Lindsey Coleman is a Managing Director and Co-Head of North America Sales and Distribution in the Fixed Income Division at Morgan Stanley & Co. LLC. Since 2017, Lindsey has led the North America SPG Distribution team, responsible for Institutional coverage for Agency and Non-Agency Securities and Financing. In 2023, Lindsey’s responsibilities expanded to include Co-Head of North America Sales and Distribution. Lindsey started her career at Morgan Stanley in 2005, after graduating from the University of Virginia, Phi Beta Kappa. She started her career in Structured Credit Strategies & Sales and moved over to work for the SPG business in 2009. Lindsey sits on the Fixed Income Management Committee, the Fixed Income Sales Operating Committee, and is an active member of the Fixed Income Women’s Initiative. She is a member of the Associates Board of Memorial Sloan Kettering and on the Executive Board of Deerfield Academy.
Dean Curnutt is the Founder and Chief Executive Officer of Macro Risk Advisors, a firm that helps clients achieve superior investment results by providing valuable market insight and efficient transaction execution. Prior to forming MRA, Dean was Managing Director and Head of Equity Sales-trading at Banc of America Securities where he was a member of the Global Equities Management Team that set direction for the division. Dean is a frequent speaker at industry conferences and received the Hedge Fund Rising Stars Award from Institutional Investor. He serves on the Board of Blythedale Children’s Hospital and is the Founder of the MacroMinds Foundation.
Annmarie Hordern is a Washington Correspondent for Bloomberg Television and Radio. Formerly, she co-anchored “Bloomberg Daybreak: Europe” alongside Manus Cranny. Hordern has interviewed high profile executives and policy makers, including the CEOs of BP, Unilever and LVMH. She has spoken numerous times with the Energy Ministers from the Kingdom of Saudi Arabia, the Islamic Republic of Iran and the Russian Federation. She has also covered some of the biggest recent news events including the historic meeting between Presidents Trump and Putin in Helsinki, and the devastating fire at Notre Dame cathedral in Paris. Hordern is a contributor to Bloomberg News, Bloomberg.com, and TicToc. Her feature on Wu-Tang Clan and Martin Shkreli was published in Businessweek Magazine, and the story was cited in more than 500 publications around the world, including the BBC and The New York Times. It was also mentioned in a U.S. Senate hearing on drug pricing. Prior to this, Annmarie served as the executive producer for Bloomberg TV’s EMEA newsroom, managing a team of more than a dozen producers from Dubai to London. She was named on the Forbes “30-Under-30” list for media in 2017.
Jonathan Kalikow is the President of Gamma Real Estate, an organization that he founded in 2015 to represent the fourth generation of his family’s activity in real estate financing, management, and development. Gamma RE has originated over $1 billion in real estate collateralized mortgages, acquired over $1 billion of properties across the United States, and developed over $500 million of residential and mixed-use real estate in the Northeast and Mid-Western US. The most recent project completion is the 62-story, 850-foot 3 Sutton Place residential condominium in Manhattan. Much of the firm’s activity is currently focused in the Southeastern U.S. Prior to establishing Gamma, Jonathan spent 20 years on Wall Street – first at Morgan Stanley as a proprietary trader and later as a hedge fund portfolio manager and trading head. Mr. Kalikow is a graduate of the Wharton School of Business with degrees in Real Estate and Finance. He also holds a JD from Fordham University’s School of Law and is a member of the New York State Bar Association. Mr. Kalikow lives in Manhattan with his wife Amy and four daughters.
Arthur Kaz is the Founder and Chief Executive Officer, and Chief Investment Officer of Greenbriar Asset Management, LP (“Greenbriar”), an SEC-registered Hedge Fund based in Chicago. Greenbriar focuses on opportunistic investing throughout the capital structure, with an emphasis on stressed/distressed credit, event-driven, and special situations. Mr. Kaz has over 20 years of professional experience with active involvement in credit and distressed situations since 2011 and in alternative asset management since 2006. Notable investments in which he took a leadership role include the restructuring of several major automotive parts suppliers, a leading mortgage originator, and the reorganization of a major airline.
Mr. Andrew Tsai is Managing Director of PDT Partners, and the Co-Founder and Chairman of Chalkstream Capital Group. Prior to founding Chalkstream in 2003, Mr. Tsai worked as CEO of GNR Ltd, a technology infrastructure company based in London, and before that as President and Director of Urbanfetch Ltd, an internet logistics firm based in New York and London. Mr. Tsai was formerly a co-founder and the Chief Investment Officer of Integrity Capital Management, a hedge fund that employed quantitative long/short strategies in equities, fixed income, currency and commodity markets. Prior to Integrity, Mr. Tsai was a Vice President and Head of the German Government Fixed-Income Trading Operations at Lehman Brothers International (London) and also served as part of the Global Arbitrage team at Lehman Brothers Inc. (New York). Mr. Tsai graduated in 1993 from the Wharton School of Business at the University of Pennsylvania with a B.S. in Economics. Mr. Tsai serves on the board of trustees for Cancer Research Institute.