MFA Network 2023
January 31 – February 1, 2023
Loews Miami Beach Hotel – Miami Beach, FL
CIO, Long Biased Strategies, Kirkoswald Asset Management
Diana Amoa is the CIO of Long Biased Strategies at Kirkoswald, based in New York. Prior to this role, Diana was a managing director and senior portfolio manager at JPMorgan Asset Management co managing in excess of USD 10 bn in global fixed income and currency strategies Diana has also previously held EM fixed income and FX trading roles at UBS, Société Générale and Standard Chartered Bank.
Diana holds an MSc and MBA from the University of Oxford, where she attended as a Rhodes Scholar She also holds a BSc in finance and banking from the University of Reading and is a CFA charter holder.
Co-CIO, Anchorage Capital Group, L.L.C
In his role as Co-Chief Investment Officer, Yale is responsible for leading the research and execution process across the structured credit platform at Anchorage. He is a voting member of Anchorage’s Investment Committees. He is a member of the U.S. CLO and CDO Investment Committee and Chair of the European CLO Investment Committee. Yale joined Anchorage as Head of Structured Credit in November 2008. Prior to joining Anchorage, Yale worked at JP Morgan and in his most recent role was responsible for the global CLO business. Prior to joining JP Morgan, he was an investment banker in Deutsche Bank’s CDO business. He also held various positions in investment banking including in the CDO business at Goldman Sachs. Yale has a total of 25 years of experience in the financial services industry and received a B.S. in Economics from the Wharton School at the University of Pennsylvania, where he graduated summa cum laude, and he holds the Chartered Financial Analyst designation.
Senior Vice President, Alternatives Consulting, Callan
Founder and Chief Executive Officer, RockCreek
Afsaneh Mashayekhi Beschloss is founder and CEO of Rock Creek, a leading global investment and advisory firm that applies cutting-edge technology and innovation to investments. Previously, she was Managing Director and Partner at the Carlyle Group and President of Carlyle Asset Management, and Treasurer and Chief Investment Officer of the World Bank. Ms. Beschloss also worked at Shell International and J.P. Morgan. She has led global public policy and financial policy advising governments and central banks in energy, infrastructure and impact investing.
She serves on the boards of the Institute for Advanced Study in Princeton, the World Resources Institute, the American Red Cross, and is the Vice-Chair of the Public Broadcasting Service (PBS). Ms. Beschloss is a member of the World Economic Forum and the Council of Foreign Relations. She is a recipient of the Institutional Investor Lifetime Achievement Award, Robert F. Kennedy Ripple of Hope Award, and recognized as one of American Banker’s Most Powerful Women in Banking.
Ms. Beschloss holds an MPhil (Honors) in Economics from the University of Oxford, where she taught international trade and economic development. She is the co‐author of The Economics of Natural Gas and author of numerous journal articles on energy policy.
Managing Director, Credit Suisse Asset Management
Christopher Burton, CFA, FRM, is a Managing Director within Credit Suisse Asset Management, based in New York. Mr. Burton serves as the Global Head of Commodities within Asset Management. He also currently acts as Senior Portfolio Manager and Trader for the Commodities Team. In this role, Mr. Burton is responsible for analyzing and implementing the team’s hedging strategies, indexing strategies, and excess return strategies. Prior to joining Credit Suisse in 2005, Mr. Burton served as an Analyst and Derivatives Strategist with Putnam Investments, where he developed the team’s analytical tools and managed their options-based yield enhancement strategies, as well as exposure management strategies. Mr. Burton earned a B.S. in Economics with concentrations in Finance and Accounting from the University of Pennsylvania’s Wharton School of Business. Additionally, Mr. Burton is a CFA Charterholder and has achieved Financial Risk Manager® Certification through the Global Association of Risk Professionals (GARP).
Pablo E. Calderini
President and Chief Investment Officer, Graham Capital Management, L.P.
Pablo E. Calderini is the President and Chief Investment Officer of Graham Capital Management, L.P. (“GCM”), an alternative investment firm with approximately $17 billion in AUM as of August 1, 2021. Mr. Calderini is responsible for the management and oversight of the discretionary and systematic trading businesses at GCM, among other things. Mr. Calderini is also a member of the firm’s Executive, Investment, Risk and Compliance committees. He joined GCM in August 2010 and became an Associated Person and Principal of GCM effective August 13, 2010. Prior to joining GCM, Mr. Calderini worked at Deutsche Bank from June 1997 to July 2010 where he held positions of increasing responsibility, most recently the Global Head of Equity Proprietary Trading. Mr. Calderini commenced his career at Deutsche Bank as Global Head of Emerging Markets. During his tenure at Deutsche Bank, Mr. Calderini also helped manage several groups across the fixed income and equity platforms, including the Global Credit Derivatives Team. Mr. Calderini received a B.A. in Economics from Universidad Nacional de Rosario in 1987 and a Masters in Economics from Universidad del CEMA in 1989, each in Argentina.
