Profil
Mr. Brett D.
Hellerman is Co-Founder, Chief Executive & Investment Officer at Wood Creek Capital Management LLC.
Prior to forming Wood Creek Capital in 2005, In 1991 Mr. Hellerman co-founded Clinton Group, Inc. which grew into one of the most successful hedge fund management firms with over $9 billion under management at its peak.
Mr. Hellerman served as chief operating officer and partner.
Mr. Hellerman served as vice president of Greenwich Capital Markets (now RBS) where he was instrumental in building Greenwich’s successful effort in mortgage securitization.
He was also a fixed income professional at CSFB and Morgan Stanley.
Before coming to Wall Street, Mr. Hellerman was a legislative assistant in the United States Senate where he had responsibility for economic and infrastructure issues for Senator Charles H.
Percy of Illinois.
Mr. Hellerman is a recognized expert on absolute return investments and is a frequent speaker at industry events and conferences where he talks about the future of the alternative investment management industry.
Mr. Hellerman has a B.A. with honors in diplomatic history from the University of Pennsylvania.
Anciens postes connus de Brett D. Hellerman
| Sociétés | Poste | Fin |
|---|---|---|
Wood Creek Capital Management LLC
Wood Creek Capital Management LLC Investment ManagersFinance Wood Creek Capital Management buys assets, both directly and in partnership with operating partners, in the US and international markets. With regard to tangible assets, the firm focuses mainly on private core capital assets and privately owned infrastructure. Through their investment and/or research efforts, they are very active in mobile telecom infrastructure, transportation assets, aviation industry assets, farmland and agricultural infrastructure, water, and mining capital assets. In intangible assets, Wood Creek has established or helped build a number of new investment platforms in music copyrights, film and television content, specialty branded and generic pharmaceuticals, pharmaceutical royalties, and technology patents. | Directeur Général | 16/09/2016 |
Norfolk Markets LLC
Norfolk Markets LLC Investment Banks/BrokersFinance Provides brokerage services | Directeur de la Recherche - Actions | 31/12/2009 |
Rosemount Capital Management LLC
Rosemount Capital Management LLC Investment ManagersFinance Rosemount strives to generate consistent returns with low volatility and minimal correlation to the global capital markets by investing in, originating, syndicating and trading a diversified portfolio of trade finance debt obligations from obligors in more developed emerging market countries. The Rosemount funds assist exporters, importers and their bankers by providing structured import and export finance, Export Agency down payment finance, syndicated trade facilities, à forfait finance and other risk-mitigated trade financing solutions. They invest in transactions arising from underlying trade transactions involving the cross-border trade of goods or services. They have a network of contacts throughout Latin America, Eastern Europe and Asia to identify suitable Trade Finance opportunities. Rosemount maintains a disciplined investment process that combines fundamental and quantitative analysis. A major goal is to build a risk-efficient portfolio. Rosemount provides trade finance across a variety of country, obligor and transactional risk parameters. They use a liquidity based trading book and a longer view investment book. All transactions are evaluated according to the following criteria: (1) borrower must be bank, corporate or government sector clients (2) the funds must be used for import, export, pre-export and prepayment finance (3) tenor is subject to market conditions, to a maximum of five years (4) pricing determined by market-based yields and (5) documentation must include standard market terms for tradable instruments. | Directeur en chef des Investissements | 31/10/2006 |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Clinton Group, Inc.
Clinton Group, Inc. Investment ManagersFinance Clinton Group seeks to achieve consistent returns with low volatility in all of their funds through a highly systematic relative value approach that attempts to meet clients' return objectives without market forecasting or speculation. The firm employs state-of-the-art technology, quantitative analysis, market information and market experience to evaluate potential investment opportunities. They seek to hedge the component risks in securities to extract a stable and secure return. Clinton Group is an activist firm and is included in the SharkWatch50 as one the 50 most prominent activist investors. | Fondateur | - |
Formation de Brett D. Hellerman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Clinton Group, Inc.
Clinton Group, Inc. Investment ManagersFinance Clinton Group seeks to achieve consistent returns with low volatility in all of their funds through a highly systematic relative value approach that attempts to meet clients' return objectives without market forecasting or speculation. The firm employs state-of-the-art technology, quantitative analysis, market information and market experience to evaluate potential investment opportunities. They seek to hedge the component risks in securities to extract a stable and secure return. Clinton Group is an activist firm and is included in the SharkWatch50 as one the 50 most prominent activist investors. | Finance |
Norfolk Markets LLC
Norfolk Markets LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
NatWest Markets Securities, Inc.
NatWest Markets Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Pennsylvania
University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rosemount Capital Management LLC
Rosemount Capital Management LLC Investment ManagersFinance Rosemount strives to generate consistent returns with low volatility and minimal correlation to the global capital markets by investing in, originating, syndicating and trading a diversified portfolio of trade finance debt obligations from obligors in more developed emerging market countries. The Rosemount funds assist exporters, importers and their bankers by providing structured import and export finance, Export Agency down payment finance, syndicated trade facilities, à forfait finance and other risk-mitigated trade financing solutions. They invest in transactions arising from underlying trade transactions involving the cross-border trade of goods or services. They have a network of contacts throughout Latin America, Eastern Europe and Asia to identify suitable Trade Finance opportunities. Rosemount maintains a disciplined investment process that combines fundamental and quantitative analysis. A major goal is to build a risk-efficient portfolio. Rosemount provides trade finance across a variety of country, obligor and transactional risk parameters. They use a liquidity based trading book and a longer view investment book. All transactions are evaluated according to the following criteria: (1) borrower must be bank, corporate or government sector clients (2) the funds must be used for import, export, pre-export and prepayment finance (3) tenor is subject to market conditions, to a maximum of five years (4) pricing determined by market-based yields and (5) documentation must include standard market terms for tradable instruments. | Finance |
Wood Creek Capital Management LLC
Wood Creek Capital Management LLC Investment ManagersFinance Wood Creek Capital Management buys assets, both directly and in partnership with operating partners, in the US and international markets. With regard to tangible assets, the firm focuses mainly on private core capital assets and privately owned infrastructure. Through their investment and/or research efforts, they are very active in mobile telecom infrastructure, transportation assets, aviation industry assets, farmland and agricultural infrastructure, water, and mining capital assets. In intangible assets, Wood Creek has established or helped build a number of new investment platforms in music copyrights, film and television content, specialty branded and generic pharmaceuticals, pharmaceutical royalties, and technology patents. | Finance |
















