SPEAKING OPPORTUNITIES



For more information on speaking opportunities at PartnerConnect 2014 contact Mark Cecil:
Tel: +1-617-856-1871 | Email: mark.cecil@thomsonreuters.com

The Speakers

 A    B    C    D    E    F    G    H    I    J    K    L    M    N    O    P    Q    R    S    T    U    V    W    X    Y    Z   --  ALL  

David Santoni   |  Semil Shah   |  Andrew Shapiro   |  Anu Sharma   |  Faraz Shooshani   |  Gary Shugrue   |  Erin Simpson   |  John Skjervem   |  John Skjervem   |  Charles Skorina   |  Kristin Snyder   |  Peter Spasov   |  Don Steinbrugge   |  Jon Sundt   |  Sam Sutton

David Santoni, Managing Director, Lazard Middle Marke
Buyouts West Speaker

Bio to come...

Back to top

Semil Shah, Investor, Haystack Fund
Venture Alpha West Speaker

Until recently, Mr. Shah worked on mobile product (iOS and Android), marketing, and distribution for Swell, built by Concept.io (acquired by Apple). Additionally, Mr. Shah have been a formal paid consultant to a variety of venture capital firms on Sand Hill Road assisting with deal evaluation, due diligence, marketing, and special operations ó those firms have included General Catalyst, Kleiner Perkins, Draper Fisher Jurvetson, Trinity Ventures, Javelin Venture Partners, Bullpen Capital, GGV Capital, and a few others. (Currently, Iím a Venture Advisor to GGV and Bullpen.) Mr. Shah currently an investor (via Haystack) in the following companies in Haystack I: Hired, Paddle8, Instacart, Hashicorp, ExitRound, HelloSign, Gyft, Vnera, Burner, Coin, DoorDash, Sidebar, Bond, Envoy, Refresh, Vaurum Labs, Highlight, Mortar Data, Gliph, Grid Wireless, Navdy**, 3Gear Systems, Weaved, Velo Labs**, Airenvy, Altspace, Golden Gate Games, LAST, BlockScore, Sigmod Labs, Cambly, Mighty, Emissary, Addy**, Narvar, Dextro, and Giphy. Haystack I is now closed! (** denotes AngelList syndicated). Haystack II is underway: Bolt; BRANDiD; Totspot; SFOX; Chain; Vessel.io; FLYR; MTailor; DatOSCloud; Unwind.me; Yo.

Back to top

Andrew Shapiro, President, Lawndale Capital Management
HedgeWorld West Speaker

Andrew Shapiro is Founder, President and Portfolio Manager of Lawndale Capital Management, a manager of small-cap activist hedge funds for more than 21 years. In addition to leading Lawndale, Mr. Shapiro has also served as a Director or Observer on Lawndale portfolio boards and debt/equity bankruptcy committees.

Prior to founding Lawndaleís funds in 1993, Mr. Shapiro accumulated a rare combination of experience in credit, legal and equity analysis in a variety of roles managing bankruptcy, turnaround, leveraged buyout, risk arbitrage, and small-capitalization investments.

Mr. Shapiro has both JD and MBA degrees from the UCLA School of Law and UCLA Anderson School, respectively, and a BS in Business from UC Berkeley, where he has also taught finance courses.

Mr. Shapiro is a member of the National Association of Corporate Directors (NACD) and was selected to the 2012 NACD Directorship 100, a list of the most influential leaders in the boardroom and corporate governance community. Mr. Shapiro is also a frequent speaker on activist investing and has been the subject of several articles, including a Business Week article calling him ďThe Gary Cooper of GovernanceĒ. Mr. Shapiro is on the faculty of UCLA Andersonís Director Education and Certification Program.

Back to top

Anu Sharma, Partner, William Blair
Buyouts West Speaker

Anu Sharma is a Partner at William Blair and the Head of West Coast Financial Sponsors. For the past five years, Mr. Sharma has been based in the firmís San Francisco office during which time William Blair has significantly expanded its west coast presence and investment banking activities. He initially commenced his investment banking career with William Blair in their London office in 2004, where he focused on cross-border transactions. Since joining William Blair, Mr. Sharma has completed over 75 transactions across the firmís M&A advisory and public and private money raising services. Previously, he was a medical doctor within the National Health Service (UK) at various university teaching hospitals. Mr. Sharma gained his MB Chir.B degrees from the University of Cambridge, having graduated with Distinction, and he also holds a M.A. (hons.) degree from the University of Cambridge, Clare College.

