Wall Street Investment Forum
This event starts on April 24th at 6:00 PM.
This Wall Street Investment Forum will take place on Tuesday evening, April 24th, bringing together top executives and like-minded professionals from the Finance industry.
The evening kicks off with dinner, drinks, and networking, where you’ll find fresh faces and reconnect with some familiar ones. After this segment, you will take a seat at a roundtable session where you will join in on meaningful discussion regarding the current market and various investment philosophies.
The roundtable format is designed to create an open atmosphere for valuable group discussion. This your opportunity to personally get to know some of the most talented and successful professionals within the industry - so don’t be shy, speak up!
Jerry Newman is the president and founder of Willowridge
Partners, Inc. He established its first investment fund, Amberbrook LLC, in 1995. Mr. Newman has been
investing in private equity funds and mid‐market direct deals for more than 30 years. Previously, Mr. Newman worked at Price Waterhouse as a CPA, and at Booz, Allen & Hamilton in its acquisitions practice. He spent over
a decade investing in private equity for a family trust and subsequently worked for a buyout fund before
founding Willowridge. Mr. Newman received an M.B.A. from the Amos Tuck School at Dartmouth and a B.S.
from Cornell University.
John Frankel is the founding partner of ff Venture Capital. He founded the firm in 2008 and has been a seed- and early-stage investor since late 1999. John focuses on advising and growing technology and technology-enabled companies across emerging industries, including artificial intelligence, cyber security, drones, enterprise software, crowdfunding, and data analytics, among others. He has served on the boards of more than 35 companies and has led investments in more than 80 companies, including Cornerstone OnDemand (CSOD), Indiegogo, Ionic Security, Unikey, Skycatch, Plated, 500px, Distil Networks, Pebblepost, and Owlet. John also sits on The NYU Tandon School of Engineering's Board of Overseers.
Prior to founding ffVC, John worked at Goldman Sachs for 21 years in a variety of roles that involved technology development, reengineering and capital markets. At Goldman Sachs, he worked closely with some of the world’s leading hedge fund managers and developed a keen understanding of emerging technologies and portfolio risk/return management.
John started his business career in London with Arthur Andersen having earned a Master of Arts from New College, Oxford, where he studied Mathematics, Philosophy and Logic. He is a Fellow Chartered Accountant of the Institute of Chartered Accountants in England and Wales.
Prior to joining Sound Point in 2015, Mr. Sole was a Portfolio Manager at Hudson Bay Capital Management LP responsible for covering the distressed securities market since 2011 and ran the Hudson Bay Absolute Credit Opportunities Fund. Mr. Sole began his career practicing law at Cravath, Swaine & Moore where he focused on mergers & acquisitions, high-yield bond offerings, commercial lending and asset-backed securities. Mr. Sole left Cravath in 2001 to join D.E. Shaw & Co. as an analyst for their Special Situations/Risk Arbitrage Group. In 2002, he became the first analyst, and third employee in D.E. Shaw's newly formed Distressed Securities Group, which managed the D.E. Shaw Laminar Fund. Mr. Sole eventually became co-head of research and then co-portfolio manager of the U.S. Credit Opportunities Strategy, one of three strategies within Laminar. In 2008, Mr. Sole moved to Plainfield Asset Management as deputy portfolio manager. At Plainfield, Mr. Sole managed the public securities portfolios and was primarily responsible for overseeing the design and implementation of their macro hedging program. Mr. Sole has served as a member of the Board of Directors of Owens Corning, Schuff International, Inc. and several private specialty finance companies.
A native of Bloomfield Hills, Michigan, Mr. Sole graduated cum laude from Princeton University in 1993 with an A.B. from the Woodrow Wilson School of Public and International Affairs. Mr. Sole received his J.D. in 1996 from the Columbia University School of Law, where he was a Harlan Fiske Stone Scholar.
Stephen Siderow is BlueMountain’s Co-Founder and Co-President. Mr. Siderow oversees the Firm’s business development and strategic initiatives and he is a member of the Firm’s Management, Compliance, and Risk Committees. Prior to co-founding BlueMountain in 2003, Mr. Siderow was a Senior Consultant with McKinsey & Company, where he focused on the financial services industry, serving senior management executives and CEOs on business strategy, organization and operations issues. Prior to McKinsey, Mr. Siderow was a corporate attorney with Cleary Gottlieb. Mr. Siderow serves as Vice Chair of the Board of Directors of the Birthright Israel Foundation, a program that provides the gift of first-time peer education trips to Israel for young Jewish adults. He also serves on the Board of Directors of Ars Nova, which provides training and development programs to young performing artists, and is a member of the Advisory Board of the Hertzberg Palliative Care Institute at Mt. Sinai Hospital, whose mission is to advance the field of palliative medicine through clinical, educational and research initiatives. Mr. Siderow earned a J.D., cum laude, from Harvard Law School, and a B.A., magna cum laude, in Philosophy, from Amherst College. Mr. Siderow was also a Fulbright and a Sheldon Scholar in Israel.
Alon Rosin is currently a Managing Director and Head of Institutional Derivatives at Oppenheimer & Co. Alon started his career on the sell-side at Salomon Smith Barney’s (Citi) Sales and Trading programs spending 2 years as an analyst in Fixed Income and then as an associate in Equity Derivatives research. He then moved to the buy-side for 10 years functioning as both a portfolio manager and execution trader at various hedge funds including J. Goldman & Co., Argenis Capital ($50mm Healthcare start-up), & Diamondback. Alon went back to Equity Derivatives on the sell-side as Head of Institutional Derivative Sales at BGC in August, 2011. He joined Oppenheimer’s nascent listed options desk in May, 2013 and has been instrumental in building out the account base, establishing content, managing trading risk, and promoting internal cross-selling efforts across the firm. Alon graduated from The Wharton School (undergrad) at The University of Pennsylvania with a B.S. in Economics.
Andrew Kule is a Senior Analyst at Mark Asset Management where he covers the gaming, lodging, leisure, restaurants, media and communications sectors for the fund. Before joining Mark Asset Management, Andrew was Co‐Portfolio Manager at Locksmith Capital Advisors, a fund focused on activist investments. Previously, Andrew was a Partner and Senior Analyst at JL Advisors, an equity hedge fund. Andrew graduated from Tulane University, A.B. Freeman School of Business, with a BS in Management and a Major in Finance.
Jason joined Buckingham Capital Management, a long/short equity hedge fund, after graduating from Macaulay Honors College @ Queens College in 2007. He started in the operations department, transitioning into a research role upon completion of his CFA in 2011 and was just recently promoted to Portfolio Manager. As a generalist, Jason has covered diverse sectors such as airlines, housing, retail, travel, energy, technology, and media amongst others. Jason also serves on the advisory board for the U.S. Supporters of the Lone Soldier Center in memory of Michael Levin.