Portfolio Management & Research

Portfolio Management & Research

Dr. Sanjeev Bhojraj

Portfolio Manager

Sanjeev is a portfolio manager and co-founder of L2 Asset Management. Dr. Bhojraj is widely published in the top journals in finance and accounting and specializes in behavioral finance. Dr. Bhojraj is also a Chaired Professor in Asset Management and the co-director of the Parker Center for Investment Research at Cornell University’s Business School. Dr. Bhojraj has a Ph.D, ACA, ACMA and B.Com.

Experience: 19 Years

Matt Malgari

Portfolio Manager

Matt is a portfolio manager, the Managing Member and co-founder of L2 Asset Management. Matt spent 14 years at Fidelity working as an Assistant Portfolio Manager on the ~$70bn Diversified International Fund, sector analyst, diversified analyst and trader. In 2010 Matt became the Managing Director of Equity Research for Knight Capital Group. Matt received his MBA from Cornell University and BA from Middlebury College.

Experience: 24 years

Nathan Przybylo

Portfolio Manager

Nathan is a portfolio manager and head of quantitative programming. Prior to L2, Nathan worked as an associate at Beghou Consulting, a healthcare consulting company, and as an intern at O’Shaughnessy Asset Management, a multi-billion dollar quantitative money management firm. He received a BS in Applied Mathematics from Northwestern University and an MBA from Cornell University’s Johnson Graduate School of Management.

Experience: 12 years.

Teri Geske

Equity Research

Teri has 20+ years in the investment industry where she oversaw the design of reporting tools, quantitative metrics, benchmark comparisons, and applied research for equity and fixed income asset managers. With expertise in quantitative and fundamental equity strategies as well as fixed income markets, substantial knowledge of ESG/Sustainable Investing, and a detailed understanding of benchmark construction, Teri’s level of sophistication is a perfect fit for the L2 Team.

Teri brings a strong understanding of both academic theory and real-world applications to her work while emphasizing the importance of making complicated topics understandable. In addition to her years in the investment industry, she was an adjunct professor and Executive in Residence at the UCLA Anderson Master of Financial Engineering Program for five years, and an adjunct Professor of Finance at Mt. St. Mary’s University’s MBA program, where she taught Corporate Finance. She has a deep interest in, and knowledge of investment concepts and an ability to see practical applications of academic research. Teri earned her MBA at the UCLA Anderson School with a concentration in Finance and holds an undergraduate degree in Rhetoric and Communications. Teri is an independent contractor for L2.

Jim McFadden

Equity Research

Jim has worked as an equity analyst and portfolio manager on Wall Street for more than 25 years, first as Institutional Investor-ranked utilities analyst with Bear Stearns and Goldman Sachs, and then as a long-short portfolio manager with hedge funds such as the Bass Brothers. In addition, he headed JP Morgan’s North American equity proprietary trading desk.

Jim holds an MBA in Finance from The Wharton School of the University of Pennsylvania (graduated with Distinction), as well an undergraduate civil engineering degree from the University of Notre Dame (Magna Cum Laude), and a MS degree in aeronautical engineering from the Air Force Institute of Technology. He is a Chartered Financial Analyst (CFA). Jim is an independent contractor for L2.

Compliance & Operations

Compliance & Operations

A. Tyson Arnedt

Chief Operating Officer and General Counsel

Prior to joining L2AM, Mr. Arnedt was an independent consultant to alternative investment firms on various business, operations and compliance issues. Previously, Tyson was general counsel of a multi-billion dollar, US-based alternative asset manager and before that Chief Operating Officer for the North American operations of a $14 billion global fund-of-hedge funds firm based in Switzerland. He has also held several other executive positions in the alternative investment industry and practiced law in the investment management practice of two prominent New York law firms. Tyson has an A.B. from Hamilton College and a J.D. from Georgetown University Law Center.

Experience: 28 Years

Giselle Casella

Founder and CEO – Investment Adviser Compliance – Outsourced Chief Compliance Officer

Giselle began her career with the New York Office of the U.S. Securities and Exchange Commission and has worked as a compliance professional with major financial institutions and consulting firms. Through Investment Adviser Compliance, Giselle provides a full suite of compliance and related services to her investment advisory clients.

Experience: 20+ years

John Durkin

Head of Operations

John is former Head of Operations for Equity Research at Baird Kailash and Knight Capital Group. He has been running the day-to-day Operations at L2 Asset Management since 2014 and is currently head of Operations. He is also an integral part of the Equity Research team. John received his BA from Stonehill College and has passed his CFA level I.

Experience: 13 years

Sidra Khan

Quantitative Programmer

Sidra received her master degree in statistics from Quaid-i-Azam University in Pakistan and a degree in data analytics from Cornell University. She has experience building, running, and evaluating statistical models and performing data visualization in a variety of industry applications. Sidra is an independent contractor for L2.

Experience: 3 years

Alex Gordon

Financial Controller

Alex began her career in investment operations and collateral management and has since worked with many for and non-profit organizations developing and overseeing operations and accounting departments. She has extensive experience in strategic process improvements along with operational and accounting analytics. Alex is an independent contractor for L2.

Experience 15+ years

Client Relations*

Client Relations

Jim Rocchio

Head of West Coast and East Coast Sales

Jim has 26 years of experience in the Investment Industry beginning at Hambrecht & Quist and having held senior equity sales roles at JP Morgan, Bear Stearns, Knight Capital and Baird. Jim has a proven track record of developing and fostering deep relationships while also creating, building and distributing unique and differentiated sell-side content. Jim received his BA from St. Mary’s College.

Jim lives in San Francisco, CA with his wife Jolene and three children: Santino, Gioberto and Lucia. Hobbies: Surfing, Skiing, Golfing, and Yoga.

William Roddy

Head of Mid-West Sales

Bill is the Founding Partner of Kailash Concepts, LLC, a quantimental research platform that is structured to capitalize on world class quantitative expertise, market leading knowledge in behavioral finance intersected with fundamental analysis and oversight. Bill has over 30 years of experience in the Investment Industry.

Most recently, Bill has been head of partner relations for Kailash Concepts as a Managing Director at Baird and at Knight Capital where he co-founded Kailash Concepts. In addition, he is a former Senior Partner at Century Capital in Boston where he was Director of Research, Head of Business Development and Distribution with an emphasis on marketing to RIAs and Tier 1-3 Consultants.

Prior to Century Capital, Bill spent the bulk of his career at William Blair & Co in Chicago where he was the Head of Institutional Sales and Trading and a member of the firm’s Executive Committee. Bill’s career began as a CPA at Price Waterhouse in Cleveland Ohio. Bill is a graduate of John Carroll University with a BSBA in accounting.

*While not employees, L2AM has worked with two dedicated placement agents for over a decade. Both are registered at Castle Hill Securities and specialize in growing our private funds (Reg D) and our SMA initiative. With over 30 years’ experience, Bill Roddy headed Institutional Sales at William Blair before becoming a Senior Partner integral to building Century Capital Asset Management working with Tier 1-3 consultants. Jim Rocchio has 26 years’ experience in equity sales at JP Morgan and Bear Stearns.


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