The Columbia Student Investment Management Association and
The Heilbrunn Center for Graham & Dodd Investing
are pleased to announce the
27th Annual CSIMA Conference
February 9th 2024
8:00 a.m to 5:00 p.m EST
In Person
Featuring:
John Griffin, Blue Ridge Capital and Ian McKinnon, Sandia Holdings moderated by Michael Mauboussin, Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management
Jan Hummel, Paradigm Capital moderated by Tano Santos, the Robert Heilbrunn Professor of Asset Management and Finance and the Academic Director of the Heilbrunn Center for Graham & Dodd Investing
Sallie Krawcheck, Ellevest
Click HERE to Register NOW!
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Thank you to our sponsors!
Cristiano Amoruso ’12 - Lion Point Capital
Cristiano Amoruso is Partner at Lion Point Capital, a firm investing in public and private companies where long-term value can be created through operational, structural or regulatory changes. At Lion Point Cristiano focuses on technology, industrial, and renewable energy companies, and is currently serving as Chief Executive Officer of Suniva, Inc., the largest U.S. manufacturer of solar photovoltaic cells, which Lion Point restructured and acquired in 2019.
Prior to joining Lion Point, from 2012 to 2015, Cristiano was a Director at Starboard Value, a public equity activist firm. Prior to joining Starboard, Cristiano was part of Infracapital, M&G’s Infrastructure Private Equity group, where he invested in private equity and debt of companies in the water, transport, and renewable energy industries.
Cristiano graduated Summa Cum Laude from University of Bari, Italy, and received an MBA from Columbia Business School, where he regularly guest lectures on topics including public equity activism.
Phillip Cook - SouthernSun
Phillip Cook joined SouthernSun in 2006 and serves as Chief Investment Officer and Managing Partner. He leads the Investment Team and is responsible for all aspects of research and analysis, portfolio construction, and risk management for the firm’s investment strategies. In addition, he is a member of the firm’s Management Team. Prior to joining SouthernSun, Cook was an Analyst at Trivest Partners, a Miami-based private equity firm.
He received his B.S. in International Business, summa cum laude, from Auburn University. Cook serves on the Board of Su Casa Family Ministries.
Dov Gertzulin - DG Capital Management
Prior to forming DG Capital Management in 2007, Mr. Gertzulin was a portfolio manager at Neuberger Berman where he co-managed over $4 billion in assets. Prior to Neuberger Berman, he was a research analyst at JDS Capital Management. Mr. Gertzulin received his MBA with distinction from New York University’s Stern School of Business, where he specialized in finance and accounting and was named a Stern Scholar. He earned a BBA from Baruch College, graduating summa cum laude.
Mr. Gertzulin serves as a Trustee of the Baruch College Fund and is a member of the Investment Committee. He previously served as Chairman of the Investment Committee with responsibility of overseeing the college endowment.
David Glazek '06 LAW - Sunago Capital Partners LP
David has over 15 years of experience investing in distressed, special situations and all-weather credit strategies, including as a Partner and Portfolio Manager of Standard General, LP. and Sunago Capital Partners LP. He also serves as Executive Chairman of Turning Point Brands, Inc. (NYSE: TPB), a Director of National Cinemedia, Inc. (NASDAQ: NCMI), a Director of Workers Benefit Consortium, Inc., and an Adjunct Assistant Professor at Columbia Business School. He previously worked at Lazard Freres & Co, where he focused on mergers and acquisitions and corporate debt restructuring. He has also worked at the Blackstone Group. Throughout his career he has served on numerous public and private company boards of directors.
Mr. Glazek holds a Bachelor of Arts from the University of Michigan and a J.D. from Columbia Law School.
Samantha Greenberg - ID.me
Samantha Greenberg is an accomplished Chief Financial Officer and investor, with over 20 years’ experience leading financial operations and investing in technology and consumer companies across private and public markets. Greenberg is currently Chief Financial Officer at ID.me, a SaaS provider and digital identity network, where she is responsible for leading all financial activities including accounting, financial and strategic planning, capital markets, investor relations, corporate finance, treasury and tax.
