Hedge Fund Dinner & Panel: Strategy and Execution
The YJP Mansion
IN-PERSON IN NYC
Please join us for an exciting evening with gourmet bites, signature cocktails, and strategic networking as we welcome top movers and shakers in the Hedge Fund space. We are excited to host Stuart Zimmer (Zimmer Partners) and Scott Ferguson (Sachem Head Capital Management) as the evening's panelists.
*6:00pm: Dinner, Cocktails, & Networking
*7:00m: Fireside Panel Chat with speakers, Q&A from young professionals
*8:00pm: Dessert, Cocktails & Mingling
For questions about the event please reach out to: firstname.lastname@example.org
***We greatly appreciate your interest in attending this session. Please read the following attendee guidelines for more information on how to qualify for this session. YJP Sessions are open to professionals with 1-20 years of experience. If you are interested in attending, please apply by clicking the "register" button. A member of our team will review your information and get back to you shortly. If you have over 20 years of experience and do not qualify for this session, we will be happy to provide further information on our executive-level membership and involvement opportunities for which you do qualify. Non-members of YJP are welcome to join one event to experience our group. After your first event we ask that you apply to become a member if you wish to continue being involved in our community.***
Please note that all attendees must show either proof of vaccination or a negative PCR test result from within 48 hours of the event to enter. Wearing a mask when not eating/drinking is recommended and masks will be available for those who need them.
Scott is the managing partner and portfolio manager of Sachem Head Capital Management, a value-oriented investment management firm based in New York. Prior to starting Sachem Head, he spent nine years at Pershing Square Capital Management, which he joined pre-launch as the firm’s first investment professional. Prior to Pershing Square, Scott earned an M.B.A. from Harvard Business School in 2003 and was a vice president at American Industrial Partners, an operations focused private equity firm, from 1999 to 2001. Scott was also a business analyst at McKinsey & Company from 1996 to 1999. Scott graduated from Stanford University with an A.B. in Public Policy in 1996. He currently serves on the board of directors of the Henry Street Settlement and is also a member of the Robin Hood Leadership Council. He previously served on the board of directors of Episcopal Charities of the Diocese of New York and is a former director of Autodesk, a leading design & engineering software company. He lives in New York with his wife and three children.
Mr. Zimmer is the Chief Executive Officer of Zimmer Partners and Portfolio Manager of ZP Utility Fund and ZP Energy Fund. He currently manages a portfolio of approximately 20 billion dollars and is recognized as a leading specialist within energy and infrastructure investing. Zimmer Partners’ highly repeatable process of intense fundamental analysis and aggressive trading of both long and short positions drives the firm’s ability to generate alpha year in and year out, with little to no correlation to the energy sector itself, broader market indices, or other hedge funds.
Mr. Zimmer graduated Phi Beta Kappa from Harvard College with Honors in Mathematics in 1991, where he wrote his thesis under Robert C. Merton, the 1997 Nobel Laureate in Economics. Upon graduation, Mr. Zimmer joined Steinhardt Partners, known as one of the pioneer firms of the investment fund industry. At Steinhardt, Mr. Zimmer was a research analyst with a focus on energy investments, including electric and gas utilities. His experience at Steinhardt also included trading of equities, fixed income, currencies, and derivatives. In 1993, Mr. Zimmer left Steinhardt to manage a utility focused fund sponsored by Commodities Corp. Upon Goldman Sachs’ purchase of Commodities Corp in 1997, Mr. Zimmer launched ZP Utility Fund. He still manages ZP Utility Fund today as well as the more recently launched, ZP Energy Fund, from the firm’s offices in Manhattan.
Mr. Zimmer is also the Chairman of Ategrity Specialty Holdings LLC, a specialty property and casualty insurance group that focuses on the excess and surplus lines market, and Chairman of The Carrick Group, an international non-life reinsurance and claims management company.
Edouard Matitia-Cohen is a Managing Director and Global Head of Equity Financing Distribution at Bank of America, based in New York.