Back to top

Faraz Shooshani, Managing Director, Strategic Investment Solutions, Inc.
Venture Alpha West Speaker

Faraz Shooshani, Managing Director, joined SIS in August 2006. Mr. Shooshani is responsible for managing the private equity group at SIS, as well as client relations and partnership reviews. Mr. Shooshani was formerly Associate Director of Investments at Caltech, where he helped manage the universityĀfs permanent endowment and lifeĀ]income portfolios. He founded Catapult Ventures, a consulting company that provided venture development services to startup companies. Mr. Shooshani also served as a Senior Revenue Analyst at Intel Corporation for its Profit and Loss group, and was a Consultant at Booz Allen Hamilton.

Mr. Shooshani earned a BA in Economics from University of California, Berkeley and an MBA in Finance from Yale School of Management.

Back to top

Gary Shugrue, Senior Portfolio Managers--ACP Funds, Barlow Partners
HedgeWorld West Speaker

Mr. Shugrue is the Founder, President and Chief Investment Officer of Ascendant Capital Partners LP, sub-adviser to the ACP Funds Platform. Ascendant was formed in August of 2001 as a subsidiary of Turner Investment Partners, a $25 billion asset management firm.

In 2014 Ascendant partnered with Barlow Partners Inc., a New York based fund of hedge funds with over $750 million under management. Mr. Shugrue is responsible for the 1940 Act Registered fund platform offered by Barlow Partners.

Mr. Shugrue brings twenty one years of hedge fund experience and over thirty-six years of investment experience to the Firm. From 1988 to 2000 he served as the co-founder and partner of Argos Advisors LLC, a long/short equity hedge fund firm. Along with his partner, he started Argos and grew the firm from $1.6 million in 1988 to $135 million. Argosí clients included high net worth individuals, off-shore investors, endowments and corporate pension plans. From 1981 to 1988 he was a Vice President in Institutional Equity Sales with Kidder Peabody, Prudential Securities and Merrill Lynch servicing large institutional clients in the Mid-Atlantic area. From 1977 to 1979 he was an Account Executive with Merrill Lynch.

He earned his MBA in Finance from the University of Pennsylvaniaís Wharton School in 1981 and his BS in Accounting from Villanova University in 1976. Gary is also an acting Board Member of The Quaker Investment Trust Funds and an Investment Committee Member of Project H.O.M.E. Philadelphia.

Back to top

Erin Simpson, Vice President, Wilshire Associates
HedgeWorld West Speaker

Erin Simpson is a Vice President of Wilshire Associates and a member of the Wilshire Funds Management Operations & Risk Management Group. Ms. Simpson joined Wilshire Associates in 2013, having spent the past ten years specializing in risk management and portfolio construction in the alternative asset industry.

Ms. Simpson started her financial career at Kenmar Global Investments as a risk analyst. In 2006, she moved to Merrill Lynchís Hedge Fund Development and Management Group (ďHFDMGĒ), where she performed risk analysis and designed and developed risk and reporting systems. In 2008, she became the Executive Vice President and member of Risk Fundamentals, a risk transparency software company spun-out of Merrillís HFDMG.

Prior to entering the financial services industry, Ms. Simpson spent three years with NASA specializing in space science and astronomical research at the Space Telescope Science Institute. Ms. Simpson received her BS in Astrophysics from Yale University and her MS in Information and Telecommunication Systems from Johns Hopkins University.

Ms. Simpson has written multiple academic papers and presentations, both in astronomy and in finance. Most recently she co-wrote a chapter in the book Risk Budgeting, edited by Risk Books (2012), called ďTheory of Risk Budgeting.Ē

Back to top

John Skjervem, CIO, Oregon State Treasury
PartnerConnect West Speaker

As Chief Investment Officer for the Oregon State Treasury (OST), Mr. Skjervem oversees an investment team that manages a financial and real asset portfolio valued at $87.5 billion as of December 31, 2013 and includes the stateís $67.9 billion Oregon Public Employees Retirement Fund.

Prior to his appointment at OST, John held a variety of portfolio management and leadership positions at Northern Trust including Chief Investment Officer for the firmís $170 billion (AUM) Personal Financial Services division. John started his career as an associate economist for consultants Natelson Levander Whitney, and also worked as a public finance specialist for investment bankers Ehrlich Bober & Co.

Mr. Skjervem earned an M.B.A. with concentrations in finance and statistics from the Booth School of Business at the University of Chicago, and received a bachelorís degree in Economics from the University of California at Santa Barbara. He is a Chartered Financial Analyst, former director of the CFA Society of Chicago and serves as an honorary board member for the St. Francis Foundation in Santa Barbara, CA.

Back to top

John Skjervem, CIO, Oregon State Treasury
HedgeWorld West Speaker

As Chief Investment Officer for the Oregon State Treasury (OST), Mr. Skjervem oversees an investment team that manages a financial and real asset portfolio valued at $87.5 billion as of December 31, 2013 and includes the stateís $67.9 billion Oregon Public Employees Retirement Fund.

