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