Speaker Biographies for Alternative Investment Managers Forum
Opening Keynote Speaker/Panel Moderator:
Mark Moorberg, Vice President, Alternative Investments, Merrill Lynch
Mark Moorberg is a Vice President at Merrill Lynch, and works in the firm’s Global Wealth Investment Management – Alternative Investments business. He is the Alternative Investment Specialist for the San Francisco Private Banking, Golden Gate and Pacific Northwest Regions. Mark provides advice and guidance on alternative investment solutions for his region’s Advisors and their ultra high net worth clients. These solutions consist of hedge funds, managed futures funds, and private equity funds. Mark’s career consists of twenty-five years in the financial services and alternative investment businesses. Mark graduated from Vanderbilt University with a BA in Economics.
Fund Manager Presenters / Panel Speakers:
Natalie Bishopp – Paulson & Co. (Multi-Strategy Hedge Fund Manager)
Natalie Bishopp Oelkers is a Vice President in Investor Relations at Paulson & Co. Inc, a New York based hedge fund managing approximately $35.2bn in assets (as of August 1st, 2011) across five fund families: the merger funds, the event driven funds, the credit opportunities funds, the recovery funds and the gold fund.
Prior to joining Paulson, Ms. Oelkers was Director of Marketing at GoldenTree Asset Management in both their New York and London offices. Most recently at GoldenTree, Ms. Oelkers was responsible for European marketing and client services, primarily for institutional clients such as pension funds, insurance companies, private banks and funds of hedge funds. Prior to joining GoldenTree, Ms. Oelkers was an Assistant Vice President in the Marketing and Client Service Group in Citigroup Alternative Investments’ Fund of Hedge Funds department, where she was responsible for the production and distribution of marketing materials and investor correspondence for the core product line, as well as coordinating the marketing efforts for the launch and development of the single manager platform business line, HedgeForum. Ms. Oelkers holds a B.A. in Economics from Duke University.
About Paulson & Co. Inc.
Paulson & Co. Inc. is an SEC‐registered investment management company specializing in global merger, event arbitrage and credit strategies. The firm was founded by John Paulson in 1994 and is headquartered in New York with offices in London and Hong Kong, and has approximately 120 employees. John Paulson is president of Paulson & Co., and the fund manager for the Paulson funds. Prior to forming Paulson & Co. in 1994, John was a General Partner at Gruss Partners, a partnership specializing in risk arbitrage, bankruptcy and special situations and a Managing Director in mergers and acquisition at Bear Stearns. John is a Baker Scholar graduate from Harvard Business School and summa cum laude from NYU.
The investment team is comprised of mergers and acquisitions and corporate finance experts with academic distinction, investment banking and legal experience. The team’s approach to investing is one of understanding the tradeoffs between risks in corporate events versus potential returns. Portfolios are constructed using a highly selective screening process of identifying and favorably weighting the best risk adjusted return opportunities.
Lou LaValle – Skybridge Capital (Multi-Adviser Hedge Fund)
Louis LaValle is a Director of global platform distribution at SkyBridge. Prior to joining SkyBridge, Mr. LaValle was a key member of a wealth advisory group at Smith Barney (now part of Morgan Stanley), overseeing business development and client relationships. While at Smith Barney, Mr. LaValle and his group managed $1.5 billion of individual and institutional assets, and consistently ranked in the top 5% of the firm in overall production. He began his career at the Credit Suisse Private Bank in 2003.Mr. LaValle earned a B.A. from New York University where he graduated with cum laude honors.
About SkyBridge Multi-Adviser- Series G (Product)
SkyBridge Multi-Adviser Hedge Fund Portfolios LLC – Series G is a multi-adviser, multi-strategy fund of hedge funds that is registered under the Investment Company Act of 1940, as amended, and the Securities Act of 1933.
Series G combines a top-down strategy allocation methodology with bottom-up manager evaluations in an attempt to identify those strategies that the Adviser believes provide opportunities to achieve Series G’s investment objectives during a three- to five-year investment horizon.
Series G is designed to serve as a core hedge fund holding with the goal of providing additional diversification to an overall investment portfolio. Series G’s investment objective is to seek capital appreciation. In doing so, Series G seeks to realize attractive risk-adjusted returns, net of fees and expenses, over a three- to five-year investment horizon. To achieve the objectives of Series G, the Adviser will seek to allocate Series G’s assets across a diverse set of hedge fund strategies. Any potential diversification provided by investing in Series G does not ensure against partial or complete loss of investment. Series G may provide low correlation to global securities markets.
About SkyBridge Capital
SkyBridge Capital II, LLC ("SkyBridge") is an alternative asset manager with approximately $8.0 billion in total assets under advisement or management as of May 31, 2011. SkyBridge has been providing investment management services directly or through its predecessor, SkyBridge Capital, LLC, since 2005. The firm offers investment services across four business lines addressing a wide range of market participants from individual retail investors to large institutions. These business lines are Commingled Funds of Funds Products, Separate Accounts, Hedge Fund Seeding and Hedge Fund Advisory Services.
Brad Walker – Highbridge (Multi-Strategy Hedge Fund Manager)
Brad Walker. Mr. Walker is involved with business development for Highbridge’s Global Bank Platform Business. Prior to joining Highbridge in April 2010, Mr. Walker was a member of Morgan Stanley’s Private Wealth Management Division advising high net worth individuals and family offices. He began his career as an equity trader for a boutique New York investment firm. Mr. Walker earned a B.S. in Finance and Marketing from the Alfred Lerner College of Business and Economics at the University of Delaware.
About Highbridge Capital Management
Highbridge Capital Management, LLC is a global alternative investment management firm founded in 1992 by Glenn Dubin and Henry Swieca with approximately $29 billion in AUM today. HCM has offices in NY, London, Hong Kong, Tokyo, Rio de Janeiro and Sao Paulo and has staff of more than 470 people. The Highbridge Global Macro team led by Sassan Alizadeh and Mark Nodelman was formed in 2003 to implement a systematic macro strategy focusing on currencies, commodities, rates and equities. In July of 2007 the team created a dedicated commodity strategy seeking to provide an active approach to investing in commodities with a focus on minimizing downside risk while providing alpha versus the broader commodity markets.