In his role, he is responsible for all sales globally across Prime Brokerage and Equity Synthetics and Stock Loan, ensuring the delivery of an integrated coverage and distribution strategy worldwide. He joined the firm in 2012 and was previously Americas Head of Equity Sales.
Prior to joining Bank of America, Matitia-Cohen was the European Head of Equity Derivatives, Convertibles and Delta One sales at Credit Suisse, based in London. He was a member of Credit Suisse’s European Equity Management Committee and Global Equity Management Committee.
Previously, Matitia-Cohen worked at Morgan Stanley for over 11 years and held various roles including the Head of U.S. Capital Structure and Special Situations business in New York, and a member of the Equity Derivatives trading team in London.
He holds a B.A. (Hons.) in economics from ICADE University in Madrid and Ecole Superieure de Commerce in Reims, France. Matitia-Cohen is a term corporate member of the Council of Foreign Relations (CFR) and a board member of the Managed Fund Association (MFA).
Aaron Weitman is the Managing Partner and Chief Investment Officer of CastleKnight Management LP, an event driven and special situations hedge fund that invests across capital structures of all sizes. Prior to founding CastleKnight, Mr. Weitman spent over 15 years at Appaloosa LP, rising to the title of Senior Partner. As a Senior Partner, Mr. Weitman consistently invested over $1B of assets in the portfolio across equity and credit. Mr. Weitman has invested across all sectors, with a focus on several of them for over a decade, including: industrials, housing, chemicals and consumer products.
Mr. Weitman holds a B.S. with University Honors in Business Administration (Finance concentration) and a minor in Computational Finance from Carnegie Mellon University. He is a member of multiple charity and foundation investment committees, including Jewish Community Foundation of Greater Metrowest NJ (one of the largest in New Jersey) and Boystown Jerusalem Foundation of America. Mr. Weitman also participates in significant outside charitable and Pro-Israel endeavors.
Daniel C. Chung is Chief Executive Officer, Chief Investment Officer and Portfolio Manager of several Alger strategies. Dan joined Alger in 1994 and has 27 years of investment experience. He was named Chief Investment Officer in September 2001, President in 2003, and CEO in 2006. Dan is also a member of The Alger Partners Plan. Throughout his tenure at Alger, he has made numerous TV appearances on Bloomberg, CNBC, and Fox Business. Dan has also been featured and quoted frequently in Barron’s, Citywire, Forbes, Investment News, Pensions & Investments, and USA Today. Prior to joining Alger, Dan was an associate at Simpson Thacher & Bartlett LLP in New York City in 1989 while he earned an LL.M. from New York University. He earned his J.D. magna cum laude from Harvard Law School in 1987, where he was an editor of the Harvard Law Review. After graduating, he served as law clerk for the Honorable Justice Anthony M. Kennedy, United States Supreme Court. Dan graduated from Stanford University with B.A. and B.S. degrees, with Distinction and Phi Beta Kappa, in 1984. Dan is also a CFA charterholder and a member of the CFA Institute. Dan currently serves as a board trustee and former chairman of The Nature Conservancy in the State of New York and is a Global Campaign Committee Member of The Nature Conservancy. He is also actively involved with the Stanford in New York Internship Program, and frequently contributes to and supports various charitable organizations including the Harlem Education Activities Fund (HEAF) and Target Margin Theater.
Eric Udoff is Co-Founder, Managing Partner and Co-Chief Investment Officer at Marlowe.
Mr. Udoff oversees all Marlowe-managed vehicles and sits on the Firm’s Investment and Risk Committees. Prior to co-founding Marlowe, Mr. Udoff spent seven years at Appaloosa Management, a global equity and credit investment firm, where he reported to the founder. At Appaloosa, Mr. Udoff focused on equity, distressed credit and special situation investments.
Mr. Udoff received a BS in Applied Economics and Management magna cum laude from Cornell University. Mr. Udoff is from New Jersey.
