6th Annual Investors Conference
See over 25 world-renowned investors present their best investment ideas during our two day conference.
Join over 400 senior professionals from prominent family offices, pension plans and asset managers in attendance.
Each year the conference raises money for kids’ mental health. In 2018 Capitalize for Kids raised over $1.5 million.
About the Investors Conference
Every year, we bring together investors from around the world for Canada’s most prominent best ideas conference. Since 2014, the event has raised over $7 million for kids’ mental health. Register now and reserve your spot at the can’t miss conference for the capital markets community!
TorQuest Partners Inc.
Brent Belzberg is the Founder and Senior Managing Partner of TorQuest Partners Inc., one of Canada’s leading mid-market private equity firms within excess of $3B under management. He formed TorQuest in 2002 following the 2001 sale of Harrowston, Inc., a publicly traded investment fund he founded in 1992 to invest in and build businesses.
Outside TorQuest, he serves as a Director of CIBC. He is Chairman of Sinai Health Systems and a member of its foundation. He is also a member of the University of Toronto’s Investment Advisory Committee. His previous outside directorships include O&Y REIT and Four Seasons Hotels.
Mr. Belzberg was President of First City Financial Corporation from 1991-1993. He received a B.Comm. (Honours) from Queen’s University in 1972 and a J.D. from the University of Toronto in 1976. He received the Arbor Award from the University of Toronto, the Canada 150 Commemorative Medal from the Senate of Canada, and the Sovereign’s Medal for Volunteers from the Governor General. In December 2018, Mr. Belzberg was awarded the Order of Canada as a Member (C.M.).
Senator Investment Group L.P.
Jay Bharadwa is Partner and Industrial Sector Head at Senator Investment Group, based in New York City. Mr. Bharadwa also serves as the Head of Credit for the firm’s portfolios. Prior to joining Senator before the firm’s launch in May 2008, Mr. Bharadwa was in the Special Situations and Distressed Analytics department of Morgan Stanley. Prior to this position, Mr. Bharadwa worked as an Analyst in Morgan Stanley’s High Yield Credit and Equity Research groups. Mr. Bharadwa received a B.S. in Business Administration with a Finance emphasis from the Haas School of Business at the University of California, Berkeley, where he graduated valedictorian. Mr. Bharadwa has also studied at The London School of Economics.
1832 Asset Management L.P.
Noah is responsible for the management of more than $5 billion dollars in U.S. and global growth portfolios for Dynamic Funds, as well as two hedge fund mandates and a Liquid Alts Product.
Noah started with Dynamic in 1997. Since that time, he has established himself as one of the premier US and global growth fund managers, a reputation that is further strengthened by a 25-year track record of success and numerous industry awards.
Noah is the longest tenured US and global equity fund manager in Canada having managed Dynamic Power American Fund since 1998.
Discovery Capital Management
Robert Citrone founded Discovery Capital Management, LLC, an investment management firm, in 1999. Discovery specializes in cross-asset class investing, long and short, in global financial markets, including emerging markets. Mr. Citrone joined Tiger Management in 1995 as a managing director to head global emerging market investments, and was responsible for strategic investment recommendations on currencies, fixed income and equities.
Rob joined Fidelity Investments in 1990, where he established and managed the Emerging Market Fixed Income and Currency Group. He was also fund manager for a number of emerging market mutual funds and sub-portfolios.
Prior to graduate school, Rob worked in the fixed income trading group at First Boston, specializing in emerging market credit research.
Rob holds an M.B.A. from the Darden School at the University of Virginia where he graduated as a Shermet Scholar, and has a B.S. in Honors Math and Economics from Hampden-Sydney College.
Dan Dreyfus serves as the Founder and Chief Investment Officer at Bornite Capital. Dan founded the firm in January of 2019. He has 19 years of investing experience including fundamentally-driven long/short, capital structure arbitrage, distressed investing, merger arbitrage, and broader portfolio management. Dan joined 3G Capital in 2013 to manage a commodities and industrials specialized equity and credit hedge fund. Prior to 3G, Dan was hired into the Goldman Sachs Principal Strategies Group in the Equities Division (formerly the Risk Arbitrage Department) in the year 2000 as an investor in the firm’s North American business. In 2008, Daniel and a team of investors in Principal Strategies launched Goldman Sachs Investment Partners, the Asset Management Division’s flagship long/short hedge fund. He began his career in 1998 at Donaldson, Lufkin & Jenrette as an analyst in the Investment Banking Division covering the Natural Resources sector and was an intern at BMO Nesbitt Burns in the Equity Research department covering the gold mining stocks in 1997. Daniel graduated from McGill University in 1998 with a Bachelor of Commerce.
