Logica Capital Advisers, LLC (“LCA”) is an SEC registered investment adviser founded in 2011 by Wayne Himelsein and his team.
With over 20 years of investment management experience, Mr. Himelsein, a UC Berkeley Alum, serves as Logica’s President and Chief Investment Officer. He began his career in New York City in 1995, as a proprietary trader at the Carlin Financial Group (acquired by RBC Capital Markets). Following his success there, Wayne launched his first hedge fund in 1999, and went on to manage money for private clients and major institutions such as Hyundai Securities and Millennium. Following that, he aggregated a team that has now been working together for over 10 years.
The Logica team as a whole combines specialized expertise across multiple aspects of portfolio and risk management, research and development and fund operations.
This well established and highly synergistic team of individuals has the depth of necessary experience in the capital markets to comprehensively and competently manage a successful investment advisory business. Furthermore, to complement and streamline its in-house capabilities and to comply with the oversight, transparency and independent verification required by regulators and highly desired by all investors, the firm employs several layers of top tier, third-party service providers.
Logica’s Head of Research, Dr. David Taylor, with a Math BS at Massachusetts Institute of Technology (MIT) and Math PhD from University of California Los Angeles (UCLA), brings further mathematical expertise, as well as oversees Logica’s collaborative efforts established with UCLA's MFE program in sourcing and working with Financial Engineers.
Wayne Himelsein - President and Chief Investment Officer
As a 20+ year veteran of the securities industry, Mr. Himelsein (a UC Berkeley alum), founded Logica Capital Advisers (“Logica”), and currently serves as its President and Chief Investment Officer. In this capacity, he heads the portfolio management team, and is a member of both the investment and risk committees.
Wayne began his career in 1995 as a proprietary trader at the Carlin Financial Group (acquired by RBC Capital Markets). Following his success there, Wayne launched his first hedge fund in 1999, and went on to manage money for private clients and major institutions such as Hyundai Securities and Millennium. In a strategy he later developed in 2005, he ran over 300 mm of private and institutional capital.
Throughout his career, Wayne has continued to develop, evolve and refine his quantitative trading and portfolio management models. Most recently, beginning in 2011, Wayne and his team conducted 4 years of R&D to solve the problems inherent in HF’s quest to produce absolute returns regardless of market regime, which serve as the basis of the Logica Fund.
Wayne is a holder of a FINRA series 65 license and currently resides in Santa Monica, CA.
Jeff Press - Compliance
Jeff is a Senior Regulatory Compliance Professional with over 25 years of deep and varied expertise in Compliance, Risk and Operations programs from build out, to gap analysis, to lights on optimization and maturity. With expert knowledge of the practical application of financial services regulatory implementation and best practices, he formulates and executes a strategic vision that effectively demonstrates proper controls supporting business initiatives while helping to protect the enterprise from legal and regulatory risk. Jeff has broad industry experience in Operations, Risk, Compliance, Exams/Audit, and Governance from his time as a former CCO of large and small BDs and RIAs and has participated in the forensic compliance analysis at two high profile RIAs under SEC Receivership.
Jeff holds a Bachelor of Finance from SUNY Empire State College, and holds the following relevant certifications: FINRA Registered Series 4, 7, 8, 24, 53, 57, 63, 79, SIE & NAASA / SEC Series 65 Registered Investment Advisor. Additionally, he is a FINRA / Wharton Certified Regulatory and Compliance Professional (CRCP)
Dr. David Wihr Taylor, Ph.D. - Partner, Head of Research
David Wihr Taylor is the Head of Research at Logica Capital Advisers.
In his current position, David oversees the financial modeling and the R&D efforts from the early stages of idea generation and development, through testing to final implementation.
He is a mathematician with wide ranging experience in both the theoretical and applied fields. Furthermore, David specializes in combining applied and computational methods with highly abstract theories to gain insight into new and historical problems.
Examples of his work include: Applications of simulated annealing to tomographic image reconstruction of the Earth’s magnetosphere from multi-satellite measurements; explicit computation of invariant polynomials for the action of symmetry groups in both geometric and arithmetic settings. This work has applications in both cryptography and computer vision; development of clustering algorithms with variable metric functions. Applications include image recognition and mathematical finance.
