Capital IQ Investor Leadership Series
produced by Argyle Executive Forum
Over 500 senior investment professionals participate each year in Capital IQ’s Investor Leadership Series. Below please find a sampling of our community:


Company Title
Baron CapitalAnalyst
Beech Hill AdvisorsAnalyst
Rockefeller Foundation Associate Director
CadoganCEO
Clovis Capital ManagementCEO
Delta Partners, LLCCEO
Duff Capital AdvisorsCEO
Hermitage Capital ManagementCEO
Investment Partners Asset ManagementCEO
Third Avenue ManagementCEO
Third Wave Global InvestorsCEO & CIO
Fortress Investment GroupCEO & CIO, Fortress Partners Fund
Apis Capital AdvisorsCFO
Fountain House Inc.CFO
Cerberus Global InvestmentsChairman
R.G. Niederhoffer Capital ManagementChairman
Jewish Board of Family & Children’s ServicesChief Financial Officer
Partnership for New York CityChief Financial Officer
Analtyic InvestorsChief Investment Officer
Doris Duke Charitable FoundationChief Investment Officer
George Washington University Investment Chief Investment Officer
Lumina Foundation Chief Investment Officer
Pepperdine UniversityChief Investment Officer
Advent Capital ManagementChief Operating Officer
King Street Capital Management, L.P.Chief Operating Officer
Scottwood CapitalChief Operating Officer
AQR Capital ManagementChief Risk Officer
Lazard Asset Management LLCChief Risk Officer
PassportChief Risk Officer
Weiss Multistrategy Advisers, LLCChief Risk Officer
AllianceBernsteinCIO
Campbell & CompanyCIO
Certium Asset ManagementCIO
Hottinger CapitalCIO
Beacon TrustCIO -Equities
Balance Asset Management, LLCCo-Chief Investment Officer
Downtown AssociatesCo-Director of Investments
Polygon Investment PartnersCo-head, Private Investments
Larch Lane AdvisorsCOO
Longacre Fund ManagementCOO
The Rohatyn GroupCOO/Chief Risk Officer
QVT FinancialCRO
New York UniversityDeputy Director
Cantillon Capital ManagementDirector
Cornell University Endowment FundDirector
SECDirector
Silver Point Capital, LPDirector
Ten-Sixty Asset ManagementDirector Hedge Funds
Consolidated EdisonDirector of Pension Management
Dreman Value ManagementDirector of Quantitative Research
Fidelity Investments / Pyramis Global AdvisorsDirector of Quantitative Research
The Glenmede Trust CompanyDirector of Quantitative Research
Chartwell Investment PartnersDirector of Quantitative Research / Portfolio Manager
Schultze Asset ManagementDirector of Research
TIAA-CREF Trust Co., FSBDirector of Research
Columbia Investment Management CompanyDirector of Trading
Gulf Finance HouseDirector, Asset Management
John Jay College of Criminal JusticeDirector, John Jay College Foundation
Nikko Asset ManagementEVP
DFA CapitalEVP Quantitative Finance
CalPERSFormer Chief Investment Officer
Blott Asset ManagementFounder
Eton Park Capital ManagementFounder
Karsch Capital Management Founder
Circle Peak CapitalFounder & CEO
DUNN Capital ManagementFounder & Chairman
Amur Capital Management LPFounder & Managing Partner
Gatemore Capital Management, LLCFounder & Managing Partner
Khaner Capital ManagementGeneral Partner
Kohlberg Kravis Roberts Global Co-Head of Special Situations Investing
BlackRockGlobal Co-Head, Risk & Quantitative Analysis
AllianceBernstein LPGlobal Head of Quantitative Research
BlueBay Asset Management plcGlobal Head of Sales and Marketing
UC BerkeleyHaas Fellow in Finance
Concordia AdvisorsHead Fixed Income
Deutsche BankHead of Alternative Research Strategies
Orchard First SourceHead of Capital Markets
DE ShawHead of Corporate Development
T Rowe PriceHead of FI Quant Research
ING Investment ManagementHead of Quant Research
Man InvestmentsHead of Relative Value
Xaraf Management LLCHead of Research
Sage Asset ManagementHead Trader
Jefferies Group, Inc.Head, Quantitative Strategies
Alfred P. Sloan FoundationInvestment Director
Barclays CapitalManaging Director
Benchmark Plus LLCManaging Director
BlackRockManaging Director
Bridgewater AssociatesManaging Director
Corsair Capital ManagementManaging Director
Credit SuisseManaging Director
Deltec Asset ManagementManaging Director
ETF Venture FundsManaging Director
Fortress Investment GroupManaging Director
Goldentree Insite PartnersManaging Director
