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March 7-9, 2018
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Louis co-founded Gavekal as an independent macro research firm in Hong Kong with his dad, Charles, and friend Anatole Kaletsky in 2002. The starting premise for Gavekal was that China was set to become a very important economic and financial force in the world, yet most foreign investors did not know where to begin when thinking through the global financial implications of China’s rise. In 2005, Louis launched Gavekal’s money management operation and launched the first Gavekal UCITS fund, the Gavekal Asian Opportunities UCITS fund, which he has co-managed since then with Alfred Ho. Gavekal today manages some US$1.6 billion in various funds and strategies on behalf of institutional and high net worth clients. As the Chief Executive Officer of Gavekal, Louis is the only Gavekal staff member with responsibilities on both the research and money management side of our operations.
Louis has written five books, and his latest one, Too Different for Comfort, was published in August 2013. The book reviews the macro-consequences of the age of robotics, the reasons behind the low velocity of money around the world, the coming collapse in oil prices and whether the RMB could grow to become a reserve currency in its own right.
Before founding Gavekal, Louis worked as an equities analyst at Banque Paribas in Singapore, Hong Kong and London. He was also a second lieutenant in French mountain infantry and received a bachelor’s degree from Duke University with a double major in history and economics and a minor in Mandarin (which he once spoke half decently). Louis is fluent in French and English and very rusty in Spanish.
When he is not working, Louis hangs out with his wife and four children, plays rugby or skis. Louis is the second largest shareholder in the UBB-Bordeaux rugby club (currently evolving in the French Top 14) and is also heavily involved in the running of the Valley Rugby Football Club in Hong Kong.
Cameron and Tyler Winklevoss are Co-founders of Gemini, a next generation digital asset exchange. They graduated from Harvard University with degrees in economics in 2004 and earned their MBAs from Oxford University in 2010. Together, they represented the United States at the 2008 Olympic Games in Beijing, China, placing 6th in the Men’s Pair event. Cameron and Tyler have been angel investors and entrepreneurs in emerging technologies since 2003. They began participating in the Bitcoin economy through direct investment in 2012. In addition to being President and CEO of Gemini, they are currently seeking SEC approval for the Winklevoss Bitcoin Trust, a bitcoin ETF that will trade with the ticker symbol COIN.
Gemini Trust Company, LLC (Gemini) is a next generation digital asset exchange and custodian that allows customers to buy, sell and store digital assets such as bitcoin and ether. Gemini is a New York trust company that is held to the highest level of fiduciary obligations, capital reserve requirements and banking compliance standards. Gemini was founded in 2014, by brothers Cameron and Tyler Winklevoss, to build a bridge to the future of money. For more information, visit Gemini.com.
Dean Curnutt is Founder and CEO of Macro Risk Advisors LLC (MRA), a boutique broker/dealer specializing in global market risk analysis, trade construction and derivatives execution for institutional investors. In 2015, MRA was ranked 6 in the Tabb Group’s buy-side survey for quality of sell-side options research, the only boutique in the top 10.
Until January 2008, Dean was Managing Director and Head of Equity Sales trading at Banc of America Securities, where he was a member of the Global Equities Management Team that set strategic direction for the division.
Dean holds an MBA in analytical finance with highest honors from the University of Chicago Booth School of Business and a BA, Magna Cum Laude, from St. John’s University. In 2012, MRA established the Macro Risk Advisors Scholarship Fund at Booth, providing support for students entering the business school.
Dean is the Vice Chairman of the Board of the Jericho Project, an organization committed to ending homelessness in New York City. Through its charity trading day efforts and other contributions, MRA has given $2 million to a variety of important causes including those that support veterans, engage in cancer research and promote educational opportunities for children in economically disadvantaged communities.
He lives in Rye, NY, with his wife, two sons and daughter.
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