Chief Investment Officer, General Electric Pension Trust
Harshal Chaudhari serves as the Chief Investment Officer at GE where he is responsible for managing GE’s pension portfolio. Prior to this role, he was at IBM where he served in various senior positions including Chief Investment Officer, Chief Analytics Officer, Divisional CFO for software businesses as well as senior roles in the treasury department.
In addition to his corporate responsibilities, Mr. Chaudhari serves on the board of Managed Funds Association and as an Executive Committee member for the Committee on Investment of Employee Benefit Assets Inc. (CIEBA). He graduated from the University of Mumbai with a degree in Mechanical Engineering and earned his M.B.A. from the University of Chicago’s Booth School of Business.
Associate Partner, ESG Investment Lead, Alternatives Research, Aon
Allen manages the New York office of the Hedge Fund Research Group and brings over 20 years of alternative investment experience. He is also the asset group head for ESG leading in policy design, investment manager rating implementation and consulting advice to firms requiring ESG solutions.
Before joining Aon Hewitt in 2014, he was Chief Investment Officer at Altegris Advisors where he managed the research group and was Co-Portfolio Manager of the firm’s alternative funds. Allen was previously a Managing Director at Bank of America where he built and directed the hedge fund portfolio investment team and additionally oversaw numerous hedge fund products across diverse strategies. He has significant experience in the alternative investment industry, particularly in the areas of ESG, investment research and portfolio management across multiple investment strategies.
Allen earned his MBA from the University of Michigan and BA in Finance from the University of Maryland. As a volunteer, Allen is an Investment Committee member for Rady Children’s Hospital in San Diego, CA.
Partner, Portfolio Manager – Rockford Tower, King Street Capital Management
Young Choi is a Partner, Senior Trader, and the Portfolio Manager of Rockford Tower Capital Management. Young is a member of the Global Investment Committee, U.S. Investment Committee, CLO Investment Committee and Risk Committee.
Prior to joining King Street in 2006, Young worked at Citadel Investment Group, as a Credit Analyst in the Distressed/High Yield Group and Portfolio Manager of the firm’s $2 billion U.S. leveraged loan portfolio and CLO. Prior to that, Young consulted at Bain & Co.
Young received a B.A. summa cum laude in Economics and a B.S.E. in Electrical Engineering from Duke University.
Dr. John Claisse
CEO, Albourne Group
John Claisse joined Albourne in July 1996, relocated from London to San Francisco in July 2003 and became Albourne Group CEO in August 2015. John is an equity partner and member of Albourne’s Executive Committee and also chairs the firm’s Corporate Planning Council, which comprises Albourne’s function and region heads. John helped develop the firm’s proprietary risk analytics and was formerly the Senior Analyst for quantitative equity strategies and multi-strategy hedge funds. John remains a Portfolio Analyst working with several public and corporate plans, large endowments and foundations. John also serves on the Advisory Board of the Sussex University School of Business, on the Board of Trustees of Standards Board of Alternative Investments (SBAI), and on the Governing Board of The Robert Toigo Foundation.
John holds a first class Mathematics Degree and a PhD from Sussex University.
Albourne is an independent advisory firm focused on hedge funds, private equity, private credit, real assets, real estate and dynamic beta. Founded in 1994, Albourne has over 300 clients with over $650bn invested directly in alternative investments.
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.
Head of Strategy, Magnetar Capital
As Head of Strategy at Magnetar Capital, Mr. Falk focuses on the firm’s strategic initiatives. He also serves as a member of its Investment and Management Committees, as well as the Magnetar Strategic Capital Investment Committee. Prior to joining Magnetar in 2017, Mr. Falk was Global Head of Private Credit and the Co-head of Leveraged Credit at KKR, where he spent over eight years of his career. Previously, he was the Co-head of Global Securitized Products at Deutsche Bank where he co-founded the Special Situations Group and launched the ABS CDO business. Mr. Falk began his career in 1992 with Credit Suisse First Boston in ABS Banking. He has served on the boards of the Loan Syndications and Trading Association (LSTA), Corporate Capital Trust and Corporate Capital Trust II – business development companies sub-advised by KKR – and various companies on behalf of Deutsche Bank. Mr. Falk is currently a member of the advisory committee of a private middle market lender and of the Investment Committee for The Public Theater.
Mr. Falk earned a BS and MS in Chemical Engineering from Stanford University.
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.
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.
