Lead Investment Manager, Systematic Equities
JUPITER
Head of Evergreen Portfolios
HAMILTON LANE
Managing Director
MORGAN STANLEY
Global Co-Head of High Yield
AVIVA
Chief Executive Officer, Pacific Asset Management
PACIFIC
Chief Risk Officer
BRAMSHILL
Partner & Head of Latam Private Credit & Local Markets
PATRIA
Lead Investment Manager, Systematic Equities
Before joining Jupiter, Amadeo worked at Merian Global Investors and at Old Mutual as a portfolio manager and head of research. Prior to this, he worked for the Financial Stability Group at the Bank of England, developing simulation models for systemic and liquidity risk. Before this, he was a software developer for CAD systems and robotic applications. He began his investment career in 2005. Amadeo has a BEng in robotics, an MSc in computer science, and a PhD in computational finance. He is a CFA® charterholder.
Managing Director
Jim Caron is the Chief Investment Officer of the Portfolio Solutions Group at MSIM. He has 32 years of industry experience and joined Morgan Stanley in 2006. Previously, he was a portfolio manager and head of global macro strategies on the Fixed Income Team. He also held the position of Global Head of Interest Rates, Foreign Exchange, and Emerging Markets Strategy with Morgan Stanley Research. In earlier years, he was a director at Merrill Lynch where he headed the U.S. Interest Rate Strategy Group. Jim also held various trading positions in rates and option products at JP Morgan. He earned a B.A. in physics from Bowdoin College, a B.S. in aeronautical engineering from the California Institute of Technology, and an M.B.A. from New York University.
Head of Evergreen Portfolios
Brian is a Managing Director and Head of Evergreen Portfolios. He is a member of the Investment Committee, Responsible Investment Committee and Evergreen Portfolio Committee. Brian has more than 25 years of private markets investment experience, spanning private markets asset classes and strategies. Brian joined Hamilton Lane in 2009, and previously served as Head of Investments, responsible for oversight and management of all global investment activities, and, prior to that, as Global Head of Co-Investments. Prior to joining Hamilton Lane, he was a General Partner at Bear Stearns Merchant Banking, and prior to that, at Freeman Spogli & Co. Brian began his career as a Financial Analyst in the Mergers & Acquisitions Group at Salomon Brothers Inc. He received a B.S. in Business Administration from Georgetown University. Brian serves as Vice Chairman of the Board of Philadelphia Financial Scholars
Global Co-Head of High Yield
Sunita was appointed Global Co-Head of High Yield in April 2021. Based in London, she jointly oversees the high yield desk globally and is a named manager on our global and short duration high yield strategies. Prior to joining Aviva Investors, Sunita was a global high yield portfolio manager for Baring Asset Management in London. Before assuming that role in 2008, she was a senior credit securities analyst with the same firm, responsible for researching global investment grade and high yield Corporates in the consumer sector. Previous experience includes positions as a senior credit analyst with Standard & Poor’s and as an economic analyst with HM Treasury. Sunita holds a BSc (Hons) in Economics from Brunel University and is a CFA Charterholder.
Chief Executive Officer, Pacific Asset Management
Matthew was appointed Chief Executive Officer in October 2016. Prior to joining Pacific, Matthew was Managing Director and Global Head of Liquid Alternative Investment Sales at Deutsche Asset Management. From 2003-2015, Matthew worked at GAM where he was the UK and Middle East Head of Institutional and Funds distribution and Global Head of retail multi-asset sales.
Chief Risk Officer
Nicolas (“Nico”) Amato is the Chief Risk Officer for Bramshill Investments. Mr. Amato has over 25 years of industry experience, mostly in Alternative Investments. Prior to joining Bramshill Investments in 2019, Mr. Amato was Head of Alternatives Portfolio Management at Wilshire Associates and also oversaw Manager Research for Alternative Investments within Wilshire’s Funds Management Group. Before joining Wilshire Associates, Mr. Amato was at Dorchester Capital Advisors, a Los Angeles-based Alternative Investments manager, from 2004 through 2014. While at Dorchester, Mr. Amato was a Partner of the firm and responsible for communicating with investors, overseeing investment portfolios, and managing the Research and Risk Management teams. Mr. Amato started his career in 1998 at the Merrill Lynch office in Buenos Aires, Argentina. Mr. Amato earned an Economics Licentiate degree, Cum Laude, from San Andres University, a Masters in Finance from CEMA University (both in Buenos Aires), and an M.B.A. from UCLA Anderson School of Management. Mr. Amato is also a Chartered Financial Analyst (CFA) and a Chartered Alternative Investments Analyst (CAIA).
Partner & Head of Latam Private Credit & Local Markets
Con más de 25 años de experiencia en gestión de inversiones y análisis financiero, Javier Montero se ha consolidado como una figura destacada en el sector financiero. Desde que se unió a Moneda Patria en agosto de 2009, se ha desempeñado como Co-Portfolio Manager para la estrategia de deuda corporativa de alto rendimiento de América Latina, además de administrar el Fondo Moneda Deuda Local Latinoamericana (MLDL). Estas funciones implican generar retornos superiores ajustados al riesgo a través de análisis fundamentales y ascendentes, centrándose en la renta fija corporativa dentro de América Latina y el Caribe. Tras la integración con Patria en 2022, Montero ha tomado la responsabilidad de liderar la estrategia de crédito privado para América Latina.