Lee S. Ainslie, III
Managing Partner, Maverick Capital, Ltd.
Before founding Maverick in 1993, Mr. Ainslie was a Managing Director of Tiger Management. Mr. Ainslie serves on the boards of the Robin Hood Foundation, the Partnership for New York City, the Economic Club of New York, the New York-Presbyterian Hospital, and the Episcopal High School in Alexandria, Virginia. Mr. Ainslie received a B.S. in Systems Engineering from the University of Virginia (Westmoreland Davis Scholar and Thomas Pinckney Bryan Jr. Scholar) and an M.B.A. from the University of North Carolina (Beta Gamma Sigma). Mr. Ainslie and his wife, Elizabeth, have two sons.
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.
Chief Investment Officer, UBS Multi-Manager Solutions
Bruce is responsible for managing investments of third partyactive investment funds across hedge funds, traditional assets, liquid alternatives and private credit. In his CIO role, he leads the global investment team and oversees all aspects of portfolio management, asset allocation and manager selection. Before rejoining UBS in 2010, he was a Senior Managing Director of the Blackstone Group where he spent five years as the CIO of Blackstone Alternative Asset Management. Prior to that, Bruce was CIO of the UBS O’Connor Multi-Manager program from 2003-2004, which was the predecessor business to UBS MultiManager Solutions. He originally joined O’Connor Multi-Manager in 1998. Bruce’s investment career began in 1986 with O’Connor & Associates (later bought by Swiss Bank Corporation) where he was a trader and portfolio manager of the Foreign Currency Options team.
Managing and Founding Principal, AQR Capital Management
Cliff is a Founder, Managing Principal and Chief Investment Officer at AQR Capital Management. He is an active researcher and has authored articles on a variety of financial topics for many publications, including The Journal of Portfolio Management, Financial Analysts Journal, The Journal of Finance and The Journal of Financial Economics. He has received five Bernstein Fabozzi/Jacobs Levy Awards from The Journal of Portfolio Management, in 2002, 2004, 2005, 2014 and 2015. Financial Analysts Journal has twice awarded him the Graham and Dodd Award for the year’s best paper, as well as a Graham and Dodd Excellence Award, the award for the best perspectives piece, and the Graham and Dodd Readers’ Choice Award.
In 2006, CFA Institute presented Cliff with the James R. Vertin Award, which is periodically given to individuals who have produced a body of research notable for its relevance and enduring value to investment professionals. Prior to co-founding AQR Capital Management, he was a Managing Director and Director of Quantitative Research for the Asset Management Division of Goldman, Sachs & Co. He is on the editorial board of The Journal of Portfolio Management, the governing board of the Courant Institute of Mathematical Finance at NYU, the board of directors of the Q-Group, the board of the International Rescue Committee and the board of trustees of The National WWII Museum.
Cliff received a B.S. in economics from the Wharton School and a B.S. in engineering from the Moore School of Electrical Engineering at the University of Pennsylvania, graduating summa cum laude in both. He received an M.B.A. with high honors and a Ph.D. in finance from the University of Chicago, where he was Eugene Fama’s student and teaching assistant for two years (so he still feels guilty when trying to beat the market).
Senior Portfolio Manager, Capital Markets & Factor Investing, Canada Pension Plan Investment Board
Ciana Becker is a portfolio manager within the Investment Partnerships division at the Canada Pension Plan Investment Board (“CPPIB”) based in Toronto. Ciana joined CPPIB in 2012 and covers discretionary macro, systematic macro, and volatility strategies. She has over 15 years of experience in finance. As a member of the External Portfolio Management group Investment Committee, she plays a senior role in evaluating new opportunities, conducting strategy research, developing recommendations, negotiating terms, and executing investments. Prior to joining CPPIB, Ciana was responsible for trading strategies at Robeco-Sage Investment Management (Rabobank) in New York and was an analyst for Silver Creek Investment Management in Seattle. Ciana holds a BS in Economics from the University of Washington with certificates in International Economics and Economic Theory and Quantitative Methods. She has served on the Toronto board of 100 Women in Finance since 2015. Ciana is married with one child.
Head of Preqin Pro, Preqin
Amy Bensted is head of Preqin Pro at Preqin, the leading source of intelligence on alternative assets. In her role as head of Preqin Pro, Ms. Bensted oversees Preqin’s strategy and product vision for Pro, Preqin’s platform which enables connection and better decision making for fund managers, institutional investors and others in the alternative assets world. Ms. Bensted is a regular contributor of articles and features in the financial press and her research has been featured in the Financial Times and the Wall Street Journal as well as in specialist hedge fund media.
Ms. Bensted graduated from Imperial College London in 2002 with a BSc. (Hons). She went on to gain an MSc, at the same institution the following year.
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.
Chief Executive Officer, Systematica Investments Limited
Leda acts as CEO of Systematica Investments, a Jersey based institutional hedge fund manager with approximately $8.2 billion in assets under management. Systematica was formed in January 2015 as a spin-off of BlueCrest Capital, where Leda was President and Head of Systematic Trading for 14 years since 2001. Prior to BlueCrest Leda was part of Cygnifi Derivatives Services (a J.P. Morgan spin-off). At Cygnifi she was part of the management team and was head of its Valuation Service. Prior to Cygnifi, Leda spent nearly seven years at J.P. Morgan as a Quantitative Analyst in the derivatives research team. Her past experience includes modelling of interest rate exotics, FX/interest rate hybrid instruments and equity derivatives. She holds a PhD in Engineering from Imperial College London, where she worked as a lecturer and led research projects for over three years prior to joining J.P. Morgan. In addition Leda has served as an advisor to the board of the pension fund of the CERN in Geneva and on the advisory board of the London School of Economics’ Systemic Risk Centre.
Chief Executive Officer, Capstone Investment Advisors
Paul Britton is Capstone’s Founder and Chief Executive Officer. Paul focuses on setting the firm’s strategy, developing our culture, attracting key talent and overseeing the execution of investment and business functions. Paul began his career with Saratoga Limited, trading options on the London International Financial Futures and Options Exchange (LIFFE), and co-founded Mako Global Derivatives in 1999. In 2001, Paul moved to New York to establish and manage Mako’s U.S. operations, the buyout of which he led to form Capstone in 2004. Paul is immensely proud of the progress made by the team at Capstone over the years, and by the strong relationships we have been fortunate to build with our investors.
Paul currently serves on the Boards of the US Soccer Foundation, The Tate America’s Foundation and Friends Seminary School in New York City.
