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Grace Gu
Portfolio Manager, Two Sigma
Grace Gu is a Managing Director and the Portfolio Manager of Navigator, Two Sigma’s scientific discretionary fund. As part of her responsibilities, Ms. Gu is responsible for the Scientific Discretionary macro initiative. Prior to joining Two Sigma in 2020, Ms. Gu was the founder, CEO, and CIO of Dracaena Capital Management, a global macro investment manager. Prior to Dracaena, Ms. Gu was a macro fund manager at Graham Capital Management, where she managed one of Graham's global macro strategies across interest rates, foreign exchange, credit, equities, and volatility asset classes. Before Graham, Ms. Gu was a senior portfolio manager at BlackRock, where she managed a number of BlackRock's flagship alpha strategies operating in markets across asset classes and geographical regions. Ms. Gu began her career as a quantitative researcher and portfolio manager at Goldman Sachs, where she served as a member of the Research and Portfolio Management team for the Global Alpha Fund.
Areti Loizou
Director of Research, Boundary Creek
Areti Loizou founded Boundary Creek in November 2018. Ms. Loizou has 20+ years of diverse investing experience across European corporates. At Boundary Creek, Ms. Loizou leads fundamental research efforts and contributes on technical trades for which she has strong issuer knowledge. She is a member of the firm’s Investment Committee and ESG Committee. Ms. Loizou began her investing career in 2000 at Morgan Stanley as a publishing credit research analyst focused on European High Yield issuers. She is a former partner and Head of European Corporate Research at BlueMountain where she worked primarily on the long / short credit strategy with a focus on performing and stressed credits across European corporate sectors including industrials, commodities, healthcare, shipping, and energy.
Nadine Therman
Founder, CEO and CIO, Solstein Capital
Ms. Terman is a Founder, CEO and CIO of Solstein Capital, LLC. At Solstein, she oversees both investment and operations functions and leads the firm as a Managing Member. With over twenty-five years of experience, Ms. Terman manages tactical, global portfolios for institutional, family office and high net worth clients at Solstein. Previously, Ms. Terman was a Partner with Blum Capital Partners and served on its Investment Committee. For over eight years, she invested in both public and private companies and worked extensively with portfolio companies' management teams and boards on business, financial, and governance initiatives. Prior to Blum Capital, Ms. Terman was a private equity Associate with Behrman Capital. She also worked as an Analyst with both Merrill Lynch and Goldman Sachs.
Rita Trichur
Senior Business Writer and Columnist, Report on Business, The Globe and Mail
Rita Trichur is an award-winning journalist. She is a senior business writer and columnist with The Globe and Mail. She previously served as the newspaper’s Financial Services Editor. Rita returned to The Globe in July 2016 after spending about two years as a reporter for The Wall Street Journal. She primarily covered Canadian banks and insurance companies from Toronto, but also wrote a variety of other stories for the U.S. newspaper. Prior to The Wall Street Journal, Rita spent more than three years at The Globe, initially working as a general assignment reporter in the Report on Business before covering the telecom beat.
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