Gregor Andrade joined AQR in May 2003 and is a senior member of the Client Strategies team and Principal of the firm. Prior to joining AQR, Gregor was a finance professor at Harvard Business School. He taught Corporate Financial Management (CFM), an advanced Corporate Finance and Valuation course in the MBA program, as well as in various Executive Education programs. While at Harvard, Gregor’s research focused on corporate restructuring events, particularly mergers and acquisitions and financial distress. His paper “How Costly is Financial (not Economic) Distress? Evidence from Highly Leveraged Transactions That Became Distressed” won the 1998 Smith Breeden Prize for best paper in the Journal of Finance. Gregor has an undergraduate degree in Economics from MIT and a Ph.D. in Finance from the University of Chicago’s Graduate School of Business. Before entering graduate school, he was a Mergers and Acquisitions analyst at the investment banking firm of Wasserstein Perella.
Matthew Arkinstall is an Investment Director at Greenpark Capital. He has spent the last 16 years as a specialist in private equity, originally in infrastructure direct investment. He spent nearly 10 years at MLC in Australia where he took a leading role in the development of a multi-billion dollar portfolio of private equity funds around the world. Matthew is Australian and has a First Class Honours degree in Applied Mathematics from the University of Sydney. Matthew is also an Associate of the Institute of Actuaries of Australia.
Greenpark Capital is a recognised leader in mid-market secondaries. Established in 2000, Greenpark has $1.7bn of funds under management and is capitalised by major institutions from Europe, the US, Asia and the Middle East. The culturally diverse team has extensive experience across the global market and has built a reputation for sound investment skills and innovative deal structuring. Greenpark works with clients to provide customised liquidity solutions, however complex the requirements.
Ross Barry is a senior investment consultant and is also the head of portfolio construction and diversity. He joined Watson Wyatt in December 2008 bringing with him 18 years of industry experience.He is responsible for helping Watson Wyatt’s clients construct portfolios that derive returns from a diverse range of risk premia.
Prior to joining Watson Wyatt, Barry was co-head of alternative investments at Sovereign Investment Research, where he was responsible for implementing alternative investment programs for several of Australia’s largest and most successful investors. Other positions he has held include senior asset consultant at Total Risk Management and proprietary trader at Bankers Trust.
He holds a Bachelor of Economics (Honours) from Newcastle University and a Ph.D in Applied Finance from Macquarie University.
Randall Dillard is Partner and CIO of Liongate Capital Management LLP (“Liongate”). In 2003, Mr. Dillard co-founded Liongate, a London-based investment management firm that specializes in constructing portfolios of hedge funds for institutional and private investors. Liongate has achieved a steady growth of client assets under management since its inception, with US$2.2billion under management today. The firm and funds have been acknowledged in the industry by numerous awards including ‘Best Group’ by Hedge Funds Review (2008) and ‘Best Global Multi-Strategy Fund over US$1bn’ (2009) by InvestHedge for Liongate’s flagship fund, Liongate Multi-Strategy Fund. Mr. Dillard sits on Liongate’s Investment Committee and works alongside two other partners to manage Liongate’s investment management process and business development. Mr. Dillard was previously at Nomura International as Managing Director within investment banking and Head of Merchant Banking. Previous to that, Mr. Dillard worked in investment banking with Merrill Lynch International. He is a graduate of law from Pembroke College, Cambridge University.
Dr Jon Glass is a former pure mathematician (in which subject he holds a PhD) who has spent close to 25 years in financial markets: working in stockbroking, asset consulting and funds management. He is the CIO of Media Super.
Rob Goodlad is a Senior Managing Director of State Street Global Advisors, Australia, Limited, joining SSgA in February 1999. Prior to this role he was Director of Business Development.
Rob has 25 years of direct investment market experience, having worked for ten years at Rothschild, Australia, Limited as an Associate Director in the Treasury operations group. He was National Head of the fixed interest team in both trading and sales.
Rob has received a Bachelor of Arts degree, majoring in Economics and Japanese, from Monash University. He is a Registered Representative of the Sydney Futures Exchange.
