17th Annual Wharton Investment Management Conference

Friday, December 4, 2015 / Union League of Philadelphia

Keynotes

Morning Keynote

10:00 AM–10:50 AM - Lincoln Hall

Jason Karp

Jason Karp

Founder and CIO
Tourbillon Capital Partners

Jason Karp is Founder and CIO of Tourbillon Capital Partners, a $4 billion global, low net exposure long/short equity fund. He has 17 years of investment experience and was previously co-CIO of Carlson Capital, Portfolio Manager at SAC Capital and a Partner and Portfolio Manager at George Weiss Associates. Mr. Karp graduated summa cum laude with a B.S. in Economics and concentration in Finance from the Wharton School of the University of Pennsylvania. He was Academic All-American and Academic All-Ivy as a Varsity Squash player.  He is Chairman of the investment committee overseeing Loomis Chaffee’s endowment, and he has endowed scholarships in his parents’ names for low-income students at both Loomis Chaffee and University of Pennsylvania’s Wharton School.

Afternoon Keynote

2:30 PM–3:20 PM - Lincoln Hall

Paul J. Isaac

Paul J. Isaac

CEO and Founder
Arbiter Partners

Paul J. Isaac is the CEO and founder of Arbiter Partners Capital Management. His responsibilities include managing the firm’s relationship with investors and the investment community, overall strategic exposure and asset allocation, individual security analysis and selection, and investigation of private investment opportunities. Mr. Isaac has been actively investing on behalf of himself and others for over thirty-five years. Prior to founding Arbiter, Mr. Isaac managed equity and debt portfolios directly; researched and employed outside managers; analyzed and invested in alternative strategies; and provided investment strategy consulting to investors. Mr. Isaac has also served on several non-profit boards, chaired a charitable endowment, and held positions as a corporate director. He brings a broad range of sell side experience, including eighteen years of managerial experience in the securities industry, spent at Mabon, Nugent & Co. and its successor firms. During that time, he developed and ran the firm’s training program as well as managed the firm’s municipal, government, mortgage-backed and high yield bond departments. He served as Chief Economist and chaired the firm’s commitments and credit committees. During his time at Mabon, Mr. Isaac also spent a term as Chairman of the Securities Industry Association Capital Rules Committee. Mr. Isaac graduated from Williams College with Highest Honors in Political Economy and was a Thomas J. Watson Foundation Fellow.