Francis Cueto is the Founder and Portfolio Manager of Asturias Capital LLC, a TMT-focused long/short equity fund which he founded in January 2015. Prior to founding Asturias, Francis spent eight years at Bain Capital’s public equities fund, Brookside Capital as a Director of Global Media and Telecom. Prior to Brookside Capital, Francis was an Analyst at ABRY Partners. He spent the first stage of his career following business school in the Media & Internet industries as Senior Vice President, Global Business Development at StarMedia Networks and in Strategic Planning at The Walt Disney Company. Francis began his career at the World Bank Group as an Equity and Credit Investment Officer.

Francis received an M.B.A. from Harvard Business School and a B.S. in Economics from the Wharton School of the University of Pennsylvania where he graduated Magna Cum Laude and as a Benjamin Franklin and Joseph Wharton Scholar.

Brad is a Co-Founder, Co-CEO and Portfolio Manager at Waratah where he oversees all investing and risk management activities.

From 1998 to 2010, Brad distinguished himself as an astute investor while at Gluskin Sheff + Associates. As Vice President and Portfolio Manager at Gluskin Sheff, Brad managed equity long/short strategies comprising of $1 billion.

Brad holds a Chartered Financial Analyst designation and a bachelor’s degree in business administration from Wilfrid Laurier University, where he was the gold medal recipient.

Jennifer L. Foster is Co-Chief Investment Officer – Equities and is an equity specialist who has worked at Chilton Investment Company for 21 years. Prior to taking on her role as Portfolio Manager in September 2012, Ms. Foster served as Chilton Investment Company’s Director of Research for seven years. She also serves on the Chilton Investment Company Risk Management Committee, Board of Directors, and Executive Board. Preceding her tenure as Director of Research, Ms. Foster served for seven years as an equity analyst at Chilton covering the Software and Technology sectors. Before joining Chilton, Ms. Foster worked at GE Capital as a financial analyst in several divisions of the company including commercial finance, commercial real estate, equipment leasing and corporate planning. Ms. Foster graduated summa cum laude with a B.A. in English from Boston College and earned an M.B.A. with distinction from Harvard Business School. She is a current trustee of St. Luke’s School and the Calvin Coolidge Presidential Foundation.

Ed Garden is Chief Investment Officer and a Founding Partner of Trian Partners (“Trian”). As Chief Investment Officer, he oversees Trian’s portfolio management, idea generation, analyses and due diligence activities. He also leads Trian’s engagement with the management teams and boards of directors at the companies in which it invests.

Mr. Garden is currently a director of General Electric, BNY Mellon, where he is Chairman of the Human Resources and Compensation Committee, and Pentair, where he is a member of the Compensation and Governance Committees. He previously served as a director of Wendy’s from December 2004 to December 2015 and of Family Dollar Stores from September 2011 to July 2015. In October 2014, Mr. Garden was named to CNBC’s Next List composed of 100 next generation trailblazers expected to change the face of business over the next 25 years.

Mr. Garden received a B.A. in Economics from Harvard College.

Zachary George is a co-founder and portfolio manager of FrontFour Capital, an alternatives investment manager. Mr. George has spent more than 15 years evaluating catalyst based investment opportunities across the capital structure of North American companies with a focus on real assets. Mr. George has worked in a management capacity and with numerous corporate boards to turnaround operations, effect corporate action, and implement governance policies in order to maximize shareholder value.

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 HerJustice and Capitalize for Kids.

Dr. Ulrike Hoffmann-Burchardi is a Senior Portfolio Manager overseeing a global equity portfolio inside Tudor’s BVI fund. She is also a member of Tudor’s Strategy and Systematic Investment Committees. She holds a Master degree in Finance from the University of St. Gallen in Switzerland (1995) where she graduated first in her class and a PhD in Finance (2000) from the London School of Economics and Political Science (LSE). At LSE she was a member of its Financial Markets Group and published on the topics of corporate governance and financial markets.

Evan Hornbuckle is a portfolio manager and global industry analyst at Wellington Management. Evan is the portfolio manager for Custos, a market-neutral, consumer long/short equity strategy. He is supported by a deep team of consumer specialists who cover consumer discretionary and staples companies across the globe.

Evan is also a global industry analyst at Wellington Management, and has primary research responsibility for US apparel and footwear manufacturers, retailers, department stores and restaurants.

Prior to joining Wellington in 2014, Evan was a portfolio manager at Citadel LLC (2010 – 2013), where he managed consumer discretionary investments within a consumer long/short portfolio. Before that, he was a portfolio manager at Fidelity Investments (2005 – 2010), where he covered the retail sector and managed the Fidelity Select Retailing Fund.

