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Managing Director, Marketing & Investor Relations
Dan is responsible for the coordination of all marketing efforts at Phalanx, including business development, Investor Relations, and external communications for the firm.
Before joining Phalanx, Dan was a partner at Biztrade where his main focus was assisting in the brokerage of small to midsized businesses. He also worked in the mortgage business at Decision One Mortgage, a division of HSBC, as well as a strategic account executive at Experian Information Solutions where he worked closely with key banking relationships. Dan began his career as a program manager of a diagnostic home for abused and neglected children at Maryville Academy, the largest child/adolescent care organization in Illinois.
Dan received a BA in Psychology from Loras College, Iowa in 1993.
CEO, CIOsince 2005
Christopher founded Phalanx in 2005 after an extensive trading and sales career. Prior to Phalanx, Christopher managed the Japanese multi-strategy portfolio for Daiwa Securities America, the Japanese and Asian relative value trading book for the Spear, Leeds, and Kellogg division of Goldman Sachs, and the Japanese convertible bond portfolio for Marin Capital.
Before moving to the trading side of the business, Christopher managed CB and derivatives sales to hedge funds for Merrill Lynch London and SBC Warburg’s Tokyo convertible bond desk. Christopher began his career trading commodity options for his own account on the floor of the Chicago Board of Trade.
Christopher graduated with a Bachelor of Arts in Communications from Marquette University in 1991.
Senior Portfolio Strategist
Masa provides trading ideas and works in tandem with the CIO on the construction, sizing, and scope of the portfolio. His responsibilities also include presenting in-depth analysis on market scenarios and security valuations to the Investment Team. Masa works from Phalanx’s Hong Kong office.
Masa graduated with a Bachelor of Arts in Economics from Yale University in 2001.
Chief Risk Officer
Oleg is responsible for implementation of the risk management framework across all functional lines at Phalanx. As Chairman of the risk committee, his duties include monitoring and managing risk exposures and ensuring that portfolio risk configuration and individual position sizing are consistent with overall investment objectives, related limits, and guidelines. Additionally, he oversees implementation of investment and risk analytics, and related technologies.
Oleg brings 17 years of experience in the asset management and investment banking industries, having served as a Chief Risk Officer and Head of Risk Management for several multi-billion dollar global investment firms, including Attalus Capital, VARA Capital, Alexandra Investment Management, Ritchie Capital, and UBS Global Asset Management. Most recently, he served as CEO of Kameosa Capital.
EducationOleg graduated from Kharkov State University, Ukraine in 1994 with a MS degree in Applied Mathematics and Physics. He also earned a MS degree in Financial Mathematics and a MBA in Analytic Finance, both from the University of Chicago. Oleg holds CFA designation.