Our senior professionals have backgrounds at the most senior level in proprietary trading, asset management, investment banking and investment consulting. Most have spent their careers trading and investing in currencies and emerging markets equities.
|>Edward Baker, Executive Chairman|
|>Peter Henricks, Chief Executive Officer|
|>Russell Thompson, Chief Investment Officer|
|>Derek Doupe, Director of Marketing|
|>Bob Colehan, Senior Portfolio Manager|
|>Alexandra Edstein, Senior Portfolio Manager|
|>Walid Khalfallah, CFA, Senior Portfolio Manager|
|>Samuel Kwong, Senior Portfolio Manager|
|>Alan Eisenberg, CEO – North America - Global Head of Sales, Marketing and Client Services|
|>Ali Yigitbasioglu, PhD, Senior Portfolio Manager|
|>Paul Mears, Middle Office- Head of Reporting|
|>Tony Henry, Chief Operating Officer|
|>Greg Brown, Chief Compliance Officer|
|>Andrew Saunders, Senior Portfolio Manager|
Ed joined the Cambridge Strategy in 2007 and is responsible for the firm’s emerging markets equities strategies and leadership of the firm’s research effort. Until April of 2007 Ed was the Chief Investment Officer of Emerging Markets Growth Equities at AllianceBernstein. Ed joined Alliance Capital in 1995 and served in various roles during his tenure, including CEO of Alliance Capital Limited, Alliance's London based subsidiary. Ed assumed responsibility for the Emerging Markets Growth Equities business in early 1998 and built this into a $10 billion AUM business. Prior to joining Alliance, Ed worked for Barra, Inc., an investment technology firm which he joined in 1978.
He is currently a member of the Editorial Board of The Journal of Investment Consulting, a publication of The Investment Management Consultants Association. He is also a Trustee for the Mathematical Sciences Research Institute, the University of California Berkeley Foundation, the Fine Arts Museums of San Francisco, and is the Chairman of the Equity Advisory Group of the Institute of International Finance. Mr. Baker earned a B.A. from the University of South Florida and an M.S. from the University of California at Berkeley, where he was a Regents Fellow. He has also completed work there towards a Ph.D. in both mathematics and finance.
Peter co-founded the Cambridge Strategy and is the firm’s Chief Executive Officer. Between 1993 and 2003 Peter worked for Alliance Capital as CEO of various subsidiaries throughout Asia. In this position he was responsible for leading the teams that managed Far East equity portfolios. He oversaw research, office administration, compliance, institutional marketing and retail sales. During this period, Peter founded offices for Alliance in Australia, Hong Kong, Taiwan and negotiated the J.V. in China with Ping-An. Under his leadership the Australian offices became fully integrated fixed income and equities management operations that grew to 100 employees, with over USD 28 billion in assets. In addition Hong Kong’s retail and institutional assets grew to exceed USD 5.5 billion and the Taiwan office became one of the leading retail fund distributors within Alliance and in Taiwan.
He began his career at Shearson Lehman where he was responsible for trading short dated treasury instruments and rose to senior dealer in Hong Kong. He was subsequently promoted to merchant banking head in Australia with responsibility for treasury, stock broking, foreign exchange and fixed income. Peter currently works with the Bank of International Settlements on financial stability in developing markets.
Peter holds a BA from Flinders University of South Australia and has completed work towards a Masters of Project Management from UTS, Australia and is a doctoral candidate at the ISM in Paris
Russell co-founded the Cambridge Strategy and is the firm’s Chief Investment Officer. Prior to establishing the firm, Russell was a consultant at RPMH LLP, which he joined in 2003, and developed a foreign exchange platform. In 1998 Russell joined AIG Trading as a senior Trader, and rose to Head of Trading for Asia (responsible for all aspects of Currency and Interest Rate Trading in AIG Inc. HK, including Trading, Risk Management, Personnel, and Compliance).
Russell was also responsible for trading and managing the successful AIG Proprietary Asian Currency Fund.
