Theresa Patti, Cfa, Frm Email & Phone Number

Westport, Ct

Greenwich, Ct

Elenion Capital is a soon-to-be-launched alternative investment firm that will implement a discretionary global macro alpha capture strategy.

Greater New York City Area

Managing Director/partner at SGS Capital Advisors, L.P. Responsible for business development and operational efficiencies.SGS is a New York-based alternative asset manager that will be launching a diversified, global, long/short credit investment strategy. The strategy seeks to capitalize on a rigorous evaluation of niche, overlooked opportunities in levered corporate capital structures including bank loans, high-yield bonds and distressed securities, as well as capital structure arbitrage. The positions taken will be assembled into a hedged and risk-controlled portfolio that is actively managed through the credit cycle, overweighting those areas of credit that present the best anticipated risk-adjusted returns while seeking to mitigate interest rate risk. SGS is an affiliate of Smith Graham & Co. Investment Advisors, L.P., an SEC-registered institutional asset manager managing $6B from offices in New York and Houston. It was co-founded in 1990 by Gerald Smith, who has over 35 years of investment industry experience and who also serves on the boards of the Federal Reserve Bank of Dallas (Houston Branch), the Charles Schwab Family of Funds, New York Life and Eaton Corporation. Smith Graham provides SGS with institutional-level operational, administrative, compliance and technology support. Both companies are minority- and employee-owned.

Greenwich, Ct

QFS is a quantitative global macro/FX hedge fund. Developed new investment strategies/customized accounts with research team; responsible for ongoing management of customized accounts (risk monitoring, rebalancing, etc.); communicated with investors/ prospects/ credit counterparties; active in overall management of the firm; performed capital raising/marketing; implemented several bank-platform distribution deals; spoke at investment conferences and capital introduction events; improved firm-wide use of technology; negotiated investment management agreements and side letters.

Westport, Ct

Helped grow this boutique investor relations consultancy from 4 to 15+ employees. Managed in-house and external staff across multiple projects in company’s survey research operation; wrote marketing research reports based on data analysis; provided investor relations guidance for clients; designed questionnaires and samples; edited all final product. Participated in all senior-level decisions as member executive committee. Led the firm's technology effort.

B.S., Marketing

Education record