Chairman, CEO & Chief Investment Officer
Chilton Investment Company
Richard L. Chilton, Jr. is the founder, Chairman, CEO and Chief Investment Officer of Chilton Investment Company. Since founding Chilton Investment Company in 1992, Mr. Chilton has built a team of investment professionals focused on building wealth in favorable markets and preserving capital in declining markets. Under Mr. Chilton’s leadership, Chilton Investment Company has developed a commitment to fundamental bottom up research and disciplined portfolio management. Since Chilton Investment Company’s founding in 1992, Mr. Chilton has generated a 13% compounded return after all fees and expenses for his flagship investment partnership.
Prior to forming Chilton Investment Company, Mr. Chilton was a managing director of Allen Value Incorporated and a vice president and equity portfolio manager at Alliance Capital Management Corporation. Mr. Chilton began his career in the Mergers and Acquisitions group at Merrill Lynch and Company.
Mr. Chilton is a vice chairman of The Metropolitan Museum of Art, a trustee of the Classic American Homes Preservation Trust, and a trustee emeritus of the Robin Hood Foundation, all located in New York.
He is also chairman emeritus of Greenwich Academy, a day school for girls located in Greenwich, CT. He is also the founder and chairman emeritus of The Darien Foundation for Technology & Community which focuses on and provides grants for technology initiatives in schools, libraries and educational centers.
Mr. Chilton is a former trustee of The Henry Francis du Pont Winterthur Museum, The Boys Club of New York, and from 1994 to 2002 he was a trustee and chairman of the Investment Committee for Historic Hudson Valley, a foundation focusing on historic preservation in the Hudson River Valley.
Mr. Chilton received his B.S. in Finance and Economics from Alfred University.
Founder and Portfolio Manager
Suvretta Capital Management
Aaron Cowen is the Founder and Portfolio Manager of Suvretta Capital Management, a $2.5 billion hedge fund in its fifth year of operation. Suvretta is focused on generating positive absolute returns in a variety of market environments primarily investing in equity securities, both long and short, with an emphasis on an “industry before company” investment philosophy. Mr. Cowen has over 19 years of experience as a Portfolio Manager and Research Analyst. Prior to forming Suvretta, he served as a Portfolio Manager at Soros Fund Management where he independently managed the largest long/short equity portfolio and advised CIO Keith Anderson on managing a larger center book of equities.
From 2008 to 2010, Mr. Cowen served as the Chief Investment Officer at SAC Capital Management where he co-managed the multi-billion dollar central investment portfolio with founder, Steven Cohen. From 2002 to 2008, he was a Partner and Managing Director at Karsch Capital Management where he played an integral role in growing AUM from $230 million to $3.3 billion and managed a significant portion of the capital. From 1994 to 2001, Mr. Cowen worked as a Research Analyst at Fidelity Investments, The Baupost Group, and Lehman Brothers.
Mr. Cowen graduated Summa Cum Laude with a BS degree in Finance and a BSE degree in Bioengineering from The Wharton School at the University of Pennsylvania in 1994. He also earned an MBA from MIT Sloan School of Management in 2002.
Daniel Dreyfus has been a Partner at 3G Capital, Inc. since February 2013.
Mr. Dreyfus served as a Managing Director at Goldman Sachs Asset Management, L.P. until January 2013. He was responsible for investments in natural resources. Mr. Dreyfus was a Portfolio Manager Goldman Sachs Investment Partners and Goldman Sachs Principal Strategies from 2000 to 2012. He was an Analyst at DLJ Investment Banking from 1998 to 2000. Mr. Dreyfus served as an Intern at BMO Nesbitt Burns in the Equity Research Department covering the gold mining sector in 1997.
He graduated with a B.Comm. from McGill University in 1998.
Co-Founder, Co-CEO and Portfolio Manager
Waratah Capital Advisors
Brad is a Co-Founder, Co-CEO and Portfolio Manager at Waratah Capital Advisors Ltd. 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 Wilfred Laurier University, where he was the gold medal recipient. Brad is a board member of Beautiful World Canada, a trustee of the Dunkley Charitable Foundation and serves as a reservist in the Canadian Armed Forces.
