Wall Street Investment Forum
This event starts on July 23rd at 6:00 PM.
Alex Rose joined Crestview in July 2006 and is a partner of the firm and a member of the Investment Committee. He is also the co-head of Crestview's industrials strategy. Prior to Crestview, Alex was a business development associate at General Electric Company, where he evaluated and executed acquisitions for the Specialty Materials and Infrastructure divisions. Before joining General Electric, Alex was an investment banking analyst in the mergers & strategic advisory group at Goldman Sachs, where he completed a range of financing and M&A assignments for companies in the industrial and consumer products sectors. Alex is currently a director of Accuride, ATC Drivetrain and JR Automation, and was previously a director of Martin Currie, Stackpole International and Key Safety Systems. Alex also serves on the board of CUCS. Alex received an M.B.A. from The Wharton School at the University of Pennsylvania and an A.B., cum laude, in government from Harvard College.
Eric Wolff is a Partner at Hawk Ridge Management, a long / short investment manager focused on generating alpha through intensive research and security selection in under-followed equities. Mr. Wolff joined Hawk Ridge in 2013, when assets under management were $40M. Today, Hawk Ridge manages $600M with offices in Los Angeles and New York. Prior to joining Hawk Ridge, Eric spent six years as an at several funds, most recently Cyrus Capital. Mr. Wolff graduated from Washington University in Saint Louis summa cum laude with a BA in economics. He began his career prior to investing at McKinsey.
Jon is Head of Portfolio Company Management at BlueMountain Capital Management, where he works with management and boards of companies where the firm is an influential investor.
Prior to joining BlueMountain, Jon headed groups at Anchorage Capital Group, Goldman Sachs Special Situations Group and Icahn Enterprises, where he was responsible for operational oversight, governance and value enhancement of portfolio companies. In those capacities, he acted as board chair or member, senior executive, or board-level advisor for dozens of companies in a broad range of industries over 15 years. Roles included President of Icahn Enterprises, L.P. (NYSE-IEP), CEO of Philip Services Corporation and Viskase Companies, and board member of American Railcar Industries, Crescent Communities, Martinrea Honsel, National Energy Group, WestPoint International, WIND Hellas, Xenith Bankshares and XO Communications. Previously, Jon was an investment banker at JPMorgan Chase & Co. and Morgan Stanley, and an attorney with Weil, Gotshal & Manges.
He is a Life Member of the Council on Foreign Relations and a board member of Chai Lifeline, an organization dedicated to meeting the needs of seriously ill children. Jon earned a J.D., cum laude, from Harvard Law School, and BS and MBA, magna cum laude from Babson College.
Mr. Kogelman has been active in the financial industry since 1985, during which time he has advised pension funds, endowments, foundations, and ultra-high net worth individuals on a wide range of issues related to asset allocation, manager selection, portfolio construction, and equity valuation. Prior to APM, he held senior positions at several Wall Street firms including JP Morgan Private Bank, where he was Co-Head and Chief Investment Officer in the Multi-manager Investment Advisory Group, and Goldman Sachs where he was Head of the Private Client Research and Strategy Group. Mr. Kogelman began his career in finance at Salomon Brothers where he was Director of Quantitative Research at Salomon Brother Asset Management and a member of the Bond Portfolio Analysis Group.
Mr. Kogelman has authored or co-authored more than 70 professional articles on asset allocation, fixed income management, and equity valuation. Some recent publications include “Bond Ladders and Rolling Yield Convergence,” Financial Analysts Journal, March/April 2015, and “Forward Curve Shifts and Return Convergence,” Journal of Portfolio Management, Fortieth Year Anniversary Issue, September 2014. He has received the prestigious Graham and Dodd Award twice from the Financial Analysts Journal and has co-authored several books including Inside the Yield Book (Third Edition, Wiley, 2013), Return Targets and Shortfall Risks: Studies in Strategic Asset Allocation (Irwin, 1996), and Franchise Value and the Price/Earnings Ratio (Research Foundation of the Institute of Chartered Financial Analysts, 1995).
Prior to working on Wall Street, Mr. Kogelman was an educator and published in scholarly mathematics journals. He was on the mathematics faculty at New York University’s Courant Institute, City University of New York (Baruch College), State University of New York (College at Purchase), and Delft Technical University (The Netherlands). He received his BS, MS, and PhD in mathematics from Rensselaer Polytechnic Institute and an MSW from Smith College.
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.
Mr. Leschen is an Associate Director and head of infrastructure operations at Bramshill Investments. Before joining Bramshill in 2013, he worked at the Institute for International Research where he lead sales and marketing campaigns directed towards private and institutional investors. In addition he lead programs to research best practices in hedge fund operations, compliance, and client servicing. Mr. Leschen is a graduate from the University of Delaware and holds a Claritas Investment Certification from the CFA Institute.
This Wall Street Investment Forum will take place on Monday evening, July 23rd, 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!