Our single manager platform UBS O'Connor offers top-tier investment and quantitative capabilities. O'Connor is a distinct investment area within UBS Asset Management, with complete independence regarding investment decision-making. O'Connor's capabilities cover a wide range of investment offerings, which seek to achieve attractive risk-adjusted absolute returns with low correlation to most major asset classes and traditional investment benchmarks. As of February 1, 2023, O’Connor manages USD 10.3 billion in assets on behalf of institutional and high-net-worth individuals.
Team
Blake Hiltabrand, CFA
Global Head O'Connor,
Co-Head O’Connor Event Driven Strategies Managing Director
Peter Stevens, CAIA
Head of Sales and Distribution, Americas, UBS O’Connor Executive Director
Gurpreet Ottal
Portfolio Manager
Joseph Newell
Portfolio Manager
Blake is Global Head of O'Connor and Co-Head of O’Connor’s Event Driven Strategies. He leads the O’Connor Management team and is a member of the O’Connor Capital Allocation team as well as the UBS Asset Management Chicago Leadership Team. Prior to joining O’Connor in 2007, Blake was an Assistant Portfolio Manager at Deephaven Capital and Amaranth Advisors LLP. Blake was also previously an Associate and Senior Analyst at Goldman Sachs in their equity division primarily focusing on event-driven research. He has 25 years of investment industry experience and studied at Wake Forest University where he earned his BA.
Peter Stevens is Head of Sales and Distribution for UBS O’Connor in the Americas, responsible for business development, investor education and client servicing across O’Connor’s hedge fund and private credit offerings. Previously, Peter was Director, Investor Relations for Lighthouse Partners, an $11B hedge fund-of-funds; before this, he held roles in both the Alternative Investments group and the US Portfolio Strategy group of UBS Wealth Management - Americas. Earlier in his career, Peter was a Vice President in Salomon Smith Barney's Technology Corporate Finance Group. He began his career as an Investment Representative with Alex. Brown and Sons. Peter is a CAIA charterholder. Peter has 30 years of investment experience and studied at Haverford College (US, and the University of Edinburgh (UK).
Prior to joining O'Connor in 2015, Gurpreet was a Portfolio Manager at TT International in London, managing a Global Event-Driven strategy within the firm's hedge fund business. Prior to TT International, he worked at CR Intrinsic (a unit of SAC Capital), in London, focusing on European and US event-driven situations. Gurpreet began his career at Lehman Brothers, in London, within the firm's Global Trading Strategies group, an internal hedge fund focused on event-driven situations across equity and debt.
Joe is the Head of Merger Arbitrage at UBS O'Connor and is a member of both the UBS O'Connor Management and Capital Allocation Teams. He has been investing in Merger Arbitrage for O'Connor for over 23 years and has managed the strategy since 2005. Joe’s trading career began on the floor of the Chicago Board Options Exchange.