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- Rob Albright, Alternative Strategy Advisers
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Mr. Albright is a principal of Alternative Strategy Advisers where
he is primarily responsible for portfolio and risk management,
client relations and operations oversight. Immediately prior to
joining the firm, he was the Chief Investment Officer of EW Blanch
Asset Management, an alternative investment business focused on the
insurance industry. He joined Blanch after seven years at Cargill
Financial Services Corp. (CFSC), a proprietary financial trading
operation. In 1998, Mr. Albright managed the North American equity
arbitrage desk after returning from London and Geneva where he built
and managed CFSC's emerging Europe/Africa equity operations. From
1993-95, he managed the municipal bond arbitrage desk. Mr. Albright
joined (CFSC) in 1991 on the equity arbitrage desk, specializing in
program trading and convertible bond arbitrage. From 1989-1990, he
was an associate in the Boston office of the LEK Partnership, a
strategy consulting firm.
Mr. Albright received his BA in
Engineering Sciences from Dartmouth College and his MS in Computer
Science from the University of Minnesota. He is a Charted Financial Analyst (CFA).
William A. Barr,
Evergreen Investment Management Company, LLC
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is Senior Vice President, Director of Fixed Income Risk Management at
Evergreen Investments in Charlotte, NC. Previously he was Vice
President, Investment Risk Management - Fixed Income at RiverSource
Investments in Minneapolis, MN; Chief Investment Officer for South
Financial Asset Management in Greenville SC and the Director of Fixed
Income Quantitative Research, Zurich Scudder Investments in Chicago,
IL. He also has experience as a fixed income trader of US Treasuries,
US Agencies, MBS and Investment Grade Bonds. Bill taught fixed income
for the University of Chicago's Program in Financial Mathematics.
Bill holds M.S., Financial Mathematics, University of Chicago; M.B.A.,
Finance, University of Chicago; M.Sc., Economics, London School of
Economics and B.A., Economics, Claremont Mckenna College. He is also a
CFA charter holder.
 Hunt Blatz,
Allianz Life USA
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Hunt, as Director of Hedge Design Management, oversees hedge design,
implementation and execution since September 2007. Previously, he
provided quantitative analysis, security and portfolio risk statistics
and lead derivatives implementation initiatives within Advantus
Capital Management since 2002. Prior to joining Advantus, he was Vice
President, Equity Capital Markets at Miller Johnson Steichen Kinnard.
Hunt is a CFA Charterholder. He holds a bachelor's degree in Physics from the University of Illinois, Champaign/Urbana and is a member of
the CFA Society of Minnesota.
John Dodson,
RiverSource Investments
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John has been a V. P. with the Investment Risk Management team at
RiverSource Investments since 2002. John entered industry through a
fixed-term posting with the banking department of the BIS, where he
had the opportunity to review the original Value-at-Risk model on
behalf of the Basle Committee. Following that assignment, John joined
the proprietary derivatives trading function at Credit Suisse in
Zurich where he remained until 1995 when he returned to the States to
pursue a master's degree. John then shifted into risk management,
working in New York and London for several years before returning to
Minneapolis. In addition to his affiliation with the math program,
John has taught financial derivatives for the Carlson School of
Business.
John has a BS degree in physics and mathematics from Stanford
University and an MS degree in computational finance from Carnegie
Mellon University. John was an UMTYMP student in the 80's and
participated in a mentorship program for high school students with the
U's physics department.
- David Friar, US Bank
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David Friar is a co-manager at U.S. Bank of the Equity Index, Small
Cap Index, Mid Cap Index, and Enhanced Equity Index products. He
previously provided quantitative analysis of equity portfolios and
constructed quantitatively driven portfolios for institutional and
taxable clients. He joined U.S. Bank in 1999 as a member of the
Performance Measurement group, and has eight years of financial
industry experience. He received a B.S. in finance from
Metropolitan State University.
Gary Hatfield, Securian
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Dr. Hatfield is currently Investment Actuary for Securian Financial
Group in St. Paul (the parent company of Minnesota Life Insurance
Company). The focus of his work is financial risk management. In
addition to work on enterprise risk management, asset liability
management, economic value of insurance liabilities and economic
capital, he is responsible for oversight and implementation of
Minnesota Life's derivatives based hedge programs.
He earned his PhD
in mathematics from the University of Minnesota, is a Fellow of the
Society of Actuaries, a member of the American Academy of Actuaries
and is also a CFA charter holder. Previous to entering the
insurance field in 1998, he taught mathematics at Gustavus Adolphus College in St. Peter, Minnesota.
- Vivek Kaushal, GE Commercial Services
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Vivek Kaushal was named Chief Risk Officer of GE Commercial Finance
Fleet Services in July 2005. Prior to this role, Vivek was the Vice
President for Risk Management for GE Fleet's US operations.
Vivek started his career with GE in September 1995 and has held a
number of roles in Risk Management in different GE Commercial Finance
businesses, including the role of Chief Risk Manager for GECF in
India. Prior to GE, Vivek worked in the Corporate Banking function at
ANZ Bank.
GE Fleet Services is the premier Fleet leasing company in the world,
with over 1.2 million vehicles on book and operations in 17 countries.
Vivek graduated in 1992 with an MBA from the Indian Institute of
Management, Calcutta. Vivek also received a BS in Chemical Engineering
from the Indian Institute of Technology, Delhi.
- Gary Nan Tie, St. Paul Travelers Companies
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Gary Nan Tie is Senior Vice President, Investments, and Managing
Director, Financial Risk & ALM, at St. Paul Travelers, a Fortune 500
property casualty company in Saint Paul, MN, providing commercial,
specialty, and personal insurance. Previously he was a Vice
President at Goldman Sachs & Co. in New York and prior to that held
positions at Morgan Stanley, New York and Lockheed, Palo Alto.
He is a reviewer for the American Mathematical Society and serves on
the boards of Twin Cities non-profits. He received his Bachelor's
degree in science with first class honors from Monash University,
Australia, his Master's degree and doctorate in
mathematics from SUNY at Buffalo, and his Master's degree in statistics from
Carnegie Mellon .
Carlos Tolmasky, Cargill
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Carlos Tolmasky is a derivatives trader at Cargill Petroleum. He
joined Cargill in 1996 as a member of their Research Group focusing on
the development and implementation of derivatives models for fixed
income and commodities markets. He later joined the petroleum group as
a "desk quant" and, more recently, as a derivatives/relative value
trader.
The author of various papers in financial journals, Dr. Tolmasky
holds an undergraduate degree (Licenciado) from the University of Buenos Aires and a PhD in mathematics from the University of Washington.
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