Ed Hannon, CFA

Ed Hannon, CFA

Ed Hannon, CFA is an affiliate expert for Bates Group LLC located in New Jersey. He uses his decades of top tier experience as portfolio manager, trader, and alternative investments and manager due diligence expert to provide expert testimony and consulting services primarily related to fixed income and hedge fund investment strategies, with an emphasis on complex arbitrage strategies such as long/short equity, futures, fixed income, credit, and convertible bond arbitrage. He is also an expert in investment strategies involving esoteric and illiquid securities such as MBS, ABS, and CLO securities. Mr. Hannon consults hedge funds and traditional investment management clients on investment strategy, manager selection, and operational process optimization. He was Head of Hedge Fund Investment Due Diligence, Manager Selection and Operational Due Diligence at Stamos Capital Partners, where he was a Partner and member of the Executive Committee. Prior to Stamos Capital Partners, he was Head of Risk Management for Royal Bank of Canada’s Alternative Assets Group. And prior to RBC, he was Head of Absolute Return Manager Selection at Merrill Lynch Investment Managers before being promoted to Global Head of Hedge Fund Manager Selection for Merrill Lynch's $20 billion Hedge Fund Platform. Ed began his career as a fixed income Portfolio Manager at Nomura Securities (Tokyo), where he specialized in esoteric instruments and oversaw a $3.7 billion asset-backed fund of funds portfolio. He has evaluated the investment strategy, operational, and compliance programs of a large number and variety of hedge funds, and brings a deep understanding of investment strategy and operational strengths and weaknesses. Ed received a BS from The Pennsylvania State University and is a CFA Charterholder.


Credentials

EXPERIENCE

Alternative Strategy Institute, Mahwah, NJ; Managing Member, 2015 - Present

Columbia University, New York, NY, Guest Lecturer, 2019 - Present

Castle Lanterra Properties, Suffern, NY; Chief Operating Officer, 2017 – 2019

Quest Global Advisors, Greenwich, CT; Chief Operating Officer, Chief Compliance Officer, 2016 – 2017

Stamos Capital Partners, New York, NY; Partner/Manager Research and Investment Strategy, 2010 – 2015

RBC Capital Markets, New York, NY; Head/Alternative Assets Risk Management, 2009 – 2010

Merrill Lynch, New York, NY; Hedge Fund Development & Management Group; Director, 2002 – 2009

Tremont Advisers, Rye, NY; Fixed Income/Macro & CTA Analyst, 2001 – 2002

Sulzberger (New York Times) Family Office, New York, NY; Investment Strategist, 2000 – 2001

Marubeni International Finance, New York, NY; Alternative Investments Team Leader, 1997 – 2000

Bank of Nova Scotia Capital Markets, Tokyo, Japan; Head of Fixed Income Trading, 1994 – 1996

Nomura Securities Investment Trust Management, Tokyo, Japan; Fixed Income Portfolio Manager, 1991 – 1994

Marusan Securities Company, Tokyo, Japan; Japanese Equity Analyst/Product Specialist, 1987 – 1991

Merrill Lynch, New York, NY; Financial Consultant, 1985 – 1987

PROFESSIONAL QUALIFICATIONS

Chartered Financial Analyst (CFA) – 1995

EDUCATION

Bachelor of Science in Finance, Pennsylvania State University – 1985