After a 20-year intellectually promiscuous academic career around the world in pure mathematics, the history of science, mathematics education and in industrial consulting, Jack Gray worked at AMP Asset Management in Sydney for 10 years in a variety of roles including quant research, business strategy, marketing and client relations.
In 1998 he joined GMO in Boston in a broad strategic role. He was GMO’s product specialist for global asset allocation and international quantitative equities, and a member of their UK investment committee.
In 2003 he joined Sunsuper as its first Chief Investment Officer. In mid 2005 he re-joined GMO in a broad global role and as Co-Director of Asset Allocation in Boston.
Currently he is Adjunct Professor at the Centre for Capital Market Dysfunctionality at the University of Technology, Sydney; a Director of Brookvine, a specialist adviser on alternative assets; and an independent adviser to funds in Australia and overseas.
Jack is a founding member of the Q Group Australia, a member of the Research Committee of the International Centre for Pension Management, University of Toronto, and a member of the editorial board of the Journal of the Securities Institute of Australia.
He is regularly invited to speak at international and domestic conferences on investing, and regularly publishes in both popular and professional journals.
He is also one of Australia’s Special Representatives for the UN High Commissioner for Refugees.
Allison Hill holds the position of Consultant at Frontier after joining in February 2004. Her responsibilities at Frontier include advising clients on manager performance, investment policy and research, as well as assisting clients in addressing implementation issues.
Allison’s previous experience includes a technical specialist role in Australian equities for Colonial First State, business development for BT Funds Management and auditing of superannuation funds at Deloitte Touche Tohmatsu.
Allison has a Bachelor of Commerce from the University of Melbourne and has completed several post-graduate qualifications including her Graduate Diploma of Applied Finance and Investments and Graduate Diploma of Financial Planning, both with Finsia, a Graduate Diploma of Management from the Australian Graduate School of Management, and the Certified Investment Management Analysts course, through IMCA.
Simon Ibbetson joined CPG Research and Advisory on the 1st April 2008. This followed the decision by Standard & Poor’s to close down their advisory business.
Simon joined Standard & Poor’s in February 2005 as a result of Standard & Poor’s purchase of ASSIRT Research, and was responsible for the investment consulting operation in Asia Pacific. Formerly the head of ASSIRT Research, Simon ran the ratings, data, and the consulting teams.
Simon has over twenty-five years experience in the finance industry both in the city of London and in Australia. This experience is split evenly between the UK and Australia.
As Head of Investment Consulting at AON Australia Simon dealt with over 40 clients most of which were medium to large Corporate Superannuation funds.
Simon also consults to a number of Fund managers advising on asset allocation and portfolio construction for a range of products. These included Multi manager and multi asset class products. During his career, Simon has developed a number of products for Australian and Asian fund managers.
As a former Chairman, and Director, of Investment Management Consultants Association (IMCA Australia), Simon, and the board of IMCA, aims to provide initial and ongoing professional training to the asset-consulting and investment research profession.
Simon is currently on the executive of AMIA Australia.
In the UK Simon’s experience included working with a number of fund managers including Scottish Mutual, where Simon was a regional Pension Consultant and Winterthur where he was a senior executive.
He holds a Bachelor of Arts degree (Honours), a Post Graduate Certificate of Education, and is an AFMA Accredited Dealer, is PS146 compliant and is a Responsible Officer.
Kim Ivey is the founder and Managing Director of Vertex Capital Management. He has over 20 years experience in stock broking, Corporate finance, asset consulting and investment management. Vertex Capital Management is a specialist investment group consulting to regulators, banks, institutional investors and asset managers.
VCM is one of the founding members of the Alternative Investment Management Association in Australia (2001). Kim served as the Association’s Deputy Chairman (2001-2003), as its Regulatory Committee Head (2002-2003), and is the Association’s current Chairman, serving since 2004. Kim is a recognised speaker on investment topics, particularly in the fields of risk management and hedge fund investing.
