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Simon Hopkins - Chief Executive Officer
Simon Simon Hopkins has over 20 years' experience in the European investment business. He started his investment banking career with SG Warburg & Co in 1986, joining UBS in 1988 as a European equity specialist. From 1990 to 1996 he spent over six years as a French equity market specialist in Paris, first with HSBC James Capel, then Nomura France, where as director of French equities he built a highly-rated equity sales and research business.

In 1996, Mr. Hopkins established Fortune, a diversified hedge fund management and advisory firm, and its research affiliate Global Fund Analysis. In 2006, Close Brothers Group plc, a leading UK merchant bank, acquired a controlling interest in the firm. Today, Fortune manages the Fortune family of funds, and numerous customised mandates, overseeing over £3 billion for a wide range of institutional clients including insurance companies, private banks, family offices and endowments. The firm has also seeded over 20 single strategy funds over the last decade through its unique emerging manager program. He brings to the Fortune team a deep understanding of global investors and the driving forces of fund investing.

Mr. Hopkins is a regular commentator on fund industry topics in the financial media and has addressed numerous conferences, the OECD and the London School of Economics on hedge fund investing. He graduated with honours from the University of Bristol's Faculty of Law in 1986.
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Nancy Curtin - Chief Investment Officer
Nancy Nancy Curtin has over 20 years' experience encompassing senior roles in asset management, private equity and hedge fund investing.

Having started her career as a Financial Analyst for Morgan Stanley in Mergers and Acquisitions, between 1979-1981 she became Vice President-Corporate Finance at Credit Suisse First Boston between 1983-1987. She subsequently became a senior portfolio manager at Rho Asset Management, where she managed the firm's assets across a range of strategies including global and European equity long/short, relative value, fixed income and macro. She also developed Rho's private equity businesses in in Berlin, after the fall of the Berlin Wall. Between 1993-1999 Nancy held a number of positions at Baring Asset Management including Head of Emerging Markets, Member of European Investment and Asset Allocation Team as well as Member of the Board of Baring Asset Management and Baring Venture Partners.

In 1999 Nancy was appointed as Managing Director of Schroders Investment Management NA and Head of Global Investments for its $20bn Global Mutual Fund Businesses. She was also CEO of Internet Finance Partners, a venture capital business of Schroders Plc which invests in leading edge technologies for the financial services industry. Nancy holds a BA in political science, summa cum laude, from Princeton University and an MBA from Harvard Business School.
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Jack Schwager - Senior Portfolio Manager
Jack Jack Schwager is an executive director of the board of Fortune Group and senior portfolio manager within the Global Fund Analysis team at Fortune. He is also principal investment manager of the Market Wizards Funds, the flagship fund of hedge funds series of the Fortune Group.

His prior experience includes over 30 years on Wall Street including 22 years as director of futures research for some of Wall Street's leading firms, where he also spent ten years as the co-principal of a commodity trading advisory business. Mr Schwager began his career with Reynolds Securities as a research analyst (1971 to 1973), and then moved to Loeb Rhoades Hornblower where he became director of futures research (1973 to 1979). From 1979 to 1983 he was director of futures research at Smith Barney, and from 1983 to 1984 he was director of research (for one trading group) at Commodities Corporation. He was director of futures research at Paine Webber from 1984 to 1988, and director of futures research at Prudential Securities from 1988 to 1996. Between 1996 and 1999 he continued to work for Prudential as a consultant.

Mr. Schwager has written extensively on the futures industry and great traders (in all financial markets). His first book, "A Complete Guide to the Futures Markets", which was published in 1984, is considered to be one of the classic reference works in the field. More than a decade later he revised and expanded this original work into the three-volume series, "Schwager on Futures", consisting of "Fundamental Analysis" (1995), "Technical Analysis" (1996), and "Managed Trading: Myths and Truths"(1996). He is also the author of "Getting Started in Technical Analysis" (1999), which is part of John Wiley's popular "Getting Started" series. Mr Schwager is perhaps best known for his best-selling series of interviews with the greatest hedge fund managers of the last two decades, which includes "Market Wizards" (1989), "The New Market Wizards" (1992), and "Stock Market Wizards" (2001). Mr. Schwager is a frequent seminar speaker and has lectured on a range of analytical topics with particular focus on the characteristics of great traders, technical analysis, and trading system evaluation. He holds a BA in Economics from Brooklyn College (1970) and an MA in Economics from Brown University (1971).

Click here to see a video of Jack Schwager speaking at last year's Excellence in Absolute Returns conference.
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Richard Tarvin - Investment Director and Head of Risk
Richard Richard Tarvin is a co-founder of the firm and serves as Fortune's Executive Director of Research with a special focus on risk management. He led the research effort at Global Fund Analysis from its creation.

Richard was educated at the University of New South Wales, where he received a Bachelor of Science with first class honours in Neurophysiology and consequently received a Commonwealth Post Graduate Doctoral Scholarship to pursue a Ph.D in Neurophysiology. Subsequently spending 5 years in medical research, Richard had numerous papers published in British and American medical journals.

Richard went on to earn an MBA from the Australian Graduate School of Management in 1990, the foremost MBA School in the Southern Hemisphere. Richard brings to Fortune an unparalleled background in quantitative and analytical skills as well as an excellent statistics and computer programming background. He has extensive experience in the development of trading systems having managed a hedge fund from 1994 to 1996. Prior to joining Fortune, Richard undertook numerous project assignments for Bank of New York, Bank of America & Mellon Bank. He is an FSA registered representative.
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Mark Ebert - Chairman (Fortune Group)
Mark Mark Ebert has over 20 years of M&A and investment banking experience. He is currently Chairman of the Fortune Group (since 2006) and a director of Lombard Odier Darier Hentsch's private equity funds (since 2001).

