Hedge Fund Start-Up Virtual Conference – Navigating COVID-19

Andrea Mosconi

Head of EMEA Sales

Bloomberg L.P.

Andrea joined Bloomberg in 2009 as an Equity Derivatives and Structured Products Specialist, and was responsible for its derivatives product development. In 2012, he became Head of Sales for Southern Europe - covering Spain, France, Italy and Portugal. Then he moved to Asia based in Singapore as Head of Sales for ASEAN, overseeing business development of the Bloomberg Professional service and key customer relationships across 12 markets in the South Asia and the ASEAN region. His expertise covers equity derivatives, structured products and convertible bonds.

Prior to joining Bloomberg, Andrea was the Head of Structured and Equity Exotic Options desk at Abaxbank. He started his career as an Equity Derivatives Trader with Unicredit.

Andrea graduated from the Università 'Luigi Bocconi' with a Bachelor of Arts in Mathematical and Financial Economics.

James Orme-Smith

CEO

Sandbar Asset Management

James Orme-Smith is the CEO and CRO for Sandbar Asset Management, a London based firm managing a global equity market neutral strategy. Prior to Sandbar, James was the CEO & CRO for Eisenstat Capital Partners for four years. Before that he worked for global investment banks for 13 years, starting in equity research sales and then for nine years in prime brokerage. Ultimately promoted to Managing Director, he ran a number of teams within equity financing businesses. Before entering finance, James joined the British Army in 1993 and served with the Irish Guards and Airborne Forces. During his eight year career, James spent much of his time on operations or managing training tasks in the Middle East, Africa and Asia. James was educated at Harrow School and the Royal Military Academy Sandhurst.

Ron Weekes

CEO

Mirabella Group

Ron Weekes has a 35-year career working in finance and is the Chief Executive of premier regulatory hosting firm, Mirabella with $17bn AuM. The firm has provided fund management, Appointed Representative and Tied Agent hosting solutions since 2004. Ron is also a Partner at Mirabella’s parent company and global GRC advisory firm, ACA Compliance Group, a role held since 2010. Ron was the founder of ACA’s operations in Europe, growing the compliance consulting division into one of the largest in Europe and subsequently adding regulatory hosting, cybersecurity and fund performance measurement divisions through both organic and acquisition growth. Prior to ACA, Ron launched and was the CEO for nine years of a London and Jersey-based regulatory consultancy firm specialising in the alternatives sector. During that time, Ron also formed Blueprint Capital Management LLP, thought to be the first commercially-available regulatory hosting solution provider for the discretionary asset management sector. Both the consultancy and regulatory hosting firms were sold to a middle-eastern investment group, allowing Ron to focus on his new role at ACA. Ron is a former regulator having worked at the FSA (now FCA) authorising and supervising new fund management firms – traditional and alternative. This role included on-site supervisory examinations of regulated firms and the application of the regulator’s policies and controls. His earlier career was in asset management working at AIB Govett Asset Management and Barings Asset Management and before that in management accounting roles.

Yan Kvitko

Senior Portfolio Manager, Head of Emerging Manager Investing: External Portfolio Management

CPP Investments

Yan Kvitko is a Senior Portfolio Manager with CPPIB’s External Portfolio Management (EPM) team. He is responsible for the Emerging Manager program globally which pursues investments in early stage hedge fund managers. Prior to joining CPPIB, he worked at New Holland Capital, where he was a Senior Portfolio Manager responsible for investment research and portfolio management with a focus on quantitative strategies. Yan began his career at Ziff Brothers Investments. Yan holds a BS in Computer Science from Stanford University and an MA in piano performance from the Conservatorium van Amsterdam. He is a CFA charterholder.

Libbi Ross

Bloomberg Mandates EMEA

Bloomberg

Libbi Ross is responsible for Bloomberg Mandates in EMEA, a service connecting Bloomberg's network of alternative fund managers to allocators to assist in capital raising and manager research. Prior to joining Bloomberg, Libbi worked at RBS in Hedge Fund Markets Relationship Management and Hedge Fund Rates Sales. She initially started her career in Capital Introductions at Newedge (now Societe Generale). In her spare time, Libbi serves on the 100Women in Finance European FundWomen Conference committee and London Education committee organising events to spotlight diverse investment talent.