In 2001 Russell resigned from AIG and moved to North America and co-founded two Companies, Platinum Destinations, a successful luxury lodging company based in Whistler, BC and the Perennia Fund, a closed-end Cayman Islands based private offshore Fund specialising in real estate investments. In 1995 Russell joined HSBC Markets in Hong Kong as a Forward/Proprietary trader, Trading the DEM, CHF, AUD and ZAR books, and running the short dated HKD Arbitrage book and a proprietary trading book. He progressed to Senior Derivatives Trader, successfully creating and running the Non Deliverable Forwards desk through the turbulent Asian Crisis, and producing record profits for the Bank.
Russell began his career at Midland Montagu in 1989 as a business analyst, and quickly moved to being a Derivatives and Money Market Trader assuming responsibility for trading and hedging the Medium Term Sterling Mortgage Swap Book, and the Latin American Brady Bond Portfolio.
Russell has a BSc(Hons) in Economics, and is a member of the Association of Corporate Treasurers, having passed his ACT exams with distinction.
Derek joined the Cambridge Strategy in 2008 as Director of Marketing and heads the firm’s overlay activities. Prior to joining the firm, he was Marketing Director for Victoria Capital (UK) Limited and had acted as a consultant to several family offices in respect of their hedge fund investments. Previously, Derek held a number of senior roles within alternative asset management firms; including Schroders Investment Management where he was Executive Director responsible for the firm’s global hedge fund programme and Russell Investment Group (Frank Russell Co.) where he was Director, Alternative Investments and a founding member of the firm’s hedge fund programme, responsible for Russell’s non-US hedge fund activities.
Prior to Russell, Derek was an Investment Consultant at William M Mercer Investment Consulting in London where he headed the firm’s research into hedge funds for the UK and Europe and acted as investment consultant to a number of pension funds. Derek initially worked in Mercer’s Australian investment consulting practice. Derek graduated from Monash University, Australia, with a BEc (Hons) and holds a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia. He has also completed work towards a Masters of Economics from Monash University, Australia.
Bob joined the Cambridge Strategy in 2008 as a Senior Portfolio Manager responsible for the firm’s Extended Markets portfolios. Prior to joining the firm, he worked for UBS O’Connor’s Currency and Rates hedge fund from 1999. As a Portfolio Manager, he traded G-14 and Emerging Markets foreign exchange and interest rate products in a systematic style. Previously, he ran their execution team in charge of pricing and trading a wide variety of instruments as well as the day to day running of the business.
Between 1994 and 1999 Bob worked for HSBC Futures as a senior sales director, the last two years in their New York office where he expanded their North American operation. He was one of their top producers both in terms of revenue and the sourcing and development of new top tier business. From 1989-1994 Bob worked at First Chicago Futures as a senior sales person and London desk manager.
Bob started in the financial markets in 1985 with Brown Shipley Merchant Bank and subsequently moved to Butler Harlow Futures. Bob graduated with a BA (Hons) in Economics from the City Of London Polytechnic in 1983. In 1984 he passed out as a commissioned officer from the Royal Air Force College, Cranwell before training as a jet fighter pilot.
Alexandra joined the Cambridge Strategy in 2008 as a Senior Portfolio Manager responsible for the firm’s Asian Markets currency portfolios and manages the firm’s exposures through the Asian time zone. Prior to joining the firm, she successfully managed her private investments and worked for Red Centre Capital, an Asian Macro Fund, as Senior Portfolio Manager. Prior to this, Alexandra worked for HSBC in Hong Kong from 1995-2005 in a number of senior positions, including: 2001-2005 senior proprietary trader, trading Asian, G10 foreign exchange and interest rate markets/ 1999-2001 chief trader for the Non-Deliverable Desk/ 1997-1999 Asian deliverable forwards desk, market making in THB and MYR forwards during the Asian financial crisis where she achieve record profits for the Bank. 1995-1997 trading AUD, NZD and DEM forward markets where her team was ranked first as market maker by Asiamoney for the DEM forwards.
