Conway Alternatives Platform - Biographies

Biographies
  • Research


    • Todd Baur
      Principal

      Todd is a Co-Founder, Principal and CCO of Conway Investment Research, LLC. Todd has a particular expertise in structuring risk-adjusted portfolios and allocating capital to alternatives, including hedge funds and private equity. In addition to his role as a member of Conway’s Investment Committee, Todd’s responsibilities include business development and client service. Prior to co-founding Conway, Todd was a Partner and Managing Director of TowerHill Wealth Management serving high-net worth and small institutional clients. Todd began his career at Aon Risk Services in the Mergers and Acquisitions Group where he worked primarily with private equity firms and their portfolio companies on transactional due diligence projects. He later worked as the Executive Vice President of a broadband technology incubator where he directed the finance group. Todd currently serves on the boards of the St. Louis Children’s Hospital Foundation (Board Chair), the St. Louis Public Schools Foundation (Investment Chair), Forsyth School, the St. Louis Sports Commission on the Investment Committee of the National Kidney Foundation, and as Board member and Treasurer of Cardinals Care, the philanthropic arm of the St. Louis Cardinals, LLC. Todd holds a BA from Princeton University.


    • Thomas S. Margulis
      Principal

      Tom is a Co-Founder and Principal of Conway Investment Research, LLC. Tom’s expertise includes analyzing and optimizing investment portfolios from a risk-adjusted return perspective as well as sourcing and analyzing traditional and alternative investment strategies and managers. Tom is the Head of Conway's Investment Committee which establishes the firm investment philosophy and process and ultimately oversees implementation of recommendations made to clients. Previously, Tom was the Director of Research at Asset Consulting Group LLC (“ACG”) where he oversaw the ACG Research Group and coordinated all research conducted on behalf of ACG clients. Prior to joining ACG, Tom spent several years in risk management at The Hull Group (a subsidiary of Goldman Sachs) overseeing their equity option market-making portfolios. He also spent two years as a portfolio manager for the Hull Liquidity Fund, a market neutral hedge fund. Tom currently sits on the Investment Committee for the St. Louis Zoo and is Chairman of the Jewish Federation of St. Louis Investment Committee. He holds an MBA with a concentration in finance from the University of Chicago and a BA from Vanderbilt University.


    • Jeremy E. Bell
      Principal,
      Director of Research

      Jeremy is a Principal and Director of Research for Conway Investment Research, LLC. He joined the firm in 2011 to oversee the research effort and his primary responsibilities include capital markets research, asset allocation modeling and alternative investment manager due diligence. He is a member of Conway’s Investment Committee, which establishes the firm’s investment philosophy and ultimately oversees the manager due diligence process. Prior to joining Conway, Jeremy spent 5+ years at Asset Consulting Group where he was a senior leader on the equity team focusing on international and emerging market investment manager searches, analysis, and due diligence. Prior to ACG, Jeremy worked at A.G. Edwards as an equity analyst covering the asset management and life insurance industries. He also spent time working at Argent Capital Management assisting with equity research and portfolio management. Prior to graduate school, Jeremy worked as a Senior 401(k) account manager with Great West Life and in the corporate stock option department at Merrill Lynch. Jeremy received his MBA with a finance specialization from Saint Louis University and his B.A. in Psychology from Miami University (Ohio).


    • Roger L. Brown II, CFA
      Principal

      Roger is a Principal of Conway Investment Research, LLC. His responsibilities include alternative investment research, business development and client service. In addition to his day-to-day duties, he is also a member of Conway's Investment Committee. Prior to joining Conway, Roger was the Director of Manager Research at Summit Strategies Group ("Summit"), an institutional consulting firm that advised over $180 billion in assets on behalf of tax-exempt investors. In addition to managing the research group, Roger served as a consultant to several client relationships, chaired Summit's Investment Committee, and was one of the firm's six Managing Directors. Prior to joining Summit, Roger was employed at Ennis, Knupp and Associates, providing performance, consulting and analytical support for the firm's institutional clients. Roger currently sits on the Board for Habitat for Humanity of St. Louis. He received his BS in Mathematics from Southeast Missouri State University and is a CFA charterholder.


    • Stephen M. Braeckel
      Vice President

      Steve joined Conway Investment Research in 2012 as a Research Analyst. His primary responsibilities include manager research, due diligence and monitoring with a focus on traditional fixed income and alternative investments. Before joining Conway, Steve worked at Asset Consulting Group (ACG) as a Research Analyst specializing in Fixed Income. Prior to ACG, Steve was the Secondary Markets Trader for Paramount Bond and Mortgage Co. He also has worked as an analyst at both UBS and Stifel, Nicolaus and Co. Steve received a BA in Economics from the University of Virginia and MBA in Finance from the University of Georgia.


    • Michael Mileusnic, CFA
      Vice President

      Michael joined Conway Investment Research in 2013 as a Research Analyst. His primary responsibilities include manager research, due diligence, and risk monitoring focusing primarily in the areas of U.S. Equities and alternative investments. Michael is also actively involved in Conway’s capital markets research effort. While earning his MBA, Michael previously worked as a summer analyst at Conway in 2012. Prior to graduate school, Michael was employed as a Senior Derivatives Trader and Fixed Income Analyst for SMW Trading Company at the Chicago Board of Trade, specializing in the design and implementation of trading strategies across the interest rate futures and options complex. He also brings experience in capital market research, portfolio construction, and risk modeling. Michael received his MBA with a concentration in asset management from Washington University in St. Louis, his BA in Economics from Dartmouth College and is a CFA charterholder.


    • Zachary M. Ackerman
      Research Analyst

      Zachary joined Conway Investment Research in September of 2015 as a Research Analyst. His primary responsibilities include manager research, due diligence and risk monitoring with a primary focus on equity and fixed income managers. Before joining Conway, Zachary received a BS in Business Administration with an emphasis in Finance and Banking from the University of Missouri – Columbia and is currently a CFA Level 1 Candidate.

  • Operations


    • Warren Holmes, CPA, CFA
      Director

      Warren is the Director of Operations for Conway Investment Research, LLC. His responsibilities include alternative investment operations and overall due diligence support. Prior to joining Conway, Warren was the Controller at Coatue Management, LLC (“Coatue”), a $10 billion hedge fund manager based in New York City. Coatue’s product line up consisted of three public hedge funds and two venture capital-based private equity funds. Prior to joining Coatue, Warren was employed at AlixPartners and PricewaterhouseCoopers, providing valuation, due diligence, auditing and restructuring consulting. Warren received a Master’s degree in Accounting from Southern Methodist University, as well as a BBA in Business and a BA in History. Warren is a CFA charterholder and a CPA.


    • Nicholas Millman
      Operations Analyst

      Nicholas joined Conway Investment Research in 2016 as a Operations Analyst. His primary responsibilities include alternative investment operations and overall due diligence support. Prior to Conway Nicholas worked at Fidelity Investments, where he worked in the Private Client Group. Prior to Fidelity, he worked at State Street Corporation as an Accounting Fund Specialist. Nicholas earned his MBA from Rockhurst University, as well as his undergraduate BA degree with an emphasis in accounting.


    • Shannon Spradlin
      Operations

      Shannon joined Conway Investment Research in 2017 as Operations Support. In her role as a member of the operations team, her primary responsibilities include client and manager communications. Shannon graduated with a Bachelors of Arts in Psychology from the University of Arkansas.