Paul received a B.A. degree in European Business Finance from London Metropolitan University.
European Head of Capital Introduction, UBS Investment Bank
Joe Byars is a Managing Director and Head of European Capital Introduction at UBS Investment Bank. He joined UBS in 2007 where since he has covered a broad range of Hedge Funds and institutional allocators globally. Prior to UBS he spent 5 years as Chief Operating Officer at GoinGreen, a London based start-up company which won UK Start-Up business of the year in 2004. Joe graduated in 2001 with a BA Hons in Economics with French from Nottingham University.
Chief Investment Officer and Founder, Casdin Capital, LLC
Eli Casdin is Founder and Chief Investment Officer of Casdin Capital Life Science Investments.
In the fall of 2011, Eli founded his fast-growing growth equity fund in the equally fast-growing sector of Life Sciences handily outperforming a sector-wide upswing. Casdin Capital’s strategy and success lies in its deep fundamental research and participation in all aspects of the life science revolution; from diagnostics to information systems through to molecular medicines into industrial biotech applications. As Casdin often points out, genomics is a data-driven paradigm shift that is fundamentally reshaping the entire healthcare and life science industry, much as Silicon Valley and the semi-conductor reshaped our social and commercial lives, creating a diversity of investment opportunities along the way.
Over the last 16 years, including writing a black book, The Dawn of Molecular Medicine, Eli Casdin has been both investor in and partner to many of the key thinkers and companies bringing these disruptive technologies to market. Casdin’s combination of long-term vision and strong industry relationships keep it focused on the big picture yet nimble, while maintaining a consistent approach: Take aim at big markets; Invest in great ideas and great teams; Stay focused; Avoid hubris.
Prior to founding Casdin Capital, Eli was a Vice President and Analyst at Alliance Bernstein and a member of its “thematic” based investment group, responsible for researching and investing in the implications of new technologies for the life science and healthcare sectors. Eli’s early experience includes time at Bear Stearns and at Cooper Hill Partners, one of the earliest biotechnology focused investment firms.
Eli earned his B.S. from Columbia University and his MBA from Columbia Business School and serves on the Columbia University School of GS Board of Directors. He also serves on the Board of Directors for the New York Genome Center, Prominex Dx, Genomatica, and Tenaya Therapeutics as well as participating as a board observer of several early stage therapeutic companies.
Chief Investment Officer – Global Pensions, General Electric
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.
Managing Director Investment Management Services, APG Asset Management
Thijs Coenen currently holds the position of Managing Director Investment Management Services at APG, the largest Dutch pensions manager. APG manages approximately $700 billion in pension assets, providing the pension for one on five families in the Netherlands (about 4.5 million participants). Thijs is also a permanent member of APG’s Investment Committee. He has more than 30 years of experience in a broad area of investment analysis, portfolio management, business development and general management across different asset classes. In his previous role at APG, he was responsible for overseeing the global hedge funds and private equity portfolio.
He joined APG Asset Management in 1992 where he has held various staff and management positions both in the investment and business management area. Thijs holds a master’s degree in monetary economics from Tilburg University and is a CFA Charter holder. He also followed various Leadership and Executive Management courses at INSEAD business school in Paris and the IMD business school in Lausanne. More recently he graduated as an Executive Pensions Professional (EPP) at the Nyenrode Business University.
Managing Principal, CarVal Investors
Mr. Detor is a managing principal and member of the Investment Committee for CarVal Investors, responsible for leading the firm’s investment strategy and management. He also leads the firm’s transportation investments and oversees capital formation, emerging markets and real estate investments for the firm. Mr. Detor joined CarVal from Morgan Stanley, where he most recently served as managing director and co-head of the global distressed and U.S. leveraged loan business. Mr. Detor has also served the U.S. government as a Special Agent with the United States Secret Service, as well as serving in the U.S. Army Reserves and New York National Guard. Mr. Detor received his M.B.A. from NYU’s Stern School of Business and his B.S. in accounting from SUNY Albany 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 $126 billion in 5,510 transactions across 82 countries. Today, CarVal Investors has approximately $10 billion in assets under management in both credit and real estate strategies.
Ambassador Paula Dobriansky
Senior Fellow, Harvard University Belfer Center; former Under Secretary of State for Global Affairs
Ambassador Paula J. Dobriansky is a foreign policy expert and former diplomat specializing in national security affairs. She is a Senior Fellow in the Future of Diplomacy Project at Harvard University’s JFK Belfer Center for Science and International Affairs and is Vice Chair of the Scowcroft Center for Strategy and Security (Atlantic Council).
From 2010 – 2012, Ambassador Dobriansky was Senior Vice President and Global Head of Government and Regulatory Affairs at Thomson Reuters. In this position, she was responsible for designing and implementing a corporate approach for engagement in Washington, D.C. and other key capitals around the globe. During this time, she was also appointed the Distinguished National Security Chair at the U.S. Naval Academy.
Ambassador Dobriansky served as Under Secretary of State for Global Affairs from 2001 to 2009. Among her primary accomplishments, she established and led the U.S.-India, U.S.-China, and U.S.- Brazil Global Issues Fora — which advanced crucial work and international cooperation on environment, energy, health, development, and humanitarian issues. Additionally, she was head of delegation and lead negotiator on U.S. climate change policy.
In February 2007, as the President’s Envoy to Northern Ireland, Ambassador Dobriansky received the Secretary of State’s highest honor, the Distinguished Service Medal, for her contribution to the historic devolution of power in Belfast. During her more than 25 years in national security affairs, Ambassador Dobriansky has held many Senate-confirmed and senior level positions in the U.S. Government including Director of European and Soviet Affairs at the National Security Council, the White House, Deputy Assistant Secretary of State for Human Rights and Humanitarian Affairs, Deputy Head of the U.S. Delegation to the 1990 Copenhagen Conference on Security and Cooperation in Europe (CSCE) and Associate Director for Policy and Programs at the United States Information Agency.
From 1997- 2001, Ambassador Dobriansky served as Senior Vice President and Director of the Washington Office of the Council on Foreign Relations and was the first George F. Kennan Senior Fellow for Russian and Eurasian Studies. During this time, she also served on the Presidentially-appointed U.S. Advisory Commission on Public Diplomacy.
