- June 8, 2022
7:30am – 8:30am
8:30am – 9:00am
Bryan Corbett, President and Chief Executive Officer, Managed Funds Association
Bryan Corbett is MFA’s President and CEO. He is a veteran of Washington and Wall Street. For the past 12 years, he was a senior executive at The Carlyle Group, most recently as Managing Director in the Corporate Private Equity segment and Head of the firm’s OneCarlyle Global Investment Resources Group. In this role, Mr. Corbett and his team provided strategic and operational support to investment teams and portfolio companies across segments.
For the first half of his Carlyle tenure, Mr. Corbett managed U.S. government and regulatory issues affecting Carlyle, its investments and the industry. In this role, he developed legislative and regulatory strategies relating to all of Carlyle’s business segments, including private equity, credit and real estate. In addition to serving on the boards of several Carlyle portfolio companies, Mr. Corbett started the firm’s global corporate citizenship program focused on responsible investing, published Carlyle’s inaugural corporate citizenship report, and started the firm’s initiative to recruit and place diverse individuals on portfolio company boards in the U.S.
Prior to joining Carlyle, Mr. Corbett served in the George W. Bush Administration as a Special Assistant to the President for Economic Policy and as the Senior Advisor to Deputy Secretary Robert Kimmitt at the Treasury Department. He also served as Majority Counsel on the Senate Banking Committee.
Mr. Corbett earned his JD from George Washington University Law School, where he was editor-in-chief of the George Washington Law Review, and earned his BA from University of Notre Dame.
Matthew Daigler, Vice President, Senior Counsel, Regulatory Affairs, Managed Funds Association
Matthew Daigler is MFA’s Vice President, Senior Counsel, Regulatory Affairs.
In this role, Matthew analyzes the impact of legislative and regulatory developments on MFA members, works with MFA members in developing Association policy, drafts comments to regulators, oversees outside counsel/consultants, and engages directly with policymakers and regulators.
Prior to joining the MFA, Mr. Daigler was Vice President and Senior Counsel in the Office of Innovation Policy and Regulation at the American Bankers Association (ABA), where he worked with banks and policymakers to ensure that the legal and regulatory landscape supports financial innovation. Prior to working at the ABA, Mr. Daigler served as Senior Counsel in the Chairman’s Office at the U.S. Commodity Futures Trading Commission (CFTC), where he advised on domestic and international policy and legal matters relating to cryptocurrencies and the OTC derivatives and futures markets. He also previously worked as a Senior Associate at Allen & Overy LLP in Washington, D.C., where he advised financial institutions on a wide range of regulatory matters. He also worked at the U.S. Securities and Exchange Commission for nearly 10 years, most recently serving as Senior Special Counsel in the Office of Derivatives Policy, where he worked on the implementation of Title VII of the Dodd-Frank Act and derivatives regulation more generally.
Matthew has degrees from the University of Chicago (J.D.); Boston College (Ph.D.); and the University of Toronto (B.A.).
Jillien Flores, Executive Vice President and Managing Director, Head of Global Government Affairs, Managed Funds Association
Jillien Flores serves as Executive Vice President, Managing Director, Head of Global Government Affairs at Managed Funds Association (MFA).
Flores joined MFA after six years at Vanguard, one of the world’s leading asset managers. There, she advocated before Washington policymakers on a range of issues related to US capital markets, tax, and retirement policy. Leveraging policy depth, strategy, and relationships, Flores achieved policy outcomes beneficial to Vanguard’s clients on issues including equity market structure, ESG and corporate governance, and systemic risk.
Throughout her career, Flores has sought opportunities to advance Diversity, Equity, and Inclusion within the financial services sector, serving in leadership roles of related efforts at Vanguard.
Prior to joining Vanguard, Flores was Director of Government Relations at Porterfield, Lowenthal, Fettig & Sears, where she represented clients before Congress and the federal financial regulators in the asset management, insurance, securities, and biotechnology sectors. She was involved in the legislative and rule-writing process for several financial services laws and regulations, including the Dodd-Frank Wall Street Reform and Consumer Protection Act and the Jumpstart Our Business Startups Act.
Flores earned a B.A. from the George Washington University in Washington, DC.
Jennifer Han, Executive Vice President, Chief Counsel, Head of Global Regulatory Affairs, Managed Funds Association
Jennifer Han serves as Associate General Counsel at Managed Funds Association (MFA). In her position, she advocates and shapes legislative and regulatory policies affecting the alternative investment industry in the U.S., Europe and Asia. She advises on, develops and implements strategies for MFA members in seeking legal, regulatory and compliance changes and/or guidance for investment advisers, commodity trading advisors and commodity pool operators. She has extensive experience working with policy makers and regulators, such as throughout the financial crisis, post-crisis and to refinement of today’s regulatory framework. She works regularly with legislative policy makers and regulators, including the SEC, CFTC, Department of Treasury, Federal Reserve, NFA, ESMA, UK FCA and IOSCO, among many others.