Prior to his appointment at OST, John held a variety of portfolio management and leadership positions at Northern Trust including Chief Investment Officer for the firmís $170 billion (AUM) Personal Financial Services division. John started his career as an associate economist for consultants Natelson Levander Whitney, and also worked as a public finance specialist for investment bankers Ehrlich Bober & Co.

Mr. Skjervem earned an M.B.A. with concentrations in finance and statistics from the Booth School of Business at the University of Chicago, and received a bachelorís degree in Economics from the University of California at Santa Barbara. He is a Chartered Financial Analyst, former director of the CFA Society of Chicago and serves as an honorary board member for the St. Francis Foundation in Santa Barbara, CA.

Back to top

Charles Skorina, Managing Partner, Charles Skorina & Company
HedgeWorld West Speaker

The firm works with leaders of global financial institutions and institutional funds to recruit Board Members and Executive Officers, Chief Investment Officers and Senior Asset Managers.

Mr. Skorina publishes THE SKORINA LETTER, a widely-read professional publication providing news, research and analysis on institutional asset managers and tax-exempt funds.

We focus specifically and effectively on the world we know: Board members and Executive Officers, Chief Investment Officers, and Senior Asset Managers at institutional investment firms and funds Ė including sovereign wealth funds, endowments, foundations, pension funds, banks, investment banks, outsourced chief investment officer firms (OCIO), and sell-side money managers.

Prior to founding CASCo, Mr. Skorina worked for JP MorganChase in New York City and Chicago and for Ernst & Young in Washington, D.C.

Mr. Skorina graduated from Culver Military Academy, attended Michigan State University and The Monterey Institute of International Studies/Middlebury College where he graduated with a BA, and earned a MBA in Finance from the University of Chicago. He served in the US Army as a Russian Linguist stationed in Japan.

Mr.Skorina & Co. has offices in San Francisco.

Back to top

Kristin Snyder, Associate Regional Director in the National Examination Program, U.S. Securities & Exchange Commission
HedgeWorld West Speaker

Kristin Snyder is Associate Regional Director for Examinations for the SECís San Francisco Regional Office. Ms. Snyder leads a staff of approximately 50 accountants, examiners, attorneys and support staff responsible for the examination of broker-dealers, investment companies, investment advisers, and transfer agents across Northern California and the Pacific Northwest.

Previously, Ms. Snyder served as a Branch Chief and a Senior Counsel in the San Francisco officeís enforcement program. Prior to joining the SEC, Ms. Snyder practiced with Sidley Austin Brown & Wood LLP in San Francisco. She earned her law degree from the University of California Hastings College of the Law, and received her bachelorís degree from the University of California at Davis.

Back to top

Peter Spasov, Partner, Marlin Equity Partners
Buyouts West Speaker

Bio to come...

Back to top

Don Steinbrugge, Managing Partner, Agecroft Partners
HedgeWorld West Speaker

Bio to come...

Back to top

Jon Sundt, President and Chief Executive Officer, Altegris Companies
HedgeWorld West Speaker

Jon Sundt has more than 28 years of experience in the alternative investment industry. He founded Altegris in 2002 and is President and CEO of the Altegris Companies. Altegris is one of the leading providers of best-of-breed alternative investments including private funds and mutual funds.

Mr. Sundt began his career as an options trader in 1986. Prior to founding Altegris, he served six years as Director of Managed Accounts and Senior Vice President of the Managed Investments Division of Man Financial, a subsidiary of the Man Group. An expert in managed futures and alternative investment strategies, Mr. Sundt is widely quoted by leading financial media and is a frequent guest on CNBC.

In 2011, he was the recipient of Institutional Investorís Rising Stars in the Mutual Fund Industry award. In 2012, Mr. Sundt received the Ernst & Young Entrepreneur of the Year Award for excellence in his field. In 2013, Jon was awarded the 2013 Pioneer of the Investment Industry from the California HFA, CFA San Diego and CAIA Southern California. Mr. Sundt was also named to the 2013 Investment Advisorís Top 25 Industry Leaders.

Mr. Sundt attended the University of California, San Diego with a major in Computer Science and a minor in economics. He is a member of the San Diego Coastal Chapter of Young Presidents' Organization (YPO) and a long-term member of Vistage International.

Mr. Sundt founded Natural High, a drug prevention non-profit that serves over 12,000 teachers and 6 million students in the US and is recognized a game changer for drug prevention (www.naturalhigh.org). He was awarded the 2009 Lifetime Achievement Award from CADFY.

Mr. Sundt has been married for 20 years and is the father of two children. He is a committed family man and community leader.

Back to top

Sam Sutton, Senior Editor, Deals Group, Buyouts
Buyouts West Speaker

Bio to come...

Back to top