Join CFA Society Orange County for a panel discussion with Dylan Ross (Portfolio Manager at TCW Group), Charlie McGarraugh (CIO of Altis Partners), and Mike Chen (Alternative Strategist at First Foundation Advisors). Dylan Ross leads TCW's expansion into Private Asset-Backed Finance. Charlie McGarraugh leads investment strategy at Altis Partners, a commodity trading advisor and futures adviser for the Simplify Managed Futures Strategy ETF (CTA). Mike Chen runs alternative investment due diligence at First Foundation Advisors. Our distinguished panelists will help clarify the investment thesis for two different alternative sectors: Managed Futures & Asset-Backed Finance. They will share how these strategies work, their role in portfolios, and how they may behave in different macro environments.
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Panelists:
Dylan Ross - Portfolio Manager, TCW Group
Mr. Ross is a Managing Director and Portfolio Manager on TCW’s Asset-Backed Finance ("ABF") investment team. Mr. Ross brings 20 years of experience in alternative credit investing with a primary focus on structured credit and asset-backed finance. Prior to TCW, Mr. Ross spent 16 years at Brigade Capital Management, LP where he helped launch the dedicated structured credit fund in 2014 and served as the Co-Head of the business. During his time at Brigade, dedicated structured credit assets grew to approximately $5 billion and structuring of Brigade’s global CLO issuance platform which exceeded $10 billion in AUM. Prior to Brigade, Mr. Ross was an Analyst in the Global Structured Product group at Banc of America Securities. Mr. Ross serves on the Leadership Council at Success Academy, a charter school network based in New York City. Mr. Ross received his BA in Mathematical Economics from Pomona College.
Charlie McGarraugh - Chief Investment Officer, Altis Partners
Charles McGarraugh has over 23 years’ experience in the finance industry and is a proven finance professional with deep trading and business building experience across both traditional FICC and digital asset markets. Charles was appointed Chief Investment Officer and Principal of Altis Partners in April 2020. From 2000 to 2016, he served in various trading roles at Goldman Sachs. Following a relocation in London in 2009, Goldman named Charlie to its exclusive partnership in 2012, as a result of his leadership of the successful build-out of its market-leading European mortgages business. In 2014 he assumed a senior role in Goldman’s commodity department as Global Head of Metals trading and refocused on commodity markets. Charles left the bank in mid-2016 to join algorithmic sports trading company Stratagem Technologies in order to focus more deeply on machine learning and predictive analytics. There he served as Chairman and CEO until its sale to Blockchain.com in late 2018. He was Chief Strategy Officer and Head of Markets at Blockchain.com from 2018 until September 2022. He holds a BA in Economics and Mathematics from Yale University, and graduated magna cum laude with distinction.
Mike Chen - Investment Strategist, First Foundation Advisors
Mike Chen is an Investment Strategist at First Foundation Advisors, a Registered Investment Advisor based in Irvine, CA with assets under management of over $5 Billion. At FFA, Mike develops and oversees the Alternative Assets platform, in which he performs due diligence on the Private Equity, Diversified Credit, and Real Estate global asset classes in which the firm invests. Mike has over a decade of experience serving at RIA’s, including prior analyst roles at RVW Wealth and LourdMurray. Mike is a CFA and CAIA Charterholder; he has earned an MBA from the New York University Stern School of Business with a concentration in Finance, as well as a BS from the University of California, Berkeley, with a major in Electrical Engineering.
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