Freestone Grove Partners

Freestone’s CEO and CIO, Todd K. Barker was honored to participate in UBS’s ‘The Best and Brightest’ series attended by UBS and Freestone’s intern cohorts. Moderated by Anne Verrochi, Freestone’s Head of Broker and Corporate Relations, Todd shared insights into his career path, discussing his early positions, impactful mentors, the best advice he has received and his vision for Freestone Grove.

We are proud to announce that Kimberly Jensen, Freestone Grove’s Head of Quantitative Research Coverage, has been named one of the 50 Leading Women in Hedge Funds by The Hedge Fund Journal. Congratulations to Kim and her fellow recipients!

This year, our interns enjoyed some fantastic team-building events that strengthened connections and fostered collaboration. From a NYC pizza tour to a SF Giants game, these experiences created lasting memories!

Freestone’s Deputy Chief Investment Officer, Ravi Paidipaty, presented at the 2024 Sohn San Francisco Investment Conference. Thank you to the Sohn Conference Foundation for organizing a wonderful event and for continuing to support local Bay Area nonprofits.

Daniel Morillo, co-founder and Head of Quantitative Strategies at Freestone, recently joined Joe Weisenthal and Tracy Alloway on Bloomberg's Odd Lots Podcast. This insightful episode dives deep into the multi-manager industry, exploring the mathematics behind these strategies and how related organizational design decisions impact outcomes. Listen to the episode here: https://lnkd.in/eBN-pq5y

This year, we welcomed an incredible group of interns to Freestone Grove. They integrated into our culture and took on meaningful projects. They developed comprehensive stock pitches and showcased their insights in final presentations. 
Each had the opportunity to engage with senior leaders across the firm, deepening their understanding of fundamental investing and the core components of an integrated investment system. We truly enjoyed having you on board and are excited to see where your careers take you next. Here’s to your future success!

Daniel Morillo, Freestone’s Co-Founder and Head of Quantitative Strategies, addressed some of the important misconceptions when it comes to AI and investing at the recent Bloomberg Invest conference. Watch the discussion here: https://lnkd.in/gXDdmbSc

We are thrilled to welcome Ravi Paidipaty, Deputy Chief Investment Officer for Freestone Grove Partners, to the 2024 SohnSF Investment Conference. With over 15 years of experience in the long/short equity industry, Paidipaty has held senior roles at some of the most prestigious firms, including Surveyor Capital and Farallon Capital Management, where he was a Partner and investment committee member. Paidipaty’s impressive journey also includes being a founding partner of XN, a hybrid public/private hedge fund. His career is marked by his dedication to building high-performance investment teams and refining rigorous, repeatable investment processes. He holds a BA in Ethics, Politics & Economics from Yale University and an MBA from Harvard Business School. Register here: https://lnkd.in/ghbcbZ6 #SohnSF #SohnSF24 #bestideas #SohnConferenceFoundation

Freestone Grove Partners Deputy CIO Ravi Paidipaty joined Edward Young and Lindsey Reardon on stage at the NIRI 2024 Annual Conference for a conversation moderated by Mark Pellegrino. The group had an insightful discussion centered on the critical importance of building long-term relationships between investors and corporate management, including the most effective ways to ensure high-quality engagement.

Freestone Grove Partners Co-Founder and Head of Quantitative Strategies Daniel Morillo joined Claudia Perlich on stage at the Bloomberg Invest conference for an interesting conversation moderated by Katie Greifeld. Daniel tackled important topics, including how we balance human and machine capabilities within our investment process and where we see the largest potential impact of AI. Watch the discussion here: https://lnkd.in/gXDdmbSc