Tim Pearce

Partner

Akin Gump

Tim Pearce works with alternative fund managers, particularly hedge and credit managers, and other asset managers ranging from the largest global houses to smaller start-ups. He assists clients as they launch and manage funds in key jurisdictions around the world. He also provides general investment management support and advice on the regulatory obligations that alternative fund managers face. Tim advises on a wide variety of issues connected with alternative investment vehicles, including launching of hedge funds, credit funds and funds of hedge funds; legal considerations for segregated account agreements and managed account platforms; fund restructurings; side-letter and investment negotiations; distribution arrangements; regulatory advice; and structuring of asset management businesses.

Marcus Storr

Head of Alternative Investments

FERI

Marcus Storr joined FERI in 2005. As Head of Alternative Investments at FERI Trust GmbH he is responsible for the positioning and development of FERI’s Alternative Investment business (Hedge Funds, Private Equity and Risk Premia solutions) with total AuM of approx. EUR 9bn. The FERI group is managing approximately EUR 40bn. In addition he is a member of the board of FERI Trust (Luxembourg) S.A., FERI’s fund management subsidiary currently managing a double-digit EUR bn amount. He started his career in 1994 as an advisor to UHNWI before moving to London in 1998 joining the Investment Banking division of Robert Flemings Ltd. (acquired by JPMorgan). Until 2003 he was a Director within the Global Equities department of Dresdner Kleinwort Wasserstein in London. He has over 25 years of experience in Capital Markets, Corporate Transactions and Portfolio Management. Marcus holds a master degree in Finance & Capital Markets and International Management & Economics from Humboldt University Berlin in addition to a two-year apprenticeship as a bank manager.

Howard Staiano

Director Prime Services

Barclays

Howard Staiano heads up the Prime Solutions Desk in EMEA for Barclays. His team are responsible, amongst other things for helping the Equity Financing business and it’s clients to navigate major structural changes. Howard serves as the accountable executive for managing the adoption and the impact of Brexit, CSDR, Un-Cleared Margin and SFTR on the Equity Financing business at Barclays. Howard has been part of numerous AFME advocacy efforts with national authorities and ESMA, with particular reference to the adoption of AIFMD. He has over 15 year experience in the industry, serves as a board member for a number of Barclays entities and the Barclays representative across a number of industry trade associations (AIMA, ISLA, AFME.)

Matteo Meloni

Head of Equity Strategies

Investcorp-Tages

Prior to joining Tages in 2011, Matteo was formerly a Portfolio Manager at Credit Suisse in London. In this role, he was responsible for the construction and management of the institutional and retail fund of hedge funds, managing over 1 billion USD. He was responsible for the first UCITS fund of absolute return funds launched in July 2010 by Credit Suisse. Previously, Matteo was an Analyst at Valore Reale Sgr Spa in Milan. Matteo holds a Degree in Business Administration from the Università Cattolica del Sacro Cuore in Milan.

Nicolas Inman

Managing Director

Duff & Phelps

Nicolas Inman joined Duff & Phelps in January 2015 from Kinetic Partners. As a result of Duff & Phelps’ acquisition of Kinetic Partners, Duff & Phelps created a dedicated Compliance and Regulatory Consulting practice. Nicolas is a managing director in the Compliance and Regulatory Consulting practice, based in Hong Kong and is responsible for all services in Asia Pacific. Nicolas specializes in the provision of ad hoc regulatory advice as well as larger project-based consultancy work including the assessment of firms’ processes and procedures, the identification of any weaknesses and the design of appropriate regulatory and risk management frameworks. Nicolas has been a consultant with Duff & Phelps for almost 10 years, during which time he has gained significant experience across multiple jurisdictions and regulatory regimes for a wide variety of firms. Nicolas has been working with investment banks, brokers, asset managers and custodians, through a mixture of on-going relationships, long term secondments and standalone projects, typically thematic in nature. Nicolas has worked on projects across the regulatory spectrum including market conduct and electronic trading reviews, anti-money laundering and financial crime, conduct of business issues, governance and risk management frameworks. Most recently, from 2012 to 2015, Nicolas co-led the governance, risk and compliance consulting service offering based in London. Nicolas has gained extensive experience in assisting clients with their control frameworks and risk assessments, particularly in relation to measuring the adequacy and effectiveness of existing internal controls relative to business activity and profile.

Jonny Tang

New Business Development, London Buyside

Bloomberg L.P.

Jonny joined Bloomberg in 2014 from Lazard's Private Equity Fundraising team and has looked after key relationships in the London hedge fund community. He is now focused on developing new connections with emerging managers across the London Buyside. Please contact him on jtang201@bloomberg.net if you wish to understand more about the services and solutions that Bloomberg can bring to your firm across terminals, product and data.