Evan Lorenz - Analyst, Grant’s Interest Rate Observer

Evan Lorenz is a reporter for Grant’s Interest Rate Observer. Since joining Grant’s in 2010, Evan has headed the publication’s research on China. Previously, Evan worked at Sheffield Asset Management, a value-focused hedge fund based in Chicago. After joining Sheffield in 2004 as an analyst, he was promoted in 2007 to manage the fund’s short portfolio.

Katy Chih - Portfolio Manager, Caravel Asset Management

Katy D. Chih started her career at Tiedemann Boltres Partners in the early 90s as a junior analyst for its Emerging Growth Fund. Her coverage included US domestic specialty retailers, information technology, and outsourcing companies. In 2003, Ms. Chih switched her focus to the Asia Pacific region and joined Tiedemann Investment Group’s Asia Pacific Fund, at a time when most Chinese SOE’s and solid private companies got listed in Hong Kong.

Ms. Chih has published research and participated in numerous panels and investment groups regarding China. She has experienced several boom & bust cycles including the Internet and GFC bubbles, to name a few. In Q4 2014, she joined Caravel Management to focus on larger Emerging Markets (China, India). Ms. Chih was born & raised in Taiwan and came to the US when she was 16 years old. She is fluent in Chinese and travels regularly to, and across, Asia.

Ajay Rajadhyaksha - Co-Head of Global FICC Research, Barclays

Ajay Rajadhyaksha is a Managing Director and Co-Head of FICC Research at Barclays, based in New York. He assumed his current role in February 2013 and now oversees the global research and strategy efforts of the Rates, Securitized Products, Economics and Commodities teams. Previously, he was Head of Rates and Securitized Products Research, and before that, Head of US Fixed Income Research and US and European Securitized Products Research and Strategy. Mr. Rajadhyaksha joined Barclays in 2005 as a Senior Mortgage Strategist. Previously, he had spent several years at Bear Stearns, where he started in Mortgage Strategy before moving to the Interest Rate Derivatives Strategy team. Mr. Rajadhyaksha often speaks to the media on the areas his team covers and is a frequent presenter at both Barclays-sponsored and industry conferences. He is a member of the Treasury Borrowing Advisory Committee, which advises the US government on its debt sales.

Mr. Rajadhyaksha received a bachelor’s degree in Electronics Engineering from the University of Mumbai, an MBA from the Indian Institute of Management Calcutta and a master’s degree in International Management from Thunderbird, the American Graduate School of International Management in Arizona.

Soon Lee - Portfolio Manager, Visium Asset Management

Soon Ho Lee is a Portfolio Manager at Visium Asset Management, a multi-strategy hedge fund, where he manages a long/short portfolio of Asian equities with a primary focus on catalyst-driven and event-driven opportunities. Prior to joining Visium, he worked at Royal Capital Management, a fundamental long/short equity hedge fund, where he headed their Hong Kong office and managed their Asia equity portfolio. Before working in the hedge fund industry Mr. Lee held roles in investment banking and private equity.

Mr. Lee received his bachelor’s degree in mathematics and economics with high honors from Dartmouth College

Frank Byrd (Moderator) - Founder,
Fielder Capital Group LLC

Frank Byrd is the founder of Fielder Capital Group LLC, a New York based research and investment advisory firm.  From 2010 to 2013, Frank conducted extensive primary research on China's real estate and banking sectors for Fielder’s hedge fund clientele.  Prior to Fielder, Frank was co-founder and co-portfolio manager of Hawkshaw Capital Management, LLC, which served as the investment adviser to a value-oriented equity hedge fund (2003-2009).  Frank obtained his MBA from Columbia Business School in 2000 and has been a Chartered Financial Analyst (CFA) charterholder since 2001.

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