Northleaf Capital Partners
Mike is a Managing Director and the Head of Private Equity at Northleaf Capital Partners, an independent global private markets investment firm with more than $13 billion in private equity, private credit and infrastructure commitments under management. Mike oversees the origination, evaluation and monitoring of Northleaf’s private equity primaries, secondaries and direct co-investments globally and is a member of the Investment Committee. He is also involved in Northleaf’s investor relations and business development activities. Prior to joining Northleaf’s predecessor, TD Capital, in 2001, Mike worked at Harrowston Inc., where he was involved in building two of its platform companies and assessing and investing in numerous new investment initiatives. Previously, Mike worked at Royal Bank Capital Partners, the private equity division of the Royal Bank of Canada. Mike received a B.A. from Queen’s University, an M.Sc. from Indiana University and an M.B.A. from Ivey Business School, University of Western Ontario.
Chilton Investment Company
Jennifer L. Foster is Co-Chief Investment Officer at Chilton Investment Company where she has worked for nearly 22 years. In addition to managing portfolios and advising on Equity strategy, she is a member of the firm’s Board of Directors. Preceding her tenure as Co-CIO, Jennifer served a variety of roles in Equity Research.
Before joining Chilton, Jennifer worked at GE Capital from 1992 – 1995. Jennifer graduated summa cum laude with a B.A. from Boston College and earned an M.B.A. with distinction from Harvard Business School.
Ted Goldthorpe is a Managing Partner and head of Credit for BC Partners. He joined in 2017. He is also a member of the Private Equity Investment Committee.
Mr. Goldthorpe was most recently the President of Apollo Investment Corporation, Chief Investment Officer of Apollo Investment Management, and Senior Portfolio Manager, U.S. Opportunistic Credit. Mr. Goldthorpe joined Apollo in April 2012 and oversaw the Opportunistic Credit platform within Apollo aggregating over $20bn in Assets Under Management, which grew dramatically during his tenure. His most recent focus was on the Direct Origination business. He was named to the firmwide Senior Management Committee in 2014.
Previously, Mr. Goldthorpe was employed by Goldman Sachs & Co. since 1999. He most recently ran the Bank Loan and Distressed Investing Desk and prior to that was a Managing Director in the Special Situations Group, running both their Middle Market Private Equity business and the Canadian business (CSSG). Prior to that, Mr. Goldthorpe worked in the High Yield Distressed business, the Merchant Banking Division and the Investment Banking Division.
Mr. Goldthorpe has previously served on the boards of SPARTA Insurance Holdings, Inc., Flatiron Re, JHT Holdings, Baxa Healthcare, Shelter Bay, Fairway Energy, amongst others, and was a board observer for First Solar, amongst others.
Mr. Goldthorpe received a B.A. in Commerce from Queen’s University in Kingston, Ontario. He is a frequent guest lecturer at leading Universities including Columbia, University of Pennsylvania (Wharton), University of Virginia, New York University, Queen’s University, and Stanford University. Mr. Goldthorpe currently serves on the Global Advisory Board for the Queen’s School of Business. He is the Chairman of the Young Fellowship of The Duke of Edinburgh’s Award and serves on the board of Directors for Her Justice and Capitalize for Kids.
Tudor Investment Corporation
Dr. Ulrike Hoffmann-Burchardi oversees a global equity portfolio inside Tudor’s flagship client strategy. She is a member of Tudor’s strategy committee and its quantitative investment committee. Her investment thesis is focused on innovation and digital transformation. Investing in companies that benefit from disruption, she makes substantial use of new data sources to understand market trends and technology adoption. Prior to managing her current fundamental equity portfolio for Tudor’s flagship, she was instrumental in building the global quantitative equity investment strategies for Tudor in London and New York from 1999 to 2009. An advocate for STEM education in grades K-12, she serves as a coach for the FIRST Robotics League, where her team won the 2019 Global Innovation Award for New York City. She holds a PhD in Finance from the London School of Economics and Political Science (2000), a Masters in International Management (MIM) from the Community of European Management Schools (1995) and a Master in Finance from the University of St Gallen in Switzerland (1995) where she was awarded the Bodania Prize for first in class graduation. Tudor Investment Corporation is an alternative investment firm founded by Paul Tudor Jones in 1990 and active in global fixed income, equity, currency and commodity markets.