A member of the Council on Foreign Relations and the American Academy of Diplomacy, Ambassador Dobriansky serves on the Defense Policy Board, the Secretary of State’s Foreign Affairs Policy Board and is Chair of EXIM Bank’s Chairman’s Council on China Competition (C4). She is a Trustee of the Trilateral Commission, on the Advisory Board of Georgetown University’s School of Foreign Service and Chair of the Bush Center’s Women’s Initiative Policy Advisory Council. Previous boards include the Western NIS Enterprise Fund, Smith Richardson Foundation, National Endowment for Democracy (Vice Chair), George Mason University Board of Visitors and the World Affairs Councils of America as Chairman of the National Board.
She received a B.S.F.S. summa cum laude in International Politics from Georgetown University School of Foreign Service and a M.A. and Ph.D. in Soviet political/military affairs from Harvard University. She is a Fulbright-Hays scholar, Ford and Rotary Foundation Fellow, a member of Phi Beta Kappa and a recipient of various honors such as the Foreign Policy Association Medal for her service to country and leadership of the World Affairs Councils of America and the International Republican Institute’s Women’s Democracy Network Jeane J. Kirkpatrick Award (2008). She has received other high-level international recognition including the Commander Cross of the Order of Merit of Poland, Poland’s Highest Medal of Merit, Grand Cross of Commander of the Order of the Lithuanian Grand Duke Gediminas, National Order “Star of Romania”, Hungary’s Commander’s Cross Order of Merit and Ukraine’s Order of Merit. She has also received three Honorary Doctorates of Humane Letters, one Honorary Doctorate of Laws and one Honorary Doctorate of International Affairs.
President 3M Investment Management, Director Benefit Funds Investments, 3M Company
Partner, US ESG Asset & Wealth Management Leader, PwC
Ryan is the US ESG Leader for PwC’s Asset & Wealth Management sector. He has over 20 years of experience serving a wide variety of public and private companies, as well as having served in the Firm’s National Office focusing on SEC Reporting. Ryan has extensive experience across a range of asset management clients including corporate managers, alternative firms, private equity funds, BDCs, and traditional funds. Ryan has worked with a cross section of clients with a focus on ESG education, policy creation, risk assessments, non-financial metric attestation reporting, insight on investor demands on the topic, and discussion surrounding the role of risk management in ESG. He has led ESG projects with various firms ranging from understanding the ESG profile of investments for alternative firms, developing an impact investing policy, training key staff in how to execute the new policy, and overseeing the creation of a firm’s inaugural sustainability report.
Chief Investment Officer, Alaska Permanent Fund Corporation (APFC)
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.
Founder & Chief Investment Officer, Abbey Capital
Tony Gannon is Founder and Chief Investment Officer of Abbey Capital Limited. As CIO, Tony guides and drives investment research at Abbey Capital. Tony is a Director of Abbey Capital and also Chair of the Investment Committee.
Tony founded Abbey Capital in 2000 with a vision to create an alternative investment business providing multi-manager funds specializing in the managed futures and foreign exchange sectors of the hedge fund industry. Over its twenty year history, Tony has overseen Abbey Capital’s growth from a start-up to a global company which is currently one of the largest independent allocators in the Commodity Trading Advisor (CTA) industry.
Prior to founding Abbey Capital, Tony was a co-founder of Allied Irish Capital Management (AICM), a Dublin-based CTA, in conjunction with Allied Irish Banks. He helped to grow AICM to become one of the largest European CTAs, with funds under management growing from an initial $50 million to in excess of $1.4 billion.
Tony has more than 30 years’ investment experience in the managed futures industry. He is globally recognized and acknowledged as a leader in the industry. He is a regular guest speaker at alternative investment industry conferences.
Tony graduated with a Bachelor of Commerce degree and a Masters in Business Studies with Finance from University College Dublin, Ireland.
Chief Investment Officer, New Mexico Public Employees Retirement Association
Dominic Garcia has served as Chief Investment Officer for the New Mexico PERA since 2017, a $16 billion defined benefit pension system that serves over 90,000 members and provides over $1.3 billion in annual benefits. Dominic also oversees the system’s $700 million 457(b) Smart Save program that serves 25,000 participants. Dominic and the Executive Team at New Mexico PERA have worked collaboratively with stakeholders to improve long-term pension sustainability by modernizing investment governance and achieving pension reform. Additionally, Dominic has led the effort to integrate a risk-based approach, which separates alpha and beta in the multi-asset investment portfolio.
Prior to being CIO, Dominic served on the Investment Committee and as a Senior Alpha Manager at the $100 billion State of Wisconsin Investment Board (SWIB). Dominic has been recognized as a Top 30 Public Pension CIO, selected as a rising star and 40 under 40, and chosen among other asset owners as a leading innovative voice in the industry.
Dominic serves on the research advisory board for the University of North Carolina Keenan Institute for Private Markets and the University of Chicago Harris Center for Municipal Finance. Dominic is a Trustee for the United World College-USA, the Santa Fe Preparatory School endowment, and the Santa Fe Community Foundation impact investments. Dominic also serves as an advisory member to AIF Global, Managed Funds Association (MFA), and Accelerate Investors.
Dominic has degrees from the University of New Mexico and University of Chicago and lives in an old adobe home in his native Santa Fe, NM with his wife and three children.
Suzanne K. Gibbons
Managing Member; Distressed Investments, DavidsonKempner Capital Management LP
Ms. Gibbons joined Davidson Kempner in July 2007. Ms. Gibbons was appointed Managing Director in January 2015 and became a Managing Member in January 2020. From 2003 to 2005, Ms. Gibbons worked as an Associate at Montgomery & Co., advising healthcare companies on private placements and mergers and acquisitions. From 2001 to 2003, she was an Analyst in the healthcare investment banking group at JPMorgan. Ms. Gibbons received her M.B.A. from Harvard Business School in 2007 and her B.A. from Dartmouth College in 2001.
Managing Director, Head of Liquid Markets, Bfinance
Toby Goodworth is Head of Liquid Markets at bfinance, and a member of the firm’s Senior Management Team. Previously Toby was Head of Risk Management at Key Asset Management, one of Europe’s oldest fund of hedge funds, where he designed and ran the firm’s bespoke risk models. Prior to that he was a risk analyst focusing on quantitative global equity strategies. Toby holds a Ph.D in Physics from University College London and a First Class honours degree in Physics, also from UCL.
Anders W. Hall
Vice Chancellor for Investments and Chief Investment Officer, Vanderbilt University
Anders W. Hall serves as Vanderbilt University’s vice chancellor for investments and chief investment officer. He leads the Office of Investments, where he is responsible for managing the university’s $7 billion long-term investment pool, including the endowment. Vanderbilt’s endowment serves as the financial underpinning for the university’s mission of teaching, cutting-edge research, and service.