Sander R. Gerber
Founder and Chief Investment Officer, Hudson Bay Capital
Sander Gerber is Chief Executive Officer and Chief Investment Officer of Hudson Bay Capital, a multi-strategy hedge fund manager investing globally. Mr. Gerber has more than 30 years of investing experience in multiple securities classes and derivatives across a broad range of strategies. Hudson Bay Capital has delivered high quality risk adjusted returns for investors throughout multiple market cycles.
In 2008, Mr. Gerber developed the Gerber Statistic, which measures the co-movement of financial assets, enabling early detection of concentration risks and insufficient diversification within an absolute return portfolio. Later, after many years in collaboration with Harry Markowitz, the Nobel Prize-winning economist and father of Modern Portfolio Theory (MPT), research was completed to optimize the modern portfolio construct by replacing historical covariance with the Gerber Statistic. This groundbreaking paper was published in the Journal of Portfolio Management of February 2022.
Mr. Gerber is also the chief designer of his firm’s proprietary Deal Code framework, a scalable, repeatable portfolio management system that provides granular control seeking to minimize loss, maximize return, and optimize the judgment skills of Hudson Bay Capital’s investment professionals.
Mr. Gerber began his investment career in 1991, as a member of the American Stock Exchange working as an equity options market maker. In 1997, he founded Gerber Asset Management LLC (“GAM”) to develop and engage in proprietary investment strategies, many of which are utilized by Hudson Bay Capital today. In late 2005, Mr. Gerber and Yoav Roth co-founded Hudson Bay Capital, which absorbed GAM’s business and 15 employees.
Prior to becoming a member of the American Stock Exchange, Mr. Gerber was an Associate Consultant at Bain & Company, a leading strategic management consulting firm where he assisted the senior management of multinational corporations to identify and implement corporate growth opportunities.
Mr. Gerber is a member of the Council on Foreign Relations and the Economic Club of New York. He is a fellow and board member of the Jerusalem Center for Public Affairs, an independent research institute specializing in public diplomacy and foreign policy. Mr. Gerber serves as a member of the United States Agency for International Development’s Partnership for Peace Fund Advisory Board. The Board provides information and advice to USAID, and other U.S. Government agencies to promote economic cooperation, people-to-people peacebuilding programs, dialogue, and reconciliation between Israelis and Palestinians. Mr. Gerber was previously a member of the Director of National Intelligence’s Senior Advisory Group (SAG). SAG provides the Director of National Intelligence with an informed, external perspective regarding policy, industry best practices, technology breakthroughs, and best-in-class solutions relevant to current intelligence issues.
Mr. Gerber graduated cum laude from the University of Pennsylvania, with a BSE in Finance from Wharton and a BA in Humanistic Philosophy from the College of Arts and Sciences.
Chief Investment Officer, Delta Air Lines, Inc.
Senior Vice President, Alternatives Client Solutions, Wilshire Advisors LLC
Jamie Gnall is a Senior Vice President with Wilshire Associates and a member of Wilshire’s Alternatives Manager Research team. Mr. Gnall works in Wilshire’s Santa Monica office and leads the firm’s hedge fund discretionary and non-discretionary efforts. He is responsible for providing alternative discretionary and non-discretionary services to institutional plan sponsors, including public pension funds, private pension plans, endowments, foundations, and insurance companies. These services include alternatives investment policy development, asset allocation, portfolio structuring, manager selection, and portfolio monitoring. His research, portfolio management, and advisory responsibilities include multiple types of alternative investments, including hedge funds, risk premia, liquid alternatives, and private credit. He is also a member of Wilshire’s Hedge Fund of Funds Asset Class Committee.
Prior to joining Wilshire Associates in 2015, Mr. Gnall worked at Royal Bank of Canada in New York where he was involved in the management of a diversified portfolio of hedge funds and provided customized investment advisory solutions to clients of RBC Global Asset Management. Before that, he worked at Morgan Stanley where he was part of a six-person team responsible for the selection and investment management of commodity trading advisors and global macro hedge funds on Morgan Stanley’s wealth management platform.
Mr. Gnall earned his BA in economics from Vanderbilt University. Mr. Gnall holds the Chartered Financial Analyst designation.
Managing Director and Portfolio Manager, PIMCO
Mr. Granger is a managing director in the Newport Beach office and leads PIMCO’s quantitative portfolio management team. He is the lead portfolio manager of PIMCO’s flagship quantitative hedge fund strategy, along with oversight and portfolio management responsibilities across PIMCO’s range of systematic funds. Prior to joining PIMCO in 2020, Mr. Granger was based in London as chief investment officer and head of research at AHL, the systematic division of Man Group. In this role he was also portfolio manager of the firm’s quantitative multi-strategy fund, and a specialist in systematic volatility strategies. Prior to Man Group, he was an equity derivatives strategist at J.P. Morgan. He has 18 years of investment experience and holds a bachelor’s degree in mathematics from Oxford University, a master’s degree in philosophy from Kings College London, and a Ph.D. in mathematical logic from the University of Manchester.