“David Einhorn is president of Greenlight Capital, Inc., which he co-founded in January 1996. Greenlight Capital is a value-oriented investment advisor whose goal is to achieve high absolute rates of return while minimizing the risk of capital loss.
Greenlight’s investment philosophy is to combine the analytical discipline of determining fair value with a practical understanding of markets. The firm believes that an investment approach that emphasizes intrinsic value will achieve consistent absolute investment returns and safeguard capital regardless of market conditions.
Prior to founding Greenlight Capital, Inc., David worked at Donaldson, Lufkin & Jenrette (DLJ) as an analyst in the Investment Banking Group. After DLJ, Mr. Einhorn joined Siegler, Collery & Co., a buyout and investment management firm, as an investment analyst.
David is Chairman of the Board of Greenlight Capital Re, Ltd. (NASDAQ:GLRE) and Chairman of the Board of Green Brick Partners, Inc. (NASDAQ:GRBK). He is the author of Fooling Some of the People All of the Time: A Long Short Story, published in May 2008.
David graduated summa cum laude with distinction in all subjects from Cornell University, where he earned a B.A. from the College of Arts and Sciences.
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.
Managing Partner and Chief Investment Officer
Samantha is the Managing Partner and Chief Investment Officer of Margate Capital, a long/short equity fund which she founded in January 2016. Samantha’s investing expertise focuses on companies in the TMT, consumer discretionary, and consumer staples industries.
Prior to founding Margate Capital, Samantha spent 7 years at Paulson & Co. Inc., one of the world’s largest hedge funds, where she was a Partner and Media/Consumer sector head, generating and managing event-driven equity investments across Consumer and Media sectors, in addition to managing a team of analysts. During her time at Paulson, she led several of the firm’s highly successful event-driven equity investments, including Cablevision, Family Dollar, Time Warner Cable, Sara Lee / Hillshire Brands, WhiteWave, AMC Networks and Comcast.
Prior to Paulson & Co. Inc., Samantha was a Vice President in Special Situations Group (“SSG”) of Goldman Sachs, one of Goldman Sachs’ largest proprietary investing businesses. Samantha joined Goldman Sachs’ Special Situations Group from Chilton Investment Company, where she was a long/short equity analyst focusing on TMT and Consumer sectors. Samantha began her career as an investment banking analyst at Goldman Sachs’ Mergers & Acquisitions investment banking group, and also worked as a private equity associate at Francisco Partners.
Samantha has been named to the Hedge Fund Journal / Ernst & Young’s “50 Leading Women in Hedge Funds”. She currently serves as co-Vice Chair of the UJA-Federation of New York’s Investment Management Division Executive Committee, and has previously served in leadership roles including the Board of Directors of the 14th Street Y and the Leadership Council of High Water Women.
Samantha received her MBA from Stanford University’s Graduate School of Business, and graduated Summa Cum Laude from the Wharton School at the University of Pennsylvania with a BS in Economics and dual concentration in Finance and Strategic Management.
Founder and CEO
Mantle Ridge LP
Paul Hilal is the Founder and CEO of Mantle Ridge LP. Over the past two decades, he has built a strong record as an engaged or activist investor, and as a passive value investor.
Mr. Hilal is Vice Chairman of the board of directors of CSX Corporation (“CSX”). He was appointed in 2017 in connection with a successful campaign to install railroad legend Hunter Harrison as CEO and reconstitute the company’s board with five new directors.
Prior to forming Mantle Ridge, Mr. Hilal was a Senior Partner at Pershing Square Capital Management, where he focused on both passive and activist investing projects. Among these was the successful value creation initiative at Canadian Pacific Railway Limited (“CP”).
Mr. Hilal identified the potential investment opportunity at CP and recruited Hunter Harrison to offer his services to CP as a CEO candidate. Following a 2012 proxy campaign that secured seven seats on Canadian Pacific Railway’s board and installed Hunter Harrison as CEO, Mr. Hilal served as a CP Director until January of 2016, when he retired from Pershing Square.
At CP, Mr. Hilal chaired the board’s Management Resources and Compensation Committee, served on its Finance Committee, and played an active role supporting the work of the Nominating and Governance committee. He worked closely with Mr. Harrison and the rest of the CP team in an effort that lead to the transformation of CP from the industry laggard to one of the two top-performing Class I railroads in North America, with strong improvements in operating performance, customer service, safety and shareholder value.