Evan received his MBA from the Tuck School of Business at Dartmouth and his BA from Williams College.

Andrew Iu is a Vice President and the Director of Research at Burgundy Asset Management. He is also a member of the management committee. Mr. Iu joined Burgundy in 2013 as an investment analyst on the Canadian Small Cap Fund, and assumed his current role at Burgundy in 2016.

Previously, Mr. Iu was an analyst at Goldman Sachs. He worked in the investment banking division, spending time in the Natural Resources and Financial Institutions Groups. Mr. Iu holds a Bachelor of Commerce from Queen’s University and a CFA designation. He is currently a trustee of the North York General Hospital Foundation.

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.

Ryan is Partner & Portfolio Manager focusing on the Lifestyle Investing model at Waypoint Investment Partners. He has over 10 years of experience investing in North American equities across a variety of strategies including equity long only, equity long / short and non-resource equities. Ryan holds a degree in Economics & Financial Management from Wilfrid Laurier University and has earned the Chartered Investment Manager designation. In addition, Ryan is a licensed derivatives and options trader with experience deploying risk management strategies for institutional investment mandates and segregated client accounts.

Mark McKenna is the Founder and Global Head of Event Driven at BlackRock. Mr. McKenna is responsible for managing BlackRock’s Event Driven investing efforts within BlackRock Alternative Investors.

Prior to joining BlackRock in 2014, Mr. McKenna was a Managing Director at Harvard Management Company (HMC) and co-founder of HMC’s Event Driven fund. From 2004 to 2009, Mr. McKenna was Portfolio Manager of the Event Driven strategy at Caxton Associates, LLC. Previous to Caxton, Mr. McKenna spent five years at Salomon Smith Barney as a Vice President in mergers and acquisitions where he advised on over $100 billion in corporate change. Before graduate school, Mr. McKenna served as a Lieutenant in the United States Navy’s Nuclear Submarine Force, where he conducted strategic deterrent patrols onboard the USS Ohio and was a certified nuclear engineer by the Department of Naval Reactors.

Mr. McKenna earned an MBA, with distinction, from New York University and a B.E. in electrical engineering from New York Maritime College.

Craig Noble has 20 years of industry experience and is CEO and CIO for the Public Securities Group as well as a Portfolio Manager on the Infrastructure Equities team and a Senior Managing Partner of Brookfield Asset Management. Over the last 13 years, he has held multiple positions within Brookfield, including significant roles within capital markets and direct infrastructure investment. He transitioned to the Public Securities Group in 2008 to help launch the firm’s listed infrastructure business and became the CEO in 2013. Prior to Brookfield, he spent five years with the Bank of Montreal, focused on credit analysis, corporate lending and corporate finance. Craig holds the Chartered Financial Analyst® designation. He earned a MBA from York University and a Bachelor of Commerce degree from Mount Allison University.

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.

Bob joined Bridgewater in 1986. As Co-CIO, he manages the company’s investment process with Ray Dalio and Greg Jensen. Bob has been a partner at Bridgewater for 31 years and has served on Bridgewater’s Management Committee since its inception. Bob has undergraduate B.S. degrees in Finance and Accounting and an M.B.A. from the University of Tulsa.

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; 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).

David M. Rubenstein is a Co-Founder and Co-Executive Chairman of The Carlyle Group, one of the world’s largest private equity firms. Mr. Rubenstein co-founded the firm in 1987. Since then, Carlyle has grown into a firm managing $174 billion from 31 offices around the world.

Mr. Rubenstein, a native of Baltimore, is a 1970 magna cum laude graduate of Duke, where he was elected Phi Beta Kappa. Following Duke, Mr. Rubenstein graduated in 1973 from the University of Chicago Law School, where he was an editor of The Law Review.

From 1973-1975, Mr. Rubenstein practiced law in New York with Paul, Weiss, Rifkind, Wharton & Garrison. From 1975-1976, he served as Chief Counsel to the U.S. Senate Judiciary Committee’s Subcommittee on Constitutional Amendments. From 1977-1981, during the Carter Administration, Mr. Rubenstein was Deputy Assistant to the President for Domestic Policy. After his White House service and before co-founding Carlyle, Mr. Rubenstein practiced law in Washington with Shaw, Pittman, Potts & Trowbridge (now Pillsbury Winthrop Shaw Pittman).

