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|
|>Tony Henry, Chief Operating Officer, MLRO|
|>Paul Mears, Chief Financial Officer|
|>Jolie de Miranda, PhD, Director of Research|
|>Andrew Bresler, Senior Portfolio Manager|
|>Jesse Marre, Senior Portfolio Manager|
Ed joined the Cambridge Strategy in 2007, he is responsible for the firm's emerging markets equity strategies and leads the firm's research efforts. Until April 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, which is published by the Investment Management Consultants Association. In addition, he is the Chairman of the Equity Advisory Group of the Institute of International Finance and a Trustee for the Mathematical Sciences Research Institute. Ed earned a B.A. from the University of South Florida and an M.A. in mathematics 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. From 1993 to 2003 Peter was CEO of several of Alliance Capital's subsidiaries in Asia and 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 firm's joint-venture in China with Ping-An.
Under his leadership the Australian business became fully integrated fixed income and equities management operations with100 employees and over US$28 billion in assets. In addition Hong Kong's retail and institutional assets grew to more than US$5.5 billion and the Taiwan office became one of the leading retail fund distributors within Alliance and 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.
He is a doctoral candidate at the ISM in Paris. Peter holds a BA from Flinders University of South Australia and completed work towards a Masters in Project Management from UTS in Sydney.
Russell co-founded the Cambridge Strategy in 2003 and is the firm's Chief Investment Officer. Prior to establishing the firm, Russell was the Head of Currency Trading for Asia for AIG Trading, the investment banking arm of AIG. He was responsible for all aspects of Currency and Interest Rate Trading including trading, risk management, personnel, and compliance. Russell also traded and managed the successful AIG Proprietary Asian Currency Fund.
Prior to joining AIG, Russell worked for HSBC Markets in Hong Kong, where he worked in a variety of roles including HKD currency arbitrage, proprietary trading and market making in both Asian currencies and forwards, and running the DEM, CHF, AUD and ZAR forward books. He founded and co-headed the Non Deliverable Forwards desk which through the turbulent Asian Crisis in 1997 produced record profits for the Bank. Russell began his career at Midland Montagu in London 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. He is the author of several articles on managing risk in financial markets.
Derek joined the Cambridge Strategy in 2008 as Director of Marketing. He was previously Marketing Director for Victoria Capital (UK) Limited and had acted as a consultant to several family offices on 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 in the Alternative Investments arm and a founding member of the firm's hedge fund programme. Prior to Russell, Derek was an Investment Consultant at William M Mercer Investment Consulting in London focusing on hedge fund research and acted as investment consultant to a number of pension funds. Derek initially worked in Mercer's Australian investment consulting practice. Derek graduated from Australia's Monash University 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 in Economics at Monash University.
Bob joined the Cambridge Strategy in 2008 and is a Senior Portfolio Manager focusing on the G-10 currencies. Prior to joining the firm, he spent 9 years working for UBS O'Connor's Currency and Rates hedge fund. As a Portfolio Manager, he traded G-14 and Emerging Markets foreign exchange and interest rate products,in a systematic style. He previously ran the execution team and was 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, with the last two years in their New York office, where he expanded their North American operation. He was one of their top producers 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 in 1983 from the City of London Polytechnic with a BA (Hons) in Economics. In 1984 he passed out as a commissioned officer from the Royal Air Force College in Cranwell before training to fly jets.
Alexandra joined the Cambridge Strategy in 2008 as a Senior Portfolio Manager for the Asian Region and manages the firm's exposures through the Asian time zone. Prior to joining the firm, she successfully managed her private investments and was Senior Portfolio Manager for Red Centre Capital, an Asian Macro Fund. Prior to this, Alexandra worked for HSBC in Hong Kong from 1995-2005 in a number of senior positions. From 2001 to 2005 Alexandra was the bank's senior proprietary trader, focused on Asian, G10 foreign exchange and interest rate markets. Prior to this she spent two years as chief trader on the Non-Deliverable Desk. From 1997 to 1999 Alexandra was a market maker in THB and MYR forwards on the Asian deliverable forwards desk. She made record profits for HSBC during the Asian Financial crisis. From 1995 to 1997 Alexandra traded AUD, NZD and DEM forward markets and 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 generated 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 was soon promoted to manage the interest rate book. Alexandra graduated from the University of Sydney in 1982 where she majored 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. From 2000 to 2007 he was a Director and head of Asian Long/Short Market Neutral Equities with Hermes Investment Management in London. Prior to this, he spent four years at Cape-Cure Sharp (part of Old Mutual Asset Management) in London, where he was a director responsible for institutional equity investment in Asia and Japan. Samuel's Asian unit trust ranked regularly amongst the top three within the Asian funds universe. Samuel began his career as a graduate trainee at UBS in 1994 when he joined UBS Private Banking Fund Management division in London. Samuel has an MSc in Investment Analysis from the UK's Stirling University and a BSc (Hons) in Information Technology with Salford University.
Alan joined the Cambridge Strategy in 2010 to establish its North American operations focusing on 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.
Prior to joining the Cambridge Strategy, 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).
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.
Paul joined the Cambridge Strategy in 2010 as Chief Financial Officer. 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.
Jolie de Miranda joined The Cambridge Strategy as Head of Quantitative Research in 2012. Prior to joining the firm, Jolie worked at the Royal Bank of Scotland for 6 years: first as a quantitative analyst in FX for four years, then moving into FX options trading for the remaining two, giving her the opportunity to trade the very models she contributed to writing in her previous team. Jolie traded complex and exotic options in FX, with a particular focus on the ‘EURO’ bloc : EUR, GBP, CHF, and the Nordics. Jolie has a BA in Mathematics and Computation and a PhD in Computer Science (Overseas Research Student Award recipient), both from the University of Oxford. Jolie’s doctoral thesis “Structures Generated by Higher-Order Grammars and the Safety Constraint” combines the disciplines of logic, automata theory and graph theory and resulted in publications in the journals of ‘Typed Lambda-Calculus and Applications’ and ‘Foundations of Software Science and Computational Structures’.
Andrew joined the Cambridge Strategy in 2006 and is jointly responsible for the firm’s Emerging Markets currency portfolios. Prior to joining the firm, he worked from 2005 at AIS Europe Limited where he helped build the European subsidiary of this American based fund administrator. Andrew commenced his career with Bank of New York. Andrew has a Bachelors of Business Science from Rhodes University graduating with Honours in Financial Economics in 2004.
Jesse joined the Cambridge Strategy team in 2008 and is jointly responsible for the firm’s Emerging Markets currency portfolios. Prior to joining the firm, he graduated from Christ Church College at Oxford with a BA (Hons) in Biological Science.
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