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Cliff is a Founder, Managing Principal and Chief Investment Officer at AQR Capital Management. He is an active researcher and has authored articles on a variety of financial topics for many publications, including The Journal of Portfolio Management, Financial Analysts Journal, The Journal of Finance and The Journal of Financial Economics. He has received five Bernstein Fabozzi/Jacobs Levy Awards from The Journal of Portfolio Management, in 2002, 2004, 2005, 2014 and 2015. Financial Analysts Journal has twice awarded him the Graham and Dodd Award for the year’s best paper, as well as a Graham and Dodd Excellence Award, the award for the best perspectives piece, and the Graham and Dodd Readers’ Choice Award.

In 2006, CFA Institute presented Cliff with the James R. Vertin Award, which is periodically given to individuals who have produced a body of research notable for its relevance and enduring value to investment professionals. Prior to co-founding AQR Capital Management, he was a Managing Director and Director of Quantitative Research for the Asset Management Division of Goldman, Sachs & Co. He is on the editorial board of The Journal of Portfolio Management, the governing board of the Courant Institute of Mathematical Finance at NYU, the board of directors of the Q-Group, the board of the International Rescue Committee and the board of trustees of The National WWII Museum.

Cliff received a B.S. in economics from the Wharton School and a B.S. in engineering from the Moore School of Electrical Engineering at the University of Pennsylvania, graduating summa cum laude in both. He received an M.B.A. with high honors and a Ph.D. in finance from the University of Chicago, where he was Eugene Fama’s student and teaching assistant for two years (so he still feels guilty when trying to beat the market).

Ray Dalio is the founder, Co-CIO and Co-Chairman of Bridgewater Associates, a global macroeconomic investment management firm. Under Ray’s guidance, Bridgewater has grown into the 5th most important company in the U.S. (Fortune). Ray has been called the “Steve Jobs of Investing” (Wired) and been named one of TIME Magazine’s 100 Most Influential People.

Ray is the author of the NYT #1 Bestseller Principles: Life & Work, which outlines his principles and the foundation of Bridgewater’s culture. He also co-published Principles for Navigating Big Debt Crises with Bridgewater in 2018.

Ray is also the author of many studies, including “Why and How Capitalism Needs to be Reformed”, which is available on LinkedIn. He is currently releasing “The Changing World Order: Why Countries Succeed and Fail” on LinkedIn. The study will be published in full in a forthcoming book.

Ray is a graduate of C.W. Post College and Harvard Business School.

In 2011 John co-founded Ewing Morris & Co. Investment Partners. Ewing Morris & Co. is a boutique investment firm based in Toronto. As Chief Investment Officer, Johnleads ateam of talented investment professionals and is always on the hunt for the next compounder. Prior to founding Ewing Morris, John was Director of Research at Burgundy Asset Management where he also served as lead analyst for Burgundy’s Canadian Small Cap Fund. John graduated,with distinction,from the University of Guelph in 2005 with an Honours Bachelor of Science in Engineering degree and a Minor in Business Administration. He won the President’s Trophy as Guelph’s top student-athlete in 2005. John’s community involvement includes the University of Guelph’s investment committee, Beat the Streets Toronto and Scouts Canada.

Mr. Gundlach is the CEO of DoubleLine Capital. In 2011, he appeared on the cover of Barron’s as “The New Bond King.” In 2013, Institutional Investor named him “Money Manager of the Year.” In 2012, 2015 and 2016, he was named one of “The Fifty Most Influential” in Bloomberg Markets. In 2017, he was inducted into the FIASI Fixed Income Hall of Fame. Mr. Gundlach is a summa cum laude graduate of Dartmouth College, with degrees in Mathematics and Philosophy.

Dr. Ulrike Hoffmann-Burchardi is a Senior Portfolio Manager and Managing Director at Tudor Investment Corporation where she oversees a global equity portfolio inside Tudor’s flagship client strategy. She is a member of Tudor’s strategy committee and its quantitative investment committees. 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 fund, she was instrumental in building the global quantitative equity investment strategies for Tudor in London and New York from 1999 to 2009. She was recognized as one of ”50 Leading Women in Hedge Funds” in 2019 by the Hedge Fund Journal in association with Ernst & Young.

Ulrike serves on the board of 100 Women in Finance, a global 15,000 member non-for-profit organization to empower women in the finance and alternative investment industries.  An advocate for STEM education in grades K-12, she serves as a member of the Advisory Board of NYC FIRST, a global youth-serving robotics community. Recently, she joined the Advisory Board of Portfolios with Purpose, a non-for-profit organization that fosters investment literacy among pre-career diverse youth. She is a member of the Economic Club of New York as well as of Atlantikbruecke.  

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).

