Context Summits, the pioneer of the one-on-one conference format is bringing its proven structure back to the west coast. Allocators and managers will have exposure to two full days of focused, efficient and productive one-on-one meetings. Unparalleled social events will provide additional opportunities for effective networking. Overall, participants gain solid leads, cultivate tangible opportunities, and build meaningful relationships.
Terranea (terra-NAY-a) Resort is poised above the Pacific on the beautiful Palos Verdes Peninsula. A hidden gem on the Los Angeles coast, this 102-acre luxury Southern California resort destination is surrounded by tranquil waves and offers a whole new world of relaxation and adventure that words just can’t describe. Terranea is owned by a joint venture comprised of Lowe Enterprises and JC Resorts and managed by Coral Tree Hospitality.
Context Summits will offer discounted rooms rates at Terranea. The room block is available to registered attendees only. Please note there are a limited number of rooms so be sure to register & book your reservation as soon as possible.
100 Terranea Way
Rancho Palos Verdes, CA 90275
Chief Executive Officer, Context Capital Partners
Ron Biscardi is the Co-Founder and Chief Executive Officer of Context Capital Partners, a leading alternative investment firm focused on delivering specialized solutions to sophisticated family offices and institutions through a diverse portfolio of niche strategies. Mr. Biscardi also serves as Chairman of the Board of Context Summits, a leading conference provider in the alternative asset industry and a wholly owned subsidiary of Context Capital Partners. With over 20 years of start-up business management, strategy, and investment experience across hedge, private equity, and mutual funds, he is responsible for Context’s overall management and growth.
In addition to the above, Mr. Biscardi co-founded several affiliate organizations including: CCP | BH Capital Partners, LP in 2012, Context Family Network in 2016, Context | TCM Tactical Opportunities, LLC in 2017, Context | Oak River Capital Management, LLC and Context Insurance Strategies, LLC in 2018. He serves on the investment committees of Context BH Equity Funds I and II, Context Liberty Bell Capital, Context Business Lending and the Titan Loan Investment Fund.
He is currently on the board of the Kimmel Center for the Performing Arts in Philadelphia where he chairs the investment committee for the Kimmel Center Endowment and co-chairs the Philadelphia International Festival of the Arts. Mr. Biscardi is a founding trustee of the Mastery Charter School, a national leader in the turnaround of failing urban schools and has served on the Board of Trustees for over 15 years.
Mr. Biscardi graduated with a Bachelor of Science in Electrical Engineering from Drexel University. He currently works and lives in the Philadelphia area.
President, Context Summits
Kevin Garton is President of Context Summits and a member of Context Capital Partners executive committee. He brings more than 30 years of strategy and executive management expertise to Context having worked across a variety of industries. At Context Summits, he is responsible for the overall leadership of the company, including business strategy, revenue generation, technology, operations and strategic partnerships. He is also responsible for the growth and development of the Context Family Network, a peer-to-peer membership organization for single-family offices.
Kevin has over 30 years of experience having served as Chief Strategy Officer and Chief Operations Officer at Context Summits parent company, Context Capital Partners. Prior to those roles, Kevin was Chief Marketing Officer at Context Asset Management. In addition to his experience at Context, Kevin has held leadership roles in the technology and consumer products industries at F-500 firms as well as start-ups.
Kevin earned a B.A. in Psychology with a Business minor from Washington University in St. Louis, MO, and he holds an M.B.A. from the J.L. Kellogg Graduate School of Management at Northwestern University in Evanston, IL.
Partner and Senior Portfolio Manager, Canyon Partners, LLC
George Jikovski is a Partner and Senior Portfolio Manager. Mr. Jikovski’s primary focus is on the mortgage-backed securities, structured credit, and credit derivatives sectors across all Canyon strategies. Prior to joining Canyon in 2007, Mr. Jikovski was at Trust Company of the West, where he focused on high grade MBS, including MBS derivatives, collateralized mortgage obligations (CMOs) and market value CDOs. Mr. Jikovski was previously with the Financial Restructuring Group at Houlihan Lokey Howard & Zukin and was an Investment Banker in the Corporate Finance / M&A group at Bear, Stearns & Co, Inc. Mr. Jikovski is a graduate of University of California, Los Angeles (B.A., summa cum laude, Phi Beta Kappa, Business Economics and a minor in accounting). Mr. Jikovski is a CFA charterholder.