As background, MFA represents the global alternative investment industry and its investors by advocating for sound industry practices and public policies that foster efficient, transparent, and fair capital markets. MFA, based in Washington, DC, is an advocacy, education, and communications organization established to enable hedge fund and managed futures firms in the alternative investment industry to participate in public policy discourse, share best practices and learn from peers, and communicate the industry’s contributions to the global economy. MFA members help pension plans, university endowments, charitable organizations, qualified individuals and other institutional investors to diversify their investments, manage risk, and generate attractive returns over time. MFA has cultivated a global membership and actively engages with regulators and policy makers in Asia, Europe, the Americas, Australia and many other regions where MFA members are market participants.
Prior to joining MFA, Jennifer was a staff attorney in the Office of Compliance Inspections and Examinations at the SEC, where she conducted inspections and examinations, and advised on legal and compliance matters relating to developments in securities regulations and industry practices. Jennifer began her legal career as an associate with Pickard and Djinis LLP, a boutique securities law firm in Washington, D.C. She received her Bachelor of Arts degree from Cornell University and her Juris Doctor from American University. While in law school, she was an Editor of the American University International Law Review. Jennifer is a member in good standing of the Virginia bar.
9:00am – 9:05am
D. Brooke Harlow, Chief Commercial Officer, Managed Funds Association
Brooke Harlow is the Managed Funds Association’s Chief Commercial Officer. Brooke is responsible for strategy and execution of the Association’s business development and revenue focused initiatives as well as the Association’s relationships with the institutional investor and fund manager communities. Brooke works directly with MFA’s President & CEO on the Association’s membership, content and investor relations priorities and also leads the Association’s global Conferences and Events team. Previously she headed MFA’s Communications team and ran Membership Development for the Association. Brooke also serves as Executive Director of the Center For Alternative Investment Education, a private foundation dedicated to enhancing the knowledge and understanding of alternative investments and the alternative investment industry.
In 2021, Brooke was recognized as one of “50 Leading Women in Hedge Funds” by the Hedge Fund Journal. She also serves on the Global Advisory Board of Girls Who Invest, a non-profit organization dedicated to increasing the number of women in portfolio management and executive leadership in the asset management industry. She is also a Global Angel member of 100 Women in Finance, a global 15,000 member non-for-profit organization focused on empowering women in the finance and alternative investment industries.
Brooke joined MFA from Highbridge Capital Management where she served as Managing Director of Communications and Public Affairs. In that capacity, Brooke was responsible for the corporate communications, marketing, branding, events and public affairs operations at the firm reporting directly to the Founder and served as its spokesperson.
Prior to joining Highbridge, Brooke was a Vice President of Investment Bank Marketing and Communications at JPMorgan where she managed media relations for the global credit, emerging markets and private equity businesses at the bank, served as head of marketing and communications for Latin America and as a member of the Latin American Investment Bank management committee; managed crisis communications for the investment bank; and worked closely with members of the bank’s Operating Committee. Brooke began her career as a field producer/reporter for CNN in the Washington, D.C. and Mexico City bureaus of the news organization.
Brooke graduated from Yale University with a B.A. in American Studies and was selected as a Rotary Scholar and studied at El Colegio de Mexico in Mexico City, Mexico as part of their Masters in International Relations program.
Ms. Harlow is a life member of the Council on Foreign Relations, a Trustee of The Hotchkiss School, an Executive Committee member of the Women’s Board of the Boys Club of New York.
9:05am – 9:20am
Presentation: HFR Hedge Fund Performance Update
Kenneth J. Heinz, President, HFR Inc.
Kenneth J. Heinz, CFA is the President of Hedge Fund Research, Inc. (HFR) and is a leading authority on the global hedge fund industry. Mr. Heinz manages HFR’s industry leading hedge fund index business, including the HFRI, HFRX, HFRL and HFRU Indices. Mr. Heinz has provided specialized consulting services to the industry’s most significant institutional investors globally and has worked directly with thousands of managers, including many of the industry’s most influential firms. He has also contributed authoritative research and commentary to some of the industry’s best-known conferences and organizations, having provided keynote presentations at or for the following: Cayman Islands Alternative Investment Summit, GAIM (Monaco), the SwissFunds Association (SFA), University of Chicago Booth School of Business, Alternative Investment Council of Switzerland (AIC), University of Chicago Center for Research and Security Prices (CRSP), Skybridge Conference (Las Vegas), Money Talks (China) and various CFA Society Events. He is also a highly sought-after source of expert commentary for leading media outlets Including the Fox Business News, Wall Street Journal (WSJ), Financial Times (FT), Dow Jones Newswires, CNBC (U.S., European, Asian), New York Times, London Times, the Guardian, CNN, Fortune, Time, Pensions & Investments, Barron’s, the Nikkei, Bloomberg and many more.
Mr. Heinz has a Master of Business Administration from University of Chicago Booth School of Business with a concentration in Econometrics and Statistics and is a Charter Financial Analyst (CFA). Mr. Heinz holds a Bachelor of Science from the University of Illinois, with a concentration in Finance, Business Finance, Investments and Financial Institutions. Mr. Heinz also has experience as a trading member of Chicago Mercantile Exchange, Chicago Board of Trade and Chicago Board of Options Exchange.