Hall came to Vanderbilt in September 2013 from Duke University, where he worked for over a decade as head of public securities for DUMAC, the university’s investment management company. He oversaw public investments for the Duke University endowment, pension plan, health system’s long-term assets, and the Duke family foundation.
Prior to that, Hall was an investment consultant with Hewitt Investment Group in Rowayton, Connecticut, and Atlanta, Georgia, where he advised approximately 20 institutional clients. They included the New York Stock Exchange, Freddie Mac, and the University of Alabama System.
He also spent three years in the Prudential Advanced Management Development Program, a highly-selective leadership training program based in Newark, New Jersey.
Hall, a chartered financial analyst, double-majored in public policy studies and economics at Duke University, where he earned a bachelor of arts in 1993. He earned an MBA from the New York University’s Stern School of Business, where he majored in finance and economics and graduated with high honors in 1999.
Hall serves on the boards of Big Brothers Big Sisters of Middle Tennessee, the Pi Kappa Phi Foundation, Rock the Street Wall Street, and The Healing Trust. He previously served as a member of the governing board of Westminster Presbyterian Church and co-chaired the Annual Fund at University School of Nashville.
Hall lives in Nashville with his wife, Joanna, and their three children: Latham, Stewart, and Charlie.
Founder, Former President and Chief Executive Officer, Investure
Alice is the founder, former president, and CEO of Investure, an outsourced investment office for colleges and foundations with $12 billion under management. The firm gained national attention in 2011 when Bloomberg Business News reported that it had “vanquished” Harvard and Yale’s endowment returns.
Before founding Investure, Alice served the University of Virginia for 29 years, beginning as its first investment officer, later becoming treasurer, and finally president of the University of Virginia Investment Management Company (UVIMCO). She was the treasurer of the Commonwealth of Virginia from 1988 to 1990.
Today, Alice guides world-class organizations that foster democratic processes, preserve history, and support the Charlottesville community. She serves on the Governing Council of the Miller Center at the University of Virginia and as chairman of the Miller Center Foundation board of directors. She also serves on the Executive Board of the United Way of Greater Charlottesville and the board of directors of New Mountain Capital. Alice generously contributes her expertise to the investment committees of the Thomas Jefferson Foundation, Monticello (where she was formerly board Chairman), the Smithsonian Institution, The American Friends of the National Gallery London, (which supports acquisitions for the National Gallery from American donors), the National Trust for Historic Preservation, the United Way of Greater Charlottesville, and the Charlottesville Area Community Foundation.
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 economist in the annual Institutional Investor All-America Fixed-Income Research Team, a position he has held for the past eight years.
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.
Brian J. Higgins
Co-Founder, Managing Partner, and Co-Portfolio Manager, King Street Capital Management, L.P.
Brian J. Higgins is Co-Founder, Managing Partner, and Co-Portfolio Manager of King Street. Mr. Higgins is Chair of the Management Committee, Global Investment Committee and Real Estate Investment Committee, and a member of the Risk Committee and the Operating Committee. Prior to co-founding King Street in 1995, Mr. Higgins started his career at First Boston in 1987, working in the Merchant Banking Group, Special Situations Fund and Distressed Securities Group during his time with the firm. Mr. Higgins received a B.S. in Business Administration from Villanova University in 1987.
Partner, LGT Capital Partners
Roger Hilty (Swiss) is a Partner at LGT Capital Partners Ltd. He is the Co-Head of the External Managers Platform team and Head of Systematic Strategies. Mr. Hilty joined the firm in September 2004 from LGT Bank AG, where he started his career in January 2000 in the Trading/ Treasury division. From 2000 to 2004, his responsibilities involved activities in equity, fixed-income, currency and commodity exchange traded and OTC products as well as processing of transactions for Asian, European and US markets. Mr. Hilty holds a Bachelor degree in Business Administration and an MBA in Finance from University of Liechtenstein. Mr. Hilty is a regular invited speaker at conferences. Before starting in Finance, Mr. Hilty was a professional road racing cyclist in the international cycling team GS Ericsson Villiger (ERI). He is fluent in English and German.
Edward W. Keller
Managing Director, Global Co-Head of Prime Brokerage, Morgan Stanley
Ed Keller joined Morgan Stanley in March of 1994 and is a Managing Director and Global Co-Head of Prime Brokerage. He sits on Morgan Stanley’s Equity Operating Committee as well as the Prime Brokerage Executive Committee. Ed previously ran Global Equity Sales in the Americas, was Head of Morgan Stanley’s Boston office and spent five years in London in Equity Sales. Ed has a Masters from the Kellogg Graduate School of Management, serves on the Kellogg Finance Network Advisory Board and also has a BS from St. Lawrence University where he is a member of the Board of Trustees. He is both a World Champion and National Champion in the Sonar sailing class. He and his wife, Sara, have three children.
Director, 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.
Managing Director Global Responsible Investment & Governance, APG Asset Management
As Managing Director Global Responsible Investment & Governance Claudia Kruse is part of the management team of the investment function reporting into the Chief Investment Officer on the Board of APG Asset Management. APG manages pension assets of ca 515 billion euro (April 2020) on behalf of Dutch pension funds. The twenty people strong global RI & Governance team based in Amsterdam, New York and Hongkong, safeguards the implementation of the clients’ responsible investment policies across all asset classes.
Before joining APG in 2009, she worked on the buy and sell-side in London for almost a decade. She is an experienced non-profit board member and serves on the Board of the International Corporate Governance Network (ICGN). Since 2016 she has been appointed to the German Corporate Governance Code Commission, and she was a member of the EU Expert Group on Sustainable Finance (2017) whose recommendations inspired the EU Action Plan on Sustainable Finance. In 2016 she was voted CIO Europe’s Next Generation CIO Award winner.
In July 2020, APG together with PGGM, AustralianSuper and British Columbia Investment Management launched the Asset Owner Platform, setting a global standard for investing into the Sustainable Development Goals. Claudia co-chairs the Principles for Responsible Investment’s Advisory Committee on the UN Sustainable Development Goals, and APG is also a member of the UN initiative Global Investors for Sustainable Development (GISD) which seeks to advance investment into the SDGs.
Senior Vice President and Head of Relationship Management, North America, Northern Trust Hedge Fund Services
John Kushner joined Northern Trust in 2011 and is a Senior Vice President and Head of Relationship Management, North America, at Northern Trust Hedge Fund Services (NTHFS). John is responsible for managing and driving client service delivery, advocating for the current and future needs of the Hedge Fund and Private Equity Manager community, and extending NT’s services and relationships across the alternatives industry. John has 15 years of industry experience across the asset servicing space and 13 years of middle office, operations and client service experience within NTHFS (formerly Omnium LLC, subsidiary of Citadel LLC).