Prior to joining ID.me, Greenberg was CFO of Mint House, a tech-enabled Hospitality operator. Greenberg spent several years as Portfolio Manager of Technology investing at Citadel LLC, managing a multi-billion dollar portfolio investing in technology companies. Before joining Citadel, Greenberg founded investment management firm, Margate Capital Management LP, growing the firm into the 3rd-largest female-run hedge fund in the U.S. Prior to Margate Capital, Greenberg was a partner and technology/consumer sector head at Paulson & Co. Inc., and a vice president in the Special Situations Group of Goldman Sachs. Greenberg is a former Mergers & Acquisitions investment banker at Goldman Sachs and private equity investor at Francisco Partners.
Greenberg is a frequent writer and presenter about technology and consumer trends, markets and economics, including at CNBC Delivering Alpha, Reuters Newsmakers, the Milken Institute's Global Conference and the Robin Hood Investors Conference. She has been named to Stanford Graduate School of Business’
“Top 100 Alumni in Investing & Finance,” Ernst & Young’s “50 Leading Women in Hedge Funds,” and Institutional Investor’s “Hedge Fund Rising Stars”. Greenberg received her MBA from Stanford University's Graduate School of Business, and graduated Summa Cum Laude from the Wharton School at the University of Pennsylvania with a B.S. in Economics and dual concentration in Finance and Strategic Management.
John Griffin - Blue Ridge Capital
John A. Griffin is the Founder and President of investment partnership Blue Ridge Capital, which started in 1996 and converted to a family office in 2018. Prior to Blue Ridge, he served in various positions at Tiger Management for nine years, becoming President in 1993. Previously, he was a financial analyst in the Morgan Stanley Merchant Banking group from 1985 to 1987. Mr. Griffin is the Founder and board chair of iMentor.org, a nonprofit online mentoring organization, started in 1999. He also founded the Blue Ridge Foundation, an incubator of start-up non-profits, which became Blue Ridge Labs at Robin Hood. He has served as a board member of the Robin Hood Foundation since 2011.
Additionally, Mr. Griffin is the Chairman of the Board of Trustees at the University of Virginia McIntire School of Commerce Foundation. He has a B.S. in Finance from the University of Virginia (1985) and an M.B.A. from Stanford’s Graduate School of Business (1990). Mr. Griffin is also a visiting professor at the University of Virginia where he taught a semester-long investment seminar from 1999 to 2019.
Jan Hummel - Paradigm Capital AG
Jan is a Swedish national residing in Munich, Germany. He holds an MS degree from the Stockholm School of Economics and an MBA degree from Harvard Business School, Boston.
He is the CIO and founder of Paradigm Capital AG, a private investment company which manages more than 1.4 bn USD including the Paradigm Capital Value Fund, which was established in 2007. Prior to entering HBS, he was an associate at Booz, Allen & Hamilton in London. Subsequently, he was an investment banker with Merrill Lynch in New York and London. Jan then spent eleven years making private equity investments in Germany and the Nordics and was a principal in more than 15 transactions. He is a member of the Swedish Economics Society and a Conventor of the Peutinger Collegium, Munich.
Sallie Krawcheck ’92 - Ellevest
Sallie Krawcheck is the CEO and founder of Ellevest, an investing and wealth management company built by women for women. In a sea of financial services sameness, Ellevest stands apart with its mission to get more money in the hands of women. Prior to Ellevest, Krawcheck was one of the only financial executives of her generation to have held C-suite roles at the largest global banks — as CEO of Merrill Lynch, Smith Barney, US Trust, and Sanford Bernstein and as CFO of Citi. Today, as a venture-funded entrepreneur, she’s beat impossibly long odds to raise $144 million in venture-capital funding (women CEOs raise $1 out of every $10,000 Series B fintech dollars). Fortune Magazine has called Krawcheck “The Last Honest Analyst,” Barron’s considers her one of the “Most Influential Women in US Finance,” and Vanity Fair has named her to their “New Establishment List.
Kim Y. Lew - Columbia Investment Management Company, LLC
Kim Y. Lew is CEO of Columbia Investment Management Company which manages the endowment of Columbia University in the city of New York. Previously, she was the CIO of Carnegie Corporation of New York, the private grant making foundation founded by Andrew Carnegie in 1911 which she joined from the Ford Foundation. Lew started her career in the middle market banking group of Chemical Bank and following business school joined Prudential Capital Group.