Ardinall Investment Management
Maria is the CEO of Ardinall Investment Management, an alternative investment firm she founded in 2017. Prior to that, Maria spent 15 years at Goldman Sachs, most recently as a portfolio manager in the Goldman Sachs Investment Partners (GSIP) Group in the Investment Management Division. While at Goldman Sachs, she worked in the Fixed Income, Currency and Commodities (FICC) Division and in the Goldman Sachs Principal Strategies (GSPS) Group in the Equities Division. Subsequently, she joined the Investment Management Division in 2007 and was named managing director in 2008. At Goldman Sachs, she served on the Operating Committee of the IMD Women’s Network.
Currently, Maria is a member of the Advisory Board of the Center on Global Energy Policy at Columbia University’s School of International and Public Affairs. She is a term member of the Massachusetts Institute of Technology’s Corporation Development Committee. She also serves as a director on the boards of Girls Inc. of NYC and Breakthrough New York. She is a member of the Economic Club of New York.
Maria earned a dual degree in economics and management science from the Massachusetts Institute of Technology in 2002. She has been a CFA charter holder since 2004.
Maria resides in New York City with her husband and three children.
White Crane Capital Corp.
Emil Khimji is Co-Founder and CEO of White Crane Capital Corp. which acts as the investment advisor to the White Crane Multi-Strategy Master Fund. The Fund is an event-driven multi-strategy hedge fund that seeks to identify undervalued securities across the capital structure with a catalyst. Prior to co-founding White Crane Capital Corp., Mr. Khimji was part of a three-person Alternative Investments team at PH&N (RBC Global Asset Management) that managed the PH&N Absolute Return Fund and the PH&N High Yield Bond Fund from 2007-2017.
Mr. Khimji holds a Chartered Financial Analyst designation and a Bachelor of Commerce degree from the University of British Columbia.
One Tusk Investment Partners LP
W. Vivian Lau is the Managing Partner and Founder of One Tusk Investment Partners (“One Tusk”).
Prior to One Tusk, Vivian was the Senior Partner and Co-Chief Investment Officer of Serengeti Asset Management (“Serengeti”) until January 2015, where she joined as a Founding Partner in October 2008. Serengeti was an opportunistic, value-based investing platform that was founded in September 2007. During her tenure, she helped to grow the organization to $1.5 bn of AUMwith 30+ people.
In 2006, Vivian was promoted to Managing Director at Goldman Sachs at the age of 28. In the same year, she also became the Co-Head of the Multi- Strategy Investing business (MSI). MSI was a multi-billion dollar AUM platform that opportunistically invested across equities and credit. It was a 20 person investment team within the Goldman Sachs Special Situations Group (SSG), the largest global proprietary investment platform within the firm. From 2006 to 2008, she also oversaw the E&P Capital lending platform, which was a joint venture between SSG and J. Aron Commodities division. She was a member of the Americas SSG Investment Committee and Specialty Lending Investment Committee from 2006 to 2008.
Prior to her 2006 promotion, Vivian was a Senior Investment Pod leader in Goldman Sachs MSI business, leading equity and debt investments in the Energy, Healthcare, Materials, Industrials, and Liquidations, from 2004 to 2006. She joined the Special Situations Investing (SSI) business in 2002 as a Research Associate. Vivian helped to broaden the mandate and grow the business at SSI, which was renamed MSI in 2004. She began her career at Goldman Sachs in July 2000 as an analyst on the Distressed Bank Loan Research team.
Vivian graduated from Harvard University in June of 2000 with a B.A. in Applied Mathematics and Economics.
Vivian currently serves on the Campaign Committee for Harvard University School of Engineering, Arts, and Sciences. She was also a Co-Chair of the Class of 2000 15th Reunion and 10th Reunion Committees. In addition, she served on the board of the Achievement First Crown Heights Elementary and Middle School from 2010 to 2013.
Turning Point Youth Services
Patrick Levesque is the Executive Director at Turning Point Youth Services. His career spans over 20 years in diverse leadership roles committed to creating healing environments and compassionate high-quality care for those in need.
He is a proven strategic leader with expertise in youth services, system planning and is passionate about quality improvement initiatives. His leadership has brought him considerable recognition including international prizes for innovative client centred care.
