Investing in the Wake of the Financial Crisis
Robert Dudley, CFA, FRM is an Associate Director in Portfolio Management at Pacific Alternative Asset Management Company (PAAMCO), a leading independent fund of hedge funds investment firm. He specializes in event-driven strategies invested across the capital structure. Rob is responsible for quantitative and qualitative evaluations of hedge fund managers, including due diligence and risk monitoring. In addition, Rob has select institutional account management responsibilities, served previously as the firm’s Research Manager, and helped create the behavioral component of the firm’s risk management process. Rob graduated from UC, San Diego with a B.A. in Economics, and received his M.B.A. (with a concentration in Investment Finance) from the Marshall School of Business at the University of Southern California.
Michael Ashley Schulman, CFA is a Managing Director and Senior Portfolio Manager at Hollencrest Capital Management, a $1.2 billion wealth management boutique in Newport Beach, where he manages investment portfolios as well as the Hollencrest Bayview Partners, L.P., which is rated 4-Stars by Morningstar. Michael has broad experience in top-down and bottom-up analysis from both the fundamental and quantitative perspectives across a wide variety of financial instruments. He has consulted for the World Federation of Exchanges, the Colombian Financial Exchange, and several high-tech firms, and has presented at forums in Orange County, Malaysia, Argentina and Spain. He has over 14 years of professional investment experience. Michael holds an MBA from the MIT Sloan School of Management and a B.A. in Economics from UC Berkeley. Directly prior to joining Hollencrest in 2005, Michael spent over three years at Deutsche Bank as Vice President, CDO/Quantitative Analysis Specialist.
Kevin Williams, CFA, CPA is the Head of Investment Operations and Chief Compliance Officer at PAAMCO, where he is responsible for overseeing operational due diligence, legal and regulatory due diligence, fund accounting and administration, the managed account platform, and compliance. In addition, Kevin has select institutional account management responsibilities and serves on the board of several funds. He is also a member of the firm’s Investment Management and Account Management Committees. Prior to joining PAAMCO, Kevin worked for McGladrey and Pullen LLP, a national public accounting and consulting firm, where he audited several financial services clients. Kevin graduated from UCLA with a B.A. in Economics, and received his M.B.A. with a concentration in Investment Finance from the Marshall School of Business at the University of Southern California. Kevin has nine years of experience in the financial services sector.
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