Jordan Jacobs is Co-Founder and Managing Partner of Radical Ventures, a venture capital firm focused on investing in world-leading companies developing and applying deeply disruptive tech, with a particular focus on Artificial Intelligence. In May 2019 Radical launched a US $350 Million early-stage fund with LPs that include CPPIB, PSP Investments, Temasek, TD Bank Group, Wittington and Advance.

Jordan previously co-founded Layer 6 AI and was co-CEO prior to its acquisition in January 2018 by TD Bank Group where he joined as Chief AI Officer (Business & Strategy). Jordan is also a founder of the Vector Institute, a concept he devised and initiated with Layer 6 co-founder Tomi Poutanen and Professor Geoffrey Hinton. Jordan sits on the Board of Directors of the Canadian Institute for Advanced Research (CIFAR), which funds the research of Canada’s Turing Award-winning artificial intelligence pioneers along with 400 leading scientific and humanities researchers globally, including 20 Nobel Prize winners.

Jordan previously co-founded Milq, a cultural content discovery platform that was an early adopter of machine learning for personalization, and has worked with organizations like the NBA, NY Times and Barnes & Noble. Jordan also founded SpyBox Media, through which he developed and partnered with Elton John’s Rocket Pictures to executive produce the TV series Spectacle. Hosted by Elvis Costello, the Emmy-nominated, NY Times Top 10 TV series features guests including Bono and The Edge of U2, Bruce Springsteen, Renée Fleming, Lou Reed, Diana Krall and Herbie Hancock.

Jordan spent 15 years as a tech and media lawyer, and received his JD from Osgoode Hall Law School in Toronto where he was admitted at age 19.

Jordan is married with two sons who love music, technology and tennis.

Theodore L. Koenig is President, CEO and founder of Monroe Capital LLC, a private credit asset management firm specializing in direct lending and opportunistic private credit investing founded in 2004. Mr. Koenig also serves as the Chairman, President and CEO of Monroe Capital Corporation (NASDAQ: MRCC), a publicly-traded business development company (BDC). Prior to Monroe, Mr. Koenig was President and CEO of Hilco Capital LP, a junior secured/mezzanine debt fund established in 2000. He is a graduate of the Kelley School of Business at Indiana University (B.S.) in accounting with high honors and Chicago-Kent College of Law (J.D.) with honors.

W. Vivian Lau is the Managing Partner and Founder of One Tusk Investment Partners.

Prior to One Tusk, Vivian was Senior Partner and Co-Chief Investment Officer of Serengeti Asset Management until January 2015, which she joined as a Founding Partner in October 2008. Serengeti was an opportunistic, value-based investing platform formed in September 2007.

Vivian began her career at Goldman Sachs in 2000, and promoted to Managing Director and asked to Co-Head the Multi-Strategy Investing business (MSI) in 2006. MSI was a multi-billion dollar platform investing across equities and credit housed within the Special Situations Group, the largest proprietary investment platform within the firm. From 2006 to 2008, Vivian also oversaw the E&P Capital lending platform and sat on various investment committees.

Vivian graduated from Harvard University in June of 2000 with a B.A. in Applied Mathematics and Economics. She currently serves on the Dean’s Advisory Cabinet for the Paulson School of Engineering, Arts, and Sciences (SEAS), co-chairing the Dean’s Corporate Task Force Initiative in the 2019-20 school year.

Jimmy Levin is the Chief Investment Officer for Sculptor Capital and a member of Sculptor Capital’s Partner Management Committee. Additionally, Mr. Levin is a member of the Board of Directors, Executive Managing Director, member of the Portfolio Committee, and joined the Firm in 2006.

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. Today, Mr. Levin continues to oversee both the Opportunistic Credit and Institutional Credit Strategies platforms.

Mr. Levin holds a Bachelor of Arts in Computer Science from Harvard University. Mr. Levin serves on the Leadership Council of the East Harlem Tutorial Program.

Waratah Capital Advisors is a Toronto-based asset manager that specializes in alternative strategies. Waratah manages $1.8 billion in assets from high-net-worth individuals, family offices, foundations, Canadian bank platforms, and pension funds. With a team of 44 experienced professionals, Waratah combines intensive research-driven stock selection with a disciplined and robust risk management program. Founders and employees collectively represent 7% of the firm’s assets under management.

Jeannine joined Waratah Capital Advisors in 2018 after a successful 22-year career at a Canadian money manager. Jeannine is a Portfolio Manager for the Waratah Income Fund and is on the Summerhill Resorts Ltd. Investment Committee. She is also a member of the firm’s Executive Committee.

In her previous role, she was an Executive Vice President and Portfolio Manager in Canadian Equities, responsible for managing $2.6 billion, and a member of both its Management and Asset Mix Committees. Early in her career, she was in the management training program at Canadian Pacific, and also worked at Deloitte. She is currently a trustee of the Toronto Symphony Foundation and is a past board member of the Royal Conservatory of Music. Jeannine received an Honours Bachelor of Arts and a Master of Accounting degree from the University of Waterloo, and also holds CPA, CA, and CFA designations.