Jody A. Gunderson
Managing Principal, AB CarVal
Ms. Gunderson is a managing principal and member of the Investment Committee for CarVal Investors, responsible for leading the firm’s investment strategy and management, as well as its global loan portfolios and real estate businesses. In addition, Ms. Gunderson manages investments in asset-backed securities globally, including residential mortgage-backed securities, commercial mortgage-backed securities and collateralized loan obligations. Prior to joining CarVal Investors in 1994, Ms. Gunderson was a manager in the financial services practice of PriceWaterhouseCoopers where she served investment fund, commercial banking and thrift clients. Ms. Gunderson earned her B.S. degree in Business from the University of Minnesota and is a Certified Public Accountant (inactive).
CarVal Investors is a leading global alternative investment fund manager focused on distressed and credit-intensive assets and market inefficiencies. Since 1987, our experienced team has navigated through ever-changing credit market cycles, opportunistically investing $100 billion in 5,300 transactions across 77 countries. Today, CarVal Investors has approximately $10 billion in assets under management in both credit and real estate strategies.
Matt is the Founder, CEO, CIO, and Portfolio Manager of Pentwater Capital Management. Matt’s experience in event driven investing comes from his years as a Portfolio Manager of event driven trading and distressed securities at Deephaven Capital Management, from his experience as the founder of the Deephaven Event Fund, and from his years of experience as a Portfolio Manager at Citadel Investment Group. Matt has 20 years of investment industry experience. Matt graduated with a B.S. in Electrical Engineering from the Massachusetts Institute of Technology in 1991 and a J.D. from Harvard Law School in 1994.
Chief Economist and Head of Global Investment Research Division, Goldman Sachs & Co.
Jan is head of the Global Investment Research Division and the firm’s chief economist. He is a member of the Firmwide Client and Business Standards Committee. Previously, he was head of Global Economics and Markets Research. Jan joined Goldman Sachs in the Frankfurt office in 1997 and transferred to New York in 1999. He was named managing director in 2004 and partner in 2008. Prior to joining Goldman Sachs, Jan was a research officer at the London School of Economics. Jan is the No. 1 ranked global economist in the annual Institutional Investor Global Fixed-Income Research Team, a position he has held in the global or US category for the past decade. Jan is a member of the economic advisory panels of the Federal Reserve Bank of Chicago and the Congressional Budget Office. Jan earned a D.Phil. in Economics from Oxford University, as well as degrees from the University of Wisconsin-Madison and the Kiel Institute for the World Economy
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.
Elizabeth M. Hewitt
Chief Investment Officer, Senior Vice President, Alfred P. Sloan Foundation
Elizabeth Hewitt joined the Alfred P. Sloan Foundation in 2015 as Chief Investment Officer and Senior Vice President. As Chief Investment Officer, Hewitt is responsible for managing the Foundation’s endowment, including asset allocation strategy, fund manager selection, risk analysis, portfolio performance evaluation, and liquidity management. Prior to joining the Foundation, Hewitt was Managing Director of Public Investments at the Robert Wood Johnson Foundation where she selected and monitored investments with managers, participated on the institutions risk assessment committee and contributed to overall portfolio management. Earlier in her career, Hewitt was a Senior Vice President for Lazard Asset Management (2001-2006), a Hedge Fund Analyst for The Torrey Funds (1999-2001), and a Wealth Management Associate for the U.S. Trust Corporation (1998-1999). She holds an MA from the University of St. Andrews, Scotland. She is a Trustee of The Cary Institute of Ecosystem Studies, Millbrook NY and a member of the Investment Committees for The Madeira School, McLean VA and the Berkshire Taconic Community Foundation, Sheffield MA.
Co-Chief Investment Officer, Winton Group
Simon is Co-Chief Investment Officer, with overall responsibility for investment and research. He is also a member of Winton’s executive management and investment committees.
Simon joined Winton in 2008 as a researcher focused on designing commodity trading systems. In subsequent years he led research into new macro and equities trading strategies and portfolio construction methods, before taking overall responsibility for futures strategies in 2016.
Simon has a first-class honours degree in physics and philosophy from Oxford University, and a PhD in physics from Columbia University, with a thesis on string theory and cosmology.
Deputy CIO, Arizona Public Safety Retirement System
Head of Hedge Funds, Verus Investments
Mr. Kreiselmaier has over 20 years of investment experience in various roles in both manager due diligence, portfolio management, and quantitative research. At Verus, he is primarily responsible for investment strategy, due diligence, portfolio construction recommendations and relationship building across the hedge fund universe.
