Birnam Oak Advisors, LP
Dan Gelfarb is an accomplished finance professional with extensive experience in research and analysis. Currently serving as a Senior Research Analyst at Birnam Oak Advisors, LP since January 2024, Gelfarb previously co-founded Cryptic Capital Management, where Dan worked from June 2021 to December 2023. Prior roles include Analyst positions at Redwood Capital Management, LLC and Moelis & Company, as well as serving as an Associate at Ascribe Capital. Education includes a Bachelor of Science in Finance and Behavioral Economics from The Wharton School, where Gelfarb also served as a Teaching Assistant for Finance 101. Early experience includes a Summer Analyst position at Barclays Investment Bank.
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Birnam Oak Advisors, LP
Birnam Oak Advisors, LP is an investment advisory firm serving institutional clients. We seek to generate superior risk adjusted returns by exploiting the inefficiencies created by large pools of passive capital, the mechanistic use of “factors”, and other capital flows insensitive to price discovery in the various global asset markets. We make concentrated, event driven investments in merger arbitrage, capital structure arbitrage, legal/regulatory risks, volatility expressions, and highly liquid capture of duration and credit spread. Founded by former Taconic Capital Advisors’ Chief Investment Officer, Christopher DeLong, Birnam Oak was founded in 2023 and began serving clients in 2024.