David completed his B.S. in mathematics at Massachusetts Institute of Technology and earned his doctorate in mathematics from University of California Los Angeles in 2013. In his spare time, David enjoys playing chess and classical piano.
Dr. Taylor resides in Los Angeles.
Patrick Rentz - Partner, Head of Trading / Risk
Patrick co-founded Logica Capital Advisers (LCA) and serves as Logica Fund’s Risk Manager and Head Trader.
He is a member of both the investment and the risk committees. In his capacity, Patrick builds, refines and improves the fund's proprietary models. Additionally, he manages the day-to-day analysis and management of the individual strategies and the portfolio as a whole.
Patrick has years of experience in equity markets, risk management and financial modeling and continuously broadens and cultivates his knowledge base through focused education and research in the field.
Previously, Patrick worked as a quantitative analyst for Himelsein Mandel Fund Management building models for the evaluation of inefficiencies for investment opportunities, valuation of the fund’s assets, creation of discounted cash flow analyses, and implementation of various risk related stress tests utilizing Monte Carlo methods and scenario analyses.
Patrick holds a B.S. in Business Administration from the University of Tennessee-Knoxville. Additionally, he is a FINRA series 65 holder.
Patrick currently resides in Los Angeles.
Steven Greenblatt, MBA - Partner, Head of Business Development
Steven is the Head of Business Development and Investor Relations at Logica Capital Advisers (“LCA”).
As a well-established veteran in the industry, Steven has extensive institutional sales and marketing experience with a variety of Hedge Funds and Investment firms such as Causeway Capital Management, Front Point Partners, First Quadrant, just to mention a few, and he currently oversees LCA’s Business Development initiatives and engages with investors globally.
Steven holds a B.A from the University of South Florida and an MBA from the University of Michigan.
Steven resides in Marina Del Rey.
Joe Tagliaferro - Partner, Chief Operating Officer & General Counsel
Joe is a Partner, Chief Operating Officer and General Counsel of Logica. Joe is responsible for overseeing key business activities in addition to orchestrating corporate, compliance and legal functions across the firm. Joe is a seasoned corporate and securities attorney with over two decades of experience focusing on corporate and securities transactional matters, hedge funds, private equity, and regulatory / compliance matters.
As an attorney, Joe has represented a diverse group of clients in a broad array of both domestic and cross border matters in the areas of asset management, financial services, mergers and acquisitions, formation of private investment funds (including, hedge funds, private equity funds, venture funds, real estate funds, credit funds, funds of funds, hybrid funds, life settlement funds, art funds, digital asset funds, etc.), private equity / venture capital transactions, public offerings, SPACs, regulatory compliance for investment managers, broker-dealers and insurance industry participants, the defense of governmental / regulatory investigations, and corporate governance matters. Mr. Tagliaferro has represented clients in all stages of the business lifecycle, from start-up through exit and has represented entrepreneurs, investment funds and sponsors, investment banks, operating businesses large and small, public companies, multi-national corporations, financial services firms, high net worth individuals and family offices. Joe has also represented family offices, fund sponsors and institutional investors in connection with seed-capital investments in fund managers and acquisitions of interests in investment management businesses and other institutional investors, entrepreneurs, high net worth investors and family offices in connection with their investment activities, including blockchain technology and virtual currency offerings and related transactions.
Throughout his legal career, Joe held partner and senior partner positions at domestic and global law firms and most recently was a senior equity partner at Withers Bergman LLP in Los Angeles. Joe currently maintains an Of Counsel relationship with Withers Bergman LLP. Prior to entering the legal profession, Joe held a FINRA Series 7 and Series 63 securities license and was responsible for managing the international trading and back-office operations at Schwab Institutional and prior to that, was an interbank foreign currency trader at Bierbaum-Martin in New York.
Joe completed his Bachelor of Science in Accountancy at Villanova University and earned his Juris Doctorate from Southwestern University. He is a member of the State Bar of California and is a Registered Foreign Lawyer in the U.K. Originally from New York, Joe has lived in Los Angeles for over 24 years and currently resides in Los Angeles, California.
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