Fundamental Investment Analysis

Anne Heinrichs joined Columbia University in 2014 with PhD and MBA degrees from the University of Chicago and five years of work experience in investment banking, private equity and accounting. She is a CFA Charterholder and has financial advisor licenses in securities, derivatives and regulations. Professor Heinrichs develops a new elective course titled "Corporate Transactions and Financial Modelling" that she teaches to MBA and EMBA students in Spring.

Daniel Krueger is a Partner at Owl Creek Asset Management, a hedge fund based in New York, where he is the Global Head of Credit and Co-Portfolio Manager. Mr. Krueger has been with Owl Creek since its inception in February 2002.  Owl Creek invests in event-driven value opportunities across all parts of the capital structure, and Mr. Krueger focuses much of his time on distressed securities. Prior to Owl Creek, Mr. Krueger worked at Angelo Gordon and Chase Securities Inc.

Matthew Dell Orfano is a Senior member at Discovery Capital, focusing globally on multiple sectors, thematic trade construction, and special situations, in addition to managing their data efforts.  He is responsible for individual positions and the internal thematically driven portfolio, which assimilates bottoms-up analysis and macro thematic from over 55 countries into actionable insights.

Clayton Sachs brings over a decade of investing and operating experience. Clayton currently serves as Vice President of Datacor overseeing two business units, professional services and customer support, go-to-market strategy, and corporate development (M&A). During his 7-year tenure at Datacor Clayton has executed on and integrated 8 acquisitions, opened a 40 person development center in Costa Rica, launched an integrated payments offering, and aided in building out the Datacor executive team.

David Horn is the Managing Partner of Kiron Advisors LLC which serves as the Investment Advisor for Kiron Partners L.P. Prior to founding the firm in 2006, Mr. Horn served as a research analyst at Perennial Partners, a long/short value oriented fund, from 2004-2005. At Perennial, he was a generalist, covering long and short investments of varying sizes across a range of industry groups. In 2003, he served as a research analyst at the Hummingbird Value Funds, a long only, value oriented, micro-cap fund. While attending Columbia Business School, Mr.

Professor Nissim earned his PhD in Accounting at the University of California, Berkeley, and joined Columbia Business School in 1997. He was granted tenure in 2005, and full professorship in 2007. He served as the Chair of the Accounting Division during the years 2006–2009 and 2014–2016.

David has over 15 years of experience investing in distressed, special situations and all-weather credit strategies, including as a Partner and Portfolio Manager of Standard General, LP. and Sunago Capital Partners LP. He also serves as Executive Chairman of Turning Point Brands, Inc. (NYSE: TPB), a Director of National Cinemedia, Inc.

Professor Tano Santos is the Robert Heilbrunn Professor of Asset Management and Finance and the Academic Director of the Heilbrunn Center for Graham & Dodd Investing at Columbia Business School, Columbia University, where he has taught since 2003. Previously he was an Associate Professor at the University of Chicago Booth School of Business. At Columbia, he teaches courses on Value Investing, Modern Value, and Modern Political Economy.