Team ?>

Team

Abby Flamholz, Partner and CIO
Abby oversees portfolio construction, manager selection, risk mgmt and tax-aware structuring
BACKGROUND

  • Managing Director, Head of Convertibles and Special Situations, Stifel Nicolaus Weisel
  • Managing Director, Convertibles, Bank of America
  • Co-Founding Partner, ADAR Investment Management
  • Managing Director, Head of Equity Linked Sales and Trading Division, Bank of America
  • Vice President, Convertible Trading and Sales, Bank of America
  • Vice President, Convertible Trading and Sales, Natwest Capital Markets
  • Associate, Equity Derivatives Convertibles, Bankers Trust
  • B.A. in Mathematics, New York University

David Wertentheil, Partner and CEO
David is responsible for manager sourcing and compliance as well as investor relations
BACKGROUND

  • Managing Director, Head of Prime Services, Lazard Capital Markets
  • Managing Director, Head of Sales, Global Prime Services, RBC Capital Markets
  • Managing Director, Head of Electronic Trading, Carlin Financial Group
  • Co-Founder of the Risk Arbitrage Trading Desk, NextGen Trading LLC
  • Proprietary Trader, Andover Trading
  • Bachelor of Talmudic Law at Neveh Zion College of Judaic Studies, Telshe Stone, Israel

Andrew de Montille, Partner and COO
Andrew oversees treasury functions and operations
BACKGROUND

  • Director, Advisory Services Group, Rothstein Kass
  • Chief Financial Officer and Founding Partner, Catalpa Capital
  • Associate, Hedge Fund Consulting, Lehman Brothers
  • Analyst, Equity Funding and Securities Lending, Lehman Brothers
  • B.S.E. Computer and Telecommunications Engineering, University of Pennsylvania

Kevin Lemmer, Portfolio Manager, Director of Credit Investments
Kevin oversees the private credit portfolio construction
BACKGROUND

  • Portfolio Manager, Pennant Capital Credit Opportunities Fund
  • Portfolio Manager, ADAR Investment Management
  • Portfolio Manager, Loews Corp
  • Vice President, Mortgage Trader, Credit Suisse
  • Received a B.S.E. Degree in Electrical Engineering from University of Pennsylvania and a B.S. in Economics from The Wharton School at University of Pennsylvania

Larry Wiseman, CCO & General Counsel
Larry oversees firm compliance
BACKGROUND

  • Director of Research and General Counsel, Dunbar Capital Management
  • Senior Vice President, Corporate Development, IDT Corporation
  • Associate, Andrews Kurth; Associate, Fried, Frank, Harris, Shriver & Jacobson
  • Law Clerk For Hon. Harry Pregerson, U.S. Court of Appeals, Ninth Circuit
  • University of California, Berkeley – JD/PhD; Harvard University – AB

Yosef Knecht*, Controller
Yosef oversees controller functions
BACKGROUND

  • Chief Financial Officer, Professional Abstract & Title Agency
  • Assistant Fund Controller, Bessemer Venture Partners
  • Senior Accountant, Bisys RK Alternative Investment Services/Rothstein Kass
  • Certified Public Accountant
  • B.S. in Accounting from Yeshiva University – Sy Syms School of Business

Ted Marcus*, Operations
Ted oversees operations functions
BACKGROUND

  • Senior Project Manager, HPE/Microfocus
  • Client Manager and Senior Project Manager, GfK Group
  • IT Manager, University of Maryland Medical System
  • MSc in MIS, University of Baltimore; BA, University of Pennsylvania

Vera Joffe Shapiro*, ODD and Client Reporting
Vera contributes to the firm’s operational due diligence and client reporting functions
BACKGROUND

  • Consultant, VJS Marketing
  • Partner, Decagon Advisors
  • Managing Director, Deutsche Bank (Absolute Return Strategies group)
  • New York University – MBA; Harvard University – AB

*Consultant