Wharton Hedge Fund Network of New York
• Jewel Huijnen, Two Sigma Investments
• Charles Kornblith, JANA Partners
• Jason Breemen, Everstone Capital
whfn@whartonny.com
Upcoming Event(s)
Seeders & Early Allocators
Tuesday, August 10, 2010, 6.00pm – close
WHFN members $50, WHFN students $50, WCNY members $20
• Greg Hall, Managing Director, The Blackstone Group, New York, NY
• Ken Stemme, Director of Research, Larch Lane Advisors, New York, NY
• Jeff Willardson, Emerging Managers, PAAMCO, Irvine, CA
• Sandra Poe, Partner, ReedSmith, New York, NY
• Mike Linn, former head of seed investments, BlackRock/Quellos, New York, NY
Affinity Group Vision & Goals
The Wharton Hedge Fund Network of New York (WHFN) was founded in 2005 as an Affinity Group of the Wharton Club of New York (WCNY). The group aims to bring together Wharton alumni active in the greater hedge fund community, which includes professionals working at hedge funds, hedge fund allocators, prime brokers, lawyers, accountants, and other service providers active in the hedge fund space.
Who Is Membership Open to?
WHFN membership is free of charge and solely based on eligibility. Membership is limited to Wharton undergraduates and/or Wharton MBA's who are employed in the hedge fund space. We do not permit attendance of Wharton alumni who are looking to break into the space. Please send us at whfn@whartonny.com: 1) your Wharton graduation year(s), 2) a short two-liner about your current activity in the hedge fund space, 3) your professional contact information, and 4) your personal email address to keep in touch throughout your career. We will get back to you on the status of your request within 2 business days.
What Are the Benefits of Membership? What Are WCNY Member Benefits?
Events are invitation-only and limited to WHFN members. We will not be able to permit walk-ins, replacements or guests. WHFN members that have a paid Wharton Club of New York (WCNY) membership attend events at discounted prices. Networking dinners are only open to WHFN members that have a WCNY paid membership. To renew your lapsed WCNY paying membership, go to http://www.whartonny.com/renew.html. To start new WCNY paying membership, go to http://www.whartonny.com/memsub.html.
WHFN members represent the leading hedge funds, institutions/foundations, funds of funds, family offices, prime brokers and other service providers in the industry. Wharton's high quality presence in the industry is exemplified in the professionals who attend our events and we believe this is a real value-add of WHFN. A selected list of firms of professionals is:
Aksia, Avenue Capital, AQR, Blue Mountain, Brahman Capital, Bridgewater, Cadogan Management, Caxton, Citadel, Cumberland Associates, Cyrus Capital, D. E. Shaw, Deloitte & Touche, FRM, Glenview Capital, GM Asset Management, Goldentree, GSAM, Halcyon, Highfields, JANA Partners, MIO Partners, Moore Capital, MSD Capital, New Holland Capital, Northwater, Och-Ziff, Omega, Park Hill Group, Perry Capital, Ramius Capital, Rockefeller Foundation, Silver Point, Stark, Sterling Stamos, Thomas H. Lee Capital, Two Sigma Investments, Viking Global Investors, York Capital.
What Types of Activities Does the Affinity Group Have to Realize the Stated Vision & Goals?
WHFN has hosted a wide range of events, featuring speakers from firms such as AQR, Fermat, Goldman Sachs, JANA, Perry Capital, Soros and Stark, and cutting-edge topics such as energy, re-insurance, quantitative strategies and re-insurance; and leadership items such as SEC registration, seed capital and how to deal with the press. A typical event is attended by 75+ WHFN members, ranging in graduating years from 1969 to 2010.