Prior to joining Citadel LLC in 2007 where he supported Fundamental Credit, Risk Arbitrage and Global Equity strategies, John managed a middle office operations team at Brown Brothers Harriman & Co. responsible for transaction processing on behalf of $2.2T in global custody client assets.
John holds a Bachelor of Arts from the University of Pennsylvania, is a Chartered Financial Analyst and an active member of several industry organizations, including SIFMA, ISDA, MFA and SWIFT.
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.
Senior Investment Officer, Director, Portfolio Completion Strategies, Massachusetts Pension Reserves Investment Management Board
Bill Li is a Senior Investment Officer and Director of Portfolio Completion Strategies at MassPRIM, the USD 70 billion Massachusetts public pension plan. At MassPRIM, he is responsible for Portfolio Completion Strategies investing and oversees approximately $9 billion in investments. Prior to this, he was a senior quantitative researcher at Costar Portfolio Strategy in Boston and a portfolio analyst at Allianz in Frankfurt, Germany. Bill is also a Qualified Futures and Options Practitioner in China. Bill graduated from Brandeis University with a master’s Degree in Economics and Finance and holds the CFA charter and the CAIA charter.
Mary K. Ludgin, Ph.D.
Senior Managing Director and Director of Global Investment Research, Heitman
Mary Ludgin is Heitman’s Head of Global Investment Research. She is a partner of the firm and holds a seat on its investment, valuation, and global management committees. Prior to joining Heitman, Mary was an urban planner and she worked in retail site location. She holds an AB from Vassar College and an MA and Ph.D. from Northwestern University.
Among her professional affiliations, Mary has just concluded her term as a Global Trustee of the Urban Land Institute and as Chair of ULI’s Chicago District Council. She chairs the board of ULI’s Center for Sustainability and Economic Performance. She served as Chairman of the Board of the Pension Real Estate Association, President of the National Council of Real Estate Investment Fiduciaries, and President of the Real Estate Research Institute. Mary is a fellow of the Homer Hoyt Institute for Real Estate Research and a member of LAI, the honorary real estate society. Mary is a docent for the Chicago Architecture Center and served on its board. She is on the board of the Metropolitan Planning Council of Chicago.
Mary was the 2019 recipient of the Pension Real Estate Association’s James A. Graaskamp award, which recognizes researchers whose work contributes to the common body of knowledge regarding real estate investment.
Catherine L. Mann
Global Chief Economist, Citi
Dr. Catherine L. Mann is the Global Chief Economist at Citibank since February 2018 where she is responsible for thought leadership, research guidance of a global team of economists, and cross-fertilization of research across macroeconomics, fixed-income, and equities. Prior to this position, she was Chief Economist at the OECD, where she also was Director of the Economics Department and was Finance Deputy to the G20 (2014-2017). Prior to the OECD, she held the Barbara ’54 and Richard M. Rosenberg Professor of Global Finance at the International Business School, Brandeis University, where she also directed the Rosenberg Institute of Global Finance (2006-2014). She spent 20-plus years in Washington, DC (1984-2006) where her positions included Senior Fellow at the Peter G. Peterson Institute for International Economics; Economist, Senior Economist, and Assistant Director in the International Finance Division at the Federal Reserve Board of Governors; Senior International Economist on the President’s Council of Economic Advisers; and Adviser to the Chief Economist at the World Bank. Dr. Mann received her PhD in Economics from the Massachusetts Institute of Technology and her undergraduate degree is from Harvard University.
In research, Dr. Mann’s work has addressed the US trade deficit, international capital flows, and the dollar; and a global-markets perspective on information technology, services trade, and employment dynamics. Her research guidance at the OECD focused on macro and structural policies for globalization, productivity, and financial crises considered through the lens of different income groups, firms of different sizes and sectoral characteristics, and regional exposures and disparities. Her research guidance at Citi focuses on the interaction between financial market decision-making and real-side consumer and business investment decision-making using a global lens, and both macro top-down and micro bottom-up analysis that draws on the detailed data and capabilities of Citi’s global research teams.
Her published work includes Is the US Trade Deficit Sustainable? (1999), Global Electronic Commerce: A Policy Primer (2000), Accelerating the Globalization of America: The Role for Information Technology (2006) and notable articles including: “Managing Exchange Rates: Evidence of Global Re-balancing or Global Co-dependency?” Business Economics (2004) and “Perspectives on the US Current Account Deficit and Sustainability,” Journal of Economic Perspectives (2002). “Assessing the Potential Benefit of Trade Facilitation: A Global Perspective,” World Economy (2005), “The US Current Account, New Economy Services, and Implications for Sustainability,” Review of International Economics (2004), and “Has Quantitative Easing Affected the U.S. Treasury Auction Market?,” Atlantic Economic Journal (2014) .
She has authored or co-authored seven books, 60-plus articles, and numerous shorter pieces and testimony. She frequently appears on Bloomberg, CNBC, and public broadcasting, and has been quoted in Businessweek and The Economist among other media and publications. She has delivered key-note speeches and engaged in consulting projects on technology, and macro and structural policy in numerous countries ranging from China, Vietnam, Tunisia, South Africa, and Brazil, to Australia, Finland, France, and Germany, among others.
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 Brokerage, Equity Synthetics and Stock Loan, 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 is a board member of the Managed Fund Association (MFA), a term corporate member of the Council of Foreign Relations (CFR) and serves as an outside advisor to the Institute for the Study of War (ISW).
Managing Director, Head of Capital Consulting, Wells Fargo
Patrick McCurdy is a Managing Director and Head of Capital Consulting at Wells Fargo. In his role he coordinates the delivery of Capital Introduction and Consulting services to clients across the investment bank. As the founder of Wells Fargo’s Capital Introduction team, Patrick has spent over a decade at Wells Fargo assisting hedge fund managers on their capital raising mandates and liaising with institutional investor relationships on behalf of the Firm.
Prior to this role, Patrick served as a Partner and Head of Capital Development for Merlin Securities. Merlin was acquired by Wells Fargo in August of 2012 to create Wells Fargo Prime Services. Patrick began his career at Morgan Stanley where he spent seven years working in their Prime Brokerage Department. As a member of Morgan Stanley’s Capital Introductions team, Patrick managed relationships for more than 150 managers and investors, and developed a proprietary network of global investors.
