Wall Street Investment Forum
This event starts on April 11th at 6:00 PM.
Adam joined Weiss Multi-Strategy Advisers in 2008 as a Trader for the Firm’s global Real-estate strategy, contributing to the team’s idea generation and managing risk for the strategy. In 2015, Adam launched a long/short equity portfolio focused on Industrials and Consumer. He holds the professional designation as a Charter Market Technician (CMT).
Prior to joining Weiss Multi-Strategy Advisers, Adam worked in Private Banking and Wealth Management at UBS.
Adam graduated with a B.S. in finance from Lehigh University, where he was also captain of the Mens Varsity basketball team. Adam resides in Manhattan with wife Michelle and their son Haden. When not in the office, Adam enjoys skiing, endurance races, travel, volunteering at the HOPE Lodge, and time with his family.
Andrew Brady is one of seven Partners at Marathon Asset Management L.P., a New-York based credit manager of $16 billion for institutional investors across global corporates, real estate, and emerging markets. Mr. Brady is Co-Head of Marathon’s Corporate Credit business and a Member of the Executive Committee. Mr. Brady serves as Portfolio Manager for performing high-yield bond and loan portfolios, including collateralized loan obligations (CLOs), which complement Marathon’s capabilities in stressed corporate situations. Mr. Brady joined Marathon in 2004 after eight years with Indosuez Capital, the merchant banking and high-yield asset management division of Credit Agricole, where he was a Director and Senior Investment Analyst focused on management of CLOs, high-yield credit, and middle-market LBO financing ranging from secured loans to private equity. Mr. Brady is a Chartered Financial Analyst (CFA) and graduated from the University of Pennsylvania’s Wharton School of Business with a B.S. in Economics and concentration in Finance. Mr. Brady is from rural Alaska, where his 4-year old son has yet to fish or ski, to the chagrin of his Hawaiian wife.
Brad Colman is a Managing Director with GSO Capital Partners. Mr. Colman focuses on originating, analyzing, executing and monitoring credit investments across a diverse range of industries for the Direct Lending business. As part of the Performing Credit Group, Mr. Colman’s responsibilities also include acting as the Portfolio Manager for the GSO Diamond Fund, which focuses on senior and stretch senior loans to middle market issuers in the U.S.
Before joining Blackstone in 2012, Mr. Colman worked as a Director in the Strategic Investments group at PartnerRe, a Senior Associate in the sponsor finance team at American Capital, and an Analyst in Merrill Lynch’s investment banking group.
Mr. Colman graduated magna cum laude from New York University’s Leonard N. Stern School of Business with a BS in Finance, Accounting, and Operations.
David R. Lallouz is a partner in Tannenbaum Helpern Syracuse & Hirschtritt LLP’s Business and Finance Group where he advises clients on complex corporate transactions. For nearly two decades, David has helped clients creatively structure, negotiate and implement mergers and acquisitions, private equity and venture capital transactions, joint ventures, strategic investments, financings, and public offerings. In that time, David has successfully negotiated well over a hundred M&A, PE, VC and related transactions, representing clients on both the buy side and sell side, particularly in the “middle market,” and across a wide range of industries, including, industrial, manufacturing, commercial and retail business, financial services, including global financial institutions, multi-billion dollar investment funds and family offices, life sciences and health care, staffing, professional services, advertising, and talent management, to name a few. David also represents investors in PIPE (private investments in public equity) transactions and registered direct offerings.
David’s experience in the life sciences industry, in particular, is extensive, advising private equity and venture capital funds, as well as issuers, in venture capital transactions, having closed literally dozens of transactions to date. He is also a member of firm’s Cannabis law practice with a focus on investment-related activities in the rapidly expanding industry.
Given the scope and breadth of David’s experience in corporate transactions, he has been retained to provide testimony as an expert witness to a U.S. federal court on the M&A process and best practices.
Prior to joining Tannenbaum Helpern in 2008, David was a partner in a leading international law firm based in Montreal, where his experience included Canadian, U.S. and cross-border mergers and acquisitions. David began his career in Quebec where he remains admitted to practice.
Deven Parekh is a Managing Director at Insight Venture Partners and joined the firm in 2000. Deven manages investments in application software, data and consumer internet businesses globally. Notable previous companies in Deven’s portfolio have included Buddy Media (acquired by SalesForce, NASDAQ: CRM), Chegg (IPO), Football Fanatics (acquired by GSI Commerce, later acquired by eBay), Media Mind (IPO and subsequent sale to DG Fast Channel), Procuri (acquired by Ariba, NASDAQ: ARBA), ECI Solution (sold to Carlyle), Russian Trading System (merged with MICEX), Tumblr (acquired by Yahoo!), Hayneedle (sale to Jet.com), Syncsort (sale to Clearlake Capital), Alibaba (IPO), Twitter (IPO), JD.com (IPO), Website Pros (IPO), Yext (IPO), Drilling Info (sale to Genstar Capital), eVestment (sale to NASDAQ). Deven is a global investor, having actively worked with investments in China, Latin America, Europe and Russia.
Deven currently serves as Board Chair for Turnitin, Community Brands, Bullhorn, Appriss, Episerver, and EveryAction. He is a member of the Board of Directors for Fanatics, Diligent, 1stdibs, Vela, Chrono24, Wallapop, Campaign Monitor, and Property Brands. He represents the firms interests in Despagar, Automattic (Wordpress), SkyTap and Zenefits.
Deven was previously a Principal at Berenson Minella & Company, a New York based merchant banking firm where he served on the firm’s M&A Committee. Prior to Berenson Minella, Deven was with The Blackstone Group, where he was involved in both M&A advisory and principal activities.
Deven was selected in 2014 by AlwaysOn as a Venture Capital 100 winner for his investments in Twitter and Chegg. He was also selected to be on the 2014, 2015, 2016, and 2017 Forbes Midas list. In 2016 he was selected as a Top 100 Venture Capitalist by CB Insights. He is a Member of the Technical Advisory Council of the Federal Communications Commission (FCC) which assists the Commission with developing informed technology policies supporting America’s competitiveness and job creation in the global economy. During the period 2010–2012, Deven served as a Member of the Advisory Board of the U.S. Export-Import Bank which is the official export credit agent of the United States. He was nominated by President Obama and confirmed by the U.S. Senate in 2016 to be on the Overseas Private Investment Corporation Board. In 2006, Deven was named a Henry Crown Fellow of the Aspen Institute, which seeks to develop the next generation of community spirited leaders.
He is Chairman Emeritus of the Board of Publicolor (which he chaired from 2007 – 2012), a New York City based non-profit organization that focuses on inner city schools. He is a Member of the Board of the Tisch New York MS Research Center. He has also served on the Board of Trustees and Executive Committee of the Ethical Culture Fieldston School. He serves on the Mayor’s fund to Advance New York City Board of Advisors. Deven serves on the Board of Overseers of NYU Langone. Deven is also a member of the Council on Foreign Relations as well as the Economic Club of New York. Deven received a BS in Economics from the Wharton School at the University of Pennsylvania.
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.
This Wall Street Investment Forum will take place on Thursday evening, April 11th, 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!