Mr. Berger received his MBA from Harvard University; Johns Hopkins University conferred both his MA and BA degrees. The Wall Street Journal (twice) selected him as the No. 1 and No. 2 ranked Biotechnology Analyst in its (1997 and 2000) All-Star Analyst Survey. In 2002, Institutional Investor Magazine ranked him on J. P. Morgan's 3rd ranked All-Star Research Team. In 2000, he became a Founding Fellow of the Biotechnology Study Center at New York University School of Medicine.
Jim Cramer graduated Magna Cum Laude from Harvard college where he was President, or Editor in Chief, of the prestigious daily, The Harvard Crimson. After graduation he became a reporter for the Tallahassee Democrat and the Los Angeles Herald Examiner covering everything from homicide to sporting events.
He then helped Steve Brill launch American Lawyer magazine before returning to Harvard to receive a Law Degree. Upon graduating and passing the New York State Bar, Jim joined sales and trading at Goldman Sachs where he worked for former Treasury Secretary Bob Rubin. All during his stay at Goldman, he wrote for The New Republic about stock market issues.
In 1987 he left Goldman Sachs to start his own hedge fund. He distinguished himself his first year running money on his own by being in cash for the great 1987 Crash. It was the beginning of a shrewd career on Wall Street where he compounded at 24% after all fees for the next 15 years.
At the same time he helped launch SmartMoney magazine and became its first Unconventional Wisdom columnist. Subsequently he joined New York magazine as BottomLine columnist.
Not satisfied with full time money management and part time magazine writing, he co-founded TheStreet.com, a daily financial news commentary and information site, where he is the markets commentator, in addition to being a markets commentator for CNBC.
When 2001 began he retired from his hedge fund, where he finished with one of the best records in the business, including a plus 36% year in 2000, when many other managers lost billions of dollars for their clients.
He is now the co-host of Kudlow & Cramer continues to write his columns for TheStreet.com, heads up the first financial radio show, Real Money with Jim Cramer, to give the insider scoop on Wall Street, and has recently published his first book, Confessions of a Street Addict.
Former Vice Chairman / Oppenheimer & Co.
Tom Gallagher was recently appointed as CEO of Tiger 21. He retired after a 35-year career on Wall Street. He was Vice-Chairman of Oppenheimer & Co, responsible for Institutional Equities and Fixed Income, and a member of the Executive Committee, until 1997, when Oppenheimer was purchased by Canadian Imperial Bank of Commerce (CIBC). At CIBC, he retained the title of Vice-Chairman, managing Institutional Equities, including Sales, Research, Trading, Convertible Bonds, Options, Capital Markets and the exchange floors, supervising 500 employees and overseeing $800 million in risk. At CIBC, Tom was on the Management Committee, Risk Committee and Technology taskforce. In Canada, CIBC began the tradition of Miracle Day, contributing commissions from one day each year to childrens' charities. Tom brought Miracle Day to the U.S., which raised $35 million dollars over a four-year period, and making Miracle Day an event covered by print and television media in the U.S. and Canada. Tom is active at Samaritans, a crisis hotline and Dorot, an organization serving seniors, and was formerly a Board member of the National Neurofibromatosis Foundation. He lives in Manhattan with his wife and two children.
Newton G.Z. Glassman
Managing Partner / The Catalyst Capital Group Inc.
Herb Greenberg is a legendary columnist who joined TheStreet.com in 1998. Prior to that, Greenberg worked for 10 years for the San Francisco Chronicle as a columnist, where he was named a finalist in the Gerald R. Loeb Award for financial journalism. At TheStreet.com he has been early in spotting trouble at such companies as EDS, Tyco, VeriSign and Home Depot. Prior to joining the Chronicle, Greenberg spent a year as an analyst for an arbitrage partnership. Before that, he was the New York financial correspondent for the Chicago Tribune, joining the Tribune's New York bureau from its Chicago newsroom, where he covered the food industry. Earlier in his career he was a reporter for the St. Paul Pioneer Press, Amusement Business and the Boca Raton News. He holds a bachelor's in journalism from the University of Miami.
Nancy Havens-Hasty founded Havens Advisors, LLC in September 1995, and serves as President and Managing Member of the firm.
