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Andrew B. Weisman is Chief Investment Strategist of Windham Capital Management, LLC. Andy joined the firm in 2016 and serves as the co-head of Windham’s Liquid Alternative strategies. Andy has more than 30 years of experience as a portfolio manager of alternative investment strategies. Prior to joining Windham, Andy was the Chief Investment Officer of Janus Capital’s Liquid Alternative Group. Prior to joining Janus Capital, he was Managing Director and Chief Portfolio Manager for the Merrill Lynch Hedge Fund Development and Management Group and Chief Investment Officer for Nikko Securities International. He is a recipient of the Bernstein Fabozzi/Jacobs Levy Award for an outstanding article published in the Journal of Portfolio Management. In 2016 he was awarded the 2015 Roger F. Murray Prize (First Prize), an award for individuals who present outstanding research at the Q Group seminars by the Institute for Quantitative Research in Finance. He served for three years as President of the Society of Columbia Graduates. Andy holds a BA from Columbia College, Masters of International Affairs/International Business from Columbia University School of International and Public Affairs, and is a PhD ABD in Money Financial Markets from the Columbia University Graduate School of Business.

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Jason Casey is a member of the Commonfund OCIO Investment team with a primary focus on research and analytics providing both quantitative and qualitative due diligence on investments and managers. At Commonfund, he has worked as part of our alternatives and commodity team investments. Prior to joining Commonfund, Jason worked in the Trust Department for Citibank’s Private Bank. Jason received his B.S. in Chemistry from Yale University and a M.B.A. from the University of Rochester’s Simon Graduate School of Business.

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This panel will be moderated by Paul Lucek, CEO & Co-CIO at Ridgedale Advisors. Paul leads portfolio management and development of new investment and risk management strategies and co-leads the investment Committee. Prior to joining Ridgedale Advisors, Paul served as CEO and CIO of SSARIS until 2014, and prior to that as Director of Research. Before joining SSARIS in 2004, Paul developed quantitative algorithms for trading stock index futures and used this expertise to launch SITE Capital Management LLC in 1996, a CTA and CPO that focused on systematic equity derivatives and options strategies. Paul was previously part of the Human Genome Project at Columbia University as a candidate in the MD/PhD program and received a BA and MA from Harvard University.

*This event is only open to members of the Roundtable with active memberships and first-time guests. If you are not yet a member of the Roundtable and are interested in attending as a first-time guest, please send an email with your name, email address and company name to info@ny-alt.org