Fundamental Investment Analysis

Michael Gatto was one of the first employees at Silver Point Capital, a credit-focused global investment firm. After joining the Firm in April 2002, he became the first non-founding partner in January 2003. He has helped grow the business from $120 million of investable capital in 2002 to ~$30 billion. Today, he is the head of the Firm’s Private Side Businesses.

Shiva Rajgopal is the Roy Bernard Kester and T.W. Byrnes Professor of Accounting and Auditing at Columbia Business School. He has also been a faculty member at the Duke University, Emory University and the University of Washington. Professor Rajgopal’s research interests span financial reporting, earnings quality, fraud, executive compensation and corporate culture.  His research is frequently cited in the popular press, including The Wall Street Journal, The New York Times, Bloomberg, Fortune, Forbes, Financial Times, Business Week, and the Economist.

Professor Johnson runs Nicusa Investment Advisors, an advisory firm focused on helping CEOs and Boards of Directors deal with strategy, capital allocation, shareholder value creation, and corporate governance. Johnson applies his 35 years of experience as an investment professional, combined with his 30 years as a business school professor, to help senior managers sort through these critical strategic issues.

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 Bruce C. N. Greenwald is the Robert Heilbrunn Professor Emeritus of Finance and Asset Management at Columbia Business School and the academic Director of the Heilbrunn Center for Graham & Dodd Investing. Described by the New York Times as "a guru to Wall Street's gurus," Greenwald is an authority on value investing with additional expertise in productivity and the economics of information.

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.

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.

Daniel Wolfenzon is the Nomura Professor of International Finance at Columbia Business School. He received a Masters and a PhD in economics from Harvard University and holds a BS in economics and a BS in mechanical engineering from MIT. Professor Wolfenzon previously taught at the University of Michigan, the University of Chicago and NYU. He is also a Faculty Research Fellow at the National Bureau of Economic Research. His research interests are in corporate finance and organizational economics.