Barry J. Cohen
Barry Cohen is a Senior Managing Director of Bear, Stearns and a member of Bear Stearns Asset Management's Board of Directors. Barry is responsible for overseeing BSAM's hedge funds, its fund of funds operations and its hedge fund seeding program. Barry joined Bear Stearns in 1987 as head of its Risk Arbitrage Department where he co-founded the Bear Stearns Global Equity Arbitrage Funds. Barry started his career as a mergers and acquisitions lawyer at Davis Polk & Wardwell. Barry is a founding board member of The Michael J. Fox Foundation for Parkinson's Research. He graduated summa cum laude from Harvard College (1974) and received J.D. and M.B.A. degrees from Harvard Law and Harvard Business Schools (1978), respectively.
Christopher H. Mulshine
Chris is the Deputy Head of North American Capital Introduction at UBS Prime Services in New York. Prior to joining UBS in 2005, Chris spent close to two years as a Vice President and Senior Analyst at Forester Capital, where he was actively involved in due diligence and new manager selection. From 2001 to 2003, Chris worked for The Goldman Sachs Group in both Private Wealth Management and Prime Brokerage-Capital Introductions. From 1995 to 1999, Chris worked in Prime Brokerage services, in both New York and Hong Kong, for The Goldman Sachs Group. Chris earned an M.B.A. from The Kellogg School of Management at Northwestern University in 2001, and a B.A in Economics from Denison University in 1992.
Ted Seides, CFA
Ted Seides is the co-founder and Director of Investments at Protégé Partners, LLC, a $2 billion fund of funds that invests in and seeds small, specialized hedge funds. Before co-founding Protégé in 2002, he was a direct investor in public and private markets. From 1992-1997, Ted worked at the Yale University Investments Office, where he was responsible for identifying new managers and monitoring the university’s portfolio of public equity managers. He also managed Yale’s internal bond portfolio from 1994-1995. Ted holds a BA from Yale University, Cum Laude, with Distinction in the Economics & Political Science major, and an MBA with honors from Harvard Business School. Ted authored “Let’s Don’t Wait Til the Water Runs Dry” as guest columnist in Peter L. Bernstein’s Economics and Portfolio Strategy newsletter (August 15, 2006), the chapter "A Matter of Trust: The Issue of Risk Transparency" in the book Hedge Fund Strategies: A Global Outlook, Brian R. Bruce (Institutional Investor, 2002), and the Harvard Business School case study "Woodland Partners: Field of Dreams?" (Harvard Business School Publishing, Product Number N9-800-070, 1999). He was a subject of the Harvard Business School case study "Protégé Partners: The Capacity Challenge" (Harvard Business School Publishing, Product Number N2-205-100, 2005).
Ken Shubin Stein, MD, CFA
Dr. Shubin Stein is the founder of Spencer Capital Management, LLC. Most recently he was a portfolio manager at Promethean Investment Group LLC. Prior to joining Promethean, Dr. Shubin Stein co-founded Compo Asset Management, LLC, a U.S. based, value investment partnership, which merged into Promethean. Dr. Shubin Stein completed his orthopedic internship at the Mount Sinai Medical Center in New York. He is a graduate of the Albert Einstein College of Medicine and was graduated A.B. from Columbia College in 1991 with dual concentrations in Premedical Studies and Political Science. Dr. Shubin Stein holds the CFA designation.
Moderated by Jon Berg
Jon Berg retired in early 2006 as the CEO Vega Asset Management as well as the CEO of VegaPlus, the seeding arm of Vega. At the time of Jon’s retirement, VegaPlus consisted of 11 separate seeded funds with assets totaling $2.5 billion. VegaPlus grew out of Vega’s conviction that the best traders did not want to work as employees but rather as owners. VegaPlus was therefore structured to give the managers full ownership equity of their funds and trading independence (within agreed upon guidelines). Vega provided the seed capital and all administrative functions (risk management systems, operational procedures and controls, middle office processing and reporting, compliance programs, legal and regulatory support, and marketing services). Prior to Vega, Mr. Berg was CEO of Nighthawk Partners Inc., a firm he founded in 1997 principally to provide equity fund-raising services to the hedge fund industry. Along with its sister firm Nomos Capital, based in London, Nighthawk is today one of the leading third party marketing firms in the industry.
Prior to Nighthawk, Mr. Berg was President and Co-Chief Executive Officer of KB Partners Inc., a fund management and consulting firm that specialized in the foreign currency, interest rate and commodities areas. Before co-founding KB, Mr. Berg was an officer of Bankers Trust Company/BT Securities and held a number of positions in that organization, including managing director and "Partner," an internal designation for -- at the time -- one of the top 45 officers of the bank. His specific responsibilities at Bankers included being head of the US Capital Markets Group and deputy head worldwide; head of the Financial Institutions Group; head of the US fixed income sales force. Mr. Berg was also a member of the Bank's Transactions Committee. While at BT, Mr. Berg was one of the founders of ISDA and served as an elected board member and its first treasurer. Mr. Berg’s activities in the derivatives area were noted in many publications and he was profiled in “Institutional Investor” magazine. Prior to Bankers Trust, Mr. Berg held a variety of positions in industry, both in the United States and in Europe. Mr. Berg holds an MBA from Stanford University and a BA, with Honors, from Wesleyan University.