Sara Nainzadeh is the founder and Chief Investment Officer for Centenus Global Management, LP.

Prior to founding Centenus in 2017, Sara served as a Fundamental Equity Portfolio Manager at Millennium Management, LLC for more than a decade. Her coverage universe spanned the entire energy complex, transports and industrials chain. Prior to joining Millennium in 2004, Sara was at Merrill Lynch in the Equity Research Department covering Natural Gas Pipelines and Electric & Gas Utilities. Sara graduated from the University of Rochester with a Bachelor of Arts in English and sponsors an annual scholarship for underprivileged women studying in the arts.

Sara was born, raised and currently resides in New York City. Sara is an active participant in New York’s Persian community and serves as a member of the NoRuz on the Metropolitan Museum Committee.

Jeffrey Olin is a co-founder, CEO and has been a portfolio manager at Vision for over 12 years. Mr. Olin brings ten years of direct corporate real estate experience and fifteen years of senior level investment banking experience to Vision Capital Corporation.

The Vision Opportunity Funds (the “Funds”) are real estate focused alternative investment funds seeking to outperform in all market environments with low volatility and uncorrelated returns. The Funds seek to buy real estate cheaper in the stock market than one can in the property market and target superior risk-adjusted total returns with a focus on capital preservation as a core component of the Funds’ strategy. The Funds have delivered a Total Return of 305%, a Compound Annual Return of 12.3% since inception in July 2008. The Manager employs a value-based approach in a long-short strategy and selectively utilizes active investing strategies to improve returns. The Vision Funds have benefited from 18 takeovers in its portfolio holdings in the past 12 years.

Between 2003 and 2007, Mr. Olin served as the Managing Partner, Ontario and Head of Investment Banking with Desjardins Securities, a $200 billion financial institution. Mr. Olin was previously a Managing Director with HSBC Securities and a Vice President with Canaccord Capital. As an investment banker, Mr. Olin was the Lead Manager and M&A advisor with direct responsibility for over 70 transactions representing over $5 billion in value. He has served as a key advisor to many of Canada’s leading corporate, institutional, and family-owned real estate enterprises.

Prior to his investment banking career, Mr. Olin has ten years of direct real estate industry experience. Between 1985 and 1991, Mr. Olin was Vice President with Bramalea Limited in Dallas, Texas and Toronto and with Olympia & York Developments Ltd. His experience in real estate includes acquisitions and dispositions, development, financing, leasing, operations, and planning and design.

Mr. Olin has extensive corporate governance experience and expertise. He has served on the Board of Directors for numerous public companies as well as charitable and community boards. He has also acted as an expert witness on behalf of the Ontario Securities Commission and the Government of Canada Parliamentary Finance Committee. Mr. Olin is a graduate from the Kellogg Graduate School at Northwestern University in Chicago with an MBA. He received his Bachelor of Commerce from the University of Toronto.

Nelson Peltz is CEO and a founding partner of Trian Fund Management, L.P. Trian interacts with the management and Board of Directors of Trian’s portfolio companies to create shareholder value through a combination of strategic re-direction, improved operational execution, more efficient capital allocation and stronger focus.

Mr. Peltz serves as the non-executive Chairman of The Wendy’s Company, a director of The Procter & Gamble Company, Sysco Corporation and The Madison Square Garden Company. He previously served as a director of H. J. Heinz Company from September 2006 to June 2013, Legg Mason, Inc. from October 2009 to December 2014 and from May 2019 to July 2020, Ingersoll-Rand plc from August 2012 to June 2014, MSG Networks Inc. from December 2014 to September 2015 and Mondelēz International, Inc. from January 2014 to March 2018.

Mr. Peltz attended The Wharton School of the University of Pennsylvania.

Yann Robard is Managing Partner at Whitehorse Liquidity Partners and has over 19 years of private equity experience.

Established in 2015, Whitehorse Liquidity Partners is a private equity manager dedicated to providing structured liquidity solutions to the alternative asset class. Whitehorse Liquidity Partners consists of 45 professionals and has US$3.4 billion in commitments under management. Whitehorse Liquidity Partners has completed over 50 transactions consisting of over $4 billion in total transaction size.

Prior to founding Whitehorse Liquidity Partners, Yann spent 13 years at the Canada Pension Plan Investment Board, most recently as Managing Director, Head of Secondaries and Co-Investments. Under Yann’s leadership, the Secondaries and Co-Investment program grew to a team of 15 professionals in Toronto and London that invested over C$7.5 billion in 49 transactions.

