Speakers


Jim McCann
Managing Director, TurtleBay Advisory Services

James McCann, a Managing Director for TurtleBay Advisory Services, specializes in performance measurement, analytics, attribution, and risk analysis. He has 20 years of experience in performance and risk related topics and is a consultant and examination content writer for the CFA Institute’s Certificate in Investment Performance Measurement (CIPM) program and an adjunct professor of Finance at Fordham University’s Gabelli School of Business.


Timothy F Peterson
Partner, Ashland Partners & Co. LLP

Timothy is a Partner with Ashland Partners, an investment-specialist CPA firm, providing audit and consulting services to hedge funds, private equity and real estate firms, investment companies, and insurance companies. He has executive responsibility for over 100 client relationships, including the firm's largest "household name" clients, as well as the firm's Asian joint ventures. Timothy is an investment performance measurement expert with specialization in alternative assets. Prior to joining Ashland, Timothy served as the CFO for a Houston-based financial firm where he had responsibility for co-managing an option based hedging strategy as well as the firm’s real estate portfolio. Other experience includes serving as Global Head of Performance and Attribution for an international asset management firm, and as Director of Performance Reporting for a leading US wrap fee investment manager. Timothy has authored numerous papers and articles and has spoken at conferences around the world. He works from an office in Houston, Texas.

Padelford Louis Lattimer
Founding Member, TurtleBay Advisory Services (TBAS)

Padel is a Founding Member of TBAS and leads its asset management practice and technology sales efforts. Padel has held leadership roles with Quattro Global Capital, TIAA-CREF, Morgan Stanley, Mellon Financial Corporation, and JP Morgan Chase. His experience spans domestic and global assignments in traditional asset management, alternative investments and commercial banking. During his career Padel has managed and developed a broad range of traditional and alternative investment products, including hedge funds and retirement solutions. He has managed a mutual fund complex and served as a director on the board of a Life Insurance company. Padel has also led successful sales and marketing teams.

Padel is a graduate of Columbia University. He holds a BA in Economics, and MBA with honors.


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