9:20am – 9:35am
Presentation: Preqin Capital Flows and Investor Trends Outlook
9:35am – 10:15am
The End of Easy Money?: Generating Alpha Amid Rising Rates and Inflation
Rahim Esmailzadeh, Head of Research, Systematic Investing, Magnetar Capital
Rahim Esmailzadeh is Head of Quantitative Research for Magnetar’s Systematic Investing group. He has more than 25 years of experience in quantitative research and investments.
Prior to joining Magnetar in 2007, Rahim served as the Chief Knowledge Officer for Barclays Global Investors, a quantitative investment firm and one of the largest asset managers in the world, where he led the firm’s data and information management organization. From 2001 to 2005, Rahim was the Head of Equities Quantitative Research for Citadel, where he supported the merger arbitrage, event driven arbitrage and fundamental long short strategies.
Previously, as Global Head of Equities Technology at NatWest Markets, Rahim oversaw the firm’s operations, finance, trading and risk technology systems. After the sale of NatWest Equities to Deutsche Bank, he became the Head of Quantitative Strategies Group where he developed proprietary trading models using statistical arbitrage.
Rahim began his career with Morgan Stanley & Co. in the Global Equity Derivatives Group, where he developed and implemented mathematical models for derivative analytics and risk management.
Rahim holds a doctorate in theoretical physics from Stanford University and a Bachelor of Science degree in physics from the University of California, Los Angeles.
Matt Simon, Head of Ashler Capital, Citadel
Matt Simon is Head of Ashler Capital at Citadel and a member of Citadel’s Portfolio Committee. Matt joined Citadel in 2004 and launched Ashler Capital in January 2018.
Matt has served in a number of roles at Citadel including Portfolio Manager for the Global Equities Energy and Industrials team, Capital Goods Analyst on the Global Equities Industrials team and Analyst on Citadel’s Event Driven team. He served as Citadel’s Regional Head of Equities in Chicago from 2013-2016. Prior to joining Citadel, Matt was an Associate at Madison Dearborn Partners on their communications investment team and an Analyst at Salomon Smith Barney.
Matt received a bachelor’s degree in Accounting with high honors from Lehigh University and a Master of Business Administration from Northwestern University’s Kellogg School of Management.
Trent Webster, Senior Investment Officer, Strategic Investments, Florida State Board of Administration
Trent Webster is the Senior Investment Officer – Strategic Investments for the State Board of Administration of Florida, which manages approximately $204 billion for a variety of mandates in the state of Florida, including the $161 billion Florida Retirement System. He is responsible for $14 billion of investments in hedge funds, private debt, real assets, insurance, principle investments, and other alternative investments. Mr. Webster also was responsible for Private Equity for over a year. Prior to being appointed Senior Investment Officer, Mr. Webster ran the Special Situations fund for the State Board of Administration, a US-focused, catalyst-driven public equity fund, and was responsible for external manager oversight in the Domestic Equities department. Prior to coming to the State Board, Mr. Webster worked at Sprucegrove Investment Management and ScotiaMcLeod. He has a Master’s in Business Administration from the University of Toronto and a Bachelor of Commerce (Honours) from the University of Saskatchewan. Mr. Webster is a Chartered Financial Analyst.
Jae S. Yoon, Chief Investment Officer, New York Life Investment Management
Jae Yoon is the Chief Investment Officer (CIO) of New York Life Investment Management (NYLIM). He serves as the Chair of the Investment Governance Committee, responsible for the oversight of the investment performance of the strategies managed by NYLIM’s boutiques and affiliate portfolio teams. Additionally, Mr. Yoon leads the Strategic Asset Allocation & Solutions (SAS) team which oversees the portfolio management of MainStay and third-party multi asset strategies, and asset allocation services and economic analysis for New York Life. Previously, he was responsible for investment risk and strategy efforts at NYLIM’s investment affiliate MacKay Shields.
Prior to joining NYLIM, Mr. Yoon was Head of Quantitative Research, Analytics, and Risk Management globally at Western Asset Management. Previously, he was with Merrill Lynch Investment Managers where he served as the Head of Risk and Performance for the Pacific and European Regions in Tokyo and London, respectively. Mr. Yoon also worked at JP Morgan Securities in Asia as regional head of Risk Management Control for Fixed Income and Equity Derivative Trading.
Mr. Yoon is a CFA® charterholder and holds a FINRA Series 3 and 7 registrations.
Mr. Yoon earned a BS in Electrical Engineering and a Masters in Operations Research at Cornell University.
Subadra Rajappa, Managing Director, Head of US Rates Strategy, Societe Generale
Subadra Rajappa joined Societe Generale in October 2014 as Head of US Rates Strategy. In her current role she is responsible for publishing thematic research on US rates markets and highlighting relevant trading opportunities. She is a frequent speaker at internal and industry conferences where she presents her broader market views to the firm’s clients. She represented Societe Generale at the alternative reference rate committee (ARRC 1.0) and is actively involved in discussions with industry groups around transitioning to the new reference rate.