Prior to HSBC, she worked in the Australian interest rate markets for over a decade, primarily with BNZ, where she returned record profits and was the No.1 profit maker 3 years in a row. Alexandra began her career at Indosuez Australia in 1984 where she rose to manager of the interest rate book. Alexandra graduated from the University of Sydney in 1982, majoring in Economics. She has done a variety of subjects from the Securities Institute of Australia and various Technical Analysis courses.
Walid joined the Cambridge Strategy in 2009 as a Senior Portfolio Manager, with primary responsibility for the firm’s EMEA equity portfolios and joint responsibility for the firm’s Emerging Markets Macro programme. Walid was previously Head of Middle East Equity Research with HSBC in Dubai where he was rated #1 Analyst & Team in the Extel and Institutional Investor surveys in 2008. Prior to this, he was an Executive Director with Morgan Stanley in London heading the EMEA financials team where he was voted top analyst in the Extel survey in 2006-07.
He was previously with AllianceBernstein as an emerging markets buy-side research analyst covering EMEA financials. Walid earned an MSc in Global Politics (London), MSc in Investment Management from Cass Business School and MA in International Finance from Newcastle University. He is a CFA charter holder and is fluent in Arabic, Bulgarian, French, Italian and English.
Samuel joined the Cambridge Strategy in 2009 and is responsible for the firm’s Asian Equities portfolios. Before joining the firm, Samuel was with UBS O’Connor in Hong Kong, managing Asian equity portfolios including Japan Long/Short Sector Neutral equities. Prior to this (between 2000 and 2007), he was a Director and head of Asian Long/Short Market Neutral Equities with Hermes Investment Management in London. Between 1996 and 2000, he was a Director with Capel-Cure Sharp in London (part of Old Mutual Asset Managers) and was responsible for their institutional equity investment in both Asia and Japan. It was here that his Asian unit trust consistently ranked amongst the top three within the Asian funds universe.
Between 1994 and 1996, Samuel joined UBS European Graduate training programme and started his career with the UBS Private Banking Fund Management division in London. Samuel has an MSc in Investment Analysis from Stirling University (UK) and a BSc (Hons) in Information Technology with Salford University (UK).
Alan joined the Cambridge Strategy in 2010 to establish its North American operations and is Global Head of Business Development and Client Service. Prior to joining the firm, he was Principal and Director of Business Development and Client Service at Pzena Investment Management, a global value manager based in New York City where he was responsible for marketing Pzena’s U.S., global and emerging markets products to institutional investors and consulting firms as well as client service. Before joining Pzena in 2004, Alan was Managing Principal at Glocap Funding LLC, a boutique (NASD registered) investment bank providing advisory services to companies seeking capital from private equity funds.
Prior to establishing Glocap, Alan was Managing Director of MeesPierson Inc., (at the time) the merchant banking subsidiary of ABN AMRO Bank, where he originated, structured and placed private equity and structured debt securities with institutional investors. He began his career at The Chase Manhattan Bank where he was an analyst in the Corporate Finance Department and then a Second Vice President in the Special Investments Division. Alan graduated Cum Laude from the University of Massachusetts - Amherst.
Ali joined the Cambridge Strategy in 2010 as a Senior Portfolio Manager and is jointly responsible for the firm’s Emerging Markets Macro programme, Prior to joining the firm, Ali was a senior multi-asset exotics trader (FX, rates) at Dresdner Kleinwort/Commerzbank 2008-2010. Prior to this he was at Lehman Brothers (2004-2008), where he was first an FX exotics quantitative analyst, and then an emerging markets local rates trader. Ali completed a BA in Maths from Cambridge University, an MSc in Quantitative Finance from Imperial, and a PhD in Finance at the ICMA Centre (Reading).
