Keynote: Brian Altenburg
Oppenheimer Asset Management
Brian joined Oppenheimer Asset Management Inc. (OAM) in 2012 to head OAM's Alternative Investments Group.
Prior to OAM, Brian was a Managing Director, Group Founder, and Global Head of TPG Alternative Solutions and
TPG Asset Allocation Solutions at Citibank. In this role he was responsible for building out the firm's
customized hedge fund offering which provided custom hedge fund offerings to the firm's more sophisticated
clients. In his role he also acted as fund manager for the firm's $2bn+ multi-strategy Umbrella Fund and
launched and acted as portfolio manager for two concentrated hedge fund of funds. Prior to taking his role at
Citibank, he was a Managing Director, Group Founder, and Head of Alternative Investment Solutions at Merrill
Lynch (and pre-merger, for Bank of America). In this role he was responsible for alternative investment asset
allocation, custom hedge fund portfolios and post-merger, third party fund of fund offerings and their
due-diligence (with approximately $15bn aum).
Prior to his time at Merrill Lynch/Bank of America, Brian was at Man Investments (Man Group) in London and
finally in New York where he focused on hedge fund seeding across various investment strategies. His role
involved sourcing of manager opportunities, as well as the completion of due-diligence and monitoring on
potential opportunities. Brian completed his Ph.D. (D.Phil.) from Oxford University, with his particular
research interest focusing on the area of behavioral finance.
Dorothy C. Weaver
Principal, Chief Executive Officer, Chairman & Co-Founder,
Collins Capital Investments LLC
With over 35 years of investment experience spanning hedge funds, real estate, energy, and emerging markets,
including eight years in Latin America, Dorothy Weaver has few peers in the investment community. She is the
former Chairman of the Federal Reserve Bank in Miami, and graduated Phi Beta Kappa from Wellesley College,
serving on the Board of Trustees for 17 years and chairing the Finance Committee. She also served on the
Investment Committee of the American Red Cross.
In 2010, Mrs. Weaver was awarded 100 Women in Hedge Funds'
2010 "Industry Leadership Award." The 100 Women in Hedge Funds' Industry Leadership Award is given to a woman
who has shown leadership in the hedge fund industry. The honoree will possess talent, business ethics and a
passion for investing that define the hedge fund industry's standards of excellence. Awardees have been
pioneers in some aspect of the business and have influenced a large population of hedge fund participants.
Christine Woodhouse, Esq.
Christine Woodhouse is a frequent speaker on issues involving the hedge fund industry, and a guest lecturer at
the Morin Center for Banking and Financial Law at Boston University, where she previously served as Adjunct
Professor. Ms. Woodhouse received her A.B. with honors from Stanford University, and M.A. and J.D. from the
University of Virginia. She is admitted to practice law in New York.
Prior to joining Beachhead Ms. Woodhouse was an attorney with the law firm Curtis, Mallet-Prevost, Colt &
Mosle, where she represented the Airline Transportation Stabilization Board in designing and implementing its
emergency loan guarantee program for the U.S. airline industry following September 11, 2001, and General
Counsel at Taylor Investment Advisors in Old Greenwich, Connecticut. From 1996 to 2000 Ms. Woodhouse served as Attorney-Advisor at the Export-Import Bank of the United States.
President and COO,
Larch Lane Advisors LLC
David Katz is the President and Chief Operating Officer at Larch Lane and joined the firm in 2011. Mr. Katz
was previously a co-founder and Partner of Rocaton Investment Advisors, an institutional investment consulting
firm with $300 billion of assets under advisement. Prior to founding Rocaton, Mr. Katz was a Managing
Director at BARRA RogersCasey, also an institutional investment consulting firm. He began his career in 1989
at Goldman Sachs. Mr. Katz has more than 20 years of investment, business development, marketing, client
service, operations, and management experience. Mr. Katz received his B.A from the University of Pennsylvania
and his M.B.A. from New York University’s Stern School of Business. He currently serves on the Board of
Overseers of the Annenberg Center of the University of Pennsylvania and as member of the Investment Committee
of the Westport (CT) Public Library Endowment.
Moderator: Ronald W. Sellers
Chairman & Executive Officer,
Atlantic Asset Management
Mr. Sellers founded Atlantic Asset Management in 1992 establishing the company in Stamford, Connecticut. He
was previously a Partner and Founder of the Fixed Income Division at Weiss, Peck & Greer from 1985 to
1992; Vice President at Frank Russell Company from 1982 to 1984; Vice President at Wilshire Associates from
1981 to 1982; Director of Pensions at Phillips Petroleum Company and previously in computing and refining from
1965 to 1980.
Mr. Sellers received a MBA in Finance from Oklahoma State University in 1976; participated in graduate study
in Finance at the University of California, Berkeley from 1973 to 1974; earned a MA in Mathematics from the
College of the Holy Names in 1969; and received a BA in Mathematics from the University of California,
Berkeley in 1964.