Prior to joining Verus, he was a senior research analyst at Russell Investments where he was responsible for evaluating, recommending and monitoring hedge funds for inclusion in client portfolios. He began his career at Russell evaluating US large cap equity and Global Tactical Asset Allocation (GTAA) managers. He also worked at Mellon Capital Management where he was responsible for both research and portfolio management related roles focused on both equity and GTAA mandates.
Mr. Kreiselmaier graduated from Trinity University with a bachelor of arts (BA) degree in economics. He also holds a master’s degree in business administration (MBA) from the University of Texas at Austin. He is a CFA charter holder (Chartered Financial Analyst) and a member of both the CFA Institute and the CFA Society of Seattle. Mr. Kreiselmaier is also a member of the Chicago Quantitative Alliance.
Global Alternatives Leader, Senior Partner, Mercer
Based in Sacramento, CA, Raelan Lambert is Global Alternatives Leader of Mercer. Ms. Lambert joined Pavilion Alternatives Group in 2005, which was acquired by Mercer in 2018. She has been in the financial services industry since 1998, focusing on private equity and private markets since 2005.
Ms. Lambert leads and oversees Mercer’s specialty Alternatives business encompassing strategic research, trusted advice and implemented advisory solutions for institutional investors globally.
Previously, Ms. Lambert was based in New York City, where she worked at Google predecessor, DoubleClick, and focused on financial institutions. Prior to that, Ms. Lambert was a consultant in American Express’ strategic technology relationships advisory group, which worked directly with the firm’s C-level executives and all divisions of the firm and its top technology partners. Ms. Lambert started her career at Goldman Sachs in the finance and wealth management divisions, including assignments in Tokyo and Hong Kong.
Ms. Lambert was recognized as CIO’s Knowledge Broker’s New Guard in 2019. She received a BA in French Language and Literature from the University of Virginia with honors and remains fluent in French.
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.
Kim Y. Lew
Chief Executive Officer and President, Columbia Investment Management Company, LLC.
Kim Y. Lew is CEO of Columbia Investment Management Company which manages the $11 billion endowment of Columbia University of New York. Previously, she was the CIO of Carnegie Corporation of New York, the private grant making foundation founded by Andrew Carnegie in 1911 which she joined from the Ford Foundation. Lew started her career in the middle market banking group of Chemical Bank and following business school joined Prudential Capital Group.
Lew graduated from the Wharton School of the University of Pennsylvania with a B.S in Economics and from the Harvard Graduate School of Business with an MBA. She is a CFA charterholder and has served as both a standard setter and grader.
Lew serves on the Boards of Ariel Investment Management Mutual Funds, TIFF Advisory Services, and Girls Who Invest. She serves on the investment committees of the ACLU and National Gallery of Arts.
Global Chief Investment Strategist, BlackRock
Andrew W. Lo
Charles E. & Susan T. Harris Professor, MIT Sloan School of Management
Andrew W. Lo is the Charles E. and Susan T. Harris Professor at the MIT Sloan School of Management and director of the MIT Laboratory for Financial Engineering. He received his Ph.D. in economics from Harvard University in 1984. Before joining MIT’s finance faculty in 1988, he taught at the University of Pennsylvania’s Wharton School as the W.P. Carey Assistant Professor of Finance from 1984 to 1987, and as the W.P. Carey Associate Professor of Finance from 1987 to 1988.
He has published numerous articles in finance and economics journals, and has authored several books including Adaptive Markets: Financial Evolution at the Speed of Thought, The Econometrics of Financial Markets, A Non-Random Walk Down Wall Street, Hedge Funds: An Analytic Perspective, and The Evolution of Technical Analysis. He is currently co-editor of the Annual Review of Financial Economics and an associate editor of the Financial Analysts Journal, the Journal of Portfolio Management, and the Journal of Computational Finance.
His awards include the Alfred P. Sloan Foundation Fellowship, the Paul A. Samuelson Award, the American Association for Individual Investors Award, the Graham and Dodd Award, the 2001 IAFE-SunGard Financial Engineer of the Year award, a Guggenheim Fellowship, the CFA Institute’s James R. Vertin Award, the 2010 Harry M. Markowitz Award, and awards for teaching excellence from both Wharton and MIT.
Investment Director, GAM Systematic Cambridge
Dr Chris Longworth is an Investment Director and co-leads the GAM Systematic Cambridge team.
