Our team brings a variety of experiences, skill sets, and previous professional backgrounds, including: private equity, financial accounting, commercial lending, trading, research, investment banking, and asset management.
Robert P. Morgan is a Senior Vice President and Managing Director for 50 South Capital, with management responsibility for the alternative asset investments areas of 50 South Capital. He had previously been Director of Private Equity, a position he held since co-founding the Private Equity funds group, and an area in which he remains heavily involved.
Prior to joining 50 South Capital, he worked as a Director at Frye-Louis Capital Advisors, LLC (FLCA), a Chicago-based private equity investment manager, and was responsible for all of the operations of FLCA, including the management of a private equity fund-of-funds. Prior to joining FLCA, he worked for Heller Financial, Inc., a middle-market commercial finance company which was later acquired by General Electric. Mr. Morgan was a Senior Vice President at Heller and was responsible for its private equity programs. Within Heller, he held several roles, including positions in the Corporate Finance Group, Corporate Credit and Heller Equity Capital Corporation, Heller’s captive private equity fund. He has invested in over 100 private equity funds covering the buyout, venture capital, structured high yield, real estate and international markets. While at Heller, he also oversaw a direct equity co-investment program which totaled approximately 20 investments. Prior to attending business school, he worked for a commercial bank in North Carolina.
Mr. Morgan is a board member for the Illinois Venture Capital Association and several fund advisory boards. He received his B.A. in economics from Wake Forest University and an MBA from Emory University.
Mustafa Baig is a Product Manager for 50 South Capital's Hedge Fund Investment Team responsible for positioning the benefits of hedge funds, communicating portfolio attribution, analyzing market trends, and leading the development of new product ideas.Mr. Baig has over 12 years of asset management experience with the last seven focused on developing and promoting investment strategies and products.
Prior to joining 50 South Capital, he worked as a Closed-End Fund Product Specialist for Calamos Investments where he was responsible for servicing and growing a $6 billion product line by representing the portfolio management team with clients and internal audiences. He began his asset management career at UBS where he was a Consultant Relations Specialist servicing institutional clients before being promoted to an Asset Allocation Product Manager working with absolute return and portable alpha strategies.
Mr. Baig is pursuing his MBA at University of Chicago Booth School of Business and holds a B.S in finance from Northern Illinois University. He is a Chartered Financial Analyst and a member of the CFA Institute.
Chris most recently served as a Director of Global Distribution at Citadel, responsible for business development and client relationships in North America. Prior to Citadel, Chris spent 8 years as a Managing Director with Highbridge Capital Management/JP Morgan in various marketing and product specialist roles across the firm's hedge fund and private investment strategies.
Chris began his career with Merrill Lynch in 1993. Chris received a BS in Business Administration from The Ohio State University and earned an MBA from Kellogg School of Management at Northwestern University. He is a CFA Charterholder.
Prior to joining 50 South Capital, he was a Hedge Fund Credit Officer at Bank of America Merrill Lynch where he was responsible Hedge Fund Counterparty Credit Risk Management which involved credit related due diligence over various hedge fund managers. Prior to joining Bank of America in September 2010, he was an Operational Due Diligence Analyst within the Operational Due Diligence Group, at UBP Asset Management. Prior to joining UBP, he worked at UBS Investment Bank within the Hedge Fund Credit Risk Group as a Credit Associate, and within the Internal Audit Group as an Internal Auditor. Additionally, he has held other internal audit roles at JPM Morgan Chase, and Morgan Stanley Dean Witter.
Mr. Chiaverini earned a Bachelor of Business Administration - Accounting from Pace University.
Jessica Chu is Investor Relations for 50 South Capital's Hedge Fund Investment Team.
Prior to joining 50 South Capital, she was an Asset Management Analyst at J.P. Morgan, where she tailored fixed income investment solutions for ultra high net worth individuals and select institutions. She also supported a team of investment specialists and worked directly with the Regional Chief Investment Officer for the sales management of investment products and business development initiatives. During her time at J.P. Morgan, she was responsible for managing the private equity and hedge fund books in fund raising and marketing for the Central Region.
Ms. Chu received her B.A degree from Northwestern University in English literature and international studies. She also holds her FINRA Series 7 and 63 licenses.
Robert D. DiCarlo is a Senior Vice President and Chief Administrative Officer for 50 South Capital. Mr. DiCarlo is responsible for implementing several infrastructure projects, and for positioning the group to achieve future growth in assets.
