Yehuda Y. Spindler
Chief Investment Officer at Optima Asset Management LLC
Profile
Yehuda Spindler is Portfolio Manager at The Optima Dynamic Alternatives Fund.
He joined Optima in 2006 and is responsible for managing Optima’s hedge fund strategies across long-only, hedged equity, global trading, and multi-strategy managers.
Additionally, he serves as the Portfolio Manager of several co-mingled and separate-account Optima products and is a member of the Portfolio Management Committee which is responsible for approving managers across all strategies within the Firm.
Prior to joining Optima, Mr. Spindler was a Senior Analyst at Sage Investors L.P., a multi-family office serving ultra-high net worth clients where he was responsible for performing due diligence on investment opportunities ranging from public-equity investments to private real estate transactions.
Prior to that, he spent three years at Deloitte & Touche in New York as a Senior Auditor within the Assurance & Advisory division where he planned and executed audit engagement procedures for a number of Fortune 500 companies.
Mr. Spindler also assisted with financial statement analytical testing, financial reporting, trade processing, and internal control recommendations.
Mr. Spindler is currently a member of the Orthodox Union Investment Committee (a not-for-profit educational, outreach and social service organization).
He graduated cum laude from the Sy Syms School of Business, Yeshiva University, New York.
Yehuda Y. Spindler active positions
Companies | Position | Start |
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The Optima Dynamic Alternatives Fund
The Optima Dynamic Alternatives Fund Investment Trusts/Mutual FundsMiscellaneous The Optima Dynamic Alternatives Fund operates a non-diversified, closed-end management investment fund company. Its primary investment objective is to generate meaningful risk adjusted returns over time. The fund intends to allocate its assets primarily among a range of investment vehicles that are managed by a group of institutional managers. The company was founded on May 12, 2021 and is headquartered in Milwaukee, WI. | Corporate Officer/Principal | 01/01/2006 |
Optima Asset Management LLC
Optima Asset Management LLC Investment ManagersFinance Optima Asset Management LLC (Optima) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by D. Dixon Boardman in 1988 as FWM Acquisition LLC. They are wholly-owned by FWM Holdings, Inc., ultimately owned by Stanhope Capital Group SA in Switzerland. Optima provides independent, customized and compelling alternative investments to institutions, high net worth individuals and multi-family office clients. | Chief Investment Officer | 01/01/2006 |
Former positions of Yehuda Y. Spindler
Companies | Position | End |
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Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Comptroller/Controller/Auditor | - |
Training of Yehuda Y. Spindler
Sy Syms School of Business | Undergraduate Degree |
Experiences
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Private companies | 3 |
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Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
Optima Asset Management LLC
Optima Asset Management LLC Investment ManagersFinance Optima Asset Management LLC (Optima) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by D. Dixon Boardman in 1988 as FWM Acquisition LLC. They are wholly-owned by FWM Holdings, Inc., ultimately owned by Stanhope Capital Group SA in Switzerland. Optima provides independent, customized and compelling alternative investments to institutions, high net worth individuals and multi-family office clients. | Finance |
The Optima Dynamic Alternatives Fund
The Optima Dynamic Alternatives Fund Investment Trusts/Mutual FundsMiscellaneous The Optima Dynamic Alternatives Fund operates a non-diversified, closed-end management investment fund company. Its primary investment objective is to generate meaningful risk adjusted returns over time. The fund intends to allocate its assets primarily among a range of investment vehicles that are managed by a group of institutional managers. The company was founded on May 12, 2021 and is headquartered in Milwaukee, WI. | Miscellaneous |
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