Prior to establishing VCM in 1998, Kim spent five years as a Senior Portfolio Manager and the Head of Risk Management with CFS, the investment management division of the Commonwealth Bank. He and his team quantitatively managed a $600 Million equity portfolio and advised CFS portfolio managers on derivative based hedging techniques, tactical asset allocation, and performance attribution for CFS’s $10 billion+ multi-asset portfolios.
He completed his Bachelor of Bus. Administration (1983) at the University of Texas, majoring in Finance. In 1984 he worked as a graduate intern with the US Small Business Administration while completing his MBA degree at San Diego State University (1985). Kim also serves as a non-executive Director for The Kimberley Institute, based in Broome WA.
Lars Jaeger is a Partner, head of the alternative beta strategies team and a member of the absolute return strategies investment committee. He is materially involved in the strategy and manager selection process. He is the author of several leading hedge fund publications and has established a broad network with fund managers over the years. Prior to joining Partners Group, he co-founded and was a partner of saisGroup, a hedge funds asset management firm established by the former alternative investment strategies team at Credit Suisse Asset Management (CSAM), where he was responsible for risk management. Previously, he worked in the real-time trading models group at Olsen & Associates AG in Zurich. He holds a doctorate degree in theoretical physics from the Max-Planck Institute for Physics of Complex Systems, Dresden, and a master’s degree in physics from the University of Bonn, the Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations.
Meredith Jones joined PerTrac Financial Solutions in December 2001. She currently serves as a Managing Director and the head of global marketing. Ms. Jones spends a tremendous amount of time researching, speaking and writing about alternative and traditional investments. She has written articles and book chapters for a number of financial publications, including the Journal of Investing, Alternative Investment Management Association Journal, ASFR Magazine, Alternative Investment Quarterly and the Managed Funds Association Reporter. Her research has appeared in the Wall Street Journal, the Financial Times, Risk Magazine, Bloomberg Wealth Manager, the Economist, SmartMoney.com and other publications. In addition, Ms. Jones spends a great deal of time on the speaking circuit, giving presentations on a wide range of hedge fund-related topics. She also oversees and edits all outbound marketing efforts for PFS, including press releases and communication, email campaigns, client communications, web content, brochures, conference materials and arranges and negotiates strategic partnerships for PFS, including data vendor relationships, channel partners and external non-technical vendors. In addition, Ms. Jones is currently spearheading PFS’ P-Card project, which promises to revolutionize communication between investment managers and investors.
Prior to joining PFS, Ms. Jones was Vice President and Director of Research for Van Hedge Fund Advisors International, Inc., a global hedge fund consultant. There, she led a staff of ten research analysts in manager selection, evaluation and ongoing monitoring. Ms. Jones conducted quantitative and qualitative due diligence, onsite visits and portfolio construction, as well as a number of other research functions.
Richard Keary is an independent investor and advisor with more than 20 years experience. He currently acts as an advisor to the family office of one of Australia’s most successful investors as well as working as an advisor to boutique fund managers including NWQ Capital and Commodity Strategies Limited.
In 1999 he established the alternative investment business at Rothschild Asset Management, which subsequently became BT Financial Group. He grew that business to almost $2 billion by the time he left BT Financial Group at the start of 2007. In that time he was a major supporter of local alternative investment managers and pioneered the use of separate accounts to deliver the highest levels of operational control and investment transparency. He is a recipient of the 2006 Contribution to the Industry Award by the Alternative Investment Management Association (AIMA).
He started his career as a commodity trader with Mitsubishi Corporation in the early 1980s and then spent several years with US boutique A.G.Bisset, a pioneer in the currency overlay business. He has an MBA from the Melbourne Business School and undergraduate degrees in Banking and Finance from CIT and Oriental Studies from the University of Melbourne. He taught undergraduate investment courses at Chisholm Institute in the early 1990s and was the Task Force Chairman for Chair for Applied Portfolio Management with FINSIA.
Paul Kessell is the Chief Investment Officer for Professional Associations Super. Professional Associations Super is an industry Fund that manages assets of $1.4 billion on behalf of its 450,000 members.