Subadra has over 20 years of experience in the financial industry. Previously, at Morgan Stanley, she was a senior rates strategist focused on macro themes in the rates markets. She was the lead strategist covering many topics and presenting in-depth research in fixed-income derivatives, inflation, money markets and the evolving regulatory environment.
Subadra has extensive experience in global fixed-income markets including positions in research, sales and strategy at Morgan Stanley and Citigroup. She has a strong quantitative background and started her career in finance at Salomon Brothers as a quantitative analyst where she focused on emerging market derivatives and credit derivatives before transitioning to rates.
10:15am - 10:40am
Keynote: Fireside Chat
Jimmy Levin, Chief Investment Officer and Chief Executive Officer, Sculptor Capital Management
Jimmy Levin is the Chief Investment Officer and Chief Executive Officer of Sculptor Capital and a member of Sculptor Capital’s Board of Directors. Mr. Levin joined Sculptor in 2006 and is the Chairperson of the Firm’s Portfolio Committee, the Chairperson of the Partner Management Committee and a member of the private investment committees.
In his role, Mr. Levin oversees all aspects of the Firm’s investment portfolios, including capital allocation across investment strategies and geographies, as well as driving our business strategy and making key operating decisions.
Mr. Levin holds a Bachelor of Arts in Computer Science from Harvard University. Mr. Levin serves on the Board of the East Harlem Tutorial Program.
David S. Richter, Managing Director, Investment Committee Chair, Absolute Return Strategies, GCM Grosvenor
Mr. Richter is Chair of the Absolute Return Strategies Investment Committee, Co-Head of Absolute Return Strategies Research and serves on the Global Investment Council and the ESG Committee. He is also a member of the Strategic Investments Investment Committee. Mr. Richter approves portfolio allocations prior to implementation and shares responsibility for the evaluation, selection and monitoring of absolute return investment strategies and investment managers. Prior to joining GCM Grosvenor, he was the Founder and Managing Partner of Waveland Capital Management, L.P., a U.S. long/short equity hedge fund affiliated with GCM Grosvenor. Previously, he was a Manager with KPMG Peat Marwick, and then a Vice President of JMB Realty Corporation in the Corporate Acquisitions Group. Mr. Richter graduated summa cum laude with his Bachelor of Science in Accountancy from the University of Illinois at Urbana-Champaign. He is a Certified Public Accountant and received the national AICPA Elijah Watt Sells Award from the American Institute of CPAs for his scores on the Uniform CPA Examination.
10:40 am - 10:55am
10:55am - 11:35am
Crisis Liquidity Scenarios: Capital Allocation in a Volatile Market
David Francl, Managing Director, Absolute Return, San Francisco Employees’ Retirement System
David Francl is Managing Director of Absolute Return for the City and County of San Francisco Employees’ Retirement System (SFERS) where he oversees a multi-billion-dollar absolute return program. Prior to joining SFERS in early 2016, David spent over 18 years in a variety of management roles at Intel Corporation where he most recently served as a Director of Treasury Retirement Investments. David’s two decades of experience span the capital markets and include corporate acquisitions, co-investments, secondary market transactions and extensive alternative investment manager research and selection. His educational background includes a BBA from the University of Wisconsin and MBA from the Haas School of Business, UC – Berkeley. Additionally, he is a Certified Public Accountant. He is a member of the Berkeley-Haas Hedge Fund Strategies Advisory Panel and guest lecturer at the Haas School of Business, UC-Berkeley, as well as a frequent speaker at investment industry events. David is a founding member of the San Francisco Absolute Return Institute and serves on the investment committee of a Bay Area endowment.
Darrel Pfeifauf, VP of Hedge Funds & Risk, Advocate Aurora Health
Darrel J. Pfeifauf serves as Vice President of Hedge Funds and Risk for Advocate Aurora Health in Illinois and Wisconsin. In this role he is responsible for the design and management of the Hedge Fund portfolio. Additionally, Mr. Pfeifauf is responsible for developing, maintaining, and applying the risk management framework across the Advocate Aurora investment program. Prior to joining Advocate Aurora, he served as a Portfolio Manager for Mercer Investment Management as well as had responsibility to extension of staff engagements with Not-for-Profit institutions. Mr. Pfeifauf began his career as a Trader for Bridgewater Associates and then moved to an allocator role with the Washington University Investment Management Company. Mr. Pfeifauf holds a BSBA in Finance and Economics from the University of Tulsa and an MBA from Washington University. Mr. Pfeifauf currently serves as a Board Member for the Missouri Foundation for Health and is Chair of the Investment Committee.
