Elliot Trexler
President & Chief Investment Officer
Elliot brings over 15 years of investment analysis experience to his role as President and Chief Investment Officer of Global Return Asset Management, LLC. He has received Awards for “Best Fundamental Growth Investor” and “Award for Excellence in Risk Analysis” sponsored by BarclayHedge.
As a member of the United Nations PRI Committee, Hedge Funds Strategy Group, Elliot assisted in creating the hedge fund industry guidelines for incorporating ESG factors into the investment process.
At Global Return, Elliot oversees all investment analysis, and risk and portfolio management. He has written multiple whitepapers which range in topics from investment analysis, risk management, the psychology of investing and ESG factors.
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Elliot is the former Vice-Chairman of the Value Investing Group at the CFA Society of New York. In this capacity, he regularly hosted educational events featuring industry-leading value investors on topics such-as investment analysis and risk management. Elliot also hosts the Author Series symposium where he interviews authors of business and investing books; these are followed by panel discussions with industry leaders.
Prior to Global Return, Elliot was a proprietary trader at a large SEC broker-dealer and member of the Chicago Board of Options Exchange where he was promoted to Senior Trader. In this capacity, he trained and managed a team of eight traders. He also worked for the nation’s largest real estate investment brokerage company where he was responsible for creating data analytics and custom research reports for individual and institutional investors. Elliot began his career as an analyst for a real estate development and investment company.
Nonprofits and social causes have always been important to Elliot. He is also a lifelong volunteer and has served on numerous nonprofit boards, including a $550 million dollar foundation. He was the youngest member ever on the board of directors for United Way of Central Indiana and was a finalist for the “Governor’s Award for Tomorrow’s Leaders” for the State of Indiana. He is a graduate of Indiana University and attended the Indiana University Kelley School of Business.
David Kolker
Head of Finance & Operations
David brings 30 years of asset management finance and operations experience to Global Return. Prior to joining Global Return, David was the Chief Financial Officer of PineBridge Investments, a multi-asset class manager with $100B of assets under management. In this capacity, he was responsible for all aspects of Finance, including corporate development, management reporting, planning and analysis, accounting, tax and capital policy. David was a member of the firm’s Management and Governance Committees, as well as a partner to the CEO in developing and executing the firm’s vision and business strategy. Prior to that, David held financial management and oversight positions at AIG, Deutsche Bank and Bankers Trust.