Paul joined the Cambridge Strategy in 2010. Paul is a member of the Institute of Chartered Accountants in England and Wales having qualified in 1991. Paul initially worked with Ernst and Young in London for 8 years before moving into industry. Over the last 10 years Paul has held roles as European Regional Financial Controller based in Amsterdam and Asian Regional Finance Director based in Hong Kong for two large multinationals. Paul graduated from Loughborough University, UK with a First Class BSC(Hons) in Pure Mathematics.
Tony joined the Cambridge Strategy in 2009 as Head of Operations overseeing the firm’s operational processes and their development along with managing relationships with our external middle office partners and clients. He brings with him over 30 years operational experience in both the asset management and investment banking environments. Prior to joining the firm he worked for Balyasny Asset Management as head of operations in their London office responsible for the support of the firm’s global macro business.
Before this, Tony was an operations manager at Concordia Fund Advisors responsible for day to day running of the equity business along with coverage of fixed income and futures and options. He was also responsible for the internal management of the portfolio management system (Tradar) and co-wrote along with Tradar’s business development, the specification for their automated reconciliation system that was rolled out by the firm in 2007. Prior to this Tony worked for several investment banks in an operational manager capacity including Merrill Lynch, ANZ, Lehman Brothers, S.G. Warburg and Nomura.
Greg joined the Cambridge Strategy in 2007 serving as Operations Manager and the firm’s Company Secretary coordinating the firm’s relationships with our external middle office partners. In 2012 Greg moved into compliance and corporate governance role across the firm’s various jurisdictions as well as serving as liaison between the Cayman Fund directors and the firm. In April 2014 he was appointed Chief Compliance Officer and is responsible for overseeing compliance and corporate governance across the various jurisdictions within the group.
Previously, he held finance and accounting functions in the financial services industry with Cox Insurance and Momentum Wealth of South Africa. Greg holds a Graduate Diploma in Law (Common Professional Examination) from the University of Huddersfield as well as completing courses towards the Association of Chartered Certified Accountants (ACCA) designation. Greg completed the Hong Kong SFC Regulatory Papers 1, 2 and 6 and is currently working towards a Masters degree in Legal Practice with the Australian National University.
Prior to joining The Cambridge Strategy, Andrew was a Senior Portfolio Manager in the Internal Hedge Fund at National Australia Bank in Sydney and Hong Kong, where he traded currencies and interest rates in both developed and emerging markets with a predominantly systematic style.
Prior to this Andrew managed his private investments and established Saunders Capital Management an Australian licensed Commodity Trading Advisor. It offered a systematic program trading a global diversified portfolio of futures. Before this Andrew founded the Asian currency trading business at AIG Trading in Hong Kong. He was Head of Currency Trading for Asia as well as being responsible for all emerging market interest rate risk within the company. He successfully steered the business through the Asian Currency Crisis in 1997 producing record profits for AIG. Prior to joining AIG Andrew worked in the Asian Arbitrage Group at Bankers Trust in Singapore where he was responsible for market making and positioning in the SGD, MYR, and IDR forward books, as well as proprietary trading in Australian and US interest rate markets. Andrew began his career at Macquarie Bank in Sydney in 1989 on the interest rate options desk. He rose to be Head of Interest Rate Options responsible for a business that comprised two OTC books (caps/floors and bond options/swaptions), as well as three Exchange Traded Options books run from the pits of the Sydney Futures Exchange (90 Day Bank Bill Options, 3 Year Bond options and 10 Year Bond options).
Andrew has a BA from the University of Sydney, and a Graduate Diploma in Applied Finance and Investment Analysis from the Securities Institute of Australia. He is a Charted Financial Analyst candidate with the CFA Institute.
The Cambridge Strategy Apollo Emerging Macro Programme
The Cambridge Strategy Apollo Emerging Macro Programme
The Cambridge Strategy Asian Markets Alpha Programme
The Cambridge Strategy Emerging Markets Alpha Programme
The Cambridge Strategy Asian Markets Alpha Programme