Racim Allouani – Global Head of Risk and Portfolio Construction @ KKR
Racim joined KKR in 2015 and oversees the Risk Management and Portfolio Construction efforts across KKR’s Public Credit, Private Credit and Special Situations businesses. Prior to his current role, Mr. Allouani had a similar responsibility in the Hedge Funds business. Prior to joining KKR, he spent five years at the hedge fund of Lombard Odier as a senior quantitative portfolio analyst and risk manager, covering equities and credit strategies.
Prior to that, he was at fund of hedge funds Arden Asset Management in the portfolio optimization and risk management group. Mr. Allouani held previous positions at Deutsche Bank in equity research and Bank West LB in fixed income research. Mr. Allouani earned a M.A. in International Economics from Sciences Po Paris, a M.Sc. in Financial Engineering from Cornell University, as well as a M.Sc and Bachelor’s degree in Applied Mathematics and Computer Science from Ecole Nationale des Ponts Et Chaussees.
Josh Smith – CRO @ Kennedy Lewis Investment Management (former CRO of GSO/Blackstone)
Josh was formerly Chief Risk Officer with GSO Capital (a division of Blackstone) where he worked from 2008 to 2019. At GSO he managed a team of 20 across Dublin and New York and was responsible for leading the firm’s Quantitative Portfolio Analytics, Portfolio Compliance and Risk Management efforts. Prior to GSO, he spent 10 years in technology designing, developing, and implementing financial systems for the corporate and public sectors. From 1994 to 1997 he was a calculus teacher at Delbarton School in New Jersey. Mr. Smith received a BS in Mathematics and Economics from Williams College and a Masters in Financial Engineering from Columbia University in 2008. He is a CFA charterholder.
Mike Jemiolo – CRO @ Point72 Asset Management
Mike joined Point72 after a more than 20-year career in trading and risk management. In his most recent role before Point72, Mr. Jemiolo held senior leadership roles in Risk Management at UBS, including Global Head of Market Risk for UBS Investment Bank and Chief Risk Officer for Global Equities. Previously, Mr. Jemiolo was a trader and portfolio manager of various asset classes including equity derivatives, convertibles, and FX options. Mr. Jemiolo began his career at O’Connor & Associates in 1989.Mr. Jemiolo received his S.B. in Mechanical Engineering from Massachusetts Institute of Technology. He serves on the Board of Directors of the Stamford Family YMCA.
Ahmad Deek - ex CRO & Head of Data Science @ CQS (former CRO of OppenheimerFunds)
Ahmad Deek was most recently the CRO and Head of Data Science for CQS a London based global multi-strat credit focused asset manager with capabilities across convertibles, ABS, credit, loans, structured credit and equities. Prior to joining CQS Ahmad was the CRO of OppenheimerFunds a leading global asset manager that merged with Invesco; he was responsible for leading the firm’s risk management function and further enhancing its corporate governance structure. As a member of the firm's Senior Leadership Team he reported directly to Art Steinmetz, Chairman and CEO of OppenheimerFunds. Prior to joining OppenheimerFunds, Ahmad spent over two decades at Goldman Sachs where he most recently served as Managing Director, Senior Risk Officer in the Investment Management Division. He previously held several roles within their Prime Brokerage, Equities, and Fixed Income Securities Divisions. Ahmad began his career in 1993 at Mentor Graphics as a Development Engineer.
Amy Wierenga - CRO @ GCM Grosvenor
Amy is an MBA from University of Chicago with more than 20 years of experience She recently joined GCM Grosvenor from Blue Mountain Capital Management, where she spent 12 years in a variety of roles, most recently as Partner and Head of Portfolio Construction and Chief Risk Officer.
With GCM Grovsvenors, Amy will be reporting to Fred Pollock the Chief Investment Officer, and be responsible for risk management in support of the firm’s global alternatives investment activities. In this capacity, Ms. Wierenga will oversee risk underwriting on new investments as well as risk associated with portfolio construction, and will contribute to a continued elevation of the firm’s overall risk analytics framework. Ms. Wierenga is also on the firm’s investment committees, which approve investment activity across the hedge fund, credit, private equity, infrastructure and real estate strategies.
Kristen Walters - CRO @ Natixis Investment Managers
Kristen Walters is Chief Risk Officer for Natixis Investment Managers. In this role, she leads the firm’s risk management function, with a focus on evolving its risk monitoring framework and enhancing integration with the firm’s affiliated investment managers.
Ms. Walters has more than 25 years of risk management experience spanning all aspects of the financial industry and capital markets. Prior to joining Natixis in April of 2020, she served as managing director and global chief operating officer at BlackRock for the firm’s Risk and Quantitative Analysis Group. In that role, Ms. Walters oversaw market, counterparty credit, liquidity and enterprise risk on behalf of the firm and fiduciary clients and led strategic risk management technology, analytics and reporting initiatives. She also represented BlackRock as a member of the Commodities Futures Trading Commission’s (CFTC) Market Risk Advisory Committee.
Prior to BlackRock, Ms. Walters was a senior member of the portfolio risk management team at PIMCO reporting to the CIO and CEO. Previously, she led the firm-wide risk team at Goldman Sachs responsible for reporting risk across the trading platform before, during and after the 2008 financial crisis. She held a similar role in market risk at Barclays Capital with a focus on fixed income and structured credit. Ms. Walters started her career in banking supervision and regulation at the Federal Reserve Bank of Boston. She holds a BBA degree in accounting and economics from the University of Massachusetts Amherst and an MBA degree in finance from Babson College.
Massimo Cutuli - Head of Risk @ Citadel Securities
Massimo is the Head of Risk for Citadel Securities, responsible for risk oversight of automated market making and execution Services in Equities and FICC. Massimo was formerly the Global Head of Derivatives Clearing Risk for Goldman Sachs. Prior to that he was an Executive Directors and Global Head of Hedge Fund Risk & Analytics.