Patrick holds a B.A. in economics from Williams College and maintains his series 7, 63 and 24 licenses.
Partner and Head of European Credit Strategies, Napier Park Global Capital
Michael Micko is Head of the multi-award winning European Credit Strategies group at Napier Park Global Capital. Michael brings 29 years of relevant experience and joined Citi Capital Advisors, the predecessor of Napier Park, in 2004. Prior to that Michael headed high-yield at Mellon Newton Investment Management. Previously, Michael was an investment banker in London at Deutsche Bank and Bankers Trust International focusing on Leverage Finance, and he also held the role as Treasurer of a listed corporate high-yield issuer. Michael has a MBA from The Richard Ivey School, Canada (1991) and Electrical and Industrial Engineering degrees from the University of Alberta, Canada.
Co-Head of Responsible Investment, Man Group plc
Jason Mitchell is Co-Head of Responsible Investment at Man Group and co-chairs Man Group’s Stewardship and Active Ownership Committee. He has held this position since July 2018.
Jason worked at Man GLG from 2004 to 2008 as a portfolio manager. Between 2008 to 2010, he advised the UK government on infrastructure development across Sub-Saharan Africa. He returned to Man GLG in 2010 as a portfolio manager, before becoming a sustainability strategist across Man Group in 2017. Prior to Man GLG, he was a Vice President at Andor Capital Management and an investment research analyst with Pequot Capital Management.
Besides having managed environmental and sustainability strategies, he speaks and publishes widely on responsible investment. Jason’s articles and comments on sustainable investing have been quoted in a number of top-tier publications, including Institutional Investor, Wall Street Journal, CNBC Squawk Box, Responsible Investor, Aftenposten, Global Times, AIMA Journal and Investment Europe. He has written widely on the European refugee migrant crisis. He also hosts the award-winning podcast series, A Sustainable Future.
Jason serves on the EFRAG (European Financial Reporting Advisory Group) Lab Steering Group, SASB (Sustainable Accounting Standards Board) Investor Advisory Group and the United Nations-supported Principles for Responsible Investment (PRI) Academic Advisory Committee. He chaired the PRI Hedge Funds Advisory Committee from 2014 to 2018. He is co-editor of PRI Perspectives academic journal. He is a contributing author to: CFA UK’s Certificate in ESG Investing Textbook (Ed. 2, 2020); Responsible Investing: A Guide to Environmental, Social, and Governance Investments (Routledge: 2018); Sustainable Investing: Revolutions in Theory and Practice (Routledge: 2017) and Evolutions in Sustainable Investing: Strategies, Funds and Thought Leadership (Wiley Finance: 2012).
Jason holds a MSc in International Political Economy from the London School of Economics and a bachelor’s degree in English literature and classics. He is a Fellow of the Royal Society of the Arts and the British-American Project. He was named one of Institutional Investor’s 2011 Hedge Fund Rising Stars.
Managing Director, Prime Services, Barclays
Chief Investment Officer, Fairfax County Police Officers Retirement System
Ms. Molnar joined Fairfax County Retirement Systems in 2013 and currently serves as Chief Investment Officer of the Fairfax County Police Officers Retirement System, a $1.8 billion plan. Her responsibilities include all aspects of portfolio management and oversight, including strategic and tactical asset and risk allocation, selection and supervision of external investment managers and risk management. From 2001 until 2012, Ms. Molnar was Vice President, Senior Research Analyst at AIG Investments’ Hedge Fund Solutions Group – both in London and New York. At AIG Investments, Ms. Molnar was responsible for due diligence procedures and research including: sourcing new managers, monitoring current hedge funds, analyzing portfolio risk and performance, making new investment recommendations to an investment committee as well as hedge fund asset allocation recommendations for portfolio construction. She was additionally responsible for portfolio reviews and overall asset allocation recommendations for external client portfolios. Previously, she was Vice President, Market Research Analyst at Citigroup Investments’ Alternative Investment Strategies group. Prior investment management experience includes positions at Paribas Asset Management as well as Trevor Stewart Burton & Jacobsen. Additionally, Ms. Molnar spent one year in Warsaw, Poland launching the first retail mutual funds available to the Polish market as well as two years in Frankfurt, Germany as an intern with J.P. Morgan. Ms. Molnar received a B.S. in Business Administration/Finance from the University of North Carolina at Chapel Hill. She is a CFA charterholder.
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.
Executive Vice President and Managing Director, Head of Global Research and Markets, Managed Funds Association
Michael Pedroni is MFA’s Executive Vice President and Managing Director, Head of Global Research and Markets, reporting directly to MFA’s President and CEO. Michael leads the analysis that underpins MFA’s global advocacy and policy engagement. Michael also guides MFA’s research on financial markets, runs MFA Insights—a platform for examining relationships between policy making and investments—and directs MFA’s work on credit.
Michael draws on 25 years of experience in international affairs, financial policy, markets, regulation, central banking, and U.S.-EU relations. Prior to joining MFA in 2017, Michael served under four Treasury Secretaries, beginning his tenure at Treasury as the first Director of the re-established Markets Room, just as the financial crisis was unfolding in the summer of 2008. Michael was deeply involved in helping the White House and Treasury Secretary to assess the financial markets during the Global Financial Crisis and the Euro Crisis. Michael subsequently directed Treasury’s Western Hemisphere Office before moving to Brussels for three years as the U.S. Financial Attaché and head of Treasury’s office in Europe.
In 2016, he was detailed to the National Security Council and National Economic Council, acting as Senior Director for Global Economics and Finance for the Obama White House, before rejoining Treasury in late 2016 as Senior Executive Director for International Economic Analysis. Michael has also worked at the Federal Reserve Bank of New York, the International Monetary Fund (IMF), and the inter dealer-broker, ICAP.
Michael graduated from Yale University and received a Masters Degree in International Affairs from Columbia University. He was also a Fulbright Scholar in Germany and is conversational in German, Italian, and French. Michael is an adjunct professor in the department of economics at George Washington University, where he teaches a course on managing global financial crises.
Managing Director, US Head of Flow Strategy & Solutions, Societe Generale
Michael Pintar is a Managing Director and Head of US Flow Strategy and Solutions at Societe Generale. In this capacity he works with SG’s trading and sales desks to structure trades, examine solutions and provide market insight to clients. Prior to joining SG, Michael spent the majority of his career as a macro relative value portfolio manager at several hedge funds such as Clinton Group, Vega Asset Management, UBS Dillon Read Capital Management and Cura Capital. Michael began his career in global markets at Deutsche Bank where he joined after graduating with Highest Honors from DePaul University.