Alissa Shipper, Director, Public Markets, Bayshore Global Management
Alissa Shipper is Director of Public Securities at Bayshore Global Management. In this role, she is in charge of portfolio investment strategy and implementation for hedge funds, public equities and fixed income. Previously, Alissa was an Investment Director at Fidelity Family Office, where she advised family offices on overall portfolio asset allocation and strategies across asset types. Before that, Alissa was Director of Public Markets at CM Capital, a family office in Palo Alto where she invested in hedge funds and public equity managers. Alissa began her career in fixed income capital markets at Bear Stearns and as an analyst at Arbor Partners, an equity long/short hedge fund. Alissa has an MBA from Stanford Graduate School of Business and a B.S. in Operations Research from Columbia University.
11:35am - 12:00pm
Fireside Chat: To Be Announced
12:00pm - 12:40pm
12:40pm - 1:15pm
Actionable ESG: Investible Ideas and Risk Protection
Robert E. Furdak, Chief Investment Officer for Responsible Investing, Man Group
Robert Furdak is Chief Investment Officer for Environmental, Social and Corporate Governance (‘ESG’) of Man Group. He is responsible for overseeing all aspects of Responsible Investing across Man Group’s five investment engines. Rob serves as the chairman of the Man Group Responsible Investment Committee and is a member of the Man Group Executive Committee. He also serves on the United Nations-supported Principles for Responsible Investment (PRI) Macroeconomic Risk Advisory Committee.
Rob was previously the Co-Chief Investment Officer at Man Numeric and Chairman of Man Numeric’s Investment Committee. In that position, Rob led the ESG initiatives and oversaw all aspects of the investment process. Rob joined Man Numeric in 1997 as Director of International Strategies and designed and launched Numeric’s first non-US strategies. Before joining Man Numeric, Rob was a Principal in the Active International Group at State Street Global Advisors. During his eight years there, Rob performed global quantitative research and was the principal architect of State Street’s active emerging markets investment process. Previously, Rob worked at Harvard Management Company.
Rob holds a Bachelor’s Degree in Finance from the University of Michigan and an MBA in Finance from the University of Chicago. He is also a CFA charterholder.
Andrew Palmer, Chief Investment Officer, Maryland State Retirement and Pension System
Andrew Palmer, CFA is the Chief Investment Officer for the Maryland State Retirement and Pension System. In this role, he is responsible for the day-to-day operations of the System’s investment division and has overall responsibility for the System’s investment program.
Previously he was the Deputy Chief Investment Officer, Director of Fixed Income for the Tennessee Consolidated Retirement System. In addition to his role as Director of Fixed Income, he led the construction of a Strategic Lending Portfolio, was a member of the Private Equity and Real Estate Committees and shared in the responsibility for tactical asset allocation and new product development. He began his career at ASB Capital Management, a Bethesda, Maryland based institutional advisory firm.
Mr. Palmer is a member of the University of Maryland, Economics Leadership Council, and the ILPA, has been active in the CFA program and was President of the Washington Association of Money Managers. He received a BA and an MA in Economics from the University of Maryland.
Leola Ross, Deputy CIO and Head of ESG, Seattle City Employees’ Retirement System
Meredith Chiampa, North America Head of ESG, Citi Global Markets
Meredith Chiampa is the Head of ESG for North American Markets. She now leads ESG client engagement, product development, and the monetization strategy for ESG in the region. As one of the lead architects of the Citi World ESG Index, Citi’s ESG benchmark, Meredith brings expertise in all of these areas.
Chiampa joined Citi in 2004 and brings 18 years of experience to her new role. The majority of her career has been in equity structuring as part of the Multi Asset Group, where she oversaw the development and growth of the investor structuring business, and more recently focused on creating solutions for private clients and originating business for cross asset sales.
Meredith graduated from Harvard University with an A.B. in History.
1:15pm - 1:55pm
Allocator ‘Ask Me Anything’: What Managers Need to Bring to the Table
Ryan Abrams, Managing Director, Return-Seeking Investments, Constellation
Ryan Abrams is Senior Portfolio Manager at Exelon Corporation. In this role, he supports developing investment strategy and asset allocation for Exelon’s various investment trusts. He is also responsible for sourcing, implementing, and monitoring all of Exelon’s public equity investments, as well as investments with hedge funds and other uncorrelated strategies. His areas of interest include alpha-beta separation, portable alpha, risk parity, risk-based asset allocation, and overlay strategies. He earned his Master of Arts from the University of Texas at Austin, Bachelor of Arts from the University of Notre Dame, and holds the Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations.
Patrick Hojlo, Portfolio Manager, Qatar Investment Authority
Shannon O'Leary, Chief Investment Officer, Saint Paul & Minnesota Foundation
Shannon O’Leary is the CIO at the Saint Paul and Minnesota Foundation. She is an experienced leader with depth and breadth in building and managing investment teams, processes and procedures. Shannon came to the Foundation from The Advocate Group, a Minnesota-based wealth management firm, where she held the CIO role and was a member of the firm’s Governing Board. During her time there, she led the creation and oversight of the firm’s investment department while managing client assets across all asset categories. Previously, Shannon spent seven years at a large Minnesota family office, where she was a member of the Investment Committee and played an integral role in portfolio construction and monitoring, manager due diligence, client reporting and risk management for the family’s complex multi-generational investment structure and associated entities. Shannon began her career as an analyst at Dearborn Partners in Chicago after earning a BA in Economics with a concentration in High Energy Physics from the University of Wisconsin-Madison.
