Ivory Investment Management

Ivory Investment Management

  • 11755 Wilshire Blvd Ste 1350
  • Los Angeles, California
  • 90025-1540

Description

INVESTMENT TEAM Twenty three professionals contribute to Ivory's investment research, risk management, idea generation and trade execution efforts. Below are the Partners and Principals on the Investment Team. Curtis G. Macnguyen Founder and Partner – Head Portfolio Manager Mr. Macnguyen attended the University of Pennsylvania and graduated summa cum laude with a B.S.E. from the Wharton School in 1990. Mr. Macnguyen began his career at Morgan Stanley & Company as a financial analyst from 1990 to 1991. At Morgan Stanley, he was involved in mergers and acquisitions and restructuring activities. From 1991 to 1993, Mr. Macnguyen was employed by Gleacher & Company as a senior financial analyst. Mr. Macnguyen joined Siegler, Collery & Company, a fundamental value-based hedge fund, in 1993 as an investment analyst and a member of the team responsible for a number of that company's significant investments. In 1995, Mr. Macnguyen left Siegler, Collery & Company and formed his own value-oriented investment firm, CM Advisors, Incorporated He subsequently dissolved CM Advisors, Incorporated in 1996 and rejoined Siegler, Collery & Company as a partner and portfolio manager. In November 1998, he founded Ivory Investment Management, L.P. Christopher T. Winkler, CFA Partner – Chief Risk Officer Mr. Winkler graduated with highest distinction from Indiana University with a B.S. in Finance and Real Estate from the School of Business. While at Indiana, Mr. Winkler was elected to the Beta Gamma Sigma, Phi Beta Sigma and Alpha Lambda Delta honor societies and was awarded the Wall Street Journal Student Achievement Award. Upon graduation, Mr. Winkler joined the corporate finance department of Dean Witter Reynolds as a financial analyst. At Dean Witter Reynolds, Mr. Winkler was involved primarily in the underwriting of equity securities for public corporations and trusts and helped raise $2.3 billion of capital. Following his tenure at Dean Witter Reynolds, Mr. Winkler joined CM Advisors, Incorporated as a financial analyst. At CM Advisors, Incorporated, he was responsible for the analysis and monitoring of certain investments. Mr. Winkler then joined Siegler, Collery & Company While at Siegler, Collery & Company, Mr. Winkler was employed as a portfolio manager and was responsible for instituting and overseeing numerous investments. Two years later, Mr. Winkler left Siegler, Collery & Company with Mr. Macnguyen to join him in forming Ivory Investment Management, L.P. In 1998, Mr. Winkler was awarded the CFA designation. Edwin W. Shen Partner – Analyst Mr. Shen graduated summa cum laude from the University of Pennsylvania with a B.A. in History and a B.S. in Economics from the Wharton School of Business. Mr. Shen was then employed as an investment banking analyst in the Los Angeles office of Donaldson, Lufkin & Jenrette. Following his tenure there, Mr. Shen joined Bain Capital in its Private Equity Group. While at Bain Capital, he participated in the launch of the London office and its entry into the Western European market. In November 2001, Mr. Shen joined Ivory Investment Management, L.P. Avery J. Son Partner – Analyst Mr.

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