Meet the investors age 35 and under making big bets and shaking up money management

Brian Lempel, 35, manages about $12 billion as a portfolio manager at Fidelity Management & Research Company (FMR Co.), the investment advisor for Fidelity’s mutual funds.

The information technology sleeve of Fidelity Balanced Fund, which Lempel co-manages, gained 44.3% in the first half of this year.

In this role, Lempel co-manages the Fidelity VIP Balanced Portfolio, Fidelity Balanced Fund, Fidelity Advisor Balanced Fund, Fidelity VIP Contrafund Portfolio, and Fidelity Series All-Sector Equity Fund.

Previously, Lempel worked as a research analyst covering the disk drives, storage networking, global memory, and video-game industries.

Lempel joined Fidelity as an equity research associate in 2004. He holds a bachelor of science degree in economics and his bachelor of arts degree in political science from the University of Pennsylvania.

Mishra, 35, is director of research at Tourbillon Capital, a $3.4 billion New York investment firm, which oversees a long-only fund and hedge fund.

Mishra helps manage the firm's portfolio and analysts. He oversees the firm's senior sector heads and senior analysts, particularly in consumer, industrials, and financials sectors.

Mishra was previously a partner at Southpoint Capital and an analyst at SAC Capital, where he worked with Jason Karp, who later founded Tourbillon. Before that, Mishra worked in private equity at Blackstone.

Mishra got an early exposure to finance. He grew up in New Jersey, and started interning at Morgan Stanley in high school, initially in computer programming.

He holds a bachelor's degree in computer science and economics from the University of Pennsylvania, where he completed a five-year program in three years. He won a Gates Cambridge scholarship to pursue a master's degree in technology policy from the University of Cambridge.

Jen, 35, is a partner at Honeycomb Asset Management, a New York hedge fund launched by David Fiszel.

She is Fiszel's No. 2, and helps the firm invest in both public and private markets, overseeing research in the internet, technology, and consumer spaces.

Growing up near Sugar Land, Texas, she took onto investing at a young age, buying her first certificate of deposit at age 6.

Jen's investing career has spanned both public and private markets. She started her career in the private-equity group at Goldman Sachs and later worked as an associate at Hellman & Friedman, a private-equity firm. She has also worked at Matrix Capital overseeing consumer and emerging markets, Engle Capital as a senior investment analyst and Tiger Consumer Management as a managing director, where she covered media, telecom, and consumer cyclicals.

Jen holds a bachelor's degree in economics and an MBA from Harvard.

Ferguson, 35, manages about $45 billion as a portfolio manager in Vanguard's fixed-income group.

He oversees the Vanguard Limited-Term Tax-Exempt Fund, Vanguard California Intermediate-Term Tax Exempt Fund, Vanguard New York Long-Term Tax Exempt Fund, and Vanguard New Jersey Long-Term Tax Exempt Fund.

Ferguson has also been portfolio manager of Vanguard Tax-Exempt Bond Index Fund since its launch in 2015, which won an awars for "Best New U.S. Fixed Income ETF" by ETF.com.

Ferguson also co-leads Vanguard's Municipal High-Yield Investment Team, which is responsible for conducting bottom-up research across critical areas on bond valuation.

Levin, 34, is co-chief investment officer of Och-Ziff Capital Management.

Previously head of credit, he was promoted to the position earlier this year, when he was handed a $280 million incentive package.

Levin has a long, lucrative history at the firm. After the financial crisis, he persuaded David Windreich, who is now his co-CIO, to bet on structured credit tied to the US housing market.

In 2012, credit trades guided by Levin gained $2 billion, more than half of Och-Ziff's gains that year. Och-Ziff's main credit fund has gained on average 13% since its 2011 launch, including an 18 percent gain last year.

Levin was named global head of credit in 2013. He previously worked for Sagamore Hill Capital and Dune Capital, which was founded by Treasury Secretary Steve Mnuchin.

Levin holds a degree from Harvard in computer science.

Bassett, 34, is the head of North American equities at Aberdeen Standard Investments.He is one of the youngest people to hold such a position at the global asset-management firm. He was made head in 2015, having started at Aberdeen in 2006.

Bassett's team manages about $3.5 billion. Clients include large wealth management platforms and private families.

Aberdeen's US Equity Small Cap fund, which Bassett's team manages, has beaten its benchmark Russell 2000 for the past several years. After fees, the fund returned 24% last year and 8.3% in 2015, according to a fact sheet. By comparison, the Russell 2000 gained 21.3% in 2016 and lost 4.4% in 2015.

Aberdeen Standard Investments manages $758 billion.