Lew graduated from the Wharton School of the University of Pennsylvania with a B.S in Economics and from the Harvard Graduate School of Business with an MBA. She is a CFA charter holder and has served as both a standard setter and grader. Lew serves on the Boards of Ariel Investment Management Mutual Funds and Girls Who Invest. She serves on the investment committees of the ACLU and National Gallery of Arts.
Keith Luh ’03 - Franklin Mutual Series
Keith Luh, CFA, is the Head of Special Situations Investing for Franklin Mutual Series, overseeing the team's cross capital structure efforts in performing and distressed debt, event-driven credit and equity, and merger arbitrage. He is a portfolio manager on the Franklin Mutual Quest strategy, which has a global value and event-driven focus across equity and fixed income investments.
Prior to joining Franklin Mutual Series in 2005, Mr. Luh was a senior analyst in global investment research at Putnam Investments, where he also helped manage a best-ideas research fund. Previously, he worked in the investment banking group at Volpe Brown Whelan and Co., LLC, and the derivative products trading group at BNP. Mr. Luh is also Adjunct Professor in Finance and Economics at Columbia Business School and previously the Gabelli School of Business, Fordham University.
Mr. Luh earned a B.A. in economics and history (minor) from the University of Pennsylvania and an M.B.A. in finance and entrepreneurship from Columbia Business School. He is a Chartered Financial Analyst (CFA) charterholder and is a member of the New York Society of Security Analysts.
Michael J. Mauboussin - Counterpoint Global
Michael J. Mauboussin is Head of Consilient Research at Counterpoint Global in New York. Previously, he was Director of Research at BlueMountain Capital, Head of Global Financial Strategies at Credit Suisse, and Chief Investment Strategist at Legg Mason Capital Management. Mr. Mauboussin joined Credit Suisse in 1992 as a packaged food industry analyst and was named Chief U.S. Investment Strategist in 1999.
Mr. Mauboussin is the author of three books, including The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing and is co-author, with Alfred Rappaport, of Expectations Investing: Reading Stock Prices for Better Returns: Revised and Updated.
Mr. Mauboussin has been an adjunct professor of finance at Columbia Business School since 1993 and is on the faculty of the Heilbrunn Center for Graham and Dodd Investing. He is also chairman emeritus of the board of trustees at the Santa Fe Institute, a research center devoted to the study of complex systems. He earned an A.B. from Georgetown University.
Ian McKinnon Sandia Holdings, LLC
Ian McKinnon is the Founding Partner of Sandia Holdings, LLC (“Sandia”). Located in Greenwich, Connecticut and Tiburon, California, Sandia is named after the Sandia Mountains in his hometown of Albuquerque, New Mexico, and serves as the primary investment vehicle for the McKinnon family and related entities. Prior to starting Sandia, Ian spent nearly twenty years at Ziff Brothers Investments (“ZBI”), from which he retired as a Managing Partner. Before joining ZBI, Ian was a consultant with Bain & Company and an investment banking analyst with Merrill Lynch & Co. Ian received an MBA from Harvard Business School as a Baker Scholar, and graduated summa cum laude from Occidental College with a BA in Public Policy. He was also a finalist for both the Rhodes and Marshall scholarships. Ian remains particularly active in technology and life sciences investing, both directly through Sandia and through various external investment partnerships.
He also has a passion for professional sports, as he is one of the founding partners of TEAM8, a sports and entertainment company which spearheaded the creation of the Laver Cup tennis tournament. He is one of the principal owners of Venezia FC, currently competing in Italy’s Serie B, and is one of the founding partners of the New Mexico United professional soccer team in the USL. Ian serves on the boards of several non-profit entities including the Santa Fe Institute as Vice Chair and the UC San Francisco Foundation. He enjoys teaching and has been a guest lecturer on investment topics for many years at Columbia Business School, Harvard Business School, and the University of Virginia's McIntire School of Commerce.
