107 East 16th Street
New York, NY, 10003
This Wall Street Investment Forum will take place on May 22nd, 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!
Interested in speaking? Please contact Ariella Fox at Ariella@yjpnewyork.com.
John Wolff is a Partner and the Technology (TMT) Portfolio Manager at Omega Advisors. Omega Advisors is a value-focused investment firm with $4bn in AUM founded by Lee Cooperman in 1991. John has been responsible for investments in GOOGL, ADBE, MSFT, FB, NFLX, PCLN, ADSK, AMZN, CRM, ZNGA and many other companies that are changing the technology landscape on an everyday basis. Prior to Omega, John was a Principal at Andor Capital where he was the Internet & Software Sector Head. Before Andor, John was at Goldman, Sachs in the Investment Banking Division. He was drafted after his junior year at Harvard by the Chicago White Sox and was later signed by the New York Mets. John graduated from Harvard in 2007 and Columbia Business School in 2010.
Joyce Meng is Partner/Managing Director of Vernier Capital, a global long-short equity hedge fund launched in February 2014. Vernier manages a concentrated portfolio of stocks with 50%+ gross exposure outside of North America, a focus on achieving accretive absolute short performance, and a framework on investing in quality compounding companies. Before joining Vernier Capital as an original team member, Joyce worked at MSD Capital on the energy team and Goldman Sachs Investment Partners on the industrials portfolio.
Joyce is also passionate about social entrepreneurship and impact investing. For the last 10 years, she has been the CEO/Co-Founder of Givology (www.givology.org[givology.org]), a 100% volunteer-run online giving marketplace for education which connects donors to grassroots education projects and student scholarships. Givology has helped over 4,000+ students through 50+ grassroots partnerships in 30+ countries, 20 chapters globally, and 200 volunteers. For her work, Joyce was awarded Forbes 30 under 30 (2014) and Wharton 40 under 40 (2015).
Joyce graduated summa cum laude from the Huntsman Program at the University of Pennsylvania. As a Rhodes Scholar, she received with distinction a MSc in Economics for Development and a MSc in Financial Economics from Oxford University. Her personal website is: www.joycemeng.com[joycemeng.com]
Paul J. Isaac is the CEO and founder of Arbiter Partners Capital Management, LLC. His responsibilities
include managing the firm's relationship with investors and the investment community, overall strategic
exposure and asset allocation, individual security analysis and selection, and investigation of private
investment opportunities. Mr. Isaac has been actively investing on behalf of himself and others for over
thirty-five years. Prior to founding Arbiter, Mr. Isaac managed equity and debt portfolios directly;
researched and employed outside managers; analyzed and invested in alternative strategies; and
provided investment strategy consulting to investors. Mr. Isaac has also served on several non-profit
boards, chaired a charitable endowment, and held positions as a corporate director. He brings a broad
range of sell side experience, including eighteen years of managerial experience in the securities
industry, spent at Mabon, Nugent & Co. and its successor firms. During that time, he developed and ran
the firm's training program as well as managed the firm's municipal, government, mortgage-backed and
high yield bond departments. He served as Chief Economist and chaired the firm's commitments and
credit committees. During his time at Mabon, Mr. Isaac also spent a term as Chairman of the Securities
Industry Association Capital Rules Committee. Mr. Isaac graduated from Williams College with Highest
Honors in Political Economy and was a Thomas J. Watson Foundation Fellow.
Robert Christian is a senior managing director and Head of Investment Research. He joined K2 Advisors in May 2010. From 1990 to 1995 Mr. Christian worked as a global strategist and proprietary trader at Chase Manhattan Futures Corporation. In 1995, he founded Modoc Capital focusing on short-term futures trading. In 1997 Modoc entered into a joint venture with Stonebrook Capital Management LLC as a portfolio manager and researcher. From 1998 to 2003 Mr. Christian worked at Graham Capital Management LP as a portfolio manager and researcher of quantitative based trading strategies. From 2003 to 2005 he was the Head of Macro Strategies at Julius Baer Investment Management . From September 2005 to March 2010 he worked at FRM Americas LLC where he was the Global Head of Directional Trading Strategies and portfolio advisor to numerous funds, including the award-winning FRM Sigma. Mr. Christian holds a B.A.S. in biology and economics from Stanford University (1985) and an M.B.A. in finance from Leonard N. Stern School of Business - New York University (1990).
Sean Sauler joined Redwood Capital Management, LLC, in 2006 and currently serves as a Managing Principal at the firm. Mr. Sauler also serves as Deputy Portfolio Manager for the firm’s senior credit fund, and on July 1, 2018, will be Co-Portfolio Manager. Prior to joining Redwood, Mr. Sauler worked as an analyst in the Restructuring and Distressed Finance Group at Credit Suisse, where he was involved in rescue financings and corporate advisory work. Mr. Sauler graduated with a B.S. from the Wharton School, University of Pennsylvania, in 2004.
In 2010, Adam formed Odyssey Search Partners. Since then, he has built a premier search practice that is focused on placing investment professionals at Hedge Funds, Private Equity Firms, Venture Capital Funds, Family Offices and Traditional Asset Management Firms. Adam has executed searches at all levels, from Partners, Portfolio Managers, and Senior Investment Staff, to Junior Analysts and pre MBA hires.
Before Odyssey Search Partners, Adam was a senior search consultant at a large global search firm. During the six years he was there, Adam built a client base centered around fundamentally driven hedge fund and private equity clients. Adam started in the search business in 2005. He graduated from Penn State with a degree in Public Relations.
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.
Anthony Keizner joined Odyssey Search Partners as a Partner in 2016. He has been finding talent for the buy-side for over ten years. He has successfully placed portfolio managers, analysts and traders in public and private investment firms, and has experience placing other professionals in buy-side roles including data scientists, IR professionals and HR Heads. He edits Odyssey’s Quarterly Newsletter and Compensation Studies, and is involved with candidate mapping and other retained headhunting assignments.
Previously he ran the Hedge Fund practice at a boutique search firm and was a senior vice president at GLG, the networking platform. He started his career at Citibank and rose to become a VP in corporate banking. Anthony holds a Bachelors from the University of Oxford and an MBA with Distinction from Harvard Business School. He lives on the Upper East Side, enjoys helping iMentor, a NY-based mentoring organization for underserved high school students, following English soccer, and chasing his pre-school children around the park.
Jason joined Stifel as part of its 2015 acquisition of Barclays Wealth and Investment Management, Americas. Prior to joining his current team in late 2013, Jason was a Senior Consultant in Barclays’ Portfolio Consulting Group advising clients on investment strategy, including strategic and tactical asset allocation, manager selection, and portfolio implementation. Before joining Barclays in April 2012, he worked in the Investment Strategy Group at Neuberger Berman Trust Company, where he developed investment strategies for high net worth investors and small to mid-sized institutions. Prior to that, he was an Associate at the Lehman Brothers Trust Company.
In 2017, Jason was named to Forbes’ America’s Top Next Generation Wealth Advisors list, which consists of 500 top advisors.*
Jason graduated summa cum laude from Syracuse University with a B.S. in Finance and Broadcast Journalism. Jason is a CFA charter holder and also earned a certificate in Applied Behavioral Finance from the Investment Management Consultants Association®. He and his wife live in New York City.