Juan, 34, is a portfolio manager focusing on the energy industry at Point72 Asset Management, billionaire Steve Cohen's family office.

Said to have a strong performance track record, he is a long-standing Cohen employee. He has been at SAC Capital, Point72's predecessor firm, since 2011, according to his LinkedIn. Prior to that, he held roles as an energy sector analyst at Carlson Capital and as an investment banking analyst focused on global natural resources at Goldman Sachs, according to his LinkedIn.

He holds a bachelor's in business administration and finance from the University of Texas at Austin, according to his LinkedIn.

LaBella, 34, co-manages about $3 billion for QS Investors, a $24 billion unit within Legg Mason that focuses on quantitative investing.

LaBella focuses on global quantitative equity and smart beta strategies investing in both developed and emerging markets. Clients include large global institutional investors.

LaBella joined QS in in 2011, quickly rising from junior portfolio manager to senior portfolio manager in five years.

He became the head of QS Investors Smart Beta Equity Strategies in 2015 and subsequently grew the business by 20%. LaBella also helped lead the launch of the first set of Legg Mason ETFs. Those funds have raised nearly $500 million in under two years.

LaBella holds a bachelor's degree in financial economics from Binghamton University.

Novak, 34, is an industrials portfolio manager at $31.2 billion GLG Partners, a part of $95.9 billion Man Group, which is building out its market-neutral investment strategy.

He previously was a portfolio manager at Folger Hill Asset Management, and before that an analyst at Citadel's Global Equities unit, where he oversaw $900 million, including leverage.

He started his career in investment banking at Credit Suisse, where he focused on financials, and Citi, where he focused on industrials companies.

Originally from Kansas City, Novak is a cellist and holds a bachelor's in economics and German from Hamilton College.

Morbelli, 34, runs the global credit derivatives trading business for $530 billion asset manager AllianceBernstein.

Morbelli, who also trades emerging markets, was also the architect behind ALFA. Among other things, the fixed-income tool consolidates various bond trading platforms and market liquidity, giving AllianceBernstein a real-time view of the bond market. Algomi, a fixed-income data platform, bought ALFA earlier this year.

Morbelli has also overseen the internship program at AllianceBernstein, and sits on several of the firm's committees.

Miller, 34, is a managing director at Suvretta Capital, a $3.5 billion long-short equity fund founded by Aaron Cowen.

Miller was Suvretta's first employee and is responsible for consumer stocks, including retail, restaurants, staples, gaming, lodging and leisure.

He previously was a research analyst at Soros Fund Management, George Soros' family office, and was an associate at Trimaran Capital Partners, a middle-market private-equity firm.

Born and raised in New York City, Miller got his start after college at BNP Paribas, where he worked in leveraged finance and equity derivatives.

He holds a bachelor's degree from Tufts University in quantitative economics and classics and an MBA from Columbia Business School.

Wyden, 33, runs his own fund, ADW Capital, which manages a little over $100 million.

After fees, Wyden's fund is up 47.5% this year through August. Its best-performing year was the year it launched, in 2011, with a 91% gain. Annualized, the fund has returned about 31% a year.

Wyden launched ADW when he was 26. He makes bets on high conviction, highly concentrated stocks, with a focus on small- and large-cap companies.

"Most tend to be Joel Greenblatt-type special situations, orphaned by the market because they’re too small, or they’ve just been spun off, or they’ve just been reorganized, restructured or refinanced," Wyden told industry magazine Value Investor Insight. "Management is key – I’m looking for entrepreneurs with fire in their bellies, a lot of skin in the game and a demonstrated track record of success."

He was introduced to the stock market by his grandmother, who followed a Peter Lynch-style of investing, and began managing his own account in high school.

He holds a bachelor's degree in economics from the Wharton School at the University of Pennsylvania and an MBA from Columbia Business School.

Stern, 33, is a director at Fir Tree, a New York-based multi-strategy, value-oriented hedge fund that manages about $9 billion.

Stern joined in 2010. He made a name for himself not long thereafter, focusing on distressed European banks and sovereigns in 2011. He was also an early investor in Greek bonds after the 2012 restructuring.

Stern is now responsible for distressed debt and equities and event-driven equities outside the US. That includes emerging and developed markets. He can make investments ranging from Japanese equities to Puerto Rican municipal bonds.

He holds a bachelor's in accounting from McGill University.

Komery, 33, is a portfolio manager and senior vice president at D.E. Shaw focusing on technology stocks within the firm's long-short equities strategy, one of the firm's largest strategies.

