Dan is the Managing Partner and Chief Investment Officer of the Investment Adviser. He has over 30 years of investment experience and continuous 19+ year track record managing a convertible arbitrage (volatility focused) portfolio. He previously managed proprietary portfolios and institutional dealer desks for Tucker Anthony and Thomson McKinnon Securities and holds a B.S.M. from Tulane University.
Mr. Walker is a Director and Portfolio Manger. He has been with Equitec for over 18 years and has been a partner/colleague of Mr. Katzner’s for over 29 years. Mr. Walker began his career at Drexel Burnham Lambert and holds an M.B.A. from Pace University and a B.S. from Ithaca College.
Mayank is a Partner and the Chief Operating Officer of the Investment Adviser. He has over 25 years of investment experience and has managed arbitrage portfolios for large multi-strategy hedge funds including Paloma Partners, Deephaven Capital and Cobra Management (a hedge fund he founded in 2001). Mr. Patel began his career at GE Capital and holds an M.B.A. from New York University and a B.S. from The University of Connecticut.