Steven Wilson, Director, Public Markets, Teacher Retirement System of Texas
Steven Wilson is Director in the Public Markets group at the Teacher Retirement System of Texas, a $200 billion pension system serving 1.8 million active and retired educators and their families. Mr. Wilson is responsible for the $10B Stable Value Hedge Fund Portfolio, which includes allocations to Equity Market Neutral, Macro, Managed Futures, Platform, Volatility, and Reinsurance Hedge Funds. He is also responsible for the $7B World Equity Portfolio, which includes Beta Sensitive strategies benchmarked to global equity indices.
Prior to joining TRS, Mr. Wilson was an Investment Director at Ameriprise Private Wealth Advisors, where he oversaw fund selection for $250 million of client assets.
Mr. Wilson received an MBA from the Rice University Jones School of Business in 2012, is a graduate of the University of Texas at Austin McCombs School of Business, and holds the CAIA designation.
Roark Stahler, US Head of Strategic Consulting, Barclays
Mr. Stahler is the US Head of Strategic Consulting at Barclays. Mr. Stahler joined Barclays in 2008 as a member of the Strategy team working on various projects across the Investment Bank. Prior to joining Barclays, he worked as a consultant for McKinsey & Company, advising Asset Managers and other financial institutions as well as several other client types.
Mr. Stahler holds an MBA as well as a BA from the Stern School of Business at New York University.
1:55pm - 2:30pm
Global View: Geopolitical Headwinds, Portfolio Impacts, and Overlooked Offshore Opportunities
Marcus Frampton, Chief Investment Officer, Alaska Permanent Fund Corporation
Marcus Frampton, CFA, CAIA, FRM serves as the Chief Investment Officer of the Alaska Permanent Fund Corporation, where he manages a team of 25 investment professionals and is responsible for leading the firm’s investment activities. Mr. Frampton has been with APFC since 2012 and served as the Director of Investments, Real Assets & Absolute Return before his promotion to CIO in 2018.
Prior to joining APFC, Marcus held diverse roles ranging from investment banking with Lehman Brothers, private equity investing with PCG Capital Partners, and as an executive with LPL Financial, a private equity backed portfolio company.
Mr. Frampton holds a BA in Business-Economics with a minor in Accounting from UCLA. In addition to serving on the Board of Directors of Managed Funds Association, Marcus is also a Director of Scientific Industries, Inc. (OTC: SCND), a leading manufacturer of laboratory equipment and developer of intellectual property and products around bioprocessing; Nyrada, Inc., a privately-held drug development company; and Twin Creeks Timber, LLC, a privately-held owner/operator of institutional quality timberland assets.
Colin Lancaster, Global Head of Discretionary Macro and Fixed Income, Schonfeld Strategic Advisors LLC
Colin Lancaster is the Global Head of Discretionary Macro and Fixed Income (“DMFI”) of Schonfeld Strategic Advisors. Colin joined the firm in 2021 and is responsible for DMFI strategic initiatives, the DMFI business development teams, as well as helping inform DMFI capital allocation decisions. Prior to joining Schonfeld, Colin was Head of Macro Strategies at Citadel and prior to that he was Head of Macro at Balyasny Asset Management. During his career, Colin has managed global investment operations in London, New York, Hong Kong, Singapore, Chicago and San Francisco. Colin is a graduate of Princeton University and is a lawyer by original training.
Carlos Rangel, Chief Investment Officer, Kellogg Foundation
Paul Goldschmid, Partner, Co-Portfolio Manager, King Street Capital Management
Paul Goldschmid is a Partner and Co Portfolio Manager at King Street. Paul is a member of the Management Committee, Global Investment Committee, Risk Committee and Conflicts Committee. Prior to joining King Street in 2006, Paul was an Analyst at Compass Partners International, a boutique merchant banking firm, focusing on principal investments and cross border mergers and acquisitions.
Paul received a B.A. from Harvard University and a J.D. and M.B.A. from Columbia University.
2:30pm - 3:05pm
The Credit Spectrum: From Public to Private, Where Should You Be?
Kirsten Hagen, Co-Founder and Partner, Brinley Partners
Kirsten Hagen is a Co-Founder and Partner of Brinley and a member of the Investment Committee. Prior to joining Brinley in 2022, Kirsten spent 20 years with Goldman Sachs Group, Inc., where she most recently was Head of Americas Senior Debt in the Private Credit Group, overseeing the leveraged loan investing strategy in North America, and was closely involved in the mezzanine debt and preferred equity investing businesses. Kirsten’s responsibilities included development and execution of growth strategies; investment origination, underwriting, negotiation and monitoring; portfolio oversight and risk management; fundraising and investor relations; and team recruiting and development. Kirsten joined Goldman Sachs in 2002 and was named managing director in 2013.