Mr. Rubenstein is Chairman of the Boards of Trustees of the John F. Kennedy Center for the Performing Arts, the Smithsonian Institution, and the Council on Foreign Relations; a Fellow of the Harvard Corporation; a Trustee of the National Gallery of Art, the University of Chicago, Memorial Sloan-Kettering Cancer Center, Johns Hopkins Medicine, Lincoln Center for the Performing Arts and the Institute for Advanced Study; and President of the Economic Club of Washington.

Mr. Rubenstein is the Vice Chairman of the Board of the Brookings Institution, a member of the American Academy of Arts and Sciences, Business Council, Harvard Global Advisory Council (Chairman), Madison Council of the Library of Congress (Chairman), Board of Dean’s Advisors of the Business School at Harvard, Advisory Board of the School of Economics and Management at Tsinghua University, and Board of the World Economic Forum Global Shapers Community.

Mr. Rubenstein has served as Chairman of the Board of Trustees of Duke University and Co-Chairman of the Board of the Brookings Institution.

Kim founded Sionna in 2002 and has more than 35 years of industry experience. She is the president and co-chief investment officer at Sionna, and was previously chief investment officer and senior vice president at Merrill Lynch Investment Managers Canada. Kim serves as a board member with the Canadian Coalition for Good Governance and is the Chair of its Governance Committee. She is also on the board for the Brandes Institute, the Ontario Arts Foundation, United Corporation (a listed closed-end fund), a member of the C.D. Howe Institute’s National Council and the CFA Institute Board of Regents (she previously served as its chair). Kim is also a past president of the CFA Society Toronto. She was awarded Morningstar Fund Manager of the Year (2005), the RBC Canadian Woman Entrepreneur Award, the Women’s Executive Network’s Canada’s Most Powerful Women: Top 100 Award (2007, 2017), continuously listed as one of Profit Magazine’s Top 100 Female Entrepreneurs over the last several years and a recipient of the 2015 Rotman Women in Management Association Top 10 Awards (Entrepreneur Category).

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.

Colin Stewart is a founding shareholder of JC Clark Ltd. and the Chief Executive Officer, and Portfolio Manager at the Firm. Colin has responsibility for the Firm’s investment team and also serves as the Portfolio Manager for the JC Clark Preservation Trust and the JC Clark Focused Opportunities Fund. Colin received a Bachelor of Business Administration (Honours) from Wilfrid Laurier University in 1998 and is a CFA charterholder (2001). Colin began his career in the Corporate Finance division of CIBC World Markets and then joined Connor Clark & Co. where he worked alongside JC Clark founder John Clark as a Research Analyst.

Since 2012, Colin has been a Director of the Yellow Bus Foundation, a charity whose mandate is to enable children living with chronic illnesses or disadvantaged youth to enrich their lives by expanding their access to programming and support.

Colin is a member of the Toronto Chapter of YPO (Young Presidents’ Organization), the world’s premier peer network of chief executives and business leaders. He is also a member of the President’s Council of St. Michael’s Hospital Foundation in Toronto.

Jeffrey W. Ubben is a Founder and the Chief Executive Officer of ValueAct Capital. Mr. Ubben is the former Chief Investment Officer of ValueAct Capital and is a member of the Management Committee. Mr. Ubben is a director of The AES Corporation. He is the former chairman and director of Martha Stewart Living Omnimedia, Inc., and a former director of Catalina Marketing Corp., Gartner Group, Inc., Mentor Corporation, Misys plc, Sara Lee Corp., Twenty-First Century Fox Inc., Valeant Pharmaceuticals International, Willis Towers Watson plc, and several other public and private companies. In addition, Mr. Ubben serves on the boards of Duke University, Northwestern University and the E.O. Wilson Biodiversity Foundation, is a contributing member to the World Economic Forum, and formerly served as chair of the national board of the Posse Foundation for nine years. He has a B.A. from Duke University and an M.B.A. from the Kellogg School of Management at Northwestern University.

John Zito. Mr. Zito is a Partner and the Co-Head of the Firm’s Global Liquid Credit business. He is the Senior Portfolio Manager of multiple fund products, including the Credit Strategies Fund, Apollo Accord Fund and certain Global Liquid Managed Accounts. He joined Apollo in 2012 after five years as a Managing Director and Portfolio Manager at Brencourt Advisors, a multi-strategy hedge fund, where he oversaw all of the firm’s credit investments including the Brencourt Credit Opportunities Fund. Prior to that, he was at Veritas Fund Group for five years where he co-managed the flagship capital structure focused high yield fund and the short only credit vehicle. He is a Chartered Financial Analyst charterholder and he graduated cum laude from Amherst College with an A.B. in Economics.