Page 323

J&W Seligman, 51

Jansen, Christopher, 37

Japan, 9, 222, 232, 233, 279

Institutional allocations, 274, 279, 280–281. See also specific institutions

Japonica Partners, 6

Jefferies & Co., 52

JetCap Partners, 37

JLF Investments, 51

JMG Capital Management, 60

John W. Henry & Co., see Henry, John

JoHo Capital, 37

Jones, A. W., 45, 56, 57, 103, 110

Jones, Paul Tudor, 5, 6, 7, 8, 51, 67

Jonsen, Marcel, 50, 52

J.P. Morgan, 51, 52

JRO Associates, 38

Juilliard School, 286

Jupiter, 54

JWM Partners, 52, 63. See also Long-Term Capital Management

K2 Advisors, 38

Kannam, Thomas, 303–305

Kaplan, Andrew, 37, 49, 51

Karsh, Michael, 19, 37

Kasowitz, Sheldon, 19, 37

Katonah International Fund, 37

Kaufman, Henry, 50

Kaufman, Mark, 49

Kayne Anderson, 5, 6, 38

Kazarian, Paul, 6

KCM Capital, 52

KD Partners, 61

Kenyon College, 286

Kerr, Alistair, 50, 52

KiCap Management, 37

Kidder Peabody, 51, 52

King's College, 115, 118, 285, 286

Kingdon, Mark, 1, 4, 7, 8, 163–173

Allocation to other managers, 165, 173

Asset size, 47, 163, 172

Background, 106, 173

Capacity, 74

Culture, 82, 166, 168

Education, 89–90, 170, 173

Financial World's Top 100 Wall Street Earners, 7, 8

Free time, 97, 170–171, 173

Hedging techniques, 173

Institutional investors, 88, 168, 172, 287

Investment committee, 95, 167, 172

Investment in own fund, 75, 164, 172

Investor base, 172

Leverage, 86, 173

Location, 96, 170, 172

Losses and lessons, 85

Methodology, 99, 164–165, 172

Motivation, 73, 164, 169–170, 173

Net exposure, 102, 103

Organization, 83, 167, 172

Organization, role in, 93–94, 173

Portfolio allocation and optimization, 86, 91, 101, 172–173

Private equity allocation, 101, 165, 173

Regulatory initiative, 67

Research, 91–93, 165

Risk management, 85, 87

Spin-offs, 37

Technology allocation, 101, 165

Track record, 76–78, 80

Trades selected, 104

Transparency, 105, 169

U.S. vs. non-U.S. exposure, 100–101

Kingdon Capital Management, see Kingdon, Mark

Korea, 253

Kovitz, David, 19, 37

Kovner, Bruce, 1, 5, 6, 7, 8, 10, 175–186

Allocation to other managers, 96, 185

Assets, 47, 74, 185

Background, 106

Capacity, 74–75, 176

Culture, 82

Discussions with Steinhardt, 36

Diversification, 85

Education, 89, 186

Financial World's Top 100 Wall Street Earners, 5, 6, 7, 8, 10

Forbes 400, 4

Free time, 98, 183–184, 186

Global macro allocation, 100

Hedging techniques, 102–103

Highlight, 72

Information technology, 179

Institutional allocation, 182

Intellectual honesty, 179–180

Investment in own fund, 75, 176, 185

Leverage, 87, 180, 186

Location, 96, 176, 185

Losses and lessons, 84, 182

Methodology, 99, 176–179

Motivation, 73, 181, 186

Net exposure, 102–103

Organization, 83, 104, 176–177, 185

Organization role in, 93, 185

Portfolio allocation and optimization, 85, 86, 90, 100, 101, 102

Private equity allocation, 102, 185

Regulatory initiative, 67

Research, 91–92

Risk management, 85, 87, 180, 186

Succession, 107

Technology allocation, 101

Technology information, 81

Track record, 76–78, 80, 183

Krevlin, Glenn, 261

Kristynik, Kris, 37

Kurlak, Thomas, 15

Lachman, Pram, 201

Lafayette College, 286

Lansdowne European Equity Fund, 54

Larson, Elizabeth, 6, 8

LaSalle University, 286

LASER Advisers, 255

Lattanzio, John, 5, 6, 37, 53

Lazard Frères, 52