FULL SEPTEMBER MFA FORUM: THE INVESTOR SESSIONS AGENDA WILL BE ANNOUNCED SOON.

MFA Forum: The Investor Sessions – September

11:00 AM EST General Session

Portfolio Management in the Time of COVID-19
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Steve Algert

Managing Director and Assistant Treasurer, The J. Paul Getty Trust

Steve Algert is Managing Director and Asst. Treasurer responsible for the hedge fund and credit-related programs for The J Paul Getty Trust, the $7 billion foundation that operates the Getty Museum in Los Angeles.  Previously, Steve was at The Regents of the University of California, where he made the first hedge fund investments and helped oversee public equities.  Before that Steve was in the fund of hedge funds group at Citigroup Alternative Investments and in the fixed income risk management and consulting groups at BARRA/RogersCasey.

Steve holds a Masters in Public and Private Management from the Yale School of Management and a B.S. from the University of California at Berkeley.  He is a CFA and CAIA charter holder.

 

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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, helped set asset allocation policy, 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 also a member of the Investment Committee for The Madeira School, McLean VA.

Villa, David

David Villa

Executive Director, Chief Investment Officer, State of Wisconsin Investment Board

Mr. Villa is the Executive Director/Chief Investment Officer of the State of Wisconsin Investment Board (SWIB).  In addition to his role as overall leader of the organization, he is responsible for implementing the investment policy and developing the architecture to manage fund level returns and risk for over $119 billion in assets.  Since 2006, he has led SWIB’s investment strategy serving as Chief Investment Officer and the Chairman of the Investment Committee.  Prior to joining SWIB, Mr. Villa served for two and a half years as the Chief Investment Officer for the State Board of Administration of Florida and twelve years with UBS Global Asset Management, previously Brinson Partners.  Mr. Villa began his career with First Chicago and Arthur Andersen.

Mr. Villa is a trustee of the Financial Accounting Foundation which is the parent organization of the Financial Accounting Standards Board and the Governmental Accounting Standards Board. Mr. Villa is also a board member and Treasurer of the Marguerite Casey Foundation.  He is a member of the 300 Club, a group of investment professionals from across the globe who have joined together to raise uncomfortable and fundamental questions about the investment industry and investing.

Mr. Villa has a BA in Economics from Princeton University, an MA in Latin American Studies from Stanford University, and an MBA, in Finance and Accounting from Northwestern University.  He is a Chartered Financial Analyst and a member of the Illinois CPA Society.

 

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Ash Williams

Executive Director and Chief Investment Officer, Florida State Board of Administration

Ash Williams, Executive Director & CIO of the State Board of Administration of Florida, is responsible for managing approximately $207 billion in assets including those of the Florida Retirement System, the fifth largest public pension fund in the United States.

Prior to joining the SBA, Ash was a Managing Director at Fir Tree Partners and President and CEO of Schroder Capital Management. Ash has extensive experience with both the SBA and Florida government, serving as Executive Director of the SBA from 1991 to 1996 and in senior management in Florida’s executive and legislative branches.

Ash currently chairs the Council of Institutional Investors, the Managed Funds Association’s Institutional Investor Advisory Council, and the Alternative Investor Forum’s Investor Board.

He serves as trustee of the National Institute for Public Finance, and the Florida State University Foundation.

Additionally, Ash serves on several investment committees including the Institute of Electrical and Electronic Engineers, the Episcopal Diocese of Florida, and the Community Foundation of North Florida.

Ash also serves on the advisory boards of both the Robert Toigo Foundation, and Robert F Kennedy Human Rights. Ash received BS and MBA degrees from Florida State University (FSU) and completed post-graduate programs at University of Pennsylvania’s Wharton School and Harvard’s John F. Kennedy School of Government.

Sodhi, Jaynita

Jaynita Sodhi

Moderator
Head of Capital Services Americas, Credit Suisse

Jaynita Sodhi is the Head of Capital Services Americas within Prime Services where she has worked for the past decade.  She joined Credit Suisse in 2006 in the Hedge Fund Private Fund Group, where she was involved in all aspects of deal management, sourcing, and due diligence of hedge funds. Prior to joining Credit Suisse, Jaynita was at J.P. Morgan, where she worked with the Credit Derivatives and Structured Credit Product groups focusing on CLOs.  While at J.P. Morgan, she was invited to join the bank’s Financial Institutions Group (FIG) advising alternative investment clients on M&A, capital raising (including debt and equity financing solutions), and risk management.  Jaynita graduated from the Cass Business School in London with a BSc (Hons) in Banking & International Finance.  She is based in New York City.

***MEET THE INVESTORS BREAKOUT SESSIONS TO FOLLOW THE PANEL IMMEDIATELY THEREAFTER. ADDITIONAL ALLOCATORS TO JOIN AND WILL BE ANNOUNCED SOON.