Credit
Wednesday, February 9, 2005, 6.30pm - close
WHFN members $50, WCNY members $20
DLA Piper
New York, NY
• Dan Zwirn, Managing Partner and Founder, D.B. Zwirn & Co., New York, NY
Networking Dinner
Thursday, March 31, 2005, 6.30pm - close
WCNY members $40
Caffe Linda
New York, NY
Emerging Markets
Wednesday, June 15, 2005, 6.30pm - close
WHFN members $50, WHFN students $50, WCNY members $20
DLA Piper
New York, NY
• Claudio Andrade, Portfolio Manager, Polo Capital Management, Rio de Janeiro, Brazil
SEC Registration
Wednesday, August 17, 2005, 6.30pm - close
WHFN members $50, WHFN students $50, WCNY members $20
DLA Piper
New York, NY
• Robert Leonard, Partner & Head of Hedge Fund Practice, Bryan Cave, New York, NY
• Joel Wattenbarger, Associate Investment Management Practice, Ropes & Gray, New York, NY
• Perrie Weiner, Partner & Head of Hedge Fund Practice, DLA Piper Rudnick Gray Cary, Los Angeles, CA
• Stephanie Pries, Vice President & Senior Legal Counsel, Managed Funds Association, Washington, DC
Activist Investing
Tuesday, October 18, 2005, 6.00pm - close
WHFN members $50, WCNY members $20
DLA Piper
New York, NY
• Barry Rosenstein, Founder & Managing Partner, JANA Partners, San Francisco, CA
Future of Hedge Funds
Monday, December 5, 2005, 6.00pm - close
WHFN members $50, WCNY members $20
Morgan Stanley
New York, NY
• Cliff Asness, Managing & Founding Principal, AQR Capital Management, Greenwich, CT
Reinsurance
Wednesday, February 15, 2006, 6.00pm - close
WHFN members $50, WCNY members $20
Morgan Stanley
New York, NY
• John DeCaro, Portfolio Manager, Stark Investments, Geneva, IL
• Paul Schultz, Senior Vice President, Aon Re Services, Chicago, IL
• John Seo, Senior Portfolio Manager & Co-Founder, Fermat Capital Management, New York, NY
Fund of Funds Investing
Tuesday, April 11, 2006, 6.00pm - close
WHFN members $50, WCNY members $20
Credit Suisse
New York, NY
• Jim Vos, Global Head of Hedge Fund Investments, Credit Suisse Asset Management, New York, NY
Hedge Funds and Private Equity
Tuesday May 23, 2006, 6.30pm - close
WCNY members $20
The Penn Club of New York, Willis
New York, NY
• George Brokaw, Managing Director, Perry Capital, New York, NY
• Brent Leffel, Director, Angelo Gordon, New York, NY
• Eric Rosenfeld, President & CEO, Crescendo Partners, New York, NY
• David Wassong, Managing Director, Soros Fund Management, New York, NY
• Michael Peltz, Executive Editor, Institutional Investor/Alpha Magazine, New York, NY
Energy
Tuesday, July 25, 2006, 6.00pm - close
WHFN members $50, WHFN students $50, WCNY members $20
Credit Suisse
New York, NY
• Peter Fusaro, CEO, Energy and Environment Capital Management, New York, NY
Quantitative Strategies
Monday, October 9, 2006, 6.00pm - close
WHFN members $50, WCNY members $20
Bear Stearns
New York, NY
• Ray Iwanowoski, co-CIO of Quantitative Strategies, Goldman Sachs, New York, NY
Seeding
Wednesday, December 6, 2006, 6.00pm - close
WHFN members $50, WCNY members $20
Bear Stearns
New York, NY
• Barry Cohen, Senior Managing Director, Bear Stearns Asset Management, New York, NY
• Chris Mulshine, Executive Director, Global Capital Introductions, UBS Securities, New York, NY
• Ted Seides, Director of Investments, Protégé Partners, New York, NY
• Ken Shubin Stein, Founder, Spencer Capital Management, New York, NY
• Jon Berg, retired CEO, Vega Asset Management and Vega Plus New York, NY
NYSE Trading Simulation
Monday, February 5, 2007, 5.15pm - 7.30pm
WHFN members $50, WCNY members $20
New York Stock Exchange,Direct Access Partners
New York, NY
Hedge Funds and the Media
Monday, April 16, 2007, 6.00pm - close
WHFN members $50, WCNY members $20
Microsoft.
New York, NY
• Rupert Allan, President, Tremont Capital Management, Rye, NY
• Montieth Illingworth, President, Montieth & Co., New York, NY
• Henny Sender, Senior Special Writer, The Wall Street Journal, New York, NY
• Whitney Tilson, Managing Partner, T2 Partners, New York, NY
Subprime
Monday, June 4, 2007, 6.00pm - close
WHFN members $50, WHFN students $50, WCNY members $20
Microsoft.
New York, NY
• John Paulson, President, Paulson & Co, New York, NY
Distressed
Tuesday, July 24, 2007, 6.00pm - close
WHFN members $50, WHFN students $50, WCNY members $20
Bernstein Global Wealth Management
New York, NY
• Marc Lasry, Founder & Managing Partner, Avenue Capital Group, New York, NY
Year-End Networking Party
Wednesday, December 19, 2007, 6.00pm - 9.00pm
WHFN members $50, WCNY members $20
Rosie O'Grady's
New York, NY
Event-Driven
Tuesday, February 5, 2008, 6.00pm - close
WHFN members $50, WCNY members $20
Bear Stearns
New York, NY
• Jamie Dinan, CEO & Founder, York Capital, New York, NY
Carbon Credit Trading
Wednesday, April 9, 2008, 6.00pm - close
WHFN members $50, WCNY members $20
Reed Smith
New York, NY
• Chicago Climate Exchange (CCX), Chicago, IL
Distressed Bank Debt and Trade Claims
Monday, June 16, 2008, 6.00pm - close