Mr. Hilal also played leading roles in Pershing Square’s successful activist investments in Ceridian, a data processing company, and Air Products & Chemicals Inc.
Prior to joining Pershing Square in 2006, Mr. Hilal:
- Founded and served as Managing Partner of Caliber Capital Management, L.P., an information technology-sector-focused investment fund, from 2002 to 2005;
- Led the Information technology-sector investment program at Hilal Capital Management from 1998 to 2001;
- Served in 1999-2000 as Chair of the Board and in the capacity of Interim Chief Executive Officer of Worldtalk Communications Corporation, a publicly traded software company that Mr. Hilal led through a restructuring and successful sale; and
- Prior to 1999, advised numerous companies across the information technology sector as an investment banker at Broadview Associates, at the time the leading mergers and acquisitions advisory firm to the sector. (Broadview is now a subsidiary of Jefferies Inc.)
Mr. Hilal serves on the Board of Overseers of Columbia Business School and served until 2016 on the Board of the Grameen Foundation – an umbrella organization that helps microlending and microfranchise institutions empower the world’s poorest through financial inclusion and entrepreneurship.
He is also a Trustee of the Supreme Court Historical Society, a non-profit organization dedicated to the collection and preservation of the history of the Supreme Court of the United States.
Mr. Hilal received an A.B. degree in Biochemistry from Harvard College in 1988, a J.D. from Columbia University School of Law in 1992, and an M.B.A. from Columbia University School of Business in 1992.
Managing Director, Global Head of Fundamental Credit
James E. Keenan, CFA, Managing Director, is Global Head of Fundamental Credit as well as a member of BlackRock’s Global Operating Committee and the BlackRock Alternative Investment Executive Committee. Mr. Keenan leads the strategy for Global Fundamental Credit and is responsible for providing oversight of the investment process and performance, the partnerships with BlackRock’s distribution channels, and the team’s infrastructure. Mr. Keenan has oversight of the Investment Grade Credit and Sub-Investment Grade Credit businesses and is Chief Investment Officer of the Leveraged Finance team, overseeing global high yield, leveraged loans, alternative, and distressed products.
Prior to joining BlackRock in 2004, Mr. Keenan was a Senior High Yield Trader at Columbia Management Group. He began his investment career at UBS Global Asset Management where he was a Trader and Research Analyst from 1998 through 2003.
Mr. Keenan earned a BBA degree in finance from the University of Notre Dame in 1998.
Founder & Managing Partner
Christian is the Founder & Managing Partner at Impression Ventures, a fintech focused venture fund. Prior, he was a technology startup Founder/CEO, having successfully built and sold Virtual Greats as well as Millions of Us, in San Francisco. Christian has taught entrepreneurship at The Next 36, where he helped launch more than 25 software startups. His career includes stints at Second Life/Linden Lab, LucasArts a division of Lucasfilm and Electronic Arts. Christian holds an MBA from the University of San Francisco, a BESc and a BSc from Western University. Christian is currently Vice-Chair of SickKids Foundation and serves on the Board of Governors of TFS.
Co-Founder, Co-CEO and Portfolio Manager
Waratah Capital Advisors
“Blair is a Co-Founder, Co-CEO and Portfolio Manager at Waratah.
Prior to founding Waratah Blair was a Managing Director at TD Securities (TD Newcrest) in Institutional Equities. During Blair’s 11 years at TD Securities he had various roles in Equity Capital Markets and the Mergers & Acquisitions group within Investment Banking.
Blair holds a Bachelor’s Degree from the University of Western Ontario, Bachelor of Laws and a Master in Business Administration from Dalhousie University and is on the Investment Committee and the Board of the Women’s College Hospital Foundation.”
President, CEO and Portfolio Manager
Vision Capital Corporation
Jeffrey Olin is the President, CEO and Portfolio Manager of Vision Capital Corporation, an investment counseling and portfolio Management Company which manages the Vision Opportunity Funds. The Vision Opportunity Funds are primarily real estate focused and invest in North America with a principal emphasis on unique market inefficiencies that allow Vision to buy real estate more cheaply through the stock market than one can in the property market. The Funds target superior risk-adjusted returns through long and short investments in publically traded securities.
