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Ted Caldwell established Lookout Mountain Capital, Inc. in 1993 to diversify his hedge fund portfolio, after investing in hedge funds for a decade. At a time when there were no industry newsletters or databases, Caldwell published the lucrative LOOKOUT MOUNTAIN HEDGE FUND REVIEW from 1994 through 1996 to encourage fund managers to find him. The newsletter facilitated introduction to numerous managers and other players from early decades of the industry, including many of Alfred Jones’s portfolio managers. The trauma of 1994 for most hedge funds and their investors led him to focus on failures as much as successes over the prior decades. Caldwell coined and published the name “Jones model funds” to separate the original hedge strategy from a plethora of new alternatives claiming the “hedge fund” moniker. Caldwell has also been published in various investment journals and books. Prior to founding LMC, he developed and brokered commercial real estate. He received his BA (‘73) and MBA (‘77) from the University of Denver.

Bob is a Managing Director specializing in hedge funds in Cambridge Associates’ Arlington office and joined the firm in 2006. He works with a number of university, foundation, hospital, and private clients ranging in assets from $100 million to over $4 billion. Bob advises primarily on the construction, implementation, and monitoring of direct hedge fund programs. Bob has more than 20 years of experience in directing, managing, and advising investment portfolios. Prior to joining Cambridge Associates in 2006, he was a Director and Senior Investment Advisor with Deutsche Bank where he managed portfolios for foundations, corporations, and private clients across all asset classes, including hedge funds, private equity, and traditional marketable securities. Bob was also an analyst covering the pharmaceutical sector while at Deutsche Bank. Prior to this, he was a Vice President and Portfolio Manager at SunTrust Bank, where he also managed customized portfolios for a variety of clients.