Head of Distressed Sales and Bank Loan Sales, Goldman Sachs & Co.
Stephanie is head of the Distressed Sales and Bank Loan Sales groups. She joined Goldman Sachs in 2004 in Mortgage Sales within the Industry Sales Group. Stephanie moved to the Leveraged Finance Sales Group in 2006 where she has covered both asset managers and hedge funds. She was named managing director in 2015 and partner in 2018.
Stephanie serves on the Board of Trustees of The Association of Community Employment Programs for the Homeless in New York City.
Stephanie earned a BA in Public Policy and a BA in Economics, magna cum laude, from Duke University in 2004.
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.
Partner, Financial Markets and Funds, Katten
Neil Robson decodes complex UK and EU regulations to provide practical regulatory and compliance advice to financial services firms. He represents a range of financial market participants — hedge and private equity fund managers, investment advisors, broker-dealers and proprietary traders — that are based or doing business in the UK or the EU. Neil’s extensive working knowledge of this complicated sector allows his clients to both meet their business objectives and satisfy regulatory requirements.
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.
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.
David M. Rubenstein
Co-Founder & Co-Executive Chairman, The Carlyle Group
David M. Rubenstein is a Co-Founder and Co-Executive Chairman of The Carlyle Group, one of the world’s largest and most successful private investment firms. Mr. Rubenstein co-founded the firm in 1987. Since then, Carlyle has grown into a firm managing $230 billion from 30 offices around the world.
Mr. Rubenstein is Chairman of the Boards of Trustees of the John F. Kennedy Center for the Performing Arts and the Council on Foreign Relations; a Fellow of the Harvard Corporation; a Regent of the Smithsonian Institution; a Trustee of the National Gallery of Art, the University of Chicago, Memorial Sloan-Kettering Cancer Center, Johns Hopkins Medicine, the Institute for Advanced Study, the National Constitution Center, the Brookings Institution, and the World Economic Forum; a Director of the Lincoln Center for the Performing Arts and the American Academy of Arts and Sciences; and President of the Economic Club of Washington.
Mr. Rubenstein is a member of the American Philosophical Society, Business Council, Harvard Global Advisory Council (Chairman), Madison Council of the Library of Congress (Chairman), Board of Dean’s Advisors of the Business School at Harvard, Advisory Board of the School of Economics and Management at Tsinghua University (former Chairman), and Board of the World Economic Forum Global Shapers Community.
Mr. Rubenstein has served as Chairman of the Board of Trustees of Duke University and the Smithsonian Institution, and Co-Chairman of the Board of the Brookings Institution.
Mr. Rubenstein is an original signer of The Giving Pledge, a significant donor to all of the above-mentioned non-profit organizations, and a recipient of the Carnegie Medal of Philanthropy, and the MoMA’s David Rockefeller Award, among other philanthropic awards.
Mr. Rubenstein has been a leader in the area of Patriotic Philanthropy, having made transformative gifts for the restoration or repair of the Washington Monument, Monticello, Montpelier, Mount Vernon, Arlington House, Iwo Jima Memorial, the Kennedy Center, the Smithsonian, the National Archives, the National Zoo, the Library of Congress, and the National Museum of African American History and Culture. Mr. Rubenstein has also provided to the U.S. government long-term loans of his rare copies of the Magna Carta, the Declaration of Independence, the U.S. Constitution, the Bill of Rights, the Emancipation Proclamation, the 13th Amendment, the first map of the U.S. (Abel Buell map), and the first book printed in the U.S. (Bay Psalm Book).
Mr. Rubenstein is the host of The David Rubenstein Show: Peer-to-Peer Conversations on Bloomberg TV and PBS, and Leadership Live with David Rubenstein by Bloomberg Media; and the author of The American Story: Conversations with Master Historians, a book published by Simon & Schuster in October 2019, and How to Lead: Wisdom from the World’s Greatest CEOs, Founders, and Game Changers, a book published by Simon & Schuster in September 2020.
Mr. Rubenstein, a native of Baltimore, is a 1970 magna cum laude graduate of Duke University, where he was elected Phi Beta Kappa. Following Duke, Mr. Rubenstein graduated in 1973 from the University of Chicago Law School, where he was an editor of the Law Review.
From 1973-1975, Mr. Rubenstein practiced law in New York with Paul, Weiss, Rifkind, Wharton & Garrison. From 1975-1976, he served as Chief Counsel to the U.S. Senate Judiciary Committee’s Subcommittee on Constitutional Amendments. From 1977-1981, during the Carter Administration, Mr. Rubenstein was Deputy Assistant to the President for Domestic Policy. After his White House service and before co-founding Carlyle, Mr. Rubenstein practiced law in Washington with Shaw, Pittman, Potts & Trowbridge (now Pillsbury Winthrop Shaw Pittman).
Founder and Portfolio Manager, Whale Rock Capital Management
Alex is the Founder, CEO and Portfolio Manager of Whale Rock Capital Management, a Boston-based $11 billion global equity manager focused on the Technology, Media and Telecom (TMT) sectors. Prior to founding Whale Rock in 2006, Alex was with Fidelity Investments (1999-2006) as an equity analyst and Sector Portfolio Manager, primarily focusing on Technology. After college, Alex spent two years as an investment banking analyst in Smith Barney’s Technology, Media and Telecom group and one year as VP of Finance at Interactive Imaginations, a New York based Internet advertising startup. Alex received his MBA from Harvard Business School in 1999 and earned his BA from Hamilton College in 1994. Alex currently serves on the Board of Trustees and Investment Committee of Hamilton College and serves on the Board of Trustees and is the Chair of the Investment Committee at the Fessenden School.
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.
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.
Senior Director, Hedge Funds & Alternative Investments, Trans-Canada Capital
Tarik Serri is Senior Director, Hedge Funds & Alternative Investments at Trans-Canada Capital Inc. (TCC), former Air Canada Pension Investments since 2011. He has cumulated over 17 years of investment experience having previously worked as an analyst and investment advisor at prior institutions. He is responsible for the ongoing management, selection, monitoring and research for TCC’s Global Alternative Investments Program investing in Hedge Funds, Private Debt, Private Equity, Real Estate, Infrastructure and Co-Investment portfolios. Tarik is a voting member of the External Management Investment Committee (EMIC) responsible for the selection & management of the firm’s external managers and asset allocation decisions as well as the assessment of illiquid/liquid co-investment opportunities. Tarik is also a member of the Quantitative Investment Committee responsible for generating investment ideas and monitoring of the firm’s portfolio of internal investment decisions. He serves as an Advisory Board member of multiple external funds across alternative asset classes.
