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 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.
Tim Terry is General Counsel for Hartz Capital, Inc., the investment arm and single family office (“SFO”) of a prominent New York family, where he serves as the chief legal and compliance officer for a broadly diversified multi-billion dollar investment portfolio. Mr. Terry also serves on the Board of Directors of The Private Investor Coalition, Inc., a non-profit formed by and for SFOs to address legislative and regulatory issues impacting the SFO community. Prior to becoming an attorney, Mr. Terry worked for 8 years as a legislative director, press secretary and legislative staff member in the U.S. House of Representatives and for 3 years as a federal lobbyist for a number of business organizations and public agencies. Mr. Terry holds a B.A. in Government from the University of Texas at Austin and a J.D. from the University of California – Hastings College of the Law in San Francisco and is a Trustee of The Hastings Foundation. He is admitted to practice law in California and New Jersey.
Symphony Financial Partners
John Trammell is with Symphony Financial Partners as Managing Director, Global Strategic Relationships. Symphony is a Tokyo based Japanese deep value equity investor. Mr. Trammell was most recently a MD / Institutional Sales with Solovis, LLC., a leading institutional money management and analytics software platform. Prior to Solovis, Mr. Trammell was a member of the management committee at Novus Partners, a leading financial technology firm utilizing both public and private data for portfolio analytics.
John is currently the President of the NY Episcopalian Diocesan Trust. Trammell also serves on the Investment Committee of Episcopal Diocese of New York, is a member of the Investment Committee of Somerset Hills Learning Institute and St. James Parish. He is also a member of the Advisory Board at Tiedemann Investment Group.
He was previously the Global Co-Head of Asset Management at Cantor Fitzgerald Investment Advisors from December 2011 until 2015. Prior to joining Cantor, Mr. Trammell was the CEO of Cadogan Management, LLC, an asset management firm, a position he held from September 2007. Prior to joining Cadogan, he spent seven years at Investor Select Advisors, a hedge fund investment platform, where he served as the Chief Executive Officer. Mr. Trammell joined Investor Select Advisors from Argonaut Capital Management in New York, a global macro hedge fund, where he was Chief Operating Officer. Mr. Trammell began his career with the Hudson Institute, a New York-based think tank, where he served as a primary economic research assistant to Herman Kahn, the founder and a noted strategist. Mr. Trammell received a BA in History and Economics from DePauw University and studied at Waseda University in Tokyo, Japan.
Mr. Trammell is the co-author of several books and has written numerous articles for publication.
Colin Vidal has 15 years of fund industry and global asset management experience. Most recently, Colin was Executive Vice President in charge of European distribution at Bay Capital Management, an Indian Private Equity firm. Prior to Bay, Colin spent six years within the asset management and fund of funds team at Aforge Capital Management, where he was a hedge fund analyst and portfolio manager for several fund of funds.
Colin started his career in New York, with a hedge fund advisory firm where he was a hedge fund analyst and portfolio manager responsible for the creation of several fund of funds.
Colin holds an MBA from INSEAD in Singapore and a BA from Concordia University in Canada.