Kirsten serves on the Board of Trustees of the Lehigh Valley Health Network where she is chair of the audit committee and a member of the executive, nominating and governance, finance and strategy committees. She previously served on the Executive Board, and as Treasurer, of the PS/IS 276 Parent-Teacher Association. Kirsten has also previously supported ArtsQuest, Big Brothers Big Sisters of New York City, DePauw University and Student Sponsor Partners through various roles. Kirsten holds a Bachelor of Arts in Economics from DePauw University.
Justin W. Slatky, Chief Investment Officer, Shenkman
Justin W. Slatky joined Shenkman Capital in 2011. He has 22 years of investing experience in high yield and distressed securities. Prior to joining Shenkman Capital, Mr. Slatky was Co-Head and Managing Director of the Distressed Bond business in New York and London for Goldman Sachs. He was also a member of the Credit Investment Committee charged with reviewing proprietary investments within the Credit Department. Before joining the distressed bond business in 2002, Mr. Slatky was a telecom high yield analyst and a recipient of Institutional Investor’s Runner-Up award. He joined Goldman Sachs from Credit Suisse First Boston in 2000, where he worked as a high yield analyst as part of an II ranked telecom team. Mr. Slatky graduated magna cum laude with a BS in Economics (1998) and an MBA (1999) from The Wharton School at the University of Pennsylvania.
3:05pm - 3:20pm
3:20pm - 4:00pm
Digital Assets: On the Sidelines or In the Game
An interactive discussion designed for those considering adding asset exposure and those seeking to strengthen established positions.
Andrew Chen, Corner Capital
Mohamed Elkordy, Senior Investment Officer, Opportunistic Private Investments, New York State Common Retirement Fund
David Ross, Managing Director, Capital Markets Group, OPTrust
David Ross, Managing Director of the Capital Markets Group (CMG) at OPTrust, has close to 25 years of experience within financial markets. David is responsible for overseeing OPTrust’s public market investment strategies, executed both internally and externally. Strategies are deployed across three value add portfolios, namely multi-strategy, credit and emerging markets equities. Prior to his current role, David was the Senior Director of the FX & Fundamental Macro Strategies desk within CMG.
Before joining OPTrust in October 2016, David spent 10 years at the Ontario Teachers’ Pension Plan in Toronto. He served 8 of those years as a Portfolio Manager, pursuing discretionary Global Macro value-added strategies on the Global Opportunities desk and most recently as co-head of the Emerging Markets Fixed Income & FX desk within the FICC group. Prior to OTPP, David focused on emerging markets investment strategies and risk in roles based in London, New York and Toronto. David has a B.A., Economics from the University of Western Ontario and an M.A., Economics from the University of Toronto. David has been a CFA Charterholder since 2006.
John Cotronis, North American Head of Consulting Executive Director, Capital Advisory Group, J.P. Morgan
John Cotronis is an Executive Director and the North American Head of Consulting in the Capital Advisory Group –at J.P. Morgan, where he specializes in best practices in operations, accounting, risk, trading, and technology infrastructure. John is the creator and originator of J.P. Morgan’s annual Hedge Fund Benchmarking Study and the COO of Tomorrow event. Prior to joining J.P. Morgan in 2009, John was Head of Sales and Client Service of the LinkedIn Research Network a division of Microsoft Corporation. With more than 20 years of financial services technology experience, John has also held various consulting and sales positions with Morgan Stanley Prime Brokerage, Advent Software and Citibank. He has a bachelor’s degree from Hofstra University and a master’s degree from New York University’s Tandon School of Engineering Polytechnic Institute.
4:00pm - 4:30pm
Managed Futures Strategies: They’re Back!
Subhasis Das, Senior Portfolio Manager, State Board of Administration, Florida
Subhasis Das is currently a Senior Portfolio Manager within the Strategic Investments asset class at the State Board of Administration of Florida (SBA). Subhasis’ primary responsibilities are researching, sourcing and oversight for a variety of hedge fund and private credit strategies. Prior to his current role, he spent ten years as the Director of Research in the Global Equity asset class where his responsibilities included analysis of global equity portfolios, researching portfolio strategies, oversight of external active managers and asset class risk management. Subhasis worked as a business economist for government agencies and a bank before his time at the SBA. Subhasis’ educational background consists of a PhD degree in economics, a MBA and a MS in computer science.
Yao Hua Ooi, Principal, AQR Capital Management
Yao Hua Ooi is a Principal on the Research and Portfolio Management team at AQR Capital Management. In this role, he focuses on macro-related strategies that include Commodities, Risk Parity and Managed Futures, as well as multi-strategy solutions. His research has been published in the Journal of Financial Economics, the Financial Analysts Journal and the Journal of Investment Management. He was named the 2013 Alternatives Fund Manager of the Year by Morningstar for his work on managed futures, and shared the 2013 Whitebox Prize for his work on time series momentum. Yao Hua earned a B.S. in economics and a B.S. in engineering from the Jerome Fisher Program in Management and Technology at the University of Pennsylvania, graduating summa cum laude.