Patrick holds two Master degrees, one in Healthcare Organizational Development and a Master in Social Work. He is fluent in English, French and Sign Language.
Sculptor Capital (formerly Och-Ziff)
Jimmy Levin is Chief Investment Officer for Sculptor Capital and a member of Sculptor Capital’s Partner Management Committee. Mr. Levin is also an Executive Managing Director and a member of the Portfolio Committee.
In his role as Chief Investment Officer, Mr. Levin oversees the Firm’s investment portfolios including capital allocation across investment strategies and geographies. During his tenure, Mr. Levin has been instrumental in building Sculptor Capital’s global credit platform, which now spans multiple products and geographies including an Opportunistic Credit and an Institutional Credit Strategies platform.
Prior to joining Sculptor Capital in 2006, Mr. Levin was an Associate at Dune Capital Management. Prior to that, Mr. Levin was an analyst in the Distressed and Special Situations Group at Sagamore Hill Capital Management, L.P.
Mr. Levin holds a B.A. in Computer Science from Harvard University. Mr. Levin serves on the Leadership Council of the East Harlem Tutorial Program.
Corvex Management LP
Keith Meister is Managing Partner and Chief Investment Officer of Corvex Management LP, which he founded in December 2010.
Prior to founding Corvex, Mr. Meister served as Chief Executive Officer and then Principal Executive Officer and Vice Chairman of the Board of Icahn Enterprises from August 2003 to August 2010. From their launch in November 2004 to August 2010, Mr. Meister also served as Senior Managing Director of the General Partners of Icahn Partners LP and affiliated funds. Prior to joining the Icahn Organization, Mr. Meister served as Co-President of J Net Ventures from January 2000 through September 2001. Prior to launching J Net Ventures, Mr. Meister worked at NorthStar Capital and Lazard Freres.
Mr. Meister currently serves on the board of directors for MGM Resorts and has previously served as a director on numerous other public boards including: Yum! Brands, Inc., The Williams Companies, The ADT Corporation, Ralcorp Holdings and Motorola, Inc./Motorola Mobility, Inc. among others. He is also a member of the board of directors for Harlem Children’s Zone and the board of trustees for the American Museum of Natural History.
Mr. Meister received an A.B. in government, cum laude, from Harvard College in 1995.
Investment Management Corporation of Ontario
Nicole leads IMCO’s private markets area, including the private equity and infrastructure teams. She is a former executive at Ontario Teachers’ Pension Plan where she held various senior roles. As Vice President of Teachers’ Private Capital, she oversaw externally managed private equity and venture capital fund positions, as well as emerging market co-investment and underwriting activities.
She also led expansion into investing in new sectors. In addition, as Managing Director for Asia-Pacific, she was instrumental in establishing the fund’s office in Hong Kong, leading all investment activities in the region. Most recently, Ms. Musicco was Senior Managing Director of Ontario Teachers’ Public Equities group.
Nicole graduated from the HBA and MBA programs at the Richard Ivey School of Business, and from the Bachelor of Science Kinesiology program at Western University.
Axel Capital Management
Anna Nikolayevsky is the founder and Chief Investment Officer of Axel Capital Management, a fundamentally-driven alternatives firm specializing in global equities. Prior to founding Axel in 2002, Ms. Nikolayevsky was an analyst at Zweig-DiMenna Associates, responsible for sourcing and managing long/short equity investments in multiple industries. Before Zweig, Anna was a generalist analyst at Goldman Sachs Asset Management for the Growth & Income and Large Cap Value funds. Ms. Nikolayevsky graduated from Stuyvesant High School in New York. She holds a BS from the Leonard Stern School of Business at New York University in Economics and International Business, and an MBA in Finance from Columbia Business School.
Under her leadership in 2010, Axel received a Lipper Hedge Fund Award for North American Hedge Fund: Best Long/Short Equity Fund over the past 3 years. It also won the 2010 HFM Best Long/Short Equity Fund under $500m award.
Highland Capital Management
Mark Okada is Co-founder and Co-Chief Investment Officer of global alternative investment firm Highland Capital Management, L.P. In his role, Mr. Okada oversees Highland’s broad investment activities for both the institutional and retail investment platforms, which include hedge funds, separate accounts, special situation private equity, collateralized loan obligations (CLOs), mutual funds, and ETFs. With more than 30 years of experience in credit markets, Mr. Okada is widely regarded as an industry innovator in alternative credit investing; he is responsible for structuring one of the industry’s first non-bank CLOs and is a pioneer in the development of the bank loan market. Mr. Okada is on the board of directors at NexBank Capital, Inc., a Dallas-based financial services company. He received a B.A. in both economics and psychology, cum laude, from the University of California, Los Angeles and has earned the right to use the Chartered Financial Analyst (CFA) designation.
