Portfolio Management

SSI Investment Management

Lead Portfolio Manager of the Hedged Convertible strategies, and oversees SSI‘squalitative and quantitative research process
34 years of experience in quantitative equity research and portfolio management
Prior to joining SSI,George was Director of Quantitative Equity Investments at CS First Boston Asset Management
Named to Institutional Investor's "All American Research Team" four times
MBA, Finance; MS, Statistics; BS, Mathematics, University of Wisconsin

Portfolio Manager responsible for the Outright Convertible Portfolios
17 years of industry experience
Prior to joining SSI,Ravi was with Jefferies & Co. in the research area
MBA, Finance, Anderson Graduate School of Management, University of California, Los Angeles; BA, Mathematics and Economics, Punjab University

Portfolio Manager responsible for the Outright Convertible Portfolios
23 years of industry experience, 10 years of which were working with the Outright Convertible Team
Prior to rejoining the team at SSI, Mike was a Senior Investment Manager at Wells Fargo managing portfolios for institutional and high net worth clients. Prior to his experience with the Outright Team, Mike was a Research Analyst with Pacific Strategic Fund Group, Inc. specializing in fundamental analysis and risk arbitrage
MBA, Finance, Anderson Graduate School of Management, University of California, Los Angeles; BA, University of California, Los Angeles

Co-Portfolio Manager responsible for 130/30 Extended Alpha, Long/Short Equity and Core Portfolios; responsible for proprietary model analysis/enhancement
16 years of industryexperience in quantitative research andanalysis
Prior to joining SSI,Iain was a Portfolio Manager/Analyst with the Systematic Investment Group at RCM, and a Senior Quantitative Analyst at Eureka Investment, and an Economist at Strathclyde Regional Council, Glasgow, UK
MS, Applied Mathematics; University of Southern California; Master of Philosophy, Economics, University of Strathclyde, UK; BS, Economics and Politics, University of Warwick, UK

Co-Portfolio Manager responsible for 130/30 Extended Alpha, Long/Short Equity and Core Portfolios
20 years of industry experience
Prior to joining SSI,Ken was an Investment Advisor with First Securities Corporation
MS, Finance; BS, Economics, University of Wisconsin

Responsible for analyzing convertible arbitrage opportunities and trading
15 years of industryexperience
Prior to joining SSI,Alex was a Junior Partner at Southern Trading Partners in Atlanta, GA
BS, Economics, Vanderbilt University

Responsible for the daily management of investment portfolios and fundamental analysis on the convertible universe
14 years of industry experience
Prior to joining SSI, Florian was an Associate in the Leveraged Finance Group at Lehman Brothers London and a member of the Chicago Mercantile Exchange options trading team atRefco Financial, Inc.
MBA, Finance and Student Investment Fund Fellow, Anderson Graduate School of Management, University of California, Los Angeles; BA, Economics, Northwestern University,Chicago

Responsible for analyzing investments in energy, utilities and REITs sectors
20 years of industryexperience
Prior to joining SSI,Tim was an Investment Assistant at Columbia Savings & Loan/Resolution Trust Company
BS, Finance, California State University, Los Angeles

Responsible for analyzing selected convertible arbitrage opportunities
Responsible for monitoring convertible securities and maintaining pricing and position reports
10 years of industry experience
BS, Finance, summa cum laude, California State University, Northridge; Level II Candidate, CFA

Responsible for fundamental research
16 years of industry experience, eight of which were dedicated to working with SSI’s Outright Convertible Team focusing on research in the Technology, Financial, Basic Material and REIT sectors
Prior experience includes three years as an Analyst and Assistant Manager at Telekurs Financial
MBA, Finance and Student Investment Fund Fellow, Anderson Graduate School of Management, University of California, Los Angeles; BS, Finance, Lehigh University

Trader for Equity and Futures
27 years of industry experience
Prior to joining SSI,David worked with Fidelity Investments
MBA, Finance, Anderson Graduate School of Management, University of California, Los Angeles; BS, Accounting, California State University, Los Angeles

Responsible for the Institutional Trading Desk as well as having oversight of the trading resources
21 years of industryexperience
Lilywas named Head Trader in 2004
BA, University of California, Los Angeles

Trader for Equity and Futures
5 years of industryexperience in securities trading and operations
Prior to joining SSI, John worked for Merrill Lynch as an analyst and financial adviser
BA, University of California, Irvine

*Consultant