Keynote: Barbara G. Novick
Barbara G. Novick, Vice Chairman, is a member of BlackRock's Global Executive and Global Operating Committees
and Chairs the Government Relations Steering Committee. From the inception of the firm in 1988 to 2008, Ms.
Novick headed the Global Client Group and oversaw global business development, marketing and client service
across equity, fixed income, liquidity, alternative investment and real estate products for institutional and
individual investors and their intermediaries worldwide. In her current role, Ms. Novick heads the firm’s
efforts globally on Government Relations and Public Policy.
Prior to founding BlackRock in 1988, Ms. Novick was a Vice President in the Mortgage Products Group at The
First Boston Corporation. Ms. Novick joined First Boston in 1985 where she became head of the Portfolio
Products Team. From 1982 to 1985, Ms. Novick was with Morgan Stanley.
Michael P. Dever
Founder and CEO,
Brandywine Asset Management, Inc.
Dever began personal discretionary trading in 1979. He has been a trader and an investor for more than 30 years.
He founded Brandywine Asset Management, Inc. in 1982. He began developing computer studies on commodity price behavior in the 1980s. The basic research and portfolio
modeling concepts he uses today were developed through a major research project conducted by Brandywine from
1987 to 1991 using staff researchers and students and faculty from several universities, including the Wharton
School of the University of Pennsylvania, Villanova University, and West Chester University. The purpose of
these studies was to test all of the ideas that Dever had accumulated to determine if they were statistically
Dever is a pioneer in risk management and is credited with the development of one of the earliest comprehensive
risk management models. In the 1980s, he developed a statistically based money management and risk allocation
model. The purpose of the model was to allocate weightings equally to the strategies and markets within a
portfolio in order to maintain balance of returns from all strategy-market combinations. The intent of
this portfolio allocation model is to ensure that no single market or strategy-market combination dominates the
portfolio over an extended period of time. Since that time, elements of this trading model have become
popularized as risk parity investing.
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.
Don A. Steinbrugge, CFA
Founder and Chairman of Agecroft Partners,
Director of the Hedge Fund Association
Agecroft Partners has won 20 awards as the top hedge fund marketing firm. In addition to raising significant
assets for their clients, Agecroft strives to be a thought leader in the industry, frequently writing white
papers on trends they seeing. Over the past 3 years they have been mentioned in over 500 articles and
participated in over 35 television interviews including Bloomberg Television, CNBC, Fox Business and Reuters
Prior to forming Agecroft Partners, Don was the head of sales and a founding principal of Andor
Capital Management, which at the time ranked as the 2nd largest hedge fund in the world. Prior to that, he
also held the roles as head of institutional sales for Merrill Lynch Investment Managers (now part of
Blackrock) and head of institutional sales for NationsBank (now Bank of America Capital Management). Don is
also a member of numerous boards in addition to being a member of the investment committee for The City of
Richmond Retirement System and The Lewis Ginter Botanical Garden Endowment Fund.
Founder, The Rudin Group
HFA Director and
Chair of the HFA High-Net Worth Advisory Board
April Rudin is Founder of The Rudin Group, a professional services firm focused on building integrated
marketing, branding and communications strategies for the financial services industry. The firm
represents the sum effort of her experience, strong relationships and ability to execute programs across
both traditional and digital media channels. April is also the founding chair of the HFA's high-net
worth advisory board.
A native of Detroit, April now has clients across the United States and Canada as well as in Asian financial
centers including Hong Kong, Singapore, and Kuala Lumpur. She is frequently called on to address prominent
industry organizations around the world and has been a “go-to” expert on wealthy and social strategies at
conferences such as Institutional Investor’s RIA, Opal Family Office Conferences, National Private Family
Office Forum, Private Asset Management (PAM) Centers of Influence.
Moderator: Mitch Ackles
CEO, Hedge Fund PR
President, Hedge Fund Association
Mitch Ackles is the CEO of Hedge Fund PR and the president and spokesman of the Hedge Fund Association, an
international non-profit organization that promotes the understanding and development of the hedge fund
industry. With over 20 years of experience, Mitch has executed campaigns for hedge funds, political and economic
leaders, service providers, luminaries, conference organizers, charitable organizations and local, national and
global hedge fund groups.
Previously, Mitch was marketing director for vFinance, VP of hedge fund capital introduction for Global
Partners Group and worldwide marketing manager for Dow Jones TradeStation. Mitch holds a B.A. in PR and
communications, is fluent in English and Spanish, and manages reputations for some of the brightest minds and
brands in the hedge fund industry.