Bill is responsible for Hillside’s content.
A 20-year veteran of the convertibles market who began his Wall Street career in 1985, Bill has written two books covering the topic. The most recent, Beating the Indexes: Investing in Convertible Bonds to Improve Performance and Reduce Risk, was published in 2012 by Financial Times Press. Bill blogs on convertibles and related subjects for Forbes.com and has been regularly quoted in leading financial media, including Bloomberg, CNBC and Fox Business.
Bill’s convertible experience spans a wide range of duties.
In convertible arbitrage, Bill managed hedge funds at Clinton Group and FrontPoint Partners, where he was a partner. Bill also ran a proprietary convertible-arbitrage book at Goldman Sachs. On the long-only side, Bill served as a portfolio manager at Wellesley Investment Advisors.
On the sell side, Bill was a managing director and convertible strategist at BTIG LLC. He previously made markets in convertibles, options and structured products at Credit Suisse First Boston and PaineWebber.
Bill has also published regularly throughout his career, including his two books (his first, The Undoing of Cowardice, came out in 2009). As head of U.S. convertibles research at Lehman Brothers, Bill developed one of the first benchmarks for convertible-arbitrage performance and became known as an industry thought leader. At PaineWebber, where he worked in equity-derivatives research before he made markets, Bill wrote a white paper comparing options with basketball. The piece, which makes the rounds on Wall Street annually during March Madness, has been published in major financial websites and derivatives textbooks. Bill is currently working on his third book, provisionally titled The Wisdom of Not Knowing: A Celebration of Uncertainty, to be published in 2015. Before graduate school Bill started his Wall Street career as a corporate-finance analyst with Dillon Read.
MBA (with distinction) in finance, The Wharton School, University of Pennsylvania
BA in economics, Phi Beta Kappa, summa cum laude, Yale University
George is responsible for Hillside's business strategy along with developing analysis and research related to the China market.
George has over 20+ years of experience spanning equity sales & trading, private equity, management consulting, and corporate management.
He is currently the managing principal of the US office for Pacific Partnership Advisors, an international financial consulting firm with offices in Beijing and New York that advised clients on cross border activities between US and China. He completed several assignments working with Chinese companies on their US listing strategies and activities. He also worked with several Chinese companies on their acquisition of various US assets.
Prior to Pacific Partnership, George was a partner at Epic Partners LLC, where he focused on growth capital and buyout investments in the education & business services sectors.
While at Lehman Brothers, George assisted in managing the global equity sales and trading operations where he worked closely with research, equity capital, finance & technology.
George began his career as an associate at Price Waterhouse Management Consulting and economics research analyst at Putnam, Hayes & Bartlett.
MPPM, Yale School of Management
AB in economics, University of Chicago
Jeffrey Alton is responsible for Equity Research at Hillside Advisors. Jeffrey brings over 30 years of experience in investment research and management, structured finance and commercial banking.
At Hillside Advisors, Jeffrey’s primary role is to evaluate the equity aspects of securities across the convertible bond universe. Prior to joining Hillside Investment Advisors, Jeffrey was a Director at Energistics LLC where he oversaw research in the energy industry, including renewable energy. Jeffrey also has experience managing assets for a family investment office where he conducted investment research over a broad range of industries as part of his responsibility to maximize investor return.
Jeffrey was a Vice President and Portfolio Manager at the Ohio Company which was later bought by Fifth Third Bank. Jeffrey sat on the investment committee responsible for managing over $2 billion in assets for clients. In this role, he developed investment ideas, undertook company research and structured investment portfolios. His responsibilities included setting investment policy for fixed income investments for private accounts and managing the firm’s money market mutual fund with total assets over $300 million. His fixed income responsibilities included frequent purchases of insurance and financial services company debt and money market instruments.
Prior to joining Fifth Third Bank, Jeffrey worked at the Bank of Tokyo, Ltd. in Tokyo and New York. His experience included institutional marketing and investment analysis for the Bank’s mutual funds. He also assisted Japanese companies establish operations in the United States through direct investment, joint venture and acquisition. Jeffrey also assisted in the financial and debt structure for the new entities including commercial loan facilities, municipal bonds and leases.
Jeffrey is a Chartered Financial Analyst and a member of the New York Society of Securities Analysts.
BBA from the University of Notre Dame.
Si Wu (Sue)
At Hillside, Sue works across a variety of industries providing market research and financial statements interpretations.
Prior to Hillside, Sue worked at several entities in China as an accounting/finance intern, through which she was exposed to financial analysis and accounting procedures in real estates and commercial banks.
Sue is a member of New York State Society of Certified Public Accountancy.
MBA in Public Accountancy, Fordham University
B.S. in Finance, Zhejiang University of Finance and Economics