Anna Nikolayevsky ’98 - Axel Capital Management
Anna Nikolayevsky is the founder and Chief Investment Officer of Axel Capital Management, a fundamentally-driven alternatives firm specializing in global equities. Prior to founding Axel in 2002, Ms. Nikolayevsky was an analyst at Zweig-DiMenna Associates, LLC, a multi-billion dollar hedge fund where she was responsible for sourcing and managing long/short equity investments in multiple industries. Before Zweig, Anna was an analyst at Goldman Sachs Asset Management covering autos, semiconductors, software, and utilities for the Growth & Income and Large Cap Value funds. Ms. Nikolayevsky graduated from Stuyvesant High School in New York. She holds a BS from the Leonard Stern School of Business at New York University in Economics and International Business, and an MBA in Finance from Columbia Business School.
Anna is a 2009 recipient of Institutional Investor's Rising Stars of Hedge Funds award. Under her leadership in 2010, Axel received a Lipper Hedge Fund Award for North American Hedge Fund: Best Long/Short Equity Fund over the past 3 years. It also won the 2010 HFM Best Long/Short Equity Fund under $500m award. In 2011, Anna was named one of 50 Leading Women in Hedge Funds by Ernst & Young LLP. She accepted the Investor’s Choice awards for Emerging Fund of 2015 and the Emerging Global Equity fund of 2015.
Anna serves as a trustee on the board of The Lincoln Center for the Performing Arts where she sits on the Investment and Finance committees. She is on the board of the Alumni Association of Stuyvesant High School. In 2015, Anna became a founding board member of Girls Who Invest, a non-profit organization dedicated to increasing female representation in portfolio management. She is a member of the President’s Circle of the Economic Club of New York. She is also a member of Columbia’s Center for Global Energy Policy, a think tank. In 2021, Anna was honored as the subject of Columbia Business School’s “Value Investing with Legends” podcast.
Amy Rice - Oaktree Capital Management
Ms. Rice is a managing director in Oaktree’s Special Situations Group, is a member of the firm’s ESG Governance Committee and is a co-Chair of the firm’s Women’s Leadership Committee. Prior to joining Oaktree in 2009, Ms. Rice spent two years as an associate at Lindsay Goldberg, LLC, and before that, she spent two years as an analyst in the Leveraged Finance group at Deutsche Bank. Ms. Rice currently serves on the Board of Directors for Infinera Corp. She holds an A.B. degree in biology magna cum laude with highest honors from Harvard College and an M.B.A. from Wharton School at the University of Pennsylvania, where she was a Palmer Scholar.
Tano Santos - Columbia Business School
Professor Tano Santos is the Robert Heilbrunn Professor of Asset Management and Finance at Columbia Business School and the Faculty Director of the Heilbrunn Center for Graham and Dodd Investing. Professor Santos joined Columbia Business School in 2003. He received his Ph. D. in Economics, from the Department of Economics of the University of Chicago, in 1996. Before joining Columbia, Professor Santos was at The University of Chicago Booth School of Business. He is a Faculty Research Fellow at the National Bureau of Economic Research (NBER) and a researcher at the Centre for Economic Policy Research (CEPR). His research focuses in the areas of asset pricing, financial intermediation and organizational economics. He is the faculty director of the Heilbrunn Center for Graham & Dodd Investing and teaches the Value Investing course at Columbia Business School.
Heloisa Sicupira ’16 - LTS Investments
A Brazilian citizen, Heloisa graduated from Columbia University (USA) with an MBA and from Pontifícia Universidade Católica (Brazil) with a Bachelor’s Degree in Law, and is qualified to practice law in Brazil. Ms. Sicupira began her career in 2011 as a lawyer specializing in capital markets. Since 2017 she has been an investment analyst and portfolio manager at LTS Investments and prior to that she was an investment analyst at MSD Capital.
Eric Wolff - Gumshoe Capital
Eric Wolff is the CIO and founder of Gumshoe Capital, a newly launched long / short hedge fund focused on small cap companies. Prior to Gumshoe, Eric spent 10 years as a Partner and Portfolio Manager at Hawk Ridge Capital. At Hawk Ridge, Eric served as the #2 on the investment team to David Brown, as the firm grew from $50M when he joined to $2.6B upon his departure. Eric began his career at McKinsey and graduated Summa Cum Laude from Washington University in St Louis.