Dedicated to sourcing, underwriting, and investing with best in class talent amongst small and emerging managers

Protégé

Etymology: French, from protéger, to protect

Definition: One whose career is advanced by a person of experience

Protégé Partners is a specialized asset management and advisory firm that was founded in 2002 to focus exclusively on investing in established smaller hedge funds and select emerging managers. Through tenured judgment, deep-dive due diligence and pro-active risk management, we strive to identify best-in-class managers and put capital to work through arms-length, seed and tactical investments.

Since our inception, our commingled flagship portfolio has reflected the culmination of our core competencies. Additional dedicated offerings include a market independent strategy and select co-investment opportunities with our seed/acceleration managers through syndication share classes.

Our Team

  • Jeffrey Tarrant

    Jeffrey Tarrant

    Chairman & Founder

    Jeffrey Tarrant is Chairman & Founder.

    Jeffrey has more than three decades of hedge fund investment experience. Prior to founding Protégé Partners, Jeffrey managed institutional size alternative investments for private family fortunes and was a member of the board of the Investment Fund for Foundations. During this time, Jeffrey also created Altvest, the hedge fund industry’s first Internet-based commercial database and analytics systems. After graduating from Harvard Business School, Jeffrey worked at Berkeley Asset Management where he co-managed one of the first multi-managers in the US investing in hedge funds.

  • Adil Abdulali

    Adil Abdulali

    President & Chief Science Officer

    Adil Abdulali is a President & Chief Science Officer.

    Prior to joining Protégé, Adil managed a mortgage-backed securities hedge fund and served as a Senior Advisor at Capital Market Risk Advisors (“CMRA”). From 1991-1999, Adil traded mortgage products at JP Morgan, Nikko Securities, Nomura Securities and Barclays Capital.

  • Michael Oliver Weinberg

    Michael Oliver Weinberg

    Chief Investment Officer

    Michael Oliver Weinberg is Chief Investment Officer.

    Michael has over two decades of experience investing directly at the security level and indirectly as an asset allocator in alternative assets. Michael’s portfolio management experience includes Soros Fund Management LLC, Credit Suisse First Boston, Dean Witter, and FRM. He is a CFA® charter holder.

  • Carol O’Donnell

    Carol O’Donnell

    Chief Executive Officer & Chief Compliance Officer

    Carol O’Donnell is Chief Executive Officer & Chief Compliance Officer.

    Carol O’Donnell has extensive global legal and compliance experience serving financial institutions for over thirty years. Prior to joining Protégé Partners, she served DARA Capital US, Inc., a Swiss-owned boutique registered investment advisory and wealth management firm, for over three years as Director of Legal and Compliance. She was previously General Counsel and Chief Compliance Officer of the Permal Group, one of the largest fund of hedge fund investment firms which was acquired by Legg Mason Inc. in 2005. Prior to that, Carol was General Counsel and COO of Framework Investment Group, a firm which specialized in commodity investments. She also specialized in the practice of corporate, securities and commodities law at recognized law firms. Carol is a trustee of a US mutual fund and other private trusts. She is qualified to practice law in the States of New York and Connecticut, and has held securities and commodities registrations. Carol holds a JD from the Benjamin Cardozo School of Law and a BS in business and economics from Skidmore College.

  • Kevin Mahoney

    Kevin Mahoney

    Chief Financial Officer

    Kevin Mahoney is Chief Financial Officer.

    Kevin Mahoney is a Certified Public Accountant with over 25 years of accounting/auditing experience in the financial services industry. He has held CFO/Controller positions for hedge funds, fund-of-funds and private equity firms. Earlier in his career, he was an audit manager at Ernst & Young, and then moved on to hold senior level accounting positions at Trian Partners, Balyasny Asset Management, Terrapin Partners, and Argenis Capital Advisors. He holds a B.S. in Accounting degree from the University of Scranton and is a member of the American Institute of Certified Public Accountants.

  • Zack Honig

    Zack Honig

    Senior Software Engineer

    Zack Honig is a Senior Software Engineer.

    Prior to joining Protégé, Zack was a Lead Software Developer. He was responsible for developing software and website applications under budget and on schedule. Zack received a B.S. in Computer Science at Hofstra University.

  • Vera Tors

    Vera Tors

    Associate

    Vera Tors is an Associate.

    Prior to joining Protégé, Vera worked as an Intern and Assistant to the owner of Festivities Events. Vera graduated from Loyola University Maryland with a B.A. in Communication.

  • Kristine Zhuang

    Kristine Zhuang

    Analyst

    Kristine Zhuang is an Analyst.

    Prior to joining Protégé, she performed administrative functions for News Corp’s c-suite executive offices. Kristine received a B.A. in English Literature and Art History from New York University.

  • Michaela Reak

    Michaela Reak

    Associate

    Michaela Reak is an Associate.

    Prior to Protégé Partners, Michaela was an Executive Assistant since moving to New York City in 2015. Her practice for helping people stems from her education with massage therapy, yoga and wellness coaching that she received in Arizona between the years 2007 – 2011 at Apollo College and The Southwest Institute for Healing Arts.

Whitepapers

Small Hedge Funds Complement Large Ones

CFA Institute May 19, 2015. (Michael Weinberg)


The Bias Ratio™ : Measuring the Shape of Fraud

Protege Partners-Quarterly Letter 3Q 2006. (Adil Abdulali)


Life Cycle of Hedge Fund Managers

Evaluating and Implementing Hedge Fund Strategies, Third Edition, Ronald A. Lake. Euromoney Publications. 2003. (Jeffrey Tarrant)


Hedge Fund Investing: A Private Family Perspective

Evaluating and Implementing Hedge Fund Strategies, Second Edition, Ronald A. Lake. Euromoney Books. 1996. (Jeffrey Tarrant)

Publications

“Global Wealth Summit 2016 Interview - Protege Partners eyes new deals...” November 16 2016.


Institutional Investor’s alpha “Interview: Jeffrey Tarrant of Protégé Partners on his Hedge Fund Gambles” February 2016


HFMWeek “Seeding: Top 5” November 2014


Awards

Hedgeweek USA Awards “Best Seeding Platform” (2016)

Hedgeweek Awards “Best Seeding Platform” (2016)

Hedgeweek USA Awards “Best Seeding Platform” (2015)

AI (Alternative Investments) Hedge Fund 2015 Awards “Award for Excellence in Small Hedge Fund Investing” (2015)

Institutional Investor 2012 Hedge Fund Industry Awards “Early Stage Hedge Fund Investor of the Year” (2012)

InvestHedge Awards “Emerging Manager Fund of Fund of the Year” (2009)

InvestHedge Awards “Emerging Manager Fund of Fund of the Year” (2008)

InvestHedge Awards “Emerging Manager Fund of Fund of the Year” (2007)

Contact Us

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Market Independence