Prior to joining 50 South Capital, he was with Aurora Investment Management, where he was responsible for all aspects of Aurora’s financial and performance reporting, and he also was involved in many of its systems and operational platforms. Prior to Aurora, he worked at Deutsche Asset Management for nine years, and he has over 20 years of experience in the financial management area.
Mr. DiCarlo is a Certified Public Accountant (registered in Illinois), graduated from DePaul with a B.S. in accounting, and received his MBA from the Kellogg School of Northwestern University.
John Frede is Director of Research for 50 South Capital’s Hedge Fund Investment Team, responsible for manager selection and monitoring and is a member of the Senior Investment Committee.
Prior to joining 50 South Capital, John was Head of Research Management at Mesirow Advanced Strategies and a member of the Senior Investment Group. In this capacity, John was responsible for managing all aspects of Mesirow's hedge fund research process and team. Prior to that role, John opened Mesirow’s London office and built its research team while serving as Head of European Research. He was responsible for monitoring and sourcing all hedge fund strategies in the region. Prior to Mesirow, John was Head of Research for the Americas at Mercer Investment Consulting where he chaired a number of the firm's ratings committees across traditional and alternative asset classes.
John received a Bachelor of Science in finance from Indiana University. He is a Chartered Financial Analyst and a member of the CFA Institute.
Greg Jones is a Research Analyst for 50 South Capital's Hedge Fund Investment Team.
Prior to joining 50 South Capital, he was employed at Cliffwater LLC, where he was a Vice President on the firm's hedge fund research team. At Cliffwater, he was responsible for sourcing and performing due diligence on hedge fund managers, with a focus on the global macro family of strategies, including discretionary global macro, systematic global macro, CTAs, currency, and commodity hedge fund strategies.
Mr. Jones received a B.S. in decision and information sciences from the University of Florida and an MBA from the University of Southern California. He is a Chartered Financial Analyst and a member of the CFA Institute. Prior to attending business school, Mr. Jones was an IT consultant for a boutique technology solutions firm.
Prior to joining 50 South Capital, she was a Client Reporting Associate at Mesirow Advanced Strategies, where she provided client service support to investors. She began her career and was employed for six years at Aurora Investment Management LLC. At Aurora, she was a Senior Associate serving as a liaison between research and business development to connect clients' needs with investment process. She worked on team dedicated to client relations, portfolio construction, liquidity monitoring, marketing, and data information management.
Stefanie has a Bachelor's of Science Degree in financial management from Indiana University.
Adam J. Magyar is a Quantitative Strategist for 50 South Capital's Hedge Fund Investment Team. Mr. Magyar is a member of the Senior Investment Committee, responsible for monitoring and analyzing risk and performance for 50 South Capital’s hedge fund of funds program. Prior to joining 50 South Capital, Mr. Magyar served at Northern Trust Asset Management in other asset allocation and investment strategy roles throughout his tenure.
Prior to joining the Asset Management team, he was an investment performance consultant in the Northern Trust Investment Risk and Analytical Services group. As an investment performance consultant, he worked with large corporate ERISA plans as well as endowments and foundations, assisting his clients in the investment management process by providing them performance measurement services, investment analysis and consulting services. Prior to joining Northern Trust, he worked at the Chicago Stock Exchange and a retail brokerage firm.
Mr. Magyar holds a B.S in finance from Bradley University. He is a CFA Charterholder and Certified Financial Risk Manager.
Kristin Norton is a Research Analyst for 50 South Capital's Hedge Fund Investment Team.
Ms. Norton graduated from Harvard College in 2013 with a major in east asian studies and secondary in economics. During her time at Harvard, she was co-captain of the Women's Varsity Tennis Team in her junior and senior years.
She brings previous summer internship experiences from her roles in equity research at Morgan Stanley and investment research at Mizuho Venture Capital, both located in Tokyo, Japan.
Kaitlyn covered a portfolio of 30+ family offices and private investment firms performing credit underwriting and monitoring. Kaitlyn was in the Rotational Development Program at Northern Trust where she completed rotations in Corporate and Personal Credit Training, Wealth Management Credit Services, and Global Family and Private Investment Offices.
Kaitlyn started her career at Northern Trust by completing two summer internships. Kaitlyn has a Bachelor's of Science Degree in Accounting and a Minor in Finance from North Central College in Naperville, IL. Kaitlyn has successfully completed her Certified Public Accounting Exam.