Partner, Head of Manager Research, Prelude Capital
Mr. Marcus joined Prelude Capital in 2010. Previously, Mr. Marcus was a Vice President and Senior Analyst in Deutsche Bank Asset Management's ARS Fund of Funds group. Prior thereto, Mr. Marcus was a Portfolio Manager for Pergament Advisors, a New York based multi-family office. While at Pergament, Mr. Marcus managed both the fund of hedge funds portfolio as well as the firm's fixed income separately managed accounts. Mr. Marcus began his career at Bear Stearns.
Mr. Marcus earned his BSBA from the John M. Olin School of Business at Washington University in St. Louis and is a CFA Charterholder.
Introductions by Kevin Garton, President, Context Summits
05:30pm - 06:00pm edtManagers battle head-to-head by presenting their funds to a panel of judges. Winners claim complimentary access to an upcoming summit.
06:00pm - 07:00pm edt
Enter your email and we will send you the list of managers.
Chief Executive Officer, Context Capital Partners
Ron Biscardi is the Co-Founder and Chief Executive Officer of Context Capital Partners, a leading alternative investment firm focused on delivering specialized solutions to sophisticated family offices and institutions through a diverse portfolio of niche strategies. Mr. Biscardi also serves as Chairman of the Board of Context Summits, a leading conference provider in the alternative asset industry and a wholly owned subsidiary of Context Capital Partners. With over 20 years of start-up business management, strategy, and investment experience across hedge, private equity, and mutual funds, he is responsible for Context’s overall management and growth.
In addition to the above, Mr. Biscardi co-founded several affiliate organizations including: CCP | BH Capital Partners, LP in 2012, Context Family Network in 2016, Context | TCM Tactical Opportunities, LLC in 2017, Context | Oak River Capital Management, LLC and Context Insurance Strategies, LLC in 2018. He serves on the investment committees of Context BH Equity Funds I and II, Context Liberty Bell Capital, Context Business Lending and the Titan Loan Investment Fund.
He is currently on the board of the Kimmel Center for the Performing Arts in Philadelphia where he chairs the investment committee for the Kimmel Center Endowment and co-chairs the Philadelphia International Festival of the Arts. Mr. Biscardi is a founding trustee of the Mastery Charter School, a national leader in the turnaround of failing urban schools and has served on the Board of Trustees for over 15 years.
Mr. Biscardi graduated with a Bachelor of Science in Electrical Engineering from Drexel University. He currently works and lives in the Philadelphia area.
President, Context Summits
Kevin Garton is President of Context Summits and a member of Context Capital Partners executive committee. He brings more than 30 years of strategy and executive management expertise to Context having worked across a variety of industries. At Context Summits, he is responsible for the overall leadership of the company, including business strategy, revenue generation, technology, operations and strategic partnerships. He is also responsible for the growth and development of the Context Family Network, a peer-to-peer membership organization for single-family offices.
Kevin has over 30 years of experience having served as Chief Strategy Officer and Chief Operations Officer at Context Summits parent company, Context Capital Partners. Prior to those roles, Kevin was Chief Marketing Officer at Context Asset Management. In addition to his experience at Context, Kevin has held leadership roles in the technology and consumer products industries at F-500 firms as well as start-ups.
Kevin earned a B.A. in Psychology with a Business minor from Washington University in St. Louis, MO, and he holds an M.B.A. from the J.L. Kellogg Graduate School of Management at Northwestern University in Evanston, IL.
