Chief Executive Officer
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Deltroit Asset Management
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UK
Lord Hintze is the Founder and CEO of Deltroit Asset Management (UK) LLP (‘Deltroit’) and has directly managed the Deltroit Directional Opportunities Fund as the Portfolio Manager since its inception in 2005.
Prior to founding Deltroit in 2023, Lord Hintze founded CQS, a leading alternative credit platform with peak assets of $22bn. Previously, Lord Hintze held a number of senior roles at CSFB and Goldman Sachs. He began his career in finance in 1982 with Salomon Brothers, New York, after working as an Electrical Design Engineer in Australia, where he had also served as a Captain in the Australian army.
A fluent Russian speaker, Lord Hintze holds a BSc in Physics and Pure Mathematics and a BEng in Electrical Engineering both from the University of Sydney. He also holds an MSc in Acoustics from the University of New South Wales, an MBA from Harvard Business School, received a DBA (honoris) from the University of New South Wales and a DEng (honoris causa) from the University of Sydney.
Founder and Chief Executive Officer
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Third Point
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USA
Appearing via livestream
Daniel S. Loeb is CEO and Founder of Third Point LLC, a $21 billion asset management firm started in 1995. Third Point’s flagship hedge fund invests primarily in public equity and credit securities. Third Point also offers dedicated corporate, private, and structured credit funds and owns TP Birch Grove, a credit asset manager with an over $5 billion CLO business. Third Point also owns Malibu Re, a life and annuity reinsurance business.
Mr. Loeb has served on several publicly traded company boards and actively engaged with numerous global corporations to improve governance and shareholder returns.
Mr. Loeb is a member of the Council on Foreign Relations and a trustee of the Mount Sinai Health System, where he established the Ronald M. Loeb Center for Alzheimer’s disease in memory of his late father. He is a long-time Trustee and former Board Chair of Success Academies, a public charter school network. In 2022, Mr. Loeb was honored by the UJA Federation of New York with the Gustave L. Levy Award. He was awarded the Alexander Hamilton Award for his philanthropic service by the Manhattan Institute and received Columbia University’s John Jay Award for Distinguished Professional Achievement. Mr. Loeb graduated from Columbia University with an A.B. in Economics.
Founder and Managing Partner
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SkyBridge Capital
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USA
Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT, a global thought leadership forum and venture studio.
Heis co-host of two podcasts, “The Rest Is Politics US” and “Open Book,” and author of six books, including most recently “The Little Book of Bitcoin.”
Prior to founding SkyBridge in 2005, Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman in 2001. Earlier, he worked in Private Wealth Management at Goldman Sachs & Co.
In 2022, Scaramucci was ranked #47 in Cointelegraph’s Top 100 Influencers in Crypto and Blockchain. In 2016,he was ranked #85 in Worth Magazine’s Power 100: The 100 Most PowerfulPeople in Global Finance. In 2011, he received Ernst & Young’s New York Financial Services “Entrepreneur of the Year” Award and is a member of the Council on Foreign Relations (CFR).
Scaramucci served on President Donald J. Trump’s Presidential Transition Team Executive Committee in 2016 before serving briefly as White House Communications Director.
Scaramucci, a native of Long Island, New York, holds a Bachelor of Arts degree in Economics from Tufts University and a Juris Doctor from Harvard Law School.
Co-Head of Global Value Team and Portfolio Manager
First Eagle Investments
USA
Co-Head of Global Value Team and Portfolio Manager
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First Eagle Investments
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USA
Matthew McLennan is co-head of the Global Value team and a portfolio manager of the Global Value, Global Equity, International Value, International Equity and US Value strategies.
Prior to joining First Eagle in September 2008, Matt worked for Goldman Sachs Asset Management in London, where he served as co-portfolio manager of Global Equity Partners, a group he co-founded in 2003 that ran a focused global equity portfolio for offshore private wealth clients. Earlier in his career, Matt was equity chief investment officer of the investment strategy group for Goldman Sachs’ private client business. He joined Goldman Sachs in Sydney in 1994.
Matt started his career in 1991 in Brisbane, Australia, with the Queensland Investment Corporation and was ultimately responsible for the firm’s international equity exposure. He was born in Rabaul, Papua New Guinea, and grew up in Queensland, Australia. He earned a bachelor of commerce with first-class honors and master of international commercial law from the University of Queensland. He was also awarded a doctor of business, honoris causa, by the University of Queensland, and he holds the Chartered Financial Analyst designation.
Matt is interested in the field of education, and he is a trustee emeritus (and former president of the Board of Trustees) of the Trinity School in New York City. He serves on the Board of Dean’s Advisors of the Harvard T.H. Chan School of Public Health and as a board member of the University of Queensland in the United States of America. He is also a board member of the Library of America.
