Ted Parkhill, Incline Investment Management

Incline Investment Management

Ted Parkhill – Chief Executive Officer

Ted Parkhill has over 25 years of management experience in the investment business.  He is a founding partner of systematic macro investment manager Incline Investment Management (IIM).  He is registered with the National Futures Association as a Principal and Associated Person of IIM.  Mr. Parkhill also provides strategic consulting services to hedge funds and financial service firms through Parkhill Financial, LLC.  He is also serves as an Adjunct Professor of business at Sierra Nevada College in Incline Village, NV.

Prior to IIM he was the director of marketing for Zazove Associates a multi-billion dollar quantitative convertible securities manager.  He was a senior marketing executive at John W. Henry & Company one of the original Commodity Trading Advisors.  He was also Managing Director of a small Commodity Trading Advisor in 2007.  Before joining the alternative investment space in 2001, Mr. Parkhill spent over ten years in various sales and marketing management roles in the mutual fund industry, notably with Ivy Mackenzie in the U.S. and with Investors Group in Canada.  He began his career as an investment analyst with Great-West Life.

He earned his MBA from Cornell University with concentrations in Finance and Marketing.  He received a B.A. in Economics from the University of Manitoba.  He holds his Series 3, 7, 30 and Series 66 licenses and has earned the CFP designation.  He is married with three children and resides in Crystal Bay, Nevada.

Peter Pauley, Seven Valleys

Seven Valleys

Peter is the Chief Executive Officer of (qp) global, a manager of an exclusive group of single-family offices from around the globe.  Prior to founding (qp) global, Peter was the Chief Investment Officer for Seven Valleys LLC, the global single-family of a significant overseas real estate family.

Peter has over 30+years’ experience in financial services and advising and managing the wealth and affairs of families from around the globe. As an investor, he is focused on generating superior, long-term risk-adjusted returns through a thoughtful combination of direct investments in public and private securities and allocations to external managers, including significant allocations to alternative asset managers.

Before joining Seven Valleys in 2015, Peter was the CIO of CGWM, an independent RIA, and prior to that, he was a Senior Vice President and Investment Counselor at The Capital Group. From 1999 to 2007, Peter was a portfolio manager and senior executive at two large top performing registered investment advisors. In the 1990s, Peter held senior positions at Bankers Trust in Hong Kong and New York. While in BT’s Corporate Development Group, he executed several significant financial services transactions, including the BT’s acquisition of Alex. Brown & Sons and sale of the firm to Deutsche Bank. He began his career in financial management at American Express.

Peter earned an MBA from Columbia Business School, a BA from Duke University and holds the Chartered Financial Analyst (CFA®) designation.

Ambrose Paxson, Global Sigma Group

Global Sigma Group

Ambrose is the COO of Global Sigma Group, a quantitative-based investment management firm focused primarily on volatility strategies. He is responsible for managing business operations with general oversight of risk. Prior to joining Global Sigma, Ambrose co-founded PING Capital Management, an emerging markets biased global-macro hedge fund based in New York and Shanghai. He served as the COO and was involved in all aspects of the firm’s management and growth.

Prior to PING Capital, he was a senior research analyst and trader in the Emerging Markets and Global Macro Investment Group at SAC Capital. Before that Ambrose served as Vice-President at Lehman Brothers where he was a proprietary trader focusing on currency and emerging markets derivatives products.

Ambrose holds a B.A in Economics from Duke University.


Lois Peltz, Peltz International

Peltz International

Lois Peltz founded Peltz International Inc, an alternative investment news, information and research organization as well as seminar and webinar organizer, in April 2015. It provides these services to family offices, other alternative investment investors and those in the hedge fund community.

She co-founded Infovest21 in January 2000 and was president of that organization through March 2015. Prior to Infovest21, Peltz was managing editor of MAR Hedge. She started her career at Merrill Lynch and was there for 12 years in various capacities including vice president and manager of marketing services/advisor selection. At ML Futures Investment Partners, she was responsible for advisor analysis, alternative fund structures, the review of all current funds and marketing support for funds and pools at the Merrill Lynch’s managed futures subsidiary.

Peltz graduated Phi Beta Kappa from Vassar College, received a Masters in International Affairs from Columbia University and a Masters in Business Administration from New York University.

Her book, The New Investment Superstars, was published by John Wiley & Sons.


Mitzi Perdue, Author, Speaker, Businesswoman

Author, Speaker, Businesswoman

Mitzi Perdue

Author, speaker, and businesswoman, Mitzi Perdue holds a BA with honors degree from Harvard University and an MPA from the George Washington University.  She is a past president of the 40,000-member American Agri-Women, a former syndicated columnist for Scripps Howard, and her television series, Country Magazine, was syndicated to 76 stations. She’s the founder of CERES Farms, the family-owned company that owns commercial and residential real estate, and plus agricultural land including vineyards that sell wine grapes to wineries such as Mondavi, Bogle, Folie a Deux, and Toasted Head.

Mitzi Perdue’s book, HOW TO MAKE YOUR FAMILY BUSINESS LAST, gives practical advice on how a family businesses can develop a culture that supports keeping the family business in the family. Her advice can be useful to any multi-generational family.

Her I’ve-lived-it experience comes from membership in two long-lasting family enterprises. Her family of origin began in 1840 with the Henderson Estate Company, forerunner of the Sheraton Hotels which her father co-founded.  Perdue Farms (she’s Frank Perdue’s widow) began in 1920.

Most recently, she has authored How to Be Up in Down Times. 

Her co-author is Mark Victor Hansen, co-author of the Chicken Soup for the Soul series.