Massimo has Masters’ in Ops Research from Columbia and a Masters’ in Aerospace Engineering from Cornell. He began his career as a Financial Engineer/Developer with Bloomberg before joining PWC’s Risk Advisory group.
Stephen Gruppo - ex CRO @ TIAA
Recently retired TIAA Senior Executive Vice President and Chief Risk Officer, member of the firm’s Executive Committee, and former Board member of TIAA subsidiaries Nuveen and TC Life Insurance Company. Steve is the Founder of OysterPond, llc, an advisor to CEOs, executives, and boards. He currently serves as Independent Member of Norinchukin's US Risk Committee, which is Japan's fifth largest bank with assets exceeding $1 Trillion.
At TIAA, Steve played a critical role with Executive Leadership to develop and execute the strategy that transformed the retirement company into a fully diversified financial institution and one of the world's premier asset managers. Drawing on his experience across the financial services industry, he played a pivotal role in managing the firm’s risk as it expanded and modernized its portfolio of products and services to deepen its relationship with existing customers and to attract new clients. Central to these efforts were the acquisitions of EverBank, a major player in digital banking, and Nuveen Investments, a rival asset manager. He was responsible for ensuring TIAA's evolving risk profile was effectively managed through this complex change.Prior to joining TIAA in 2004, Steve served in a variety of increasingly senior roles in risk management in banking, capital markets and investment management with leading global financial institutions. One of the financial services industry’s foremost risk experts, Steve understands how to develop and deploy robust risk management strategies that support, not constrict, growth. He knows how to effectively apply risk management strategies in rapidly changing environments, marked by increased regulation and continued digital disruption. Steve also brings significant boardroom experience. Steve’s knowledge of financial markets and his track record of strategically managing risk can help companies navigate regulations or strengthen their risk profiles from a financial, operational, technological, or cybersecurity perspective.
Barry Schachter - CRO @ Cinctive Capital
To get a sense for the significance of what Barry Schachter brings to the risk management and the asset management industry take a look at this article from 2010 when the “ Legendary Risk Officer" retired from Moore Capital.
Barry has headed the risk function for a number of hedge funds including Balyasny, SAC, Caxton among others. Barry is a Phd In Economics who began his career in academia before being the Head of of Economic Research for CFTC.
Dmitry Green - CRO @ Mariner Investment Group
Dmitry Green is the Chief Risk Officer of Mariner Investment Group, a New York-based hedge fund founded in 1992. Mariner and its associated advisers have approximately $11 billion in assets under management, covering single and multi-strategy hedge funds and other alternative investment products. Dmitry, serves on the Investment Committee and is involved in all aspects of the investment process, including asset allocation, portfolio construction and hedge management.
Mr. Green earned his Ph.D. in Theoretical Physics from Yale University in 2001 and started his career at McKinsey & Co. as an Engagement Manager. After several years in product development with BlackRock Solutions he joined BlueMountain Capital where he was Head of Risk Management. Prior to Mariner he was MD and CRO of Saba Capital a multi-asset class global hedge fund focused on credit and volatility. His research is currently being used as a key component in Quantum Computing devices.
Adam Katz - CRO @ Paulson & Co.
Paul H. Diouri - Head of Risk - Americas @ Schroders
Strategic, value-driven and hands-on risk executive with extensive experience in front office and risk oversight roles within banking and investment management, both with US-based and European/UK-based firms. Outstanding track record setting-up and leading best-in class risk management organizations and practices across multiple geographies and regulatory regimes for traditional and alternative asset classes. Highly skilled in change management, systems design and implementation. Solid understanding of US, European and UK banking and investment management regulation.Underwriting, structuring and portfolio management expertise across a broad range of asset classes, products and markets. Business development and M&A experience including the launch of specialized credit activities, acquisition and integration of investment platforms and strategic partnerships with leading asset managers.
Yuri Mushkin - CRO @ The Beneficient Company Group
Yuri is the former Global Co Head of Traded Risk Services at McKinsey & Company and spent 14+ years with Goldman Sachs. With an undergrad in Finance from NYU and a Masters in Organizational and Social Psychology, he’s not a quant but he hires and manages quants. He is an expert in portfolio risk an analytics with strengths in structured product valuation and enterprise controls, in his role as CRO with The Beneficient Company he oversees both financial and non-financial risk, managing a sizable team for a very interesting and lucrative player in the alternative asset management industry. With a background in consulting and sell side banking, he’s a non quant CRO who has some really interesting insights and who came up in the industry a different way then most.
Hilmar Schaumann - ex CRO @ Fortress/Brevan Howard, ex Global Head of Risk @ BoA
As a former portfolio manager with deep understanding of markets and keen interest in helping drive p&l, I manage risk instead of just administrating it. I engage with the firm’s management, the CIO, and investment teams as a partner and sounding board to construct the optimal portfolio incorporating upcoming macro developments. Perfectly suited for dealing with “dark risks”: basis risks, implicit short volatility exposure, illiquidity, contagion across asset classes, funding drying up; these risks typically cause the largest damage to a portfolio. Traded global fixed income and global corporate credits; risk-managed all asset classes. This macro + credit experience will be key in the years to come as unprecedented central bank and government interventions will cause further market imbalances, inflation risk, and asset class contagion. Highly regarded by the world’s top allocators having been key participant in investor meetings. Comprehensive reporting responsibilities addressing firm’s board, public and private investors, auditors, and regulators. Formed risk teams that became highly impactful regarding governance, monitoring, and supporting the businesses. Previously established several financial products businesses; strong emphasis on building robust infrastructure (legal, technology,...).