Since joining the firm in 2010, Chris’s focus has been on the development and enhancement of the team’s investment strategies. Chris has been heavily involved in the research and review of all aspects of the Core Macro programme since its inception in 2013. He is the author of the longest standing model traded within that programme. In addition, Chris has led the effort to incorporate novel or alternative data sources into the portfolio as well as the expansion of the team’s tradable universe into new and unconventional markets. Prior to joining GAM Systematic, Chris was part of the Machine Intelligence Laboratory at Cambridge University, where he obtained MPhil and PhD degrees. He also holds a BSc in Computer Science from Royal Holloway, University of London.
Chief Investment Officer, Ohio School Employees Retirement System
Dharmesh Maniyar, PhD
Chief Executive Officer and Chief Investment Officer, Maniyar Capital
Dharmesh Maniyar launched Maniyar Capital in May 2020 after spending seven years as Tudor (2013-2020) where he was Managing Director and a Partner focused on discretionary macro trading. Prior to joining Tudor, Dharmesh was a portfolio manager at Brevan Howard Asset Management, LLP (2008-2013). Previously, he worked as a post-doctoral research associate for globally collaborated Managing Uncertainty in Complex Models (MUCM) project at Aston University in England (2006-2008). Prior to receiving his PhD, he was a Senior Software Engineer at the Centre for Development of Advanced Computing in India (2001-2003). Dharmesh holds both a BSc in Chemistry and Physics (1998) and a Master of Computer Applications (2001) from Bhavnagar University and a PhD in Applied Mathematics (Machine Learning) from Aston University (2006).
Global Head of Equity Financing Distribution, Bank of America
Edouard Matitia-Cohen is a Managing Director and Global Head of Equity Financing Distribution at Bank of America, based in New York.
In his role, he is responsible for all sales globally across Prime Financing, Equity Synthetics, Stock Loan, Capital Strategies and Business Consulting, ensuring the delivery of an integrated coverage and distribution strategy worldwide. He joined the firm in 2012 and was previously Americas Head of Equity Sales.
Prior to joining Bank of America, Matitia-Cohen was the European Head of Equity Derivatives, Convertibles and Delta One sales at Credit Suisse, based in London. He was a member of Credit Suisse’s European Equity Management Committee and Global Equity Management Committee.
Previously, Matitia-Cohen worked at Morgan Stanley for over 11 years and held various roles including the Head of U.S. Capital Structure and Special Situations business in New York, and a member of the Equity Derivatives trading team in London.
He holds a B.A. (Hons.) in economics from ICADE University in Madrid and Ecole Superieure de Commerce in Reims, France.
Matitia-Cohen serves on a variety of boards in multiple capacities across leading organization in several fields. He is a term corporate member of the Council of Foreign Relations (CFR), Executive Advisory Board member of the Hispanic Latino Advancement Org., Board member of the Managed Fund Association (MFA), and an outside advisor to the Board at the ISW, The Institute for the Study of War in Washington, D.C.
Managing Director, Barclays
Mr. Molinari is a Managing Director and a member of the Prime Services senior management team at Barclays, based in New York.
Mr. Molinari joined Barclays in September 2008 from Lehman Brothers, where he was a Managing Director and US Head of the Capital Introductions. Prior to joining Lehman Brothers he was a founding partner and President of Metropolitan West Securities LLC, a US Investment Advisor and Broker Dealer firm. Under his leadership Metropolitan West accumulated over $400bn in assets under custody across 50+ account relationships globally. Mr. Molinari was a member of Metropolitan West’s executive, credit and investment committees. He began his career at Merrill Lynch, working in various roles throughout the firm and ultimately serving as Managing Director of their Institutional Asset Management businesses.
Mr. Molinari has a JD from Fordham University School of Law and a BS in Business Administration from Fordham University. Mr. Molinari is a member of the New York State Bar.
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.
Chief Investment Strategist, Bridgewater Associates
Rebecca Patterson joined Bridgewater in January 2020 and is a Director of our Investment Research group, where she is responsible for identifying and exploring areas of research across geographies and asset classes.
Rebecca has more than 20 years of investment management experience, and prior to joining Bridgewater, Rebecca served as Chief Investment Officer of Bessemer Trust, overseeing $85 billion in client assets. During her time there, Rebecca was a member of the firm’s Management Committee, and helped launch their Diversity & Inclusion Committee. Before joining Bessemer in 2012, she spent 15 years at J.P. Morgan. There she worked as a researcher in the firm’s investment bank in Europe, Singapore and the U.S. She also served as a Chief Investment Strategist in the asset management arm of the firm, and ran the private bank’s global currency and commodity trading desk.