Mr. Lippmann is a Managing Founding Partner and the Chief Investment Officer (“CIO”) of LibreMax. He is chairman of LibreMax’s Investment Committee, a non-voting member of its Risk Management and Valuation Committees, and a member of its ESG Committee. Prior to co-founding LibreMax, Mr. Lippmann was head of all non-agency RMBS, ABS and CDO trading globally at Deutsche Bank, where he led a team of 30 senior professionals in New York and London. Mr. Lippmann began his career at Deutsche Bank as a trader of non-investment grade ABS and RMBS securities. In 2003, he became Global Head of ABS and CDO trading, adding non-agency MBS to his business in late 2008. Prior to joining Deutsche Bank in 2000, Mr. Lippmann was a Director and head of ABS/MBS Subordinate and CDO trading at Credit Suisse, which he joined in 1991. Mr. Lippmann graduated from the University of Pennsylvania in 1991, magna cum laude, with a B.A. in Economics and a minor in English. Mr. Lippmann serves on the board of New 42nd Street and the South Fork Natural History Museum. He is also on the Advisory Council of the American Museum of Natural History.
Ilana Weinstein is founder and CEO of THE IDW Group LLC, a New York-based executive search firm focused on placing senior hedge fund and business professionals across the investment landscape. The firm has become a leading boutique for hedge fund managers, asset managers, private equity firms and family offices in search of top investment talent for their public and global investment initiatives. Weinstein previously worked at Goldman Sachs and The Boston Consulting Group. She is a frequent guest on Bloomberg and CNBC TV programs, discussing market trends and the hedge fund universe. Weinstein holds a B.A. from the University of Pennsylvania and a M.B.A. from Harvard Business School.
Mr. Kuflik co-founded Brahman Capital in 1987. He oversees all aspects of fundamental research,focusing primarily on generating new investment ideas, portfolio construction, and risk management.
Mr. Kuflik’s involvement in civic, religious and educational philanthropy initiatives have made an impact in his local community and internationally. He currently serves as the Treasurer of Young Israel of
Harrison, and as a member of the Board of Advisors of The Columbia University Department of Psychiatry. Mr. Kuflik also co-founded The Sallie Foundation in 1995, which works to improve the
techniques and resources available for suicide prevention among young adults and adolescents.
Mr. Kuflik graduated from Harvard University, Class of 1984, with a Bachelor of Arts degree in
Economics. He currently resides in Westchester County with his wife and three sons.
Paul is a portfolio manager focusing on global macro strategies at Moore Capital, an investment firm based in New York City. Before joining Moore in 2008, Paul spent fifteen years at Greenwich Capital Markets, where he was a proprietary trader, oversaw the US Government Bond trading desk, and ran Global Proprietary Trading. Before joining Greenwich Capital Markets, Paul worked at Barclays de Zoette and Brown Brothers Harriman. Paul has been a volunteer mentor at the Boys Club of New York and has served on the boards of the United Jewish Appeal of Greenwich, Allan Houston Legacy Foundation, and the Browning School. Paul graduated from Trinity College, and his children play squash and have volunteered at StreetSquash in Harlem.
Ricky Sandler founded Eminence Capital in 1999. Today, Eminence is a ~$7.0B global investment management organization. As the CIO of Eminence, Ricky is responsible for managing a team of over 20 investment professionals and a diversified portfolio across most 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 from the University of Wisconsin, graduating with honors. He currently serves as a member of the board of directors of the University of Wisconsin Foundation and as a member of its Development Committee, Investment Committee and Traditional Asset Subcommittee. Ricky Sandler is also a Chartered Financial Analyst and a member of the New York Society of Security Analysts.
Rob is the Portfolio Manager at Samlyn Capital. Prior to joining Samlyn, Rob was a Portfolio Manager at Sigma Capital Management from 2001 to 2006. Rob was a Portfolio Manager at Credit Suisse First Boston in its proprietary investing group from 2000 to 2001. Previously, Rob served as a Financial Services Analyst at Tiger Management from 1997 to 2000. Prior to joining Tiger, Rob was an Analyst in Goldman Sachs' Equity Capital Markets group from 1996 to 1997 and an Investment Banking Analyst in Goldman Sachs' Financial Institutions Group from 1994 to 1996. Rob received an A.B. in History from Yale University