Partner and Senior Portfolio Manager, Canyon Partners, LLC
George Jikovski is a Partner and Senior Portfolio Manager. Mr. Jikovski’s primary focus is on the mortgage-backed securities, structured credit, and credit derivatives sectors across all Canyon strategies. Prior to joining Canyon in 2007, Mr. Jikovski was at Trust Company of the West, where he focused on high grade MBS, including MBS derivatives, collateralized mortgage obligations (CMOs) and market value CDOs. Mr. Jikovski was previously with the Financial Restructuring Group at Houlihan Lokey Howard & Zukin and was an Investment Banker in the Corporate Finance / M&A group at Bear, Stearns & Co, Inc. Mr. Jikovski is a graduate of University of California, Los Angeles (B.A., summa cum laude, Phi Beta Kappa, Business Economics and a minor in accounting). Mr. Jikovski is a CFA charterholder.
Partner, Head of Manager Research, Prelude Capital
Mr. Marcus joined Prelude Capital in 2010. Previously, Mr. Marcus was a Vice President and Senior Analyst in Deutsche Bank Asset Management's ARS Fund of Funds group. Prior thereto, Mr. Marcus was a Portfolio Manager for Pergament Advisors, a New York based multi-family office. While at Pergament, Mr. Marcus managed both the fund of hedge funds portfolio as well as the firm's fixed income separately managed accounts. Mr. Marcus began his career at Bear Stearns.
Mr. Marcus earned his BSBA from the John M. Olin School of Business at Washington University in St. Louis and is a CFA Charterholder.
Managing Partner, Ankona Capital
Brian Mesic is a Managing Director at Ankona Capital, a Newport Beach based fund investing in SaaS companies "at the elbow" - companies with proven product/market fit that are poised to grow. Current Ankona investments include Zingle, Soci, and VideoAmp. Prior to co-founding Ankona, Brian was a General Partner at Anthem Venture Partners where he led investment into 17 technology companies including Android, TrueCar, Scopely, Entropic Communications, Blurb, Card.com, and Interset.
CFA, Managing Partner, Liberty Park Capital Management
Charles “Chuck” Murphy, CFA is the Founder, Managing Partner and Portfolio Manager at Liberty Park Capital Management in Austin, TX. Liberty Park manages two funds focused on smaller-cap US equities that are complex, multi-industry or cyclical. Prior to founding Liberty Park in 2012, Mr. Murphy spent seven years as a Senior Analyst covering the industrials sector at Sidoti & Co., the largest provider of small-cap equity research in the U.S. While at Sidoti, Mr. Murphy was named a “Master Stock Picker” in the Wall Street Journal’s “Best on the Street” survey. Prior to Sidoti, Mr. Murphy worked at Morgan Stanley Investment Management. He is a graduate of Texas A&M University.
Partner, Haynes Boone
Shelley Rosensweig is a partner in the Investment Management and Private Equity Practice Groups in the New York office of Haynes and Boone. She structures and organizes domestic and offshore private investment funds. She advises clients regarding matters which include design, structure and operation of investment portfolios, distribution and marketing issues and commodities and futures issues. Shelley also assists clients with seed investments, the formation of managed account platforms and the organization of joint ventures. She advises investment advisory clients regarding investment products and services, SEC, FINRA and CFTC regulatory and compliance matters, as well as trading issues and employment matters.
Managing Director, Investor Relations , Context Capital Partners
Simone Sobel is Managing Director of Investor Relations at Context Capital Partners. Simone manages the Investor Relations efforts for Context Capital and Context Summits, and manages Context Family Network, an exclusive community comprised of high-quality single family offices. Prior to joining Context, Simone was with Wells Fargo’s Capital Introduction team, as well as with Halcyon Asset Management, focusing on business development. Simone graduated from New York University and resides in New York City, NY.
Managing Partner, Atlas Principals, LLC
Seth Wilfong is a Partner and Portfolio Manager at Atlas Principals, LLC. Seth brings more than 10 years of investment experience to the Atlas team and is responsible for research, trading and risk management. In his research coverage, Seth specializes in the banking, technology, and retail sectors. Seth has been a devoted student of the markets for over 20 years and believes that an understanding of market dynamics is crucial in generating absolute returns.
Allocators
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