MFA Forum: The Investor Sessions
December 8, 2020
December 8th – Virtual Conference
Senior Portfolio Manager, Exelon Corporation
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.
Head of Investor Solutions – Americas, Societe Generale
Portfolio Manager-Funds Alpha, State of Wisconsin Investment Board
Senior Investment Officer, Private Credit & Opportunistic Investments, New York State Common Retirement Fund
Executive Director – Capital Introduction, UBS
Kelly is an Executive Director and Head of the West Coast and Texas Capital Consulting efforts for UBS. Before joining UBS in 2013, Kelly spent 5 years on the allocator side, with stints at ICG Advisors (a Los Angeles-based Multi Family Office) and Hall Capital (a San Francisco-based Multi-Family Office). Kelly serves on various leadership and client strategy committees across the firm.
Executive Director – Associate Director, US Equity Research and Head of Product Management, JP Morgan
Scott Hansen is the Associate Director of US Equity Research and the Head of Product Management. Scott has been in this role since 2016 and is responsible for spearheading the internal partnerships with Sales and Trading and ensuring that the overall product we deliver to our clients across multiple channels, including written, digital, corporate access, and investor conferences, is timely and leverages JPM’s global and cross-asset expertise. Additionally, Scott manages nearly all of the US Equity Research Analyst & Associate population, where his responsibilities include supervision, hiring, development, compensation, and performance management. Scott also has responsibility for developing and implementing the department’s data strategy, where he evaluates, tests, and deploys new data sources and analytic tools that can be applied to Global Research. Throughout his 15 years at JPM, Scott has held a number of different roles within the CIB, including a former Healthcare Research Analyst and Healthcare Trading Desk Specialist. Scott graduated from the Massachusetts Institute of Technology.
Director – External Public Markets, Teacher Retirement System of Texas
Joel Hinkhouse is a Director of External Public Markets at the Teacher Retirement System of Texas (TRS), a $150 billion pension system serving 1.5 million active and retired educators and their families. Mr. Hinkhouse currently directs the management of the Trust’s $23 Billion external equity portfolio; he previously managed much of the Trust’s $12 billion hedge fund portfolios. Joel is also currently leading TRS’s efforts in leading the Trust’s evaluation of potential on-the-ground presence in Asia. Prior to TRS, Mr. Hinkhouse served in a similar role at the John D. and Catherine T. MacArthur Foundation in Chicago, where he co-managed the fixed income portfolio and a $1+ billion hedge fund portfolio and a $500 million private distressed portfolio. He has also worked for two hedge fund firms in Chicago in various roles ranging from risk management to creation of new fund offerings. Joel began his career at PricewaterhouseCoopers as a technology consultant focused on trading systems for energy companies. Mr. Hinkhouse earned an MBA with High Honors from the University of Chicago, and is a graduate of the University of Texas at Austin.
Global Head of Alternatives Relationship Management, BNY Mellon
Kenny D. King is a Managing Director at BNY Mellon responsible for managing the global Relationship Management team for Alternatives. BNY Mellon provides innovative services for alternative managers and asset owners across hedge funds and fund of hedge funds, private credit, private equity, and real estate. Prior to joining BNY Mellon, Kenny was the Head of the Americas Capital Introduction and Consulting Team for J.P. Morgan. He managed a team that introduced institutional investors and thirdparty vendors to the firm’s hedge fund clients. Prior to the Americas role, Kenny spent three years managing the EMEA Capital Introduction Group in London. Kenny has spent his entire career working in alternatives from the beginning when he started as an analyst for Merrill Lynch Investment Managers Alternative Strategies and then he joined Bear Stearns as the Head of Due Diligence for its Structured Funds business. Kenny holds a B.S. in Management from Tulane University and is a CFA Charter holder. Kenny lives in Rumson, NJ, where he enjoys spending time with his wife, daughter, and son. Kenny serves as Board of Trustee for the Visiting Nurse Association Health Group in New Jersey. In his spare time, Kenny enjoys golfing and reading non-fiction books.
Managing Director, Global Head of Capital Advisory, JP Morgan
Michael Monforth is global head of Capital Advisory where he leads the Capital Introduction and Consulting function within Global Sales & Marketing. Michael has been working with and advising hedge fund clients since the mid-2000s. Prior to joining the Capital Advisory team, Michael was global co-head of the Hedge Fund sector within the Corporate & Investment Bank’s Investor Client Management group. In this capacity, Michael lived in London for five years and helped expand J.P. Morgan’s hedge fund focus outside the U.S. Michael previously worked in FIG banking covering Hedge Funds where he advised a number of clients on various corporate finance projects. Michael also held roles in Structured Finance Sales as well as Financial Risk Management the early part of his career at J.P. Morgan.
Michael joined heritage J.P. Morgan in 1998 and prior to that, he was with PriceWaterhouseCoopers for two years where he earned his CPA. Michael is married with three children and enjoys the outdoors, particularly mountain climbing.
Vice President of Investments, University of Nebraska Foundation
Mr. Neale has over two decades of institutional investment experience and is responsible for the oversight and investment of more than $2.8B of investable assets on behalf of the University of Nebraska Foundation. In this role, his principal duties include establishing long-term asset allocation policies and short-term tactical tilts, manager research and selection, portfolio compliance and oversight, and serving as principal staff liaison to the Foundations Investment Committee. Additionally, Mr. Neale is part of the Foundations Executive Leadership Team. Mr. Neale has been with the Foundation since 2014, having joined most recently from MedStar Health (Baltimore, MD), and Wells Fargo Securities (Richmond, VA) prior to that. He Holds a Bachelors of Arts degree in History from the Virginia Military Institute and an MBA from The College of William & Mary. Proud to call himself a Midwesterner, he resides in Lincoln with his wife and two children.
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.
Senior Investment Officer, Missouri State Employees’ Retirement System (MOSERS)
Jason joined MOSERS in 2016 as a Senior Investment Officer. Currently, he is involved in developing the portable alpha program and oversees the hedge fund investments while also collaborating in portfolio construction and asset allocation implementation decisions. Prior to joining MOSERS, he worked at Cigna Investment Management in Hartford, Connecticut for two years, where he managed insurance and pension portfolios. Prior to Cigna, Jason spent eight years at NISA Investment Advisors in St. Louis managing portfolios for some of the largest public and private pension plans. A Missouri native, Jason graduated from the University of Missouri-Columbia and has an MBA from Johns Hopkins University School of Business. He is a CFA Charterholder. Jason lives in Jefferson City with his wife and two children.
Director, Public Securities, 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.
CAIA, Director of Multi-Asset Strategies, Indiana Public Retirement System
Joe Tolen is the Director of Multi-Asset Strategies for the Indiana Public Retirement System (INPRS) and is responsible for the formulation and implementation of the Risk Parity and Absolute Return portfolios. Joe joined INPRS in January 2018 and previously served as an Investment Officer focused on Multi-Asset Strategies. Prior to joining INPRS, Joe worked on the Equity Derivatives Sales Trading team for Morgan Stanley in London. Joe received his BS in Finance and Entrepreneurship from Indiana University.
Senior Risk Premia Strategist, JP Morgan
Dobromir Tzotchev is an Executive Director on the Quantitative and Derivatives Strategy team. His main focus is risk premia research and cross-asset systematic strategies. Dobromir joined J.P. Morgan in 2017. Previously, he was a Senior Quantitative Strategist at Société Générale and a quantitative portfolio manager on the buy side. He holds a doctorate in Finance and Statistics from the European University Viadrina, Frankfurt (O).