Jackie Rosner, Managing Director, PAAMCO Prisma
Jackie Rosner joined the firm in 2013 and is a Managing Director and a member of the Portfolio Management team, with a specific focus on global macro, relative value, managed futures, and quantitative strategies. Prior to joining, Mr. Rosner was a Managing Director, head of global macro and systematic trading strategies, and a member of the executive committee at Union Bancaire Privee Asset Management in New York. Prior to UBP, Mr. Rosner was a proprietary trader at BNP Paribas in New York. Mr. Rosner has also been a portfolio manager at both Archeus Capital Management and Millennium Partners, and was a founding member of a proprietary trading desk in the fixed income department of Chase Manhattan Bank/J.P. Morgan. Mr. Rosner began his career at Salomon Brothers (Citibank) where he held various positions of increasing responsibility primarily focused on quant, trading, and fixed income strategies. Mr. Rosner is on the advisory board for the MIT Sloan Department of Finance, volunteers as a master’s thesis supervisor at the Department of Mathematics at NYU Courant, and has guest lectured at Columbia University’s Department of Financial Engineering. Mr. Rosner holds a B.S. in Economics, a B.S. in Management Science, and an M.Sc in Management from the Sloan School of Management at Massachusetts Institute of Technology. He also holds an M.Sc in Mathematical Finance from New York University and completed the following Charters: CFA, CAIA, CMT, and FRM.
4:30pm - 5:00pm
Consultants’ Outlook: Strategies for Portfolio Optimization
Patrick Adelsbach, Partner Co-Head, Advisory Americas, Aksia
Catherine Beard, Senior Vice President, Alternatives Consulting, Callan
Sean McChesney, Vice President Diversifying Strategies, Fund Evaluation Group
Andrew McCulloch, Senior Portfolio Analyst, Partner, and Head of the US Region, Albourne America LLC
Andrew McCulloch joined Albourne in 2007 and is a Senior Portfolio Analyst, Partner and Head of the US Region leading the Connecticut office. Andrew provides portfolio construction, manager selection, and risk management advice to a wide range of sophisticated family offices, foundations, endowments, insurance companies, and public/private pension plans across liquid and illiquid alternative strategies. He has played a key role in a number of Albourne initiatives including the development of the group’s total portfolio-wide risk aggregation services, Albourne’s macro outlook, and strategy forecasts. Prior to moving to the Connecticut office, Andrew spent two years in Albourne’s San Francisco office as part of the Client Services Group managing client relationships. Andrew gained a BA in Economics from the University of Wisconsin – Madison and is a CAIA charterholder.
David Sancewich, Principal, Consultant, Meketa Investment Group
Mr. Sancewich is a consultant and has 19 years of industry experience. Mr. Sancewich joined the firm in 2019 as part of the merger between Meketa and Pension Consulting Alliance (PCA). His consulting work included asset allocation, risk budgeting, investment policy and guideline development, portfolio and manager attribution analysis, asset class structural reviews, investment manager searches, and performance monitoring. Mr. Sancewich is a member of the firm’s Marketable Securities Investment Committee and Marketing Committee.
Prior to joining PCA in 2004, Mr. Sancewich worked at Windermere Investment Consulting as an Analyst where he focused on performance measurement analysis, traditional manager research, and day‑to‑day support of client specific issues. Prior to that, Mr. Sancewich worked as an Analyst for the Russell Investment Group where he evaluated various US equity products for Russell’s manager research group. Mr. Sancewich also advised large institutional clients on manager selection as well as Russell’s multi‑manager funds business. He also helped work on the structure of Russell’s equity, taxable, and alternative investment products.
Mr. Sancewich earned his Bachelor of Arts in Finance and Business Management as well as his Master of Business Administration from Washington State University. Mr. Sancewich has been a speaker at multiple conferences including the State Association of County Retirement Systems (SACRS), National Conference on Public Employee Retirement Systems (NCPERS), and Institutional Investor.
Gordon Corbett, Managing Director, Global Head of Prime Financing Consulting and US Capital Strategy, Bank of America
Gordon Corbett runs the global Consulting team and US Capital Strategy team within Prime Financing (combined as Prime Financing Advisory), within the Asset Management Services division of Global Equities. He is responsible for consulting and sales to global hedge fund clients and also covers investors and asset owners investing into Hedge Funds. He manages several large client relationships globally, and is based in New York.
Gordon joined Bank of America Merrill Lynch in 2014, having previously held various roles within Prime Brokerage at Morgan Stanley in London since 2003. Gordon started his career in finance at Morgan Stanley in London in 1999, followed by 3 years in the US working for a financial software company servicing hedge fund clients.
Gordon graduated from the London School of Economics in 2000 with a BSc Economics (Hons) degree.
Gordon is currently based in New York and sits on the bank’s LGBTQ+ Executive Council as well as being involved with the bank’s LGBTQ+ Pride Network as a mentor and with targeted recruitment programs. He also actively participates in hedge fund industry charities and events.
5:00pm - 6:00pm