The Vision Funds have received considerable industry recognition for their leading risk-adjusted total return performance from leading, independent Canadian and Global firms including S&P Capital IQ, Morningstar and the Canadian Hedge Fund of the Year Awards
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, Canada. In addition he worked with Olympia & York Developments Ltd., and the Parking Authority of Toronto. 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 and is currently a member of AIMA’s Education and Research Committee and Committee of Managers. Presently, Mr. Olin is the Chairman and Director of BrightPath Early Learning Inc. and a Director of Exchange Income Corporation. 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 degree from the University of Toronto.
Founder, Chief Executive Officer & Portfolio Manager
Venator Capital Management
Prior to founding Venator Capital Management, Brandon Osten was a Research Analyst and Director of Sprott Securities Inc., specializing in Technology, Health Care and Special Situations. Brandon got his start in the investment business in 1996 after graduating from the Ivey School of Business, continuing his education with the completion of the CFA program in 1999.
After spending time as a research associate in the fields of Energy Services and Market Forecasting, Brandon was promoted to Research Analyst in 1999. He quickly established himself with several prominent negative recommendations while discovering several promising companies, offering both long and short opportunities to institutional clients. As an integral member of the group that bought Sprott Securities (now Cormark Securities) from its founder Eric Sprott in 2000, Brandon became a Director of Sprott Securities Inc.
Brandon was the top-ranked software analyst in Canada among non-tier 1 banks in 2001 (#5 overall) and 2002 (#2 overall) according to BWI, as well as a Zacks All-Star in those same years. In 2003, Brandon was recognized as “The Best on the Street” by the Wall Street Journal ranking as #1 in software in North America and #5 overall. In 2004, Brandon shifted his research efforts to the United States, covering technology and special situations, uncovering the “hidden gems” that had become his calling card in Canada. In 2005, Brandon branched out into the healthcare field before leaving Sprott in June.
Chief Executive Officer
RP Investment Advisors
Richard Pilosof is a founding partner and the Chief Executive Officer for RP Investment Advisors (RPIA). Richard started RPIA in 2009 to offer Canadian investors “absolute return” style investment products within Fixed Income, an area that has been traditionally underserved. Under his strategic leadership, RPIA has grown to become one of the largest alternative asset managers in Canada, with over $3.3 billion in assets under management, 42 employees and award-winning alternative strategies specialized in fixed-Income securities. The firm’s main areas of expertise includes Corporate Credit and High Yield, globally, with Richard responsible for providing risk oversight of all investment mandates.
Prior to founding RPIA, Richard worked from 1983 at RBC Capital Markets (RBCCM) where he held increasingly senior positions including Managing Director and Head of Global Debt Markets where he was responsible for managing and trading on a discretionary basis, foreign exchange, fixed income and credit portfolios. Richard also held responsibility for developing and building RBC’s international capital markets platform, now with significant operations in London, Hong Kong, Sydney and New York helping grow RBC Capital Markets into a leading global investment banking franchise.
Richard holds a BA in Finance from Coastal Carolina University where he played varsity tennis. Richard is also heavily involved with several charitable organizations serving as the Campaign Chair for the Mt. Sinai Hospital Foundation, Chairman of Financing for Greenwood College School and an Advisory Committee board member of Beat the Streets Toronto, board member of the Ontario Junior Hockey League Foundation and President of the Pickering Panthers Junior A Hockey Club.
Chief Investment Officer
RP Investment Advisors
Mike co-founded RP Investment Advisors with Richard Pilosof in 2009 and as Chief Investment Officer is responsible for formulating and implementing the firm’s investment strategy across the Funds.
Mike is a former Managing Director at RBC Capital Markets and 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. Prior to joining RBC Capital Markets, Mike worked for a leading Toronto-based real estate developer as a Leasing Manager.
Mike holds a BComm from Queen’s University and a MBA from the University of British Columbia. He is involved with several charitable organisations most notably sitting on the Advisory Council for Evergreen City Works and as a Board Member for Beat the Streets Toronto.