Prior to founding Havens Advisors, Ms. Havens-Hasty worked for 16 years at Bear Stearns & Co., Inc., most recently as the head of the Bankruptcy/High Yield Department. Ms. Havens was responsible for sales, trading, research, and capital markets for all non-investment grade corporate investment products at the company. In 1992, she became a member of the Bear Stearnsí Board of Directors, the first female employee to achieve that status. Ms. Havens joined Bear Stearns in 1979 in the risk arbitrage department, sharing responsibility for running the firmís domestic portfolio. In 1982, she started the firmís foreign risk arbitrage department and was solely responsible for managing the group until she changed departments in June 1987, assuming direction of the Bankruptcy Department, and additionally for the High Yield Department in January 1991. Ms. Havens-Hastyís career in arbitrage began at Oppenheimer & Co. in 1978. Her Wall Street career began in 1971, as an associate in the investment-banking department at Kidder, Peabody & Co., Inc., where she became a technology analyst in 1974. Between undergraduate and graduate school, she was a Systems Engineer for IBM.
Ms. Havens graduated from Cornell University with an A.B. in physics and earned an M.B.A., with distinction, from Harvard Business School.
Since 1996, Havens Advisors, L.L.C, has managed funds directed to event-related risk arbitrage investments, with a primary focus on merger arbitrage. Havens Advisorsí objective is to maintain returns of 12-15% or greater through consistent low-risk portfolio management. Havens Advisors currently offers two funds: the domestic fund, Havens Partners, L.P., which has operated since 1996; and the offshore vehicle, Havens International Investors, Ltd., which began investing January 16, 2001.
Co-founder & Managing Member / Innovest Alternative Solutions LLC
Steve is co-founder and managing member of Innovest Alternative Solutions LLC. He is located in the Seattle, Washington office and is in charge of portfolio design and construction as well as manager due diligence and selection.
Prior to founding IAS, Steve served as the Director of Manager Research and Portfolio Manager for Long/Short Partners (now Silver Creek), a $600 million low volatility fund of funds. Prior to that, Steve was the Senior Manager Research Associate for Tremont Partners and was responsible for the analysis and due diligence of hedge funds for Tremont's consulting clients with a particular focus on arbitrage, quantitative, equity market neutral and long/short equity hedge funds and strategies. In addition, Steve spent four years as Manager of Economic and Performance Analysis with Weyerhaeuser's Pension Fund Investment Group and was responsible for the statistical analysis and performance evaluation of investment managers and investment strategies.
Steve is an active participant in the alternative investment research community and is a frequent contributor to research articles and publications. He also has several years experience teaching Economics at the University of Washington. He has a B.A. in Chemistry from Earlham College, an MPH in Epidemiology from the University of Alabama-Birmingham and an M.A. in Economics from the University of Washington.
Dr. Ianelli is the Founder and Managing Director of Boston Medical & Scientific Advisors, LLC (BMSA), a market research firm that provides timely information and intelligence on emerging medical and scientific trends to the pharmaceutical, medical, and financial communities. BMSA was originally founded in response to the growing demand in the investment community for in-depth market research on emerging life science technology and innovations. As an accomplished immunologist with numerous publications and a practicing pathologist, Dr. Ianelli recognized that his experience in moving scientific discoveries from the laboratory to the clinical world gave him significant insight into the market dynamics of these innovations. Dr. Ianelli received his Ph.D. in Immunology from the Sackler School of Graduate Biomedical Sciences at Tufts University and his M.D. from the Tufts University School of Medicine. Dr. Ianelli underwent postgraduate training at Brigham and Womenís Hospital where he held the positions of Chief Resident of Clinical Pathology at the hospital and Clinical Fellow in Pathology at Harvard Medical School. He is currently an investigator in a number of corporate-sponsored clinical studies and oversees all business and consulting operations for BMSA.
Ms. Johnson -Miller is the Founder and Managing Principal of JME Opportunity Fund, L.P., an investment fund located in New York that invests and trades in distressed/ bankrupt companies. Previously, Ms. Johnson-Miller was a Managing Director of Cerberus Capital Management, L.P. for eight years, where she successfully managed over $700.0 million in investments of distressed/turnaround companies. Prior to her affiliation with Cerberus, Ms. Johnson-Miller spent three years as a Vice President with ING Bankís Corporate Restructuring Fund, where she specialized in investing and recapitalizing middle-market companies. Ms. Johnson-Miller began her career at Citicorp Leveraged Capital, where she spent three years financing leveraged buyouts and acquisitions.
In 1995, while at Cerberus, Ms. Johnson-Miller also founded JJM, LLC ("JJM"), a certified minority owned equity fund focused on middle-market companies in the manufacturing, industrial, and healthcare industries. JJMís strategy was to invest equity capital in distressed/bankrupt companies, obtain minority certification, grow the business, and utilize the company as a platform for other acquisitions in related industries. JJM invested over $110 million in four companies, and successfully exited these investments while generating a significant return on investment.
Ms. Johnson-Miller has been an instrumental investor in many mergers and acquisitions for more than 13 years. Ms. Johnson-Miller currently serves on the Board of Directors of two privately held companies. Ms. Johnson-Miller is a 1987 graduate of the University of Denver.
