The Tradex Global Advisors Team

Michael Beattie - Mr. Beattie serves as Chief Investment Officer of Tradex Global Advisors and directs all investment activities for the firm. Mr. Beattie has significant investment experience in various asset classes and hedge fund strategies. 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]

 

Richard Travia – Mr. Travia serves as Director of Research for Tradex Global Advisors.  He is a key member of the investment team and is involved in strategy, investment, allocation and risk management decisions. He focuses on hedge fund manager and strategy due diligence, selection and monitoring, while overseeing the R&D for Tradex’s systematic models. Mr. Travia helped build and launch Tradex’s proprietary ranking models that aid in manager identification and selection.  Prior to joining 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. [email protected]

 

Jeff Kong - Mr. Kong is a Partner and directs all in-house structured products investment activity for Tradex Global Advisory Services, LLC, the Investment Manager of the Tradex Relative Value Fund. 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]

 

William Mitchell - Mr. Mitchell serves as an analyst for Tradex Global Advisors.  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]

 

Irene Pepitone - Ms. Pepitone is responsible for in-house operations and business development for Tradex Global. 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]