Keynote: Andrew D. Beer
Beachhead Capital Management
Andrew D. Beer is the Chief Executive Officer of Beachhead Capital Management, a hedge fund advisory firm
based in New York and Lexington, MA. Previously, Mr. Beer served as the Senior Advisor and seed investor of
Belenos Capital Management and co-founded Apex Capital Management, a leading Asia-focused investment firm that
manages several market neutral and directional hedge funds from New York and Hong Kong. Prior to this, Mr.
Beer co-founded Pinnacle Asset Management, a commodity fund of hedge fund firm that manages over $2 billion.
Mr. Beer received his M.B.A. as a Baker Scholar from Harvard Business School and his A.B., magna cum laude,
from Harvard College.
Kelly A. Chesney
Kelly Chesney is a co-founder and the Chief Operating Officer of Pluscios Management LLC, an SEC registered
investment manager that advises institutional investors on hedge fund investing and runs a family of funds of
hedge funds. She and her co-founder launched Pluscios in 2006 having previously run JPMorgan’s (formerly Bank
One’s) Chicago Hedge Fund Group. Ms. Chesney received an M.B.A. from the Kellogg Graduate School of
Management at Northwestern University, a J.D. from IIT Chicago-Kent College of Law, and has over 20 years of
legal and capital markets investment experience.
Frances Tuite, CFA, CPA
Founder and Portfolio Manager,
Prior to founding 1837 Partners in 2000, Fran began her career in 1983 as an analyst at Johnson Investment
Counsel in Cincinnati, followed by two years at William Blair & Company in Chicago. In 1990, she joined
Harris Associates as an analyst for Hesperus Ltd and in 1994, moved with Peter Foreman to join Sirius Partners
Ltd. She managed the small cap segment of the partnership and was actively involved in the long/short equity
portfolio. In 1997 she joined Talon Asset Management where she established Talon Opportunity Partners, which
became 1837 Partners in 2006, when she joined RMB Capital Management, LLC. Ms. Tuite receive her B.B.A from
the University of Cincinnati and M.B.A. from Miami University, Oxford, OH.
Lizard Investors LLC
Ms. Zell is the founder of Lizard Investors LLC and the portfolio manager of Lizard International Fund. Lizard
invests in the equity of companies domiciled outside the U.S. The Fund is geographic, sector, benchmark and
market capitalization agnostic and focuses on providing excellent risk adjusted returns. Prior to founding
Lizard in 2008, Ms. Zell held several international lead portfolio manager positions at Wanger Asset
Management, a firm she co‐founded. Ms. Zell has served as treasurer and a member of the executive committee of
the Chicago Council on Global Affairs since June 2004. She also is a director of the Horton Trust Company, a
member of the Council on Foreign Relations, a member of the Harvard Global Advisory Council and a member of
the Radcliffe Institute Dean’s Advisory Council. Ms. Zell is a Chartered Financial Analyst and graduated with
a B.A. magna cum laude and Phi Beta Kappa from Harvard University, where she also earned her Ph.D. in European
social and economic history.
Moderator: Joel M. Schwab, CFA
Hedge Fund Research, Inc.
Mr. Schwab has devoted over a decade of his career to improving the quality and diversity of information and research on
the hedge fund industry. He currently heads up new business development efforts for HFR Hedge Fund Database & Research
Products. He also practiced law in the Corporate Department of the law firm Katten Muchin Zavis in Chicago. He holds a
J.D./MBA from the University of Michigan. Mr. Schwab also holds a Bachelor of Science Degree in Business Administration
from the Walter A. Haas School of Business at the University of California, Berkeley.