Alex Roepers is the Chief Investment Officer of Atlantic Investment Management, a global equity value-investing firm he founded in 1988. Mr. Roepers applies a differentiated constructive shareholder activist (CSA) investment approach to unlock incremental value in high-quality, undervalued companies in the consumer, industrials and businesses services sectors. Atlantic’s highly experienced investment team has successfully influenced change at many leading companies over the past 30 years in the U.S., Europe and Japan.

Mr. Roepers began his investing career in the operations and corporate development departments at multi-billion-dollar conglomerates Thyssen-Bornemisza Group (1984-88) and Dover Corporation (1980-82).

He has served on the Board of Dean’s Advisors at Harvard Business School since 2010; The Hotchkiss Investment Committee since 2014; as U.S. Chair for the Compagnie Fonds, Dutch Maritime Museum, since 2007; on Memorial Sloan Kettering’s Special Projects Committee since 1997; and as founder and board member for his charitable foundation, The Alexander J. Roepers Foundation, since 2002.

Mr. Roepers has a Bachelor of Business Administration from Nijenrode University, which is the Netherlands School of Business (1980), and an MBA from Harvard Business School (1984).

Corrado Russo joined Timbercreek in July 2011 and is Senior Managing Director, Investments & Global Head of Securities. Mr. Russo is responsible for managing the global securities platform including the Timbercreek Global Real Estate Income Fund and the Timbercreek Four Quadrant Global Real Estate Partnership.

Mr. Russo has over 20 years of experience in the investment management field, having held positions in portfolio management, equity research and direct real estate investments. Prior to joining Timbercreek, Mr. Russo was an Executive Director and Portfolio Manager of global real estate securities at Forum Securities, a Portfolio Manager of global real estate securities for Citi Property Investors and an Assistant Portfolio Manager of direct real estate for Ontario Teacher’s Pension Plan Board.

Mr. Russo holds a Masters of Business Administration from the Schulich School of Business, has a Bachelor’s degree in Administrative Studies from York University and holds the Chartered Financial Analyst designation.

Ricky founded Eminence Capital in 1999. Eminence is a ~$6.0B global investment management organization. As the CIO of Eminence, Ricky is responsible for managing a 20+ person investment team and a diversified portfolio across all sectors of the market. Prior to launching Eminence, Ricky was co-founder and co-general partner of Fusion Capital Management, LLC. Prior to that he was a research analyst covering a wide range of industries and companies for Mark Asset Management, where he began his investing career in 1991. Ricky received a BBA in Accounting and Finance graduating with honors from the University of Wisconsin where he currently serves as a board member for the University of Wisconsin Foundation and as a member of its Development Committee, Investment Committee and Traditional Asset Subcommittee. Ricky is also a Chartered Financial Analyst and a member of the New York Society of Security Analysts.

Mark Schmehl is a portfolio manager for Fidelity Investments. In this role, he manages the Fidelity Growth Company Fund and the Fidelity Special Situations Fund.

Mr. Schmehl joined Fidelity in 1999 and has covered a wide range of industries, including health care, utilities, mining, transportation, industrials, insurance, and real estate as a member of Fidelity (Canada) Asset Management ULC. While doing so, he was also responsible for managing these components of the Fidelity Canadian Disciplined Equity® Fund. From 2000 to 2003, he managed Fidelity Select Materials Fund, offered to U.S. investors. Before joining Fidelity, Mr. Schmehl worked for four years in pension consulting at SEI Investments.

Mr. Schmehl holds a Master of Business Administration degree from Columbia University, as well as a Bachelor of Business Administration degree from Wilfrid Laurier University. He is a Chartered Financial Analyst (CFA®) charter holder.

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 Chair 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 Chair of the board of Advance Auto Parts and Chair of Papa John’s International Inc. Mr. Smith graduated from The Wharton School of Business at The University of Pennsylvania, where he received a B.S. in Economics.

Mark Tredgett is the co-founder and Managing Partner of Vantage Asset Management, one of Canada’s leading alternative investment companies. Mark’s capital markets career spans 20+ years with significant experience in both domestic and international markets. He holds degrees from Western University (Economics) and the London School of Economics (M.Sc.).

As an investment manager, Vantage is focused on inefficiencies in the Canadian equity market with a particular focus on small and mid-cap public companies. The firm’s investment team is comprised of five professionals with a wide range of educational and professional backgrounds, including investment management, accounting and investment banking. Vantage’s research process is value-based with detailed fundamental analysis conducted on each investment in the portfolio. The firm has a bias for mispriced public companies where operational or strategic catalysts can surface value that is currently unrecognized by the broader market.

Vantage’s investment strategy has been successfully managed for 10+ years with a proven track record for delivering attractive risk-adjusted returns. The firm has long/short and long versions of the investment strategy.