Opportunities in Mortgages

David Warren, CEO, DW Investment Management, LP, Chief Investment Officer for BHCC
David Warren founded DW Investment Management, LP on June 1, 2009. Mr. Warren had joined Brevan Howard US Asset Management LP (“BHUSAM”) in January 2008 as the Head of Credit Trading, which he remained until he formed DW Investment Management, LP. In addition, Mr. Warren was appointed co-Chief Executive Officer and later Chief Executive Officer of BHUSAM during his tenure. He has 24 years of experience in the credit markets, including 17 years building and running mortgage-backed securities trading teams (at First Boston, Morgan Stanley, and BHUSAM) and 10 years building and running corporate credit trading teams (at Morgan Stanley and BHUSAM). Mr. Warren built a proprietary trading team at Morgan Stanley in 2006-7. Mr. Warren has created, analysed and traded mortgage-backed and asset-backed securities since 1987. He has extensive experience with the Resolution Trust Corporation (“RTC”), serving as a financial adviser to the RTC and buying whole loans from and securitising mortgages for the RTC. Mr. Warren is an expert in mortgage-backed securities, asset-backed securities, and corporate credit. He previously served as Chairman of The Bond Market Association and on the Board of Directors of the International Swaps and Derivatives Association. Mr. Warren has a BS in Computer Science from Yale University. 

Julia Mord, Vice President, Manager Selection, AI International
Julia Mord is a Vice President of Manager Selection at AI International, a U.S.-based investment firm founded in 1993 to exclusively manage the assets of a Kuwaiti family. Ms. Mord joined AI International in August 2006 and is one of three investment professionals responsible for managing a multi-asset class portfolio with a significant allocation to alternative investments, including hedge funds and private equity. Ms. Mord leads the effort in selecting and vetting managers with a focus on corporate and structured credit strategies.  Prior to joining AI International, Ms. Mord was an Assistant Vice President in the Portfolio Trading Group at Jefferies & Co., specializing in quantitative analytics. She began her career at Ernst & Young in 1998 as an analyst in the Strategic Advisory Services group. Ms. Mord has a BA in Economics from the University of Chicago and an MBA from the Wharton School at the University of Pennsylvania.  

For more information on the other Affinity Groups of the Wharton Club of New York, please visit the Affinity Groups page.