From 2004-2006, Mr Ebert was chairman of Quadrum Partners, a corporate finance advisory firm based in Zurich. From 2001-2004, he was a Member of the Executive Committee of Lombard Odier Darrier Hentsch, Geneva/Zurich, responsible for Equity Brokerage, M&A, Sales & Trading and Private Equity. From 1998-2001 he was joint CEO of WestLB Panmure, an investment banking / institutional brokerage firm in London and Dusseldorf, when he also served as a Director of West Private Equity and founded two of WestLB's private equity funds. From 1990-1998, Mr Ebert was employed by UBS in London and Zurich where he was the Chairman of its Investment Banking Management Board, Head of European M&A and Global Co-ordinator of M&A. From 1985-1990 he was Director of trans-Atlantic M&A at Citicorp Scrimgeour Vickers in London. Prior to that he was an auditor at Price Waterhouse in London.

Mr Ebert is a Certified Public Accountant, resides in Switzerland and is a dual US and British national. His advisory experience has been focused on financial institutions and the private equity sectors.
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Gary Thornton - Finance Director
Gary Gary Thornton qualified as a chartered accountant in 1993 with Moore Stephens, an international firm of accountants. After spending a further two years working in their training department, he moved to H W Fisher & Company to become head of Training and Development. He also managed a select portfolio of clients, with particular interest in the pensions and financial services sectors.

Gary has been involved with Fortune Asset Management since the first year, and brings this knowledge, together with more than ten years business experience to his role as Finance Director.

Gary graduated from Trinity Hall, Cambridge with a degree in Modern Languages (French and German) and History of Art.
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Jim Ellis - Financial Controller
Jim Jim Ellis worked for Blick Rothenberg chartered accountants in London from 1997 to early 2003, qualifying in 2000. During this time he also worked at Pitcher Partners accountants & advisors in Melbourne on a secondment. After leaving Blick Rothenberg, Jim worked in practice for Cranstoun & Hussein in Brisbane and Ernst & Young in London before joining Fortune as Finance Manager in March 2004. Jim holds a BSc Honours in Business Administration and Mathematics from Aston University, Birmingham. He is a member of the Institute of Chartered Accountants in England & Wales.
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Frank Casey - President (Fortune USA)
Frank Frank Casey has garnered broad capital markets knowledge and alternatives investment experience over his long career. Frank has always enjoyed being on "the leading edge" of alternative investments.

Upon leaving the US Army as an Airborne-Ranger Qualified Infantry Captain in 1974, he joined Merrill Lynch to serve corporations as risk-manager specializing in equity, oil and metals derivatives hedging until 1982. He then joined Prudential Securities to advise banks on hedging interest rate exposures, specializing in the nascent mortgage-origination/MBS-pipeline risks arena until 1994. He then formed his own risk and portfolio management firms and later marketed option-based portfolio management strategies for a specialized institutional manager. He has raised assets for alternative investment managers since 1992.

Joining the firm as President-USA, he primarily serves in a business development and client service capacity; however, his capital markets experience, honed within 34-years of alternatives investment exposure, also serves the firm when he qualitatively vets hedge fund managers to discern real alpha talent.
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David Suratgar - Chairman (Fortune Funds Limited and Fortune Capital Limited (Cayman Islands))
Mark David Suratgar spent 10 years as legal counsel of the World Bank. Also advisor to the Bank of England, HM Treasury, the European Commission and the European Investment Bank. Morgan Grenfell, director from 1978, deputy chairman from 1992.

His consulting roles have included assignments for Morrison and Foerster; Salans, Hertzfeld & Heilbronn; Jones, Day, Reavis & Pogue, the Ministry of Mines of Argentina and European Investment Bank. Served as counsel to Surrey & Morse and to Sullivan & Cromwell (Attorneys at Law). Currently consultant at the law offices of LeBoeuf, Lamb, Greene & MacRae. Graduated University of Oxford (MA Oxon, Law), Columbia University's School of International Affairs (MIA, Economics, International Relations and Law) with a fellowship between 1959 and 1962, also at The Hague Academy of International Law.

Mr Suratgar has lectured in the past on international project finance at Templeton College, Oxford University, Georgetown University Law School, University of Georgia and is a member of the Council of the Royal Institute of International Affairs. He also serves as a member of the Board of BMCE Bank, of the Korea Investment Opportunities Fund and of the advisory board of Pictet Water Fund. He speaks fluent French.
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Charles Gave - President (Fortune Group)
Charles Charles Gave has been researching tactical asset allocation for nearly thirty years. Charles was one of the founding investors in Fortune Group.

Charles created a research firm called Cecogest in 1974. In 1986, Charles co-founded Cursitor-Eaton Asset Management where he was Chief Investment Officer until the firm was sold in 1995 to Alliance Capital. At Cursitor, Charles managed over US$10bn of institutional money on a global asset allocation mandate. In 1999, Charles left Alliance Capital and created GaveKal Research. Charles also sits on the board of numerous other European companies including Global Fund Analysis and Ecowin in which he also holds equity participations.

Charles Gave was awarded Order of Merit by the French Government in 2004.
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