The Tradex Global Advisory Services Team

Jeff Kong - Mr. Kong is a Partner and Managing Member of Tradex Global Advisory Services. He is Portfolio Manager and directs all structured product investment activity for the Tradex Relative Value Portfolio. Prior to joining Tradex, Mr. Kong was a Portfolio Manager at Passport Capital for the M1 Fund. Mr. Kong joined Passport from Structured Portfolio Management, where, from 2000 to 2010, he managed the approximately $1B flagship SPM fund, Structured Servicing Holdings (“SSH”), which annualized at +23.56% during his tenure as Portfolio Manager. SSH ranked as the #1 Large Hedge Fund by Bloomberg Markets in 2010 and ranked #8 in Barron’s 2009 Top 100 Hedge Fund List. Previously, Mr. Kong served as a director at Donaldson, Lufkin & Jenrette for whom he was a market-maker in structured securities. Before DLJ, he was a vice president at Greenwich Capital Markets, first working on financial modeling, bond analytics and structuring, and later trading Agency derivatives and CMOs. Earlier, Mr. Kong worked as a senior analyst at Citibank. Mr. Kong graduated from the University of Florida with a bachelor’s degree in finance and management. Mr. Kong is a member of the Association of Asian American Investment Managers. [email protected]

 

Richard Travia - Mr. Travia is a Partner and Member of Tradex Global Advisory Services and serves as Head of Risk Management. He is also a founding Partner and Head of Research of Tradex Global Advisors. Mr. Travia also serves as Compliance Officer for both firms. Mr. Travia has more than a decade of experience in allocating to and risk managing alternative fixed-income strategies. Mr. Travia is a Director of the Fund, a member of the Tradex investment team and is integral in all firm-wide strategy, investment, allocation and risk management decisions. Prior to co-founding Tradex Global Advisors, Mr. Travia worked with Mr. Beattie as the lead analyst for the Select Access Family of Funds. Mr. Travia was a member of the Investment Committee and focused on strategy, risk, investment and allocation decisions. Mr. Travia graduated from Villanova University with a bachelor’s degree in economics and currently serves as a Senator on the University Senate and serves on the Executive Committee, as well as serving on the Board of the Stamford Eastside Partnership. Partnership. [email protected]

 

Michael Beattie - Mr. Beattie is a Partner and Member of Tradex Global Advisory Services and serves as President of the Firm. He is also a founding Partner and Chief Investment Officer of Tradex Global Advisors. He is responsible for developing new strategies and is integral in the risk management process. Mr. Beattie has significant investment experience in structured products, having allocated to many alternative fixed-income hedge funds across a diverse set of strategies, including SSH under Mr. Kong’s management. Prior to co-founding Tradex Global Advisors, he co-managed the Select Access Family of Funds. Mr. Beattie has personally and professionally invested in hedge funds since 1998. [email protected]

 

William Mitchell - Mr. Mitchell serves as an analyst for Tradex Global Advisory Services. Prior to joining Tradex, Mr. Mitchell was a Vice President and Senior Fixed Income Portfolio Analyst at Citizens Financial Group. Mr. Mitchell joined Citizens from Citigroup, where he was a Yield Book/Quantitative Analyst. Mr. Mitchell has considerable experience in securitized product valuation, Yield Book and has high level programming capabilities. Mr. Mitchell graduated from SUNY Brockport with a bachelor’s degree in finance and has an MBA from the University of Rochester.  [email protected]

 

Denise DePaola - Ms. DePaola serves as outsourced Chief Financial Officer for Tradex Global Advisory Services through an agreement with an independent third party company, FundAdministration, Inc. She is responsible for all aspects of fund accounting, operations and controls. Ms. DePaola is the Chief Executive Officer and owner of FundAdministration whereby she’s able to leverage her experience, considerable staff and the resources of that platform in her capacity as CFO. Ms. DePaola has worked with the Tradex Group since its inception. Prior to joining FundAdministration, she was controller for M.D. Sass where she was responsible for the accounting of 21 hedge funds with an aggregate $6 billion AUM. Ms. DePaola began her career in public accounting, where she spent 11 years including 6 years at Marcum & Kliegman, LLP. She focused primarily in the hedge fund/ private equity practice. She is a certified public accountant and graduated with a bachelor’s degree in accounting and information systems from CUNY. [email protected]

 

Irene Pepitone - Ms. Pepitone is responsible for in-house operations for Tradex Global Advisory Services. Prior to joining Tradex, Ms. Pepitone served as a Business Operations Manager at Masters Esquire, where she developed new business opportunities and conducted market research. She has extensive experience and relationships within the Financial Services industry, having spent a total of 16 years in the Global Syndicated Finance group at RBC Capital Markets, reaching Director level.  Prior to RBC, Ms. Pepitone was employed by The Chase Manhattan Bank as a financial analyst. Ms. Pepitone holds a bachelor's degree from Fordham University and an MBA from the Stern School of Business at New York University. [email protected]