Additionally, Rebecca is currently a member of the Council on Foreign Relations and the Economic Club of New York. She previously served on the New York Federal Reserve’s Foreign Exchange Committee, and later the Investor Advisory Committee for 6 years, and has served on the University of Florida’s Investment Corporation’s Advisory Board for 7 years, including 3 years as Chair. She holds an M.B.A. from New York University, an M.A. in International Relations from The Johns Hopkins University School of Advanced International Studies, and a B.S. in Journalism from the University of Florida. She was included in American Banker’s list of Most Powerful Women in Finance for 6 consecutive years before joining Bridgewater. She is married and has two teenage girls.
Chief Investment Officer, Kellogg Foundation
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.
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.
Partner and Co-Head of Structured Credit, Brigade
Managing Director and Portfolio Manager, PIMCO
Mr. Sharenow is a managing director and portfolio manager in the Newport Beach office, focusing on commodities, real assets, and inflation solutions. He leads PIMCO’s commodity portfolio management group. He also co-manages PIMCO’s Energy and Tactical Credit Opportunities strategy. Prior to joining PIMCO in 2011, he was an energy trader at Hess Energy Trading, Goldman Sachs, and DE Shaw. He was previously senior energy economist at Goldman Sachs. His co-authored article, “Beating Benchmarks,” won the Second Annual Bernstein Fabozzi/Jacobs Levy Award for Outstanding Article after it was published in the Journal of Portfolio Management. He has 23 years of investment and financial services experience and holds bachelor’s degrees in mathematical methods in the social sciences and in economics from Northwestern University. He is a member of the Council on Foreign Relations.
Global Chief Economist, Citigroup
Nathan Sheets recently joined Citigroup as Global Chief Economist. In that role, he helps lead the Firm’s team of economists around the world. His own research focuses on global themes, with a particular emphasis on the position of the United States in the world economy.
Previously, Mr. Sheets worked at the Federal Reserve Board for 18 years in a variety of positions. From September 2007 to August 2011, he served as Director of the Board’s Division of International Finance and one of three Economists to the Federal Open Market Committee (FOMC). He advised the Committee on macroeconomic and financial developments in foreign economies, as well as on the outlook for U.S. trade, the dollar, and global commodity prices. He also played a key role in the design and implementation of the Fed’s swap line program with other central banks that was put in place during the financial crisis. Mr. Sheets represented the Federal Reserve at many international meetings—including of the G-20, G-7, and OECD—and was a member of the Committee on the Global Financial System sponsored by the Bank for International Settlements. From 2006-07, while on leave from the Board, he served as a Senior Advisor to the U.S. Executive Director at the International Monetary Fund.
Mr. Sheets has published research in the Journal of Money, Credit, and Banking, the Journal of International Money and Finance, the Journal of International Economics and the Review of International Economics. He received his B.A. in economics in 1989 from Brigham Young University. As a recipient of the National Science Foundation Fellowship, Mr. Sheets completed his Ph.D. studies at the Massachusetts Institute of Technology in 1993.
Senior Portfolio Advisor, Aksia
As a Senior Portfolio Advisor, David is part of the Portfolio Advisory team in North America responsible for alternative investment programs, including portfolio construction, risk management and manager evaluation. He supports investment and due diligence processes, manager sourcing and selection, portfolio analysis and implementation, as well as governance management and reporting.
Prior to joining Aksia in 2018, David was a Senior Manager Research Analyst at Man Group, FRM focused on sourcing and evaluating alternatives strategies. Prior to Man Group, FRM, David was a Vice President within the Institutional Sales and Trading business at HSBC, and before that he worked at Morgan Stanley, where he covered clients across the hedge fund, asset management, and sovereign wealth fund universe, with a focus on fixed income and foreign exchange.
David graduated from Princeton University with a BA in Economics and holds an MBA from Columbia University.
Founder, President, Co-Chief Executive Officer, and Co-Chief Investment Officer, Elliott Investment Management
Paul E. Singer is the Founder, President, Co-Chief Executive Officer, and Co-Chief Investment Officer of Elliott Investment Management. Launched in 1977 with $1 million of capital, total assets under management for the Elliott funds have grown to approximately $55.7 billion as of June 30, 2022. Elliott is a Florida–based trading firm with affiliated offices elsewhere.
Mr. Singer is co-founder of Start-Up Nation Central, an Israel-based non-profit organization. He is also chairman of The Manhattan Institute for Policy Research.
Mr. Singer holds a B.S. in Psychology from the University of Rochester and a J.D. from Harvard Law School.
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.
