Wall Street Investment Forum
This event starts on July 23rd at 6:00 PM.
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!
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.
Before founding APM, Mr. Kiernan spent nearly two decades in the capital markets with Salomon Brothers and Lehman Brothers, during which he was responsible for building, managing, and leading multiple global fixed income and investment banking businesses.
At Lehman Brothers (1992-2002), he served as Global Head for several businesses including Financial Engineering, Liability Management, Private Placements, and Technology and eCommerce. He also spent several years in London where he was Head of European Capital Markets and served on both the Investment Banking and Fixed Income Operating Committees, as well as the Capital Commitments Committee. At Salomon Brothers (1986-1992), where Mr. Kiernan began his capital markets career, he was responsible for the sovereign and GSE Liability Management business.
Prior to joining Salomon Brothers, Mr. Kiernan held several foreign policy positions in the first Reagan administration including appointments at USIA, the National Security Council, and the Department of State. He was also a member of the US Delegation to the United Nations Human Rights Commission.
Mr. Kiernan currently serves in a number of board positions including Co-Chairman of the Board of Directors of Educate Girls Globally, member of the Advisory Board of the Center on Capitalism and Society at Columbia University, and member of the Research Review Board of the CFA Institute Research Foundation. He is also a member of the Royal Institute of International Affairs (Chatham House), the International Institute for Strategic Studies (IISS), and the Council on Foreign Relations.
Mr. Kiernan received an AB magna cum laude and an AM with distinction from the four-year AB/AM program at Boston College, and an MBA from the University of Chicago where he was a First National Bank Scholar. He also has studied as a graduate student at the Fletcher School of Law and Diplomacy and the University of Cambridge, and has been a Senior Fellow at the Kennedy School of Government at Harvard University where he led a seminar and research project on socially responsible investing (SRI).
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.