Komery has worked under Edwin Jager, who now heads the long-short equity division at the firm. After Jager was promoted, D.E. Shaw carved out a tech portfolio in 2015 for Komery, an unusual move for the firm.

Komery joined D.E. Shaw in 2011 after working as a lead analyst for the tech sector in the long-short equities division of Perry Capital. Prior to that, he worked as an analyst in the technology group at Morgan Stanley.

Komery holds a bachelor's degree from the Wharton School at the University of Pennsylvania, where he focused on finance.

Brodie, 33, has been a portfolio manager at Caxton Associates, a global macro hedge fund, for the past year and a half. As a fixed-income portfolio manager, he focuses on interest rates and foreign exchange.

He previously worked at Alphadyne Asset Management, where he was a portfolio manager, and was also a partner and portfolio manager at Arcem Capital.

A native of the Upper East Side, he majored in math at Princeton University, and minored in finance and applied and computational mathematics.

Caxton managed $8 billion at the start of the year, according to the HFI Billion Dollar Club ranking.

Israel, 32, is a partner at Pershing Square, Bill Ackman's activist fund, which manages about $10 billion.

Israel has led investments in Restaurant Brands International (QSR), which has multiplied from about $14.50 per share in mid-2012 (then, as Burger King) to about $64 a share in 2017.

Israel was also the lead analyst on Pershing Square's investments in Hilton Worldwide, which the firm exited earlier this year, and Platform Specialty Products, where he has been a board member since 2013.

Originally from Kansas City, Missouri, he studied at the Wharton School at the University of Pennsylvania, graduating in 2007. He previously worked as an investment banker at Goldman Sachs before joining Pershing Square in 2009.

Dirk Jeschke, a former portfolio manager at Paul Tudor Jones' hedge-fund firm, is prepping a hedge fund in London for early next year.

Jeschke, 32, is planning a macro fund that will, among other things, emphasize medium- to long-term systematic macro strategies. He plans to launch the fund in the first or second quarter of next year.

Jeschke was a portfolio manager at Greenwich, Connecticut-based Tudor Investment Corp. from 2015 through May of this year, focusing on a multi-asset class macro strategy.

Before that, he worked at Pimco and at Morgan Stanley.

Karniol-Tambour, 32, oversees research at Bridgewater, the world's largest hedge-fund firm with $160 billion. She reports directly to one of the chief investment officers, Bob Prince.

In her role, Karniol-Tambour oversees about 100 investment staffers and bond trading at an in-house investment committee.

Early in her career, she became what the firm calls an "idea generator," where she oversaw her own research. She was the most junior person to get that title.

She drove the research behind Bridgewater's Optimal portfolio, a relatively new fund, which started as a research project.

Karniol-Tambour spends much of her time researching economies and markets, including fixed income, interest rates, and stock indices.

She was recruited to Bridgewater eleven years ago out of Princeton, where she studied public and international affairs. She is originally from Netanya, Israel.

Barr, 31, oversees hedge-fund investments for the Wolfson Family Office, a multibillion-dollar private investment firm that allocates most of its profits to charities.

Barr, who has spent the past six and a half years at the firm, focuses mostly on long-short equity funds, but also oversees funds with quantitative and distressed-debt strategies. He can often be seen at ideas dinners, pitching his own stock ideas.

Raised by a single mother in Louisville, Kentucky, he holds a bachelor's degree in economics with an emphasis in forensic accounting from UC Santa Barbara.

Kurz, 31, is a partner and portfolio manager at PointState Capital, a $10 billion hedge fund founded by Zach Schreiber.

For the past five years, he has been central to the macro-investing effort at the fund, helping form the firm's market and asset-class views. He also manages a portfolio that feeds into the firm's flagship fund.

Kurz grew up in Manhattan and had a strong interest in applied math and economics. He started his career in M&A at Morgan Stanley, worked at Duquesne Capital, Stanley Druckenmiller's firm, before starting at PointState in 2011.

He holds a degree in operations research and financial engineering from Princeton University.

Charles Thomas, 31, is head of Vanguard US ETF Capital Markets, leading a team of six investment staffers overseeing the trading ecosystem for Vanguard's US-listed exchange-traded fund business, including 70 products with over $700 billion in assets.

The Capital Markets team ensures that Vanguard ETFs have active and liquid markets by monitoring secondary market conditions, interacting with market makers, collaborating on product management, and working to inform clients and the investing public about ETF trading.

Previously, Thomas was a member of Vanguard's Investment Strategy Group, focusing on macroeconomic analysis, asset pricing, and currency research.

A native of Malvern, Pennsylvania, where Vanguard is based, Thomas earned his bachelor's degree in economics from the University of Virginia. He also holds an MBA in finance from the University of Chicago Booth School of Business. He is a CFA charterholder.