John Schabilion is a Research Analyst for 50 South Capital's Hedge Fund Investment Team.
Prior to joining 50 South Capital, he was employed for ten years at Aurora Investment Management LLC, where he most recently served as a Senior Research Analyst on the firm's investment team. At Aurora, he had primary responsibilities across current investment monitoring, new investment sourcing, and prospective investment due diligence. He worked closely with the firm's Investment Committee to monitor and implement investment recommendations across strategies, including dedicated coverage responsibilities in distressed credit, structured credit, relative value, long/short equities, event-driven, discretionary global macro, and systematic investment strategies.
Mr. Schabilion received his B.A. in quantitative economics from the University of Northern Iowa. He is a Chartered Financial Analyst and a member of the CFA Institute.
Brian Tam is a Research Analyst for 50 South Capital’s Hedge Fund Investment Team.
Mr. Tam is responsible for manager research, sourcing, and ongoing monitoring and analysis. He currently focuses on Event Driven, Credit, and Healthcare focused managers, and has previously covered long/short equity generalists and other sector specialists.
Prior to joining 50 South Capital, he participated in Northern Trust’s Investments rotational program where his experiences included Equity Research, Wealth Advisory, Multi-Manager Research, and Product Management. Mr. Tam received his B.A. degree as a double major in economics and mathematics from Northwestern University. He is a Chartered Financial Analyst and a member of the CFA Institute.
Bruce Tang is a Research Analyst for 50 South Capital's Hedge Fund Investment Team.
Prior to joining 50 South Capital, he was employed at Aurora Investment Management LLC, where he was a Senior Research Analyst on the firm's investment team. At Aurora, he had primary responsibility in sourcing and monitoring hedge fund investments, providing qualitative and quantitative analysis to the firm's Investment Committee. He conducted due diligence on prospective and existing hedge fund investments across long/short equities, long/short credit, global macro, event-driven, multi-strategy, opportunistic, and portfolio hedge strategies. He began his career in hedge fund research in the Alternative Investments Group at Harris Associates L.P., which was spun out in 2003 as a separate entity named Harris Alternatives LLC. Harris Alternatives LLC was rebranded as Aurora Investment Management LLC in 2009.
Mr. Tang received his B.A. in finance from the University of Illinois at Chicago.
Tristan Thomas is Director of Portfolio Strategy for 50 South Capital's Hedge Fund Investment Team, responsible for portfolio construction and monitoring and a member of the team's Senior Investment Committee.
Prior to joining 50 South Capital, he was a Strategy Head at Mesirow Advanced Strategies and a member of the Senior Investment Group. He was responsible for the monitoring and sourcing of all strategies that fell outside of credit and equity including macro, commodities, relative value, multi-strategy, volatility, convertible arbitrage and reinsurance. Prior to his role as a Strategy Head, he was a Senior Analyst covering all hedge fund strategies in Asia. He began his career at Lehman Brothers where he was on the emerging markets fixed income desk focused on sovereign debt and derivatives.
Mr. Thomas received a B.A. from the University of Wisconsin in political science and international business and holds an MBA from NYU's Stern School of Business. He is a CFA® charterholder and a member of the CFA Institute. He also holds his series 7 and 63 licenses.
David R. Williams is a Senior Portfolio Strategist for 50 South Capital's Hedge Fund Investment Team and a member of the team’s Senior Investment Committee. Mr. Williams works with both the fund of fund product offerings and directly with clients on custom alternative portfolios.
Prior to joining 50 South Capital, he spent seven years in portfolio management for Glenwood Capital, a large fund of funds, and a subsidiary of the Man Group. There he was responsible for analyzing, proposing and managing portfolio changes to enable programs to meet their investment mandates while adhering to their investment guidelines. Previously, he was a research analyst at Ellwood Associates, an investment consulting firm focused on institutional clients.
Mr. Williams received a B.S. in finance from Illinois State University and holds an MBA from the University of Chicago Booth School of Business. He is a Chartered Financial Analyst and a member of the CFA Institute.
Investment Products and Services are:
|Not FDIC INSURED||May lose value||No bank guarantee|
An investment advisor typically is deemed a fiduciary under the Employee Retirement Income Securities Act of 1974 and must act with strict honesty and candor solely in the interest of the participants of the plan.
Securities products and services including brokerage activities are offered and sold by Northern Trust Securities, Inc. (member FINRA SIPC), a subsidiary of Northern Trust Corporation.
© 50 South Capital Advisors, LLC 2016