Steven Sprague, Rivetz Corp

Rivetz Corp

Steven Sprague

Steven Sprague is the CEO of Rivetz Corp. and one of the principle industry evangelists for the application of trusted computing technology. Steven has a strong technical foundation in the principles, capabilities and business models of incorporating trusted hardware into everyday computing, and is skilled at translating these concepts into layman’s terms.

Steven Sprague was successful at Wave System Corp. a Nasdaq company  taking the company from delisting in 1997 to over a 2 billion dollar valuation in 2000 and leading the industry in OEM and Enterprise trusted computing software.  Rivetz has been an early participant in the ICO process and completed it token launch event in sept 0f 2017. Developing early models for utility token security and services. Steven has served as both a board member and advisor to a number of early stage startup companies. Steven holds multiple patents in the area of trusted computing, data security and microtransactions. Steven graduated from Cornell University with a B.S. in mechanical engineering.


Scott Storkamp – Morgens, Waterfall, Vintiadis & Company

Morgens, Waterfall, Vintiadis & Company

Scott Storkamp – Senior Portfolio Manager, joined Morgens, Waterfall, Vintiadis & Company, Inc. in June of 2007 covering consumer, media, semiconductors, and software.  Previously, he was Vice President-Investments at UBS Private Wealth Management. He also managed individual portfolios for eight years at Merrill Lynch Private Client. He graduated from West Point as a distinguished Cadet (top 5%) with a Bachelor of Science degree in Economics and received a Masters in Business Administration, with honors, from the Columbia Business School.

The Firm – Morgens, Waterfall, Vintiadis & Company, Inc. (“MWV” or the “Firm”) was founded in the 1960s by Ned Morgens and Bruce Waterfall. The Firm is one of the oldest hedge fund management companies still in existence. Over the past five years, the Firm has been transitioning to the next generation of leadership while preserving the principles of in-depth, company-by-company research. In late 2016, Ned realigned portfolio responsibilities while still maintaining a supervisory role. Scott Storkamp, Senior Portfolio Manager, has over 26 years of experience and has been with the Firm for more than 10 years. Beginning in 2017, Scott became responsible for managing the largest portion of the portfolio. The investment team also consists of Teresa Dereniak, Senior Analyst in Life Sciences and Healthcare, and John Raphael, Trader.

The Firm’s experienced investment team is supported by accounting, compliance and client services teams with a total staff of 11 located in Rockefeller Center. The Firm became SEC registered in 1997. MWV’s Prime Broker is Morgan Stanley & Co. LLC; its auditor KPMG LLP; and its legal counsel Schulte Roth & Zabel LLP. The Firm has both a domestic and offshore fund. The majority of the Assets Under Management are owned by the principal, the employees and their families. As of March 31, 2019, Assets Under Management were $135.6 million.

Our Approach to Investing We identify and study the current trends in society and technology where rapid change is occurring and try to identify perception gaps.

Our Investment Process – We select investments with extreme care, using deep research which entails truly understanding industries and technologies. We travel extensively to meet and question the management teams of our companies multiple times per year.

Our Areas of Expertise – Our current areas of deep industry knowledge include technology with specialization in consumer, media, semiconductors, and software businesses. Our focus extends to life sciences, which includes companies as traditional as pharmaceuticals and insurance, but also includes emphasis on biotechnology, gene editing, and immunotherapy technologies.

Ownership Mentality – Our objective is to produce long-term capital gains. We tend to own growing, successful positions for long periods of time and seek to dispose of unsuccessful positions.

Short Selling – We seek to short companies with questionable managements, poor competitive positions, weak profit margins, and in declining economic sectors, not just to hedge our long positions. The portfolio is predominately long most of the time, represented by about twenty of the best companies we can find.

Risk Control – Generally, we don’t use leverage. Our longs rarely exceed one hundred percent of equity and the shorts usually bring net exposure below that. We limit concentration in any one position and have stop-loss disciplines to limit risk.


Christina Mossaides Strassfield, Guild Hall Museum

Guild Hall

Christina Mossaides Strassfield is the Museum Director and Chief Curator of Guild Hall Museum in East Hampton, New York.  Christina’s cv of exhibition credits reads like a Who’s Who in American Art with internationally recognized artists from Chuck Close and Eric Fischl to Cindy Sherman and Roy Lichtenstein.  With her unique cultural style that is inclusive and broad minded while maintaining the highest level of artistic integrity, she has also championed the works of lesser known artists.

During her tenure she has transformed what was once a small sleepy museum into a vital Mecca for the visual arts which has been recognized by reviews in The New York Times, Art in America, Art News, New York Magazine, The New York Sun, Newsday and many other publications.


Bradley Sussman

Ramius

Prior to joining Ramius, Bradley Sussman was a managing director at Merrill Lynch, where he established hedge fund strategic allocations, model portfolios and provided accompanying advice and guidance to investors. He was a voting member of the alternative investments investment committee overseeing hedge funds, private equity and third party fund of funds. He was also Merrill Lynch’s head of non-traditional mutual fund due diligence, leading fund sourcing and research, creating and managing both model and live portfolios and publishing a monthly non-traditional mutual fund guide.

Before Merrill Lynch, Sussman was a portfolio manager at Ivy Asset Management for over a decade and was responsible for managing $3.5 billion across 18 hedge fund of funds portfolios. At Ivy, he also served as a member of the investment risk management committee and product development team.
Prior to Ivy, Sussman worked as vice president of research for Bear Hunter Specialists. He began his career as a financial advisor associate at Sanford C. Bernstein & Co., where he serviced accounts for high net worth individuals, families, foundations, trusts and pension funds.

He received a BA in Political Science from Yale, and is a CFA and CAIA Charter Holder.


Nina Tannenbaum

nina new photo

Nina Tannenbaum is a managing director and portfolio manager for large US institution, with a particular focus on alternatives. She is actively involved in asset allocation and risk management thought leadership, and serves on various financial industry boards.  She holds her BA, cum laude, from Columbia College in the City of New York, and her MBA from the MIT Sloan School of Management.