WHFN members $50, WHFN students $50, WCNY members $20
Bernstein Global Wealth Management
New York, NY
• Jed Hart, Senior Managing Director and Partner, Centerbridge Partners, New York, NY
• Nat Klipper, Partner, One East Partners, New York, NY
• Michael Weinstock, Managing Principal, Monarch Alternative Capital, New York, NY
• Steve Golub, Principal, Golub & Golub, LLP, New York, NY
Market Outlook
Wednesday, July 23, 2008, 6.00pm - close
WHFN members $50, WHFN students $50, WCNY members $20
Reed Smith
New York, NY
• Steve Galbraith, CIO, Maverick Capital, New York, NY
Distressed
Wednesday, September 10, 2008, 6.00 pm - close
WHFN members $50, WCNY members $20
J.P. Morgan
New York, NY
• Howard Marks, Chairman, Oaktree Capital, Los Angeles, CA
Changes in the Hedge Fund Landscape
Tuesday, November 18, 2008, 6.00pm - close
WHFN members $50, WCNY members $20
Reed Smith
New York, NY
• William H. Lawrence,CEO and CIO, Meridian Capital Partners Inc, New York, NY
10 Surprises for 2009
Tuesday, February 10, 2009, 6.00pm - close
WHFN members $50, WCNY members $20
Reed Smith
New York, NY
• Byron Wien, Chief Investment Strategist, Pequot Capital Management, New York, NY
Direct Lending
Tuesday, April 21, 2009, 6:00pm- close
WHFN members $50, WCNY members $20
Reed Smith
New York, NY
• Stephen J. Czech, Managing Member, Chief Investment Officer and Portfolio Manager, SJC Capital Partners, Stamford, CT
• Steven M. Ellis, Partner, Proskauer Rose, Boston, MA
• Marvin Miller, Partner, Winston & Strawn, New York, NY
• J. Bradley Parish, Senior Vice President, D.E. Shaw & Co., New York, NY
• Constantine Karides, Partner, Reed Smith, New York, NY
Discover What Others Are Missing: Using Behavior Assessment to Improve Investment Outcomes
Monday, June 29, 2009, 6.00pm - close
WHFN members $50, WHFN students $50, WCNY members $20
Reed Smith
New York, NY
• Business Intelligence Advisors, Inc. (BIA) Boston, MA
Fund of Funds
Tuesday, August 18, 2009, 6:00pm - close
WHFN members $50, WHFN students $50, WCNY members $20
Reed Smith
New York, NY
• Paul Isaac, CIO, Cadogan Management, New York, NY
Perspectives from a Multi-Manager Platform
Wednesday, October 21,2009, 6.00pm - close
WHFN members $50, WCNY members $20
Reed Smith
New York, NY
• George Weiss, CEO, George Weiss Associates, New York, NY
Distressed
Tuesday, December 8, 2009, 6.00pm - close
WHFN members $50, WCNY members $20
Reed Smith
New York, NY
• David Matlin,CEO, Matlin Patterson Global Advisers LLC, New York, NY
Operational Due Diligence in the New World
Wednesday, February 10, 2010, 6.00pm – close
WHFN members $50, WCNY members $20
Postponed due to snow
Operational Due Diligence in the New World
Tuesday, March 9, 2010, 6.00pm – close
WHFN members $50, WCNY members $20
Reed Smith
New York, NY
• Barrett Brown, CFO, Viking Global Investors, Greenwich, CT
• Justin Mauskopf, VP Operational and Business Due Diligence, GSAM, New York, NY
• Gary Brewster, Director Valuation, Houlihan Lokey, New York, NY
• Jim Kelly, Chairman, HedgeServ, New York, NY
A Variant View on China
Wednesday, April 28, 2010, 6.00pm – close
WHFN members $50, WCNY members $20
Reed Smith
New York, NY
• Mark Hart, CIO, Corriente Advisors LLC, Fort Worth, TX
Commodities
Tuesday, June 22, 2010, 6.00pm – close
WHFN members $50, WHFN students $50, WCNY members $20
CME Group
New York, NY
• Renee Haugerud, Managing Principal/CIO, Galtere, New York, NY
• Oliver Hawkins, Co-CIO, Hawker Capital, London, UK
• Chris Nygaard, Managing Partner, Vermillion Asset Management, New York, NY
• Jess Gaspar, Managing Director, Commonfund Asset Management Group, Wilton, CT
Where Else Is the Affinity Group Featured?
• DLA Piper Rudnick Gray Cary, Securities Litigation Group, Perrie M. Weiner's Profile
• Wharton Alumni Magazine, Spring 2006, Club Spotlight, Networking in a Hot Industry
• Wharton Alumni Magazine, Spring 2006, Networking in a Hot Industry
• Wharton Private Equity Partners, WPEP Panel Discussion-Hedge Funds and Private Equity
• Wharton Club of New York Quarterly Newsletter, Summer 2006, Affinity Groups
• Wharton Alumni Magazine, Fall 2006, The Long and The Short of It
• Wharton Alumni Magazine, Spring 2007 Supplement to the 125th Anniversary Issue
• Wharton Journal, September 2007, Avenue Capital Group founder discusses distressed investing with Wharton Hedge Fund Network
• FRA, 4th Annual Hedge Fund Incubation & Seeding Conference, January 2008, Seeding Panel
• The Glasshammer - Smart Women in Numbers, February 2008, Voice of Experience
• Wharton Journal, September 2008, Maverick partner discusses state of hedge fund industry
• Wharton Hedge Fund Conference, February 2009, Schedule
• Wharton Hedge Fund Conference, February 2009, The State of Hedge Funds
• WhartonConnect, April 2009, Alumni Spotlight
For more information on the other Affinity Groups of the Wharton Club of New York, please visit the Affinity Groups page.
