Agenda

  • Understanding the needs of sophisticated investors 
  • Communicating with clients in the current environment 
  • Tactical Implementation, customized solutions and investing for the decade ahead
  • Market outlook

Speakers

JW.jpg

Jim Warner

Portfolio Manager
Lear

25 years of global investment management and financial advisory experience

Portfolio Manager at leading long/short equity hedge funds, The Citadel Group, Deimos Asset Management and Carlson Capital

Private equity and Restructuring experience at TPG Capital and The Blackstone Group

Extensive global experience across equities, credit and private equity University of Virginia, B.A.

The Wharton School, University of Pennsylvania, M.B.A. (Honors) 

Rick lear

Rick Lear

Portfolio Manager
Lear

24 years of investment management and financial analysis experience

Portfolio Manager for a global, risk-agile investment strategy for the past decade (Global Vigilance)

Co-Portfolio Manager for +$1 billion quantitative equity strategy with US Trust in New York

Senior Analyst at technology focused Venture Capital firm in San Francisco 

Held Senior positions at Neuberger Berman and Bernstein Investment Research & Management in Los Angeles, Dallas and New York

Southern Methodist University, B.A

Executive Programs at Securities Industry Institute at The Wharton School of the University of Pennsylvania and Harvard Business School (Mumbai Campus).

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