CEO, CIO, Founder & Partner
Jeffrey Tarrant is CEO, CIO, Founder & Partner.
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.
Portfolio Manager & Partner
Adil Abdulali is a Portfolio Manager & Partner.
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 is a Portfolio Manager & Partner.
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 Whitter, and FRM. He is a CFA® charter holder.
Head of Research & Partner
Michael Barron is Head of Research & Partner.
Prior to joining Protégé in 2012, Mike sourced, conducted due diligence on and selectively allocated to emerging managers at Revere Capital Advisors, Align Advisers and Uhuru Capital Management, where he helped develop the firm’s flagship hedge fund of funds offering. He began his career at Rocaton Investment Advisors as a Research Specialist in the Hedge Fund Group.
Chris Engdall is an Advisor-Risk Management.
Chris has over four decades of experience in the securities business. Prior to joining Protégé, Chris was a Senior Managing Director at Bear Stearns where he launched the Risk Department at Bear Stearns Securities Corp., the hedge fund prime brokerage division. He began his career at the Chicago Board of Trade and was one of the founding members of O'Connor and Associates.
Director - Quantitative Analytics & Partner
Aleksey Bieneman, CFA is Director - Quantitative Analytics & Partner.
Aleksey oversees the creation of a reporting system that combines commercial and proprietary information to identify, conduct due diligence, and monitor managers. Aleksey rejoined Jeffrey Tarrant at Protégé after serving as Chief Technology Officer of Altvest and Director of Technology of Investorforce. Aleksey is a CFA® charter holder.
Vice-President - Quantitative Analytics
Leonid Zaslavsky is Vice-President - Quantitative Analytics.
Prior to joining Protégé, Leonid moved to the U.S. after completing a Ph.D. in Applied Mathematics at Moscow University, where he received an academic scholarship given to the top 0.1% of his class. He has worked as a programmer for TLC Metropolitan Brokerage Corp. and George Davidsohn & Son, Inc. designing relational databases and real-time execution systems for stock exchanges. Prior to joining Protégé, he designed intranets and internet applications for Publishers Clearing House.
General Counsel & Chief Compliance
Carol O’Donnell is General Counsel & Chief Compliance.
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.
Dave Budhram is CFO.
Prior to joining Protégé, Dave was the corporate controller and V.P. of Finance at Westwood One, Inc. from August 2005 to April 2008. He was responsible for the preparation of the financial statements and SEC reporting. Prior to his time at Westwood One, Dave had similar roles for a period of ten years at Edison Schools and MBI Consulting Inc. Dave graduated from St. John’s University in 1994 with a B.S. in Accounting and in 2005 with an M.B.A. in Finance.
Senior Software Engineer
Zack Honig is a Senior Software Engineer.
Prior to joining Protégé, Zack was a Lead Software Developer at CPUProdigy. 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.
Thomas Skubicki is a Web Developer.
Prior to joining Protégé, Thomas has implemented multiple web applications. Before his shift into web development, he worked as an information technology expert in a large variety of environments and roles. He obtained his B.S. in Information Technology from University of Phoenix in 2012.
Product and Client Support Specialist
Richard Lopez is Product and Client Support Specialist.
Prior to joining Protégé, Richard worked as a Portfolio Analyst at Morgan Stanley - Wealth Management. He also spent more than 3 years working abroad at Rio Tinto and Peace Corps in Mongolia as well as a finance consulting firm in Myanmar. He graduated from Columbia University Graduate School of International and Public Affairs with a concentration of International Finance Policy in 2014 and was a Graduate Student Consultant for Goldman Sachs Technology Division. He graduated Lake Forest College in 2007 with a major in International Affairs and study abroad semesters in Greece and Tanzania.
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 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 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.
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.
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)
“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
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)
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