Profil
Ms. Lisa Klar is General Counsel at Cadogan Management LLC.
Prior to that, Ms. Klar was Director of Compliance for Lehman Brothers’ Investment Management Division, leading a 30-person team that supported the hedge fund, mutual fund, private equity and traditional asset management businesses.
Prior to this, Ms. Klar was with the Alternative Investments units of Citigroup's Global Wealth Management and Smith Barney divisions, where she led marketing and development efforts for their alternatives platforms.
Previously, Ms. Klar spent seven years at Prudential, leading the Investment Advisory unit of Prudential Securities’ Law Department and then leading a 75-person unit responsible for the managed account businesses within Prudential Investments.
Ms. Klar began her career as an attorney in the investment fund practice at Seward & Kissel LLP.
Ms. Klar graduated from Cornell University, with a BS and received her JD from the University of Pennsylvania School of Law.
Anciens postes connus de Lisa Anne Klar
| Sociétés | Poste | Fin |
|---|---|---|
Cadogan Management LLC
Cadogan Management LLC Investment ManagersFinance Cadogan Management reviews various hedge fund strategies to find the most compelling investment opportunities. To find the best managers in each sector, they conduct due diligence (qualitative and quantitative), while monitoring hundreds of existing relationships in a proprietary database. They consistently search for managers who have a distinct research or investment edge, through original research, unique portfolio construction or superior trading skill, which is sustainable over entire market cycles. The firm also seeks managers who use fundamental research as the principal basis for their investment decisions and exceptionally talented new and developing managers small enough to execute strategies and trades in which larger hedge funds frequently can no longer participate. Cadogan uses a six-step process to construct multi-manager hedge fund portfolios. After establishing a portfolio's risk and return goals, the firm creates an initial universe of sectors in which to invest and potential managers within each sector. They next employ in-depth quantitative analysis of every manager. Cadogan considers how each manager performed during market stress, how each manager cross-correlates with the other managers and the overall market environment. Each manager is qualitatively reviewed to assess their future prospects, ongoing risk assessment and controls. Cadogan then considers past and anticipated cross-correlation among managers. Finally, they blend in selected short-biased managers to balance the portfolio to the desired level of Beta. Though not limited to any particular sector or market-cap, Cadogan tends to invest in the stocks of small-cap companies in the process industries, consumer services and finance sectors. They maintain a low turnover rate. | Compliance Officer | 14/03/2012 |
Seward & Kissel LLP
Seward & Kissel LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Corporate Officer/Principal | - |
Formation de Lisa Anne Klar
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
University of Pennsylvania
University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cadogan Management LLC
Cadogan Management LLC Investment ManagersFinance Cadogan Management reviews various hedge fund strategies to find the most compelling investment opportunities. To find the best managers in each sector, they conduct due diligence (qualitative and quantitative), while monitoring hundreds of existing relationships in a proprietary database. They consistently search for managers who have a distinct research or investment edge, through original research, unique portfolio construction or superior trading skill, which is sustainable over entire market cycles. The firm also seeks managers who use fundamental research as the principal basis for their investment decisions and exceptionally talented new and developing managers small enough to execute strategies and trades in which larger hedge funds frequently can no longer participate. Cadogan uses a six-step process to construct multi-manager hedge fund portfolios. After establishing a portfolio's risk and return goals, the firm creates an initial universe of sectors in which to invest and potential managers within each sector. They next employ in-depth quantitative analysis of every manager. Cadogan considers how each manager performed during market stress, how each manager cross-correlates with the other managers and the overall market environment. Each manager is qualitatively reviewed to assess their future prospects, ongoing risk assessment and controls. Cadogan then considers past and anticipated cross-correlation among managers. Finally, they blend in selected short-biased managers to balance the portfolio to the desired level of Beta. Though not limited to any particular sector or market-cap, Cadogan tends to invest in the stocks of small-cap companies in the process industries, consumer services and finance sectors. They maintain a low turnover rate. | Finance |
Seward & Kissel LLP
Seward & Kissel LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Commercial Services |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