Vision Capital Corporation
Jeffrey is the co-founder, CEO and portfolio manager at Vision since 2008. The Vison Opportunity Funds are focused on publicly traded real estate securities employing a long-short strategy. Vision targets market inefficiencies to buy real estate cheaper in the stock market than the property market and shorting overvalued stocks where property fundamentals are negative. Vision’s 11-year CAGR of 13.5%, including no negative years and a negative down-market capture ratio, has been recognized with multiple awards for its industry leading absolute and risk-adjusted performance.
Jeff brings ten years of direct property experience and fifteen years of senior investment banking experience to Vision including: Managing Director with HSBC; Head of Investment Banking with Desjardins Securities; Vice President with Bramalea Limited; Olympia & York Developments. He has served on the Board of Directors for numerous public companies, charitable and community boards.
Jeff holds an MBA from the Kellogg Graduate School at Northwestern University and a B. Comm. from the University of Toronto.
Two Creeks Capital Management
Ryan Pedlow is Founder and Portfolio Manager of Two Creeks Capital Management, LP, a global investment firm that focuses on fundamental long and short investing in public equities. Two Creeks employs specific investment frameworks to build a concentrated portfolio that can compound capital over a long-term time horizon while managing risk through economic cycles.
Prior to founding Two Creeks in August 2014, Ryan was a Portfolio Manager at ZBI Equities and Principal of Ziff Brothers Investments, a multi-billion dollar family office. Over his 14 years at Ziff Brothers, Ryan also served as Sector Head of the Financials industry.
Ryan began his career as an Analyst at Goldman Sachs & Company in the Investment Banking Division. He was born and raised in Brandon, Manitoba and earned a Bachelor of Commerce degree with honors from Queen’s University in Kingston, Ontario.
Picton Mahoney Asset Management
David Picton is a founding partner of Picton Mahoney Asset Management, President, CEO and Portfolio Manager. He has a prominent presence in the Canadian investment industry that spans several decades.
Highlights of his career include launching Synergy Asset Management in 1997 and working as its lead Canadian momentum portfolio manager and spending eight years as Head of Quantitative Research at RBC Dominion Securities, where he was a top-ranked analyst. David holds an Honours Bachelor of Commerce degree from the University of British Columbia.
Mike Quinn is Co-founder and Chief Investment Officer of RP Investment Advisors, a Toronto-based alternative fixed income asset management firm. In his role, he is responsible for formulating and implementing the firm’s investment strategy across the Funds.
Mr. Quinn is a former Managing Director at RBC Capital Markets. During his 15 years at the Bank, he held increasingly senior roles including managing the global credit trading business and the global structured credit business. Mike brings to RP Investment Advisors an expert knowledge of the global credit markets coupled with extensive experience of managing credit risk exposures across multi-billion dollar portfolios.
Mr. Quinn holds a Bachelor of Commerce from Queen’s University and a MBA from the University of British Columbia. He is also a member of several boards, namely the Advisory Board of Smith School of Business, the Advisory Council for Evergreen City Works, and Beat the Streets Toronto.
Ontario Teachers’ Pension Plan
Jane Rowe is Executive Managing Director and head of Ontario Teachers’ Equities department. Comprised of Private Capital and High Conviction Equities (HCE), the department’s mission is to deliver growth through investments in both private and publicly traded entities. Since joining Ontario Teachers’ in 2010, Ms. Rowe has helped grow the private equity portfolio from $10 billion to more than $32 billion.
Ms. Rowesits on the Investments and Risk committees of the Plan and chairs the Investments Division Credit and Counterparty Committee. Sheserves on the boards of Cadillac Fairview, Ontario Teachers’ wholly-owned real estate subsidiary, Arterra Wines Canadaand Camelot Group PLC, the operator of the U.K. National Lottery.
