May 22, 2013 10:21 AM ET

Capital Markets

Company Overview of Optima Fund Management LLC

Company Overview

Optima Fund Management is a New York-based investment advisor with $1.6 billion assets under management. The firm primarily focuses on allocating investment capital to professional money managers. Its investment strategy includes growth and value, hedging, aggressive growth, value, high yield, small-cap, short-selling, growth, special situation, and market timing. The firm invests specifically in United States, Europe, and Asia Pacific. Optima Fund Management was established in 1988. It has an additional office in Bermuda.

10 East 53rd Street

29th floor

New York, NY 10022

United States

Founded in 1988

Phone:

212-484-3000

Fax:

212-484-3001

www.optima.com

Key Executives for Optima Fund Management LLC

Chief Financial Officer
Managing Director
Managing Director
Managing Director of Institutional Research
Compensation as of Fiscal Year 2012.

Optima Fund Management LLC Key Developments

Optima Fund Management LLC Announces Management Changes

Optima Fund Management LLC has announced that Dixon Boardman, Founder and Managing Member, has reassumed the role of Chief Investment Officer. Fabio Savoldelli will be leaving to pursue other interests. Mr. Boardman will remain as the Managing Member of Optima and will lead the Asset Allocation and Portfolio Management Committees. In addition, Michael Spelman rejoins Optima as a Managing Director and Sector Head of the Global Macro investment strategy, a role he previously held from December 2005 to March 2009. Michael returns to Optima after three years at Oppenheimer Asset Management where he served as a Senior Director and was responsible for overseeing macro strategies. On the business development side, Alex Sandhaus joined Optima from Deutsche Asset Management at the beginning of the year as a Managing Director.

Optima Fund Management LLC Presents at 17th Annual Institutional Investment Conference, Sep-27-2011 11:00 AM

Optima Fund Management LLC Presents at 17th Annual Institutional Investment Conference, Sep-27-2011 11:00 AM. Venue: Ritz-Carlton, 600 Stockton at California St., San Francisco, CA 94108, United States. Speakers: Brian Moss, Director of Sales of U.S. Institutional Marketing.

Optima Fund Management LLC Presents at Brazil Investment Summit USA 2011, Oct-26-2011 11:40 AM

Optima Fund Management LLC Presents at Brazil Investment Summit USA 2011, Oct-26-2011 11:40 AM. Venue: Bridgewaters, New York, New York, United States. Speakers: Fabio P. Savoldelli, Managing Director, Chief Investment Officer, and Chief Global Strategist.

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