Goldman Sachs Asset ManagementManaging Director
Gould Investment PartnersManaging Director
Guggenheim Capital MarketsManaging Director
InvestcorpManaging Director
Lighthouse PartnersManaging Director
Macquarie Capital (USA)Managing Director
Marathon Asset ManagementManaging Director
MEAG New YorkManaging Director
Morgan Creek Capital ManagementManaging Director
Oaktree Capital Management Managing Director
Proctor NBF Capital PartnersManaging Director
Roosevelt Investment GroupManaging Director
SAC Capital AdvisorsManaging Director
Sandler Capital ManagementManaging Director
Texas Pacific GroupManaging Director
The Carlyle GroupManaging Director
UAS Asset ManagementManaging Director
VanguardManaging Director
BNY Mellon Asset ManagementManaging Director and Head of Fixed Income Quantitative Strategies
Charles Schwab Investment ManagementManaging Director, Portfolio Manager
CARE Capital GroupManaging Member
Imperator CapitalManaging Member
Passport CapitalManaging Member & CIO
Cross River Capital ManagementManaging Partner
Dalton Investments LLCManaging Partner
Imperator CapitalManaging Partner
Stride Capital, LLCManaging Partner
Timmaron CapitalManaging Partner
Cabezon CapitalPartner
Coller CapitalPartner
Orchard First Source CapitalPartner
Ruth Asset ManagementPartner
Southgate Investment Partners LLC.Partner
Stone Tower CapitalPartner
The Rohatyn GroupPartner
LSV Asset ManagementPartner & Director, Research
GoldenTree Asset ManagementPartner / Head Trader
First Quadrant, L.P.Partner, Chief Investment Officer
HBKPM
Visium FundsPM
Advent Capital ManagementPM Distressed Investments
Cumberland AssociatesPM/Tech Analyst
Acadian Asset ManagementPortfolio Manager
American Century InvestmentsPortfolio Manager
Batterymarch Financial ManagementPortfolio Manager
BlueMountain Capital ManagementPortfolio Manager
Boston Advisors, LLCPortfolio Manager
Carlson CapitalPortfolio Manager
DE ShawPortfolio Manager
Del Mar Asset ManagementPortfolio Manager
Elliott ManagementPortfolio Manager
EVA Advisers LLCPortfolio Manager
Hite CapitalPortfolio Manager
LazardPortfolio Manager
Lord AbbettPortfolio Manager
Malbec PartnersPortfolio Manager
MillenniumPortfolio Manager
paradigm cpaital managementPortfolio Manager
The Cypress Funds LLCPortfolio Manager/Analyst
Allegiant Asset ManagementPortfolio Manger & Director of Quantitative Strategies
Brandes Investment PartnersPortfolio Strategies Manager
ClariumPresident
EVA Advisers LLCPresident
Newport Capital Advisers, Inc.President
Pennsylvania Avenue FundsPresident
Ram Capital Resources, LLCPresident
Simran Capital Management LLCPresident
Lyford Group International Ltd.President & COO
MicroCapitalPresident and Portfolio Manager
BlueCrest CapitalPrincipal
RS InvestmentsPrincipal
Taconic Capital AdvisorsPrincipal
Macquarie CapitalQuantitative Analyst
TRG ManagementQuantitative Analyst
Insight InvestmentQuantitative Strategist
Dolphin Asset ManagementResearch Analyst
Goldman, Sachs & Co.Retired Partner
Maverick CapitalSenior Analyst
WL Ross & Co. LLCSenior Managing Director
BlueMountain CapitalSenior Portfolio Manager
Clinton GroupSenior Portfolio Manager
Hartford Investment ManagementSenior Portfolio Manager
Man InvestmentsSenior Portfolio Manager
Stone Tower CapitalSenior Portfolio Manager
NEPCSenior Strategist, Hedge Funds
Bank of AmericaSenior Vice President
Iridian Asset MangementSenior Vice President
Northern TrustSenior Vice President
AllianceBernstein L.P.Senior Vice President & Chief Risk Officer
Cohen & SteersSenior VP
Allegiant Asset ManagementSr. Portfolio Manager
PaulsonSVP
Rothschild Asset ManagementSVP
Lazard Asset ManagementSVP / Global Risk Management & Quant Research
Ridgefield Capital Asset ManagementTrader
HBK Capital ManagementTrading Analyst
Bessemer Investment ManagementVice President
Citadel Investment GroupVice President
Lee Munder Capital GroupVice President
Martingale Asset ManagementVice President
Pyramis Global AdvisorsVice President of Investment Analytics
Macquarie Capital (USA)Vice President, Quantitative Research
Dentonia Park Capital Management LLCVP
Pareto, BNY MellonVP
Oppenheimerfunds, Inc.VP - Senior Portfolio Manager
The Galleon GroupVP of Healthcare Investments