Fenty, 31, leads the portfolio-solutions strategy team at State Street Global Markets as a managing director. State Street Global Markets is the investment research and trading arm of State Street Corp., which manages $2.6 trillion.

The Boston group, which he has been overseeing since his mid-20s, implements trading and risk-management strategies for some of the world's largest institutions and asset owners.

Chan, 30, is a portfolio manager at Millennium Management, a $35 billion hedge-fund firm.

Chan is a generalist with a broad remit, since she can invest across the capital structure in both equity and debt.

In 2010, Chan launched a group to help young women in finance network together. The group, called NextGen, operates within 100 Women in Finance, a women's network.

Chan grew up in Rego Park, an immigrant community in Queens, and studied linguistics at Harvard. She was part of the first generation of her family to go to college. Chan is on the board of Bottom Line, a national nonprofit that works with underprivileged students to improve graduation rates and career success.

She started at Millennium this year and has several years of experience. She previously worked at Evanston, Illinois-based Magnetar, and helped launch Anandar Capital, a New York-based event-driven hedge fund.

James Winslow, 30, is a vice president working at BlackRock's iShares US Fixed Income team in New York.

Winslow is responsible for growing ETF usage with institutional fixed-income investors, a hot market that BlackRock, the world's largest asset manager, has said it plans to expand into.

Winslow started at BlackRock in 2009 as an analyst in the firm's global cash-management business.

He holds the Chartered Financial Analyst designation and earned his undergraduate degree from St. Joseph’s University.

Rangamannar, 30, runs natural resources investments at Willett Advisors, which manages philanthropic assets of billionaire Michael Bloomberg, including the assets of Bloomberg Philanthropies.

Rangamannar manages the energy portfolio, including both public and private investments in oil, gas, power, and energy infrastructure.

She previously was a senior associate in the natural resources private-equity division of the Canada Pension Plan Investment Board, where she and her team invested more than $4 billion. She was also previously a generalist analyst in DLJ Merchant Banking’s private-equity team and an analyst in the Credit Suisse energy investment banking group.

She holds a bachelor's in economics from Barnard College and an MBA from Wharton Business School.

Koren, 29, oversees tech, media, telecom, gaming, and leisure equity investments for Kavi Asset Management, a hedge fund in New York. He was promoted to managing director and partner at the firm after one year on the job.

Kavi, which manages about $200 million and was seeded by Blackstone, is up about 20% this year after fees in its flagship fund, according to people familiar with the firm.

Koren previously worked as an analyst at JAT Capital under John Thaler and as a senior analyst at Caxton Associates.

He holds a bachelor's in finance from Penn State University, according to his LinkedIn.

Reinherz, 27, is a stock-focused portfolio manager at Millennium Management, a $35 billion New York-based hedge-fund firm. He focuses on consumer and tech investing.

Reinherz joined Millennium earlier this year, and is one of the youngest portfolio managers in the firm's history. He previously was a senior investment analyst at Moore Capital, and worked on the sell side at Stifel, where he covered the beverage sector.

He holds a bachelor's degree in economics and math from Boston University.

Quadir, 27, is launching a short-selling-focused hedge fund, Safkhet Capital. The fund, which is targeting a $200 million soft close for next year, will focus on betting against fraudulent companies.

Quadir previously worked at Deallus Consulting, where she did investigative work for pharmaceutical clients. One of the companies she came across was Valeant Pharmaceuticals, which became valuable when she moved to hedge fund Krensavage Asset Management as an analyst. There, she initiated a short position on Valeant in June 2015 and continued to press as her conviction increased, leading to major gains for the fund as the stock plummeted.

Quadir holds a bachelor's degree in math and biology from Harvey Mudd College.

Evans, 26, is head of research and an investment analyst at Weiss Multi-Strategy Advisers, a hedge-fund firm in New York that manages more than $1.8 billion.

Evans was appointed head of research at age 25, in April 2016. His responsibilities include leading process enhancement and the cost-management effort at the firm. That includes figuring out how to make the investment teams work more efficiently, developing tools that help the firm monitor skills and behavioral biases.

Evans also manages relationships with more than 100 counterparties that work with Weiss.

As an investment analyst, Evans focuses on investing in energy stocks and derivatives, one of several sectors Weiss invests in. Evans got his start at the firm as a summer intern ahead of his senior year of college at the University of Florida. He worked at Citi as an analyst in leveraged finance before moving back to Weiss.

A Miami native, Evans holds a bachelor's and master's degree in finance from the University of Florida, which he completed in four years.