Leadership

Jeffrey Strong is the Managing Partner and Chief Investment Officer of Gilead Capital LP. Prior to founding the firm, Jeffrey spent nine years at QVT Financial, a multi-billion dollar multi-strategy hedge fund, including the last five years as a Partner and Managing Director. While at QVT, he was responsible for global special situations, leading multiple active ownership campaigns and serving on several corporate boards across Europe and North America. He also served on the firm's Risk Committee and as Head of Recruiting. Earlier, he began his career as a research analyst at Shenkman Capital Management, a multi-billion dollar high-yield bond investment firm.

Jeffrey is a Chartered Financial Analyst® charterholder and holds an M.B.A. from the College of William & Mary and a B.S. from the University of Missouri. He has served as a director of Computer Programs and Systems, Inc., MCS Holdings Ltd., Landauer, Inc., TPC Group, and Treveria plc, and as a member of the Nomination Committee for Fornebu Utvikling.

Semanti Kulkarni is a Partner and Chief Compliance Officer of Gilead Capital LP. Before joining the firm, she spent four years as an analyst at Brandes Investment Partners, a long-only value-strategy investment firm.

From 2007 to 2010, Semanti was an Associate at Metalmark Capital (formerly Morgan Stanley Capital Partners), a private equity firm, where she focused on industrial, healthcare and energy investments. She began her career as an investment banking analyst at Goldman Sachs.

Semanti earned her M.B.A. from the University of Chicago Booth School of Business and graduated magna cum laude from the University of Pennsylvania, where she received a B.S. in Economics from the Wharton School. Born in India and raised in Germany, Switzerland and the Philippines, she serves as a director of Maya's Hope, a non-profit working to improve the lives of impoverished and orphaned children in the Philippines and Ukraine.