Managing Partner and CIO, Fir Tree Partners
David Sultan is the Managing Partner and Chief Investment Officer of Fir Tree Partners, a value-oriented investment adviser founded in 1994. The Firm capitalizes on mispriced opportunities across capital structures and asset classes, using a long-term and team-oriented approach. Fir Tree manages assets on behalf of pension funds, endowments, foundations, families and other institutional investors. Mr. Sultan joined Fir Tree in 1999 and assumed the CIO role in 2015. Over his 22 year tenure at the Firm, Mr. Sultan has developed the Firm’s investment processes, culture and team. Mr. Sultan has led the Firm’s corporate and sovereign credit, capital structure arbitrage, distressed, special situation equity and SPAC investments globally and through multiple market cycles.
Earlier in his career, Mr. Sultan was an investment banker at Wolfensohn and Co. and an analyst at fundamental value investment firm Siegler, Collery & Co.
Mr. Sultan holds a B.A. in Economics from Harvard University.
Founder and Chief Investment Officer, D1 Capital Partners
Carmen R. Thompson
Managing Director, Alternative Investments, Rice Management Company / Rice University
Carmen Thompson joined Rice University in 2005, first overseeing risk management and asset allocation, and is currently the Managing Director overseeing Rice’s allocation to alternative investments (including hedge funds, credit, distressed, and uncorrelated investments). She began her career at Ibbotson Associates, where she was a consultant to institutional investors, publishing research on topics including strategic asset allocation for endowments and foundations. Ms. Thompson holds undergraduate degrees in finance and accounting from Texas A&M University and an M.B.A. from Rice University.
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.
Anthony A. Yoseloff
Executive Managing Member and Chief Investment Officer, Distressed Investments, Davidson Kempner
Anthony A. Yoseloff (Tony) is the Executive Managing Member of Davidson Kempner Capital Management LP, a global institutional investment management firm based in New York with over $33 billion in assets under management. Mr. Yoseloff joined the Firm in 1999. He is a member of the Board of Trustees of Princeton University, The New York Public Library and Leadership Enterprise for a Diverse America. He also serves on the investment committee of The New York Public Library and is a member of the Board of Directors of PRINCO, the investment manager of the Princeton University endowment.
Mr. Yoseloff received a J.D. from Columbia Law School and an M.B.A. from the Columbia Graduate School of Business Administration in 1999. He earned an A.B., cum laude, from the Woodrow Wilson School of Public and International Affairs at Princeton University in 1996.
Chief Investment Officer, Orchard Global
Director, Portable Alpha, South Carolina Retirement System Investment Commission
Justin Young is the Director for Portable Alpha at the South Carolina Retirement System Investment Commission where he spearheaded a restructuring effort for the top-quartile, $4bn hedge fund program. Prior to his current role he has covered multiple asset classes including core fixed income, commodities, GTAA, equity options, and other opportunistic investments. Before joining RSIC Justin was a Research Analyst at Bridgewater Associates. Justin is a CAIA charter holder and a graduate of the University of South Carolina Honors College where he doubled majored in Finance and Economics.
Chief Market Strategist, Jefferies LLC
David Zervos is currently Chief Market Strategist for Jefferies LLC and Head of the Global Macro Division of Jefferies Investment Advisers, LLC (“JIA”). David joined Jefferies in 2010 after spending 2009 as a visiting advisor at the Board of Governors of the Federal Reserve System in Washington, D.C. Prior to visiting the Federal Reserve, he held a variety of research, sales and trading positions in the private sector, most recently managing global macro portfolios for Brevan Howard and UBS O’Connor. He began his career as an economist at the Federal Reserve Board in the early 1990’s. He received a B.Sc. from Washington University, and an M.A. and Ph.D. in economics from the University of Rochester.
Co-Founder and Managing Partner, Bracebridge Capital
Nancy Zimmerman is co-founder and managing partner of Bracebridge Capital, a leading Boston-based hedge fund manager with over $12 billion under management. Bracebridge is a pioneer in the field of absolute return investing and for over 25 years has focused on generating returns that are largely uncorrelated with broad moves in equities, currencies and rates.
Bracebridge manages private investment funds serving longstanding investors that include endowments, foundations, family offices and pensions. Nancy began her career at O’Connor & Associates and managed the interest rate option group on a worldwide basis for Goldman Sachs before founding Bracebridge.
Nancy graduated from Brown University in 1985, is a Fellow of the Corporation of Brown University, and chairs the Carney Institute for Brain Science Advisory Council. Through the Carney Institute and other institutions—including the Transformative Scholars Program in Neurology at Mass General Hospital and the Ragon Institute of MGH, MIT and Harvard – Nancy has led a series of initiatives that fund early-career investigators. During 2020 she helped fund and promote cutting-edge research on COVID-19.
She is a member of the Board of Directors of Social Finance US, a non-profit that tackles complex social challenges through innovative public private partnerships, such as Social Impact Bonds and Pay for Success financing. She also served for a decade on the scholar selection committee of the Institute for International Education’s Scholar Rescue Fund.