Speakers

Erin Browne is a managing director and portfolio manager in the Newport Beach office, focusing on asset allocation strategies, including PIMCO’s multi-asset funds and RealPath Blend target date offerings. In her role, she manages multi-asset strategies, leads the Glide Path leadership team, and has served as a rotating member of the Investment Committee. Prior to joining PIMCO in 2018, Ms. Browne was a managing director and head of asset allocation at UBS Asset Management, helping to drive the firm’s macro research, capital market assumptions, tactical asset allocation, and strategic asset allocation views across asset classes. Previously, she was head of macro investments at UBS O’Connor, a multi-strategy hedge fund manager, and a global macro portfolio manager at Point72 Asset Management. Ms. Browne has also held roles at Citigroup, Moore Capital Management and Neuberger Berman, and she began her career at Lehman Brothers. She regularly appears on CNBC, Bloomberg Television, and in other financial news media.

Ms. Browne serves as the board treasurer of the Ecology Center and sits on the advisory board of Girls Who Invest. She has 19 years of investment experience and holds a bachelor’s degree in economics from Georgetown University.

Christopher R. Cole, CFA, is the Founder & CIO of Artemis Capital Management LP. Mr. Cole’s core focus is systematic, quantitative, and behavioral based trading of volatility and derivatives. His decision to form a fund came after achieving significant proprietary returns during the 2008 financial crash trading volatility futures and options (verified by independent auditor). Cole’s volatility research is highly influential in derivative and macro trading circles and widely quoted by the financial press. His 2012 research paper entitled, “Volatility at World’s End” argued the equity options market was mis-pricing and hedging the wrong tail (left as opposed to right). The paper was credited with re-pricing long-dated volatility, and named one of the best macro-economic thought pieces of the last decade.

Mr. Cole is a frequent speaker at industry conferences and in the media. He previously worked in capital markets at Merrill Lynch and structured over $10 billion in derivatives and debt transactions.

James Grant is the founder of Grant’s Interest Rates Observer, a twice-monthly journal of financial markets. Grant’s books include three financial histories, a pair of collections of Grant’s articles and three biographies. Grant is a 2013 inductee into the Fixed Income Analysts Hall of Fame. He is a member of the Council on Foreign Relations and a trustee of the New-York Historical Society.

Michael Green joined Logica Capital Advisers as Partner and Chief Market Strategist in January 2020 after serving as portfolio manager for Thiel Macro, LLC, an investment firm that manages the personal capital of Peter Thiel.  Prior to Thiel, Michael founded Ice Farm Capital, a discretionary global macro hedge fund seeded by Soros Family Management.  From 2006-2014, Michael founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund based in Los Angeles, CA, where he established their global macro strategies, managing in excess of $5B of exposure across equity, credit, FX, commodity and derivative markets.

In addition to his work as a market theorist and portfolio manager, Michael has been noted for his work as a public speaker and financial media participant.  He is a graduate of the Wharton School at the University of Pennsylvania and a CFA holder.

Fascinated by markets at a very young age, Ben Melkman has spent his investing career thinking through the intersection of politics, macroeconomics and the price of options. After earning a degree from the London School of Economics, Ben hit the FX desk at Morgan Stanley, quickly establishing himself as an invaluable resource for the largest macro hedge funds who sought his counsel on how best to structure trades in light of vol surfaces on offer across asset markets. After a highly successful run at Brevan Howard, Ben established Light Sky Macro in 2016.

Christopher Pucillo founded Solus Alternative Asset Management in July 2007. Solus emerged out of Stanfield Capital Partners when Mr. Pucillo spun out the hedge fund business, which he had been managing since January 2002. Mr. Pucillo first joined Stanfield in 2000 as the Head of Trading. Prior to joining Stanfield, Mr. Pucillo worked at Morgan Stanley from 1996 until 2000. While at Morgan Stanley, Chris was the Head of High Yield Loan Trading and was instrumental in launching the bank’s leveraged loan effort.

Mr. Pucillo received a BA in Economics from Lafayette College in 1989, and an MBA from The Wharton School of the University of Pennsylvania in 1997.

 

James Velissaris is the founder and Chief Investment Officer of Infinity Q Capital Management. He leads the research, trading and portfolio management team at Infinity Q. His team has a core focus on identifying, researching and trading highly asymmetric investment opportunities across global asset classes. James was previously the portfolio manager for the Public Investments Portfolio of Wildcat Capital Management, which is David Bonderman’s $3 billion family office. At Wildcat Capital Management, James managed the uncorrelated investment strategies that built the foundation for the launch of Infinity Q Capital Management. Prior to Wildcat, James managed the quantitative investment strategies and conducted analysis on portfolio construction and asset allocation for Arden Asset Management. He began his career as an analyst at Goldman Sachs. He earned his AB in Economics from Harvard University and his MS in Operations Research with a concentration in Financial Engineering from Columbia University.

Kevin Warsh serves as the Shepard Family Distinguished Visiting Fellow in Economics at the Hoover Institution and lecturer at the Stanford Graduate School of Business. He is an advisor to Duquesne Family Office and serves on the board of directors of UPS. Warsh is a member of the Group of Thirty (G30) and the Panel of Economic Advisers of the Congressional Budget Office (CBO).

Governor Warsh served as a member of the Board of Governors of the Federal Reserve System from 2006 until 2011. Warsh served as the Federal Reserve’s representative to the Group of Twenty (G-20) and as the Board’s emissary to the emerging and advanced economies in Asia. Prior to his appointment to the Board, from 2002 until 2006, Warsh served as Special Assistant to the President for Economic Policy and Executive Secretary of the White House National Economic Council. Previously, Warsh was a member of the Mergers & Acquisitions department at Morgan Stanley & Co. in New York, serving as Vice President and Executive Director.

Warsh received his A.B. from Stanford University, and J.D. from Harvard Law School.