Doug Kass is general partner for two investment partnerships, Seabreeze Partners and Kass Partners LLC. Until 1996, he was senior portfolio manager at Omega Advisors, a $4 billion investment partnership. Before that he was executive senior vice president and director of institutional equities of JW Charles/CSG and was president of DAK Securities Corp., an investment management firm. He has also held positions with Jakobson Kass Partners, Glickenhaus & Co., Putnam Management, and Kidder, Peabody. Kass received his bachelor's degree from Alfred University, studied at Princeton and received an MBA in finance from the University of Pennsylvania's Wharton School in 1972. He co-authored "Citibank: The Ralph Nader Report" with Nader and the Center for the Study of Responsive Law.
Lawrence Kudlow is CEO of Kudlow & Co., LLC, an economic and investment research firm in New York City.
Larry is co-host of CNBC's "Kudlow & Cramer" (airs nightly @ 8:00 p.m. and 11:00 p.m.). He is economics commentator for CNBC and a regular guest on "The Closing Bell," "Squawk Box" and "Power Lunch." He is also a regular panelist on The McLaughlin Group.
Mr. Kudlow is a nationally syndicated columnist. He is a contributing editor of National Review magazine, as well as a columnist and economics editor for National Review Online. He is the author of "American Abundance: The New Economic and Moral Prosperity," published by Forbes in January 1998.
Recently, he was named a Distinguished Scholar of the Mercatus Center at George Mason University in Arlington, Virginia.
For many years Mr. Kudlow served as chief economist for a number of Wall Street firms. Recently, Mr. Kudlow was a member of the Bush-Cheney Transition Advisory Committee. During President Reagan's first term, Mr. Kudlow was the associate director for economics and planning, Office of Management and Budget, Executive Office of the President, where he was engaged in the development of the administration's economic and budget policy.
In addition, he has testified as an expert witness on economic matters before several congressional committees. He has also presented testimony at several Republican Governors Conferences.
Mr. Kudlow began his career as a staff economist at the Federal Reserve Bank of New York, working in the areas of domestic open market operations and bank supervision.
Mr. Kudlow was educated at the University of Rochester and Princeton University's Woodrow Wilson School of Public and International Affairs. He is a member of the Union League Club, the Capitol Hill Club and the National Women's Republican Club. Mr. Kudlow is an avid tennis player and golfer. He and his wife Judy live in New York City and Redding, Connecticut.
David Morrow is the editor-in-chief at TheStreet.com. He served as articles editor at SmartMoney Magazine since early 2000, where he assisted in directing the magazineís consumer and investment coverage. Prior to that he worked at The New York Times from 1996 through 2000, covering personal finance, aviation and the pharmaceuticals industries. Earlier Morrow was feature writer at SmartMoney after a stint in 1993 as Japan bureau chief at The Detroit Free Press, where he covered foreign business news for Knight Ridder News Service. Before that Morrow worked as a reporter for Fortune.
Paul W. Noglows, director of research, was most recently managing director, senior analyst and global coordinator for media equity research at JPMorgan H&Q, where he created a singular and respected voice for the firm's 45 media analysts worldwide. He began his career as an equity analyst in the research department of the San Francisco-based investment bank Hambrecht & Quist (H&Q) in 1996, where he co-founded the firm's respected "Internet Research Group," and was responsible for the firm's coverage of Internet/digital media. He was named in First Call/The Wall Street Journal's "Best on the Street" analyst rankings in both entertainment and the Internet. Before joining the financial sector, Paul spent nearly ten years reporting on all aspects of the media business for both trade and consumer publications, including Variety, TV Guide, and Inter@ctive Week. Additionally, Paul has taught as an adjunct professor of finance at New York University's Leonard N. Stern School of Business and as an adjunct associate professor of journalism at New York University's Graduate School of Arts and Science. He received a master's degree in journalism from New York University and a BS in economics from Lehigh University. He currently resides in New Jersey.
Chief Executive Officer / Alternative Asset Investment Management, LLC
In addition to having served as Director of Marketing at a number of hedge funds, Mr. Park has held sales positions at Drexel Burnham Lambert, Morgan Stanley & Co., and Daiwa Securities. During his tenure, Mr. Park headed an equity sales and trading group which earned the award of Euromoney Magazine's Eastern European Brokerage House of the Year as the result of having raised hundreds of millions in alternative assets including the launch of numerous on and offshore hedge funds as well as an SEC Registered Investment Advisor, and several managed accounts. His client base encompasses the major foundations and endowments, consultants, family offices, and institutional fund of funds both domestically and internationally, as well as European private banks. A member of Mensa, he holds a Bachelor of Arts degree in Economics from Trinity College in Hartford, CT, and a Masters of Business Administration in finance from New York University. Mr. Park maintains the Series 7 and 63 securities registrations.
