Professional
- Money Management, 1994-present
- President, Hedge IQ. Consultant to investment managers at hedge funds and sovereign wealth fund for investment themes and risk assessment, 2004 –
- Founder and CIO, Navigator Capital Partners, a fund of funds with strong risk management, 1998 –
- Advisor to Omega Point, an investment research firm for “Big Data” on the world’s fastest platform; start-up
- Created factor portfolio risk model used by a number of hedge funds
- Senior director at hedge funds, 1995 – 2006 (Director Research, Risk Management)
- Hedge Fund strategies – direct experience: long short, market neutral, statistical arbitrage, global macro; covered all functions over the period – director of research, risk manager, portfolio manager and analyst
- Ten years at three hedge funds (two were well known in their day – Director Equity Research, Willowbridge, a global macro/CTA spin-out from Caxton; Director of Research and Risk Management, the old Circle T, which ranked #2 in the long short fund industry for five year performance; co-founder of Brightwater, a long short fund)
- Senior Portfolio Manager, Sanford Bernstein.
- Investment bank research and management, 1973 – 93; was analyst, portfolio strategist, director of research and head of equities. Executive Vice President, Moseley Securities; Managing Director, Credit Lyonnais Securities; Chief Investment Strategist, Shearson, American Express; Senior Investment Strategist, Merrill Lynch; joint venture with Townsend Greenspan, Fed chairman Greenspan’s former firm
Education/Other
- MIT Sloan School SM ’73
- Chairman and Founder of MIT Sloan Club of New York; run annual hedge fund dinner since 1998
- Professor of finance – investments, Baruch College CUNY (formerly)
- Board member of MIT Enterprise Forum (formerly)