Global Chairman of Research
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Barclays
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USA
Ajay Rajadhyaksha is Global Chairman of Research at Barclays, based in New York. He drives the global macro research and strategy effort, including economics, rates, FX, commodities, emerging markets and asset allocation.
Since joining Barclays in 2005, Ajay has held various positions, including Head of Macro Research, Co-Head of FICC Research and, before that, Head of US Fixed Income Research and US and European Securitised Research.
From 2014 to 2022, Ajay was a member of the Treasury Borrowing Advisory Committee, where he advised the US Treasury Secretary and the Fed Chair on macroeconomic topics.
Partner and Senior Investment Team Member
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Advent Global Opportunities
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USA
Jordan is a Partner and Senior Investment Team Member of Advent Global Opportunities. Jordan joined AGO in 2015 at the inception of the fund and oversees AGO’s investments in a number of key sectors, including aerospace and fintech. Prior to Advent Global Opportunities, Jordan was a member of the investment team of Belfer Management, a single-family office based out of New York. From 2011-2013, Jordan was an Associate at Crestview Partners, a middle-market private equity firm. He began his career in the investment banking division of JPMorgan. Jordan graduated from Princeton University, where he was a member of the men’s rowing team.
Managing Partner and Principal Portfolio Manager
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Tekne Capital Management
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USA
Beeneet Kothari is the Managing Partner and Principal Portfolio Manager of Tekne Capital Management, a global fund manager he founded in 2012. Prior, he was a Managing Director at PointState Capital and Duquesne Capital, a global macro hedge fund founded by Stan Druckenmiller. Tekne Capital is a global technology investment manager based in New York with a footprint across several global Emerging Markets.
Tekne manages over USD$1 billion, and their investment focus is exclusively on tech-related businesses with a heavy tilt towards non-US/emerging markets in a concentrated portfolio with multi-year holding periods. Their flagship fund remains highly focused on owning a concentrated and diversified group of the leading non-US technology companies globally, where growth remains robust while public market valuations remain depressed.
Partner and Portfolio Manager
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Munro Partners
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AUS
Qiao Ma joined Munro Partners in February 2023 and is the Lead Portfolio Manager for the Munro Global Growth Small & Mid Cap Fund. She is responsible for championing stock ideas and managing these positions within each of the Munro’s strategies – absolute return, long only and climate.
Prior to joining Munro, Qiao was a portfolio manager at the Melbourne-based Cooper Investors and has spent nearly a decade with well-known hedge funds in New York City, including Coatue Management and Jericho Capital.
Key career highlights include:
Qiao holds a dual degree of Bachelor of Science, Commerce (B.Sc) and Economics from the University of Virginia and a Masters in Business Administration (MBA) from Harvard Business School.
Fund Manager
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J O Hambro Capital Management
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SG
Samir has over 34 years' industry experience and joined JOHCM in May 2011.
Prior to joining JOHCM, he was a Partner and Chief Investment Officer (CIO) at a firm specialising in Asian equities – Silver Metis Capital Management Pte Ltd. Samir was previously at Lloyd George Management where he worked as CIO. Prior to joining LGM, he worked at Peregrine Securities and ANZ Grindlays Bank for close to eight years as an Analyst specialising in India.
Samir is a CFA Charterholder and holds a BCom from Bombay University.
Founder & Chief Investment Officer
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Marathon Resource Advisors
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USA
Robert Mullin is the Founder & Chief Investment Officer of Marathon Resource Advisors and has been investing in the energy and natural resource sector since 1994. Over the last three plus decades, he has been a portfolio manager at the Franklin/Templeton Group, The Cypress Funds and Tocqueville Asset Management, as well as running his own firms focused on the sector.
Mr. Mullin received his B.A. in Economics from the University of Colorado at Boulder in 1991. He was born and raised in Northern California, lives in San Francisco with his wife and three children and enjoys cooking, keeping up with his relentlessly athletic kids and attending the French Open whenever possible.
In 2022, Mr. Mulin established the Marathon Statera Project, which allocates a portion of fund management and performance fees to causes focused on global conservation and food security, as well as supporting Bay Area female immigrant food businesses and local youth development.
Chief Investment Officer
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Stillpoint Investments
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USA
Eric Wong is the Founder and Chief Investment Officer of Stillpoint Investments, with over twenty years of experience in China’s capital markets. He previously spent more than a decade at Blue Ridge Capital, the hedge fund founded by John Griffin, where he served as Managing Director and led Asia research from Beijing and New York. In addition to overseeing public equity investments, he also led the divestment of the firm’s private equity holdings in China.
Eric began his career in investment banking at Morgan Stanley China. He is a member of the National Committee on U.S.-China Relations and an Asia Society Asia 21 Fellow, and serves on the boards of the American Mandarin Society and Global Women Asia. He holds a BA from Harvard College and an MBA from Harvard Business School.