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Manager Profiles

Issue 57
The California Public Employees’ Retirement System’s (CalPERS) Board of Administration has appointed Anne Stausboll CEO. Currently the Interim CIO for the pension fund, a role taken on 4 years ago, Stausboll will assume her new role January 12, 2009 to oversee operations, the budget of more than $332 million, and programs in investments, health and retirement benefits, among others...more...

Delaware Investments has appointed Kristen E. Bartholdson additional co-manager of its Global Dividend and Income Fund effective immediately. Kristen was promoted to the new role from her position as Associate Portfolio Manager with the firm's Large-Cap Value Focus team, where she has served since 2006. Prior to joining Delaware Investments, Bartholdson served the Susquehanna International Group from 2004 to 2006 as an equity research salesperson and Credit Suisse in equity research from 2000-2004...more...

Endoscopic Technologies has appointed John Pavlidis president and CEO and Terry Kinninger as CFO/COO just as the company closed on an $11.2 million of a planned $20 million in equity financing. Led by Saints Capital Everest secondary direct investment firm, funding participants also included Telegraph Hill Partners and Waveland Venture Partners...more...

Issue 56
April Miller Boise has been appointed the new partner-in-charge of Thompson Hine's Cleveland office. With this appointment, Boise becomes the second African-American to hold the position and the first woman to lead Thompson Hine of Cleveland. Additionally, as a partner with the firm’s Transactions & Securities practice, Boise focuses on mergers and acquisitions and chairs the firm's Private Equity subgroup...more...

Ceres, a national network of investors and environmental organizations, has named California State Teachers' Retirement System (CalSTRS) Chief Executive Officer, Jack Ehnes, to its board of directors. Ehnes will serve a three-year term on a 24-member board that includes members from mutual funds, consulting firms, unions, universities, foundations, churches and pension funds that collectively manage $5 trillion in assets...more...

Issue 55
The online news and analysis publication Markets Media appointed Barry E. Silbert to the Global Markets Summit panel, which will analyze the effect of the government bailout. The panel will address pressing questions regarding the funds used for the bailout, the pace of the bailout, regulation, the role of hedge funds and the demand for transparency...more...

Issue 54
Reflecting the organization’s tradition of promoting from within, Neil Petroff Ontario Teachers' Pension Plan Senior VP has been appointed Executive VP, Investments and CIO effective January 1, 2009...more...

Issue 53
Michael B. McCook has joined Trikona Group to advise the fund management division and guide its $10 billion investment in India over the next decade. He is the former senior investment officer of real estate...more...

MThe Equity 11 security-focused independent private-equity firm has appointed James M. Juliano as its new partner. To identify strong corporate acquisition targets and guide Equity 11's portfolio companies in his new role, Juliano will help...more...

Issue 52
Anthony B. Davidow is the new Senior Vice President & Head of Distribution at IndexIQ, a developer of hedge fund replication and other alternative investing strategies...more...

Bank of America has appointed Robert de Gidlow to the position of senior vice president of Global Liquidity Product and Solutions Consulting. He’ll answer to Michael Golden, the product management executive for Global Liquidity Product and Solutions Consulting...more...

Issue 51
MFC Global Investment Management has appointed Jeffrey Santerre as head of its product management team. He brings with him years of experience as a manager working for several companies over the course of his career...more...

ension Corporation has selected Louise Inward to serve as general counsel. She brings with her years of experience in advisory positions and is a welcome addition to the company...more...

Issue 50
The LECG Corporation has appointed Richard Boulton as the eighth member to its board of directors. Currently Mr. Boulton is the head of LECG’s finance and accounting services (FAS.)...more...

Issue 48
The Treasury Services group for the Bank of New York has appointed a new CEO. Eric Kamback was promoted from deputy head of Treasury Services to assume the role...more...

Daniel Tennant has been appointed to the position of first general manager for the Turkish Engine Center. The Center is a shared venture between Pratt & Whittney and Turkish Airlines Technic, and is expected to open in the latter half of 2009...more...

Issue 15
With more than $930 million in assets under management, Ft. Lauderdale, FL-based Community Capital Management (CCM) is one of the nation’s largest managers of fixed income community investments. Founded in 1998 by president and chief investment officer Todd Cohen and executive vice president and senior portfolio manager Barbara VanScoy, Community Capital’s philosophy is that “diversified portfolios of high quality community development bonds can produce risk-adjusted returns that meet or exceed those generated by core bond indices when measured over a complete interest rate cycle...more...

Issue 14
Many money managers launch their own firms based upon some new twist in investment technique in the hope that perceived innovation will help them outperform and garner assets...more...

Issue 9
Despite high yield credit spreads ballooning to 586 basis points in November, Miami-based Concise Capital Management managed to deliver an 11.60% year to date return by using a short duration (duration <2), small capitalization high yield strategy...more...

Clearwater, Fl-based Emory Capital Management with $64.8 million in assets under management has developed a profitable approach by positioning itself as the middle-man in an arbitrage deal...more...

Issue 8
As a separate account manager focused primarily on US equities, Atlanta-based Aurora Investment Counsel employs a Growth-At-a-Reasonable-Price (GARP) strategy as a core equity strategy with a mid-cap bias. Since the inception of Aurora's Separate Account Product...more...

Issue 7
As money pours into long/short strategies, investors are keen to discover new and innovative strategies, especially those that employ low leverage, aren’t dependent on the direction of markets or economic cycles and still generate alpha. The recently rolled-out Gemini Long/Short Gold Fund is just such a strategy...more...

Issue 5
Scott Rich, founder and portfolio manager of St. Louis based-MindShare Capital, uses his years of experience on the research and analysis side of the business to help him grow his fledgling investment management firm into the performing emerging manager it is today...more...

With two entrepreneurial parents, Ben Shoval, Managing Director of hedge fund group Ambit Funding, embraced the opportunity to start a business with his father. Since the firm’s inception in 2005, they’ve been offering short-term, commercial real estate-backed bridge loans to borrowers waiting for bank financing...more...

Emerging markets, India and Pan-Asia, will continue to grow and prove to be a valuable investment for institutional investors, and there is no greater testimony than Boston- based Venus Capital Management Inc...more...

Wellfleet Asset Management LLC, founded in May 2006 by Daniel A. Seitz, is a commodity trading advisor (CTA) specializing in the financial futures markets. Mr. Seitz, who has a BSBA from Boston University and a MBA from New York University’s Stern School of Business, began his career in 1992 with Discount Corporation of New York Advisers...more...

Issue 4
Emerging manager, RGM Capital, LLC, began its foray in the money management business in June 2003...more...

After founding, building, and selling a fully-integrated hotel development and management company, Ron Callentine, RockBridge’s CEO, founded the business with Banc One Capital as a joint venture capital partner in the early 1990’s...more...

Issue 3
There’s a lot to learn when it comes to trading futures, and Robert Weinreb, who’s traded futures for his own account, is an experience teacher...more...

Proctor Investment Managers’ newest strategic partner is Conquest Capital Group, an alternative asset management firm with approximately $380 million under management...more...

Issue 2

Issue 1