Founding Member and Portfolio Manager
Proxima Capital Management
Youlia Rowland is the founding member and portfolio manager of Proxima. Prior to founding Proxima in June 2004, Youlia worked as an analyst for Stonehill Investment Corp. Previously, Youlia spent approximately three years as an analyst at Third Point Management, where she focused on special situation investments and risk-arbitrage. She began her career in the Investment Banking division of Donaldson, Lufkin & Jenrette. Youlia graduated Summa Cum Laude from the Management & Technology Program at the University of Pennsylvania, where she received a Bachelor of Economics degree from the Wharton School, with concentrations in Finance and Management, and a Bachelor of Applied Science degree in Systems Engineering from the School of Engineering & Applied Science, as well as a minor in Mathematics. She was named one of the rising stars of the hedge fund industry in 2010 by Institutional Investor Magazine, one of tomorrow’s titans in 2014 by The Hedge Fund Journal and one of the 50 leading women in hedge funds in 2015 by The Hedge Fund Journal.
Co-Founder & Managing General Partner
Mithril Capital Management LLC
Ajay Royan founded and runs Mithril, a long-term investment fund for transformative and durable technology companies. Together with cofounder Peter Thiel, Ajay invests in innovative companies in a wide variety of industries, including cybersecurity, nuclear energy, medical robotics, cancer therapy, and advanced data analytics. Ajay is active on many of these companies’ boards, helping them successfully navigate high-growth periods by counseling on competitive and organizational strategy, as well as macro trends.
Before forming Mithril, Ajay was a managing director and senior investor at Clarium Capital Management, where he led unlevered growth investments and was a member of the core team that grew it into a multi-billion dollar fund. Before Clarium, Ajay specialized in corporate strategy at Braxton Associates, a unit of Deloitte.
Ajay serves on the Presidents Circle of the National Academies of Science, Engineering, and Medicine, on the Science Advisory Board of the Oak Ridge National Laboratory, and on the board of the Thiel Foundation.
He was educated at Yale University.
CEO and CIO
Starboard Value LP
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. Starboard has a 13 year track record and approximately $4.5 billion in assets under management. Mr. Smith has extensive public company board experience, having served on the Board of Directors of more than ten public companies. Mr. Smith graduated from The Wharton School of Business at The University of Pennsylvania, where he received a B.S. in Economics.
V. Prem Watsa
Chairman and Chief Executive Officer
Prem Watsa is Chairman and Chief Executive Officer of Fairfax Financial Holdings Limited, a holding company which, through its subsidiaries, is engaged in property and casualty insurance and reinsurance and investment management.
In 1985 Prem took control of Markel Financial which was controlled by the Virginia based Markel family. In 1987 he then re‐organized and renamed it Fairfax Financial Holdings Limited. He has served as Chairman and Chief Executive Officer since its inception.
Since 1985, Fairfax has compounded book value and stock price by about 19%. Fairfax has total assets of approximately US$43 billion, revenues of approximately US$9 billion and common shareholders’ equity of approximately US$9 billion. The company is listed on the Toronto Stock Exchange.
He holds a Bachelors Degree in Chemical Engineering from the Indian Institute of Technology in Madras, India and obtained his MBA from the Richard Ivey School of Business at the University of Western Ontario. He is also a Chartered Financial Analyst. He holds an Honorary Doctorate of Laws from the University of Western Ontario, an Honorary Doctorate of Sacred Letters from Wycliff College of the University of Toronto and an Honorary Doctorate of Divinity from Tyndale College.
He is a member of the Sick Children’s Hospital Foundation and is Chairman of their Investment Committee, member of the Advisory Board for the Richard Ivey School of Business, member of the Board of Directors of the Royal Ontario Museum Foundation, Lead Director on the Board of Blackberry and Chairman of the Investment Committee of St. Paul’s Anglican Church in Toronto. He is on the Board of Horatio Alger Association U.S. and President of Horatio Alger Association of Canada. He is Chairman of Fairfax India. He was formerly Chancellor of the University of Waterloo and on the Boards of the Bank of Ireland and of ICICI Bank. He is a recipient of the Order of Canada.
Many More To Be Announced Soon