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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.
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
Chartered Financial Analyst (CFA) – 1995
Bachelor of Science in Finance, Pennsylvania State University – 1985