Prior to joining Ontario Teachers’, she held senior roles at Scotiabank, Scotia Merchant Capital Corporation, the bank’s Canadian private equity fund, was President and CEO of RoyNat Capital Inc., Scotiabank’s wholly owned mid-market merchant bank, and was President and CEO of Scotia Mortgage Corporation.Ms. Rowe received a B.Comm(Honours) from Memorial University, her MBA from York University’s Schulich School of Business, and ICD.D certification from the Institute of Corporate Directors. She is an Advisory Board Member of Memorial University’s School of Business, servedon the Board of Governors at York University,andon the Advisory Board and Board of Governorsfor the United Way of Toronto and York Regionwhere she currently serves as a Trustee.
Jeff Smith is a Managing Member, Chief Executive Officer, and Chief Investment Officer of Starboard Value LP. Starboard is a New York City based investment advisor with a focused, fundamental, and active approach to investing in U.S. publicly traded companies. Over the last decade, Starboard has been among the most active change agent investors in the world, having added or replaced approximately 190 board members on 55 different public company boards. Mr. Smith has served on many of these boards, including serving as chairman of the board of several companies including Darden Restaurants where Starboard successfully advocated for the replacement of Darden’s entire board of directors in 2014. He currently serves as chairman of the board of Advance Auto Parts and is a member of the board of Perrigo. Mr. Smith graduated from The Wharton School of Business at The University of Pennsylvania, where he received a B.S. in Economics.
Lauren Taylor Wolfe
Lauren Taylor Wolfe is a founding partner at Impactive Capital, an ESG-focused strategy with an activist approach. She has significant experience driving investment in sectors such as technology, private business and healthcare; and actively serves on numerous boards including: HD Supply, a $10 Billion enterprise; the 30% Club Steering Committee; is an Angel Member of 100 Women in Hedge Funds; and named one of the 50 leading women in hedge funds globally by Hedge Fund Journal. She earned her MBA from the Wharton School, and her BS from Cornell University.
Mark Wiseman, Global Head of Active Equities, Chairman of its Alternatives Business, Chairman of BlackRock’s Global Investment Committee, and serves on BlackRock’s Global Executive Committee. Prior to BlackRock, Mark was President & CEO of the Canada Pension Plan Investment Board (CPPIB) from 2012 to 2016.
A Fulbright Scholar at Yale for his Master of Laws, Mark practiced law in New York and Paris for Sullivan & Cromwell, and previously clerked at the Supreme Court of Canada for then-Justice Beverley McLachlin.
Mark is a member of the Advisory Council on Economic Growth, is Chairman of the Focusing Capital on the Long Term initiative, which he co-founded, and serves on the board of several non-profit organizations, including Sinai Health Services, the Capital Markets Institute, and the University of Toronto’s Dean’s Advisory Board.
White Crane Capital Corp.
Yu-Jia Zhu is Co-Founder and CIO of White Crane Capital Corp. which acts as the investment advisor to the White Crane Multi-Strategy Master Fund. The Fund seeks event-driven investment opportunities across the capital structure including in secured debt, high yield debt, convertible bonds, preferred equity, and common equity, utilizing hedging techniques where appropriate to isolate the driver of returns.
Prior to White Crane Capital Corp., Mr. Zhu was Vice President at West Face Capital Inc., a Toronto based event-driven hedge fund.
Mr. Zhu holds a Chartered Financial Analyst designation and a Bachelor of Commerce degree from the University of British Columbia.
Parsifal Capital Management
David Zorub is the Founder and CIO of Parsifal Capital Management. Previously he was a Partner and Portfolio Manager at BlueMountain Capital Management, where he was also a member of the firm’s Investment and Management Committees. David was responsible for the equity strategy from its inception in 2010 through 2017. Prior to joining BlueMountain, David was a founding employee, Partner and generalist research analyst at Hawkshaw Capital Management. He was also a founding employee at Finacity Corporation. Prior to this, David was an Investment Associate at TPG Capital, where he focused on leveraged buyouts and growth equity investments across a number of industries including industrials, technology and consumer products. He began his career as an Investment Banking Analyst in the high yield and leveraged finance group at Merrill Lynch & Co. David graduated from Duke University, Magna Cum Laude, with an A.B. in Economics and Medieval and Renaissance Studies in 1997. He subsequently earned his M.B.A. in Finance from Columbia University in 2003, where he was a Beta Gamma Sigma scholar.
Discovery Capital Management
Tudor Investment Corporation
Ardinall Investment Management
Ailanthus Capital Management
White Crane Capital Corp
One Tusk Investment Partners LP
Corvex Management LP
Axel Capital Management
Highland Capital Management
Two Creeks Capital Management
White Crane Capital Corp
Parsifal Capital Management
Many more to be announced!