CEO / CreditSights Inc.
Glenn Reynolds is the CEO of CreditSights Inc, an independent credit research firm founded in October 2000 that serves a range of subscribers in the debt and equity markets. Prior to CreditSights, Mr. Reynolds was a Managing Director at Deutsche Bank from 1997 to 2000 and served in a number of roles including Director of Global Credit Research and Head of Global Credit Strategy, overseeing analysts in New York, London, Frankfurt, Tokyo, Singapore, Hong Kong, and Sydney. Prior to Deutsche Bank, Mr. Reynolds was Managing Director at Lehman Brothers from 1986 to 2000 in various roles including Director of Global Credit Research and Chief Credit Officer. He also had primary industry coverage responsibilities in his career at Lehman, and was named to the Institutional Investor All-America Team eight times in a variety of fixed income categories including #1 ranking in four different areas. Prior to joining Lehman, Glenn was a senior analyst in the Capital Markets area of Prudential Insurance (1984-86), where he worked on a range of corporate, high yield and private placement portfolios. Mr. Reynolds began his career as a Certified Public Accountant at Deloitte Haskins & Sells. Mr. Reynolds has testified before the Senate in the Enron hearings on the reform of the rating agencies as well as before the Securities and Exchange Commission on similar issues.
Robert Straus, 32, IRG senior analyst, consumer & retail, was formerly a senior analyst at ING Barings LLC, formerly Furman Selz LLC, where he was the primary coverage analyst for the business and consumer services sector. Straus also covered the leisure and specialty retail and global wireless telecommunications and equipment sectors at Furman Selz. He received a BS from the University of Hartford and a MBA from Bentley College.
Seth Tobias, the president of Circle T Partners, founded the company in 1996 after five years as portfolio manager and equity trader at JRO Associates. He began his wall street career in 1987 as a proprietary-futures trader at Moseley Securities. From 1988 through 1991, Mr. Tobias worked at New York & Foreign Securities as the assistant trader to the firm's head of block trading and was responsible for account coverage for several New York based hedge funds. Mr. Tobias has been a regular guest host on CNBC's Squawk Box. Mr. Tobias earned a B.A. degree in Finance from Boston University and graduated Magna Cum Laude.
Sally Yanchus is an analyst and consultant for healthcare clients including Sterling Research. From 1997 through Dec. 2001, Yanchus worked as a buy-side analyst covering biotech and pharmaceuticals, first at Zurich Scudder Investments and most recently at The Galleon Group. For eight years before joining the buy side, Yanchus was a sell-side analyst covering biotech, pharma and medical devices at Smith Barney, Morgan Stanley, Lehman Bros. and CIBC (now Oppenheimer). Yanchus earned an M.B.A. at Columbia University business school and graduated summa cum laude with a B.A. from Wellesley College.
Erik Zamkoff, 30, IRG senior analyst, communications, was formerly an equity analyst at Merrill Lynch where he led coverage of interactive media and was co-analyst for the cable industry. Prior to Merrill Lynch, Zamkoff was a senior equity research associate at Morgan Stanley where he followed the Canadian telecommunications, cable and wireless industries. Zamkoff was also an equity research associate covering telecommunications equipment for Furman Selz LLC. He received a BA from the University of Pennsylvania and a MBA from New York University Leonard N. Stern School of Business.
Jason Zhang, 38, IRG senior analyst, biotech, comes to the IRG from Stephens Inc., where he covered biotech companies focused on developing drugs for cancer and other major diseases. Zhang helped established Stephens as one of the premier sell-side firms covering cancer companies. Previously, he worked at Eli Lilly as a scientist and was involved in cancer drug development. He received a MBA from the Kelly Business School at Indiana University and a Ph.D. in molecular biology from the University of Hawaii.
Thomas P. Zucosky
Chief Investment Officer / Discovery Capital Management
As Chief Investment Officer for Discovery Capital Management, Tom oversees manager selection, portfolio management and monitoring. Since 1981, he has been involved in alternative investments as an institutional salesman, investment strategist and investment adviser. As Head of Marketable Alternative Strategies for Strategic Investment Group (a multi-asset class manager of managers), Tom analyzed and managed portfolios with assets totaling more than $2 billion. In addition, he oversaw global manager due diligence and was a partner with Olympia Capital, a European based asset allocator. In 1985, he co-founded Aegis Capital, a hedge fund manager and Registered Investment Adviser. Tom is registered with the NASD and CFTC and has served on the Board and Investment Committees of a number of multi-manager funds that concentrate on alternative strategies.