Tarik holds a Bachelor of Commerce degree from Concordia University and a Masters of Business Administration (MBA) from HEC University. He has also completed the Canadian Securities Course offered by the Canadian Securities Institute and is a CFA and CAIA charter holder. He is also a recipient of the NextGen CIO 2019 nomination by CIO Magazine.
Chief Investment Officer and Chief Executive Officer, Gladius Capital Management LP
Pav Sethi is the founder and Chief Investment Officer of Gladius Capital Management, an asset-management firm focusing on derivative strategies and products for institutional clients. Prior to founding Gladius, Mr. Sethi was a Managing Director at Citadel serving as the Global Head of the Volatility Arbitrage Group. He was previously a Portfolio Manager in the Volatility Arbitrage Strategy at J.D. Capital Management and began his career at Morgan Stanley in Europe as an equity derivatives trader.
Mr. Sethi has pioneered a number of novel derivative structures and engaged in multiple landmark transactions. His focus most recently has been on structuring large scale derivatives programs as tools for portfolio allocation and optimization for some of the largest pension and endowment plans in the United States. Previously, Mr. Sethi engaged in some of the earliest risk syndication programs during the early 2002 period and completed some of the first complex volatility-based transactions between hedge funds and investment banks.
Pav holds a bachelor’s degree in chemistry from Cornell University and a master’s degree in mathematics from the University of Chicago. He is a Fellow of the 2017 class of the Aspen Finance Leaders Fellowship and a member of the Aspen Global Leadership Network. Pav received the Lifetime Achievement award in 2019 from EQDerivatives for his contributions to the industry.
Nathan Sheets, PhD
Chief Economist and Head of Global Macroeconomic Research, PGIM Fixed Income
Nathan Sheets, PhD, is Chief Economist and Head of Global Macroeconomic Research at PGIM Fixed Income. Mr. Sheets is responsible for the oversight of the firm’s Global Macroeconomic Research team, leading the formulation of the global macroeconomic outlook, supporting fundamental views on developed and emerging countries, and the analysis of global interest rate, currency, sovereign, and credit markets. He is a member of the senior investment team and provides thought leadership on global monetary and fiscal policy and macroeconomic trends. Prior to joining the Firm in 2017, Mr. Sheets was the undersecretary of the U.S. Treasury for international affairs, representing the U.S. government on international economic policy. Previously, he held positions with Citigroup, as global head of International Economics, and with the Federal Reserve Board, most recently as director of the Division of International Finance and FOMC Economist. In addition, Mr. Sheets was a senior advisor to the executive director of the International Monetary Fund and a visiting fellow at the Peterson Institute for International Economics. He earned a bachelor’s degree in economics from Brigham Young University and a Ph.D. from the Massachusetts Institute of Technology.
Global Key Account Manager, Credit Suisse Securities (USA) LLC
Neil Sherman is a Managing Director of Credit Suisse in the Investment Bank Division, based in New York. He is a Key Account Manager and manages some of the Bank’s largest hedge fund and other institutional relationships.
Mr. Sherman joined Credit Suisse in 2012. From 2006 – 2012, Mr. Sherman was a Managing Director at J.P. Morgan, where he held positions in Prime Services (managing the global sales organization), Investment Banking Coverage for Financial Institutions (specializing in hedge funds and other asset management companies), and Investor Client Management (acting as a senior relationship manager).
From 1983 – 2006, Mr. Sherman worked at Lehman Brothers, where he held positions as Global Head of Prime Brokerage Sales and Marketing, Managing Director in Equity Capital Markets (with responsibility for Financial Services and Health Care), Managing Director in Debt Capital Markets (with responsibility for Hybrid Capital and Preferred Securities), and Associate General Counsel (with a specialization in commodities, futures, derivatives, securities lending and equities and fixed income trading).
In addition to managing firm-wide client relationships, Mr. Sherman has acted in a senior advisory capacity to institutional clients in a variety of subjects relating to financing, capital formation and capital raising, strategic transactions, clearing, trading, business management, regulatory and other areas.
Mr. Sherman holds a BA from Johns Hopkins University and a JD from Emory University.
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.
Justin W. Slatky
Executive Vice President and Chief Investment Officer, Senior Portfolio Manager, Shenkman Capital Management, Inc.
Justin W. Slatky joined Shenkman Capital in 2011. He has 19 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 1999, 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 Director, Cliffwater, LLC
Chris is a Managing Director at Cliffwater LLC covering global macro and relative value strategies on the hedge fund research team. Prior to joining Cliffwater in 2011, Chris was a Senior Analyst at SAIL Advisors, where he focused on manager selection and due diligence as Head of Research for tactical trading and relative value strategies. Previous experience includes working for ING Investment Management, Antarctica Asset Management, Societe Generale Barr Devlin, and CIBC World Markets.
He earned a BA in Economics and Anthropology from the University of Pennsylvania and a MComm in Finance from the University of New South Wales, where he was a Federation Scholar. Chris is a Certified Public Accountant, holds the Chartered Alternative Investment Analyst® designation, the Chartered Financial Analyst® designation, and is a member of the New York Society of Security Analysts. Chris has broken 7 Guinness World Records, and has run marathons on all 7 continents and in all 50 US states.
Managing Director, Global Fiduciary Solutions, State Street Global Advisors
Diego Syrowicz is a Managing Director of State Street Global Advisors (SSGA) and Head of Hedge Funds within the Global Fiduciary Solutions (GFS) organization. He is responsible for leading asset class portfolio design, new manager sourcing and selection, current fund monitoring, and all other activities related to the Hedge Fund program. He is also a member of the GFS Investment Manager Oversight Committee and leads the ESG program for the GFS organization.
Diego joined SSGA in 2016 as part of its acquisition of GE Asset Management (GEAM). At GEAM, he was Senior Managing Director and Co-Chief Investment Officer of Hedge Funds, leading the Hedge Fund program across clients and select private equity investment responsibilities. Prior to joining GEAM in 2010, Diego was a Corporate Vice President at New York Life overseeing activities in Corporate Development and M&A. Before that, he was an analyst covering investments in the North American financials space at Kinyan Capital Management, an equity long/short hedge fund based in New York City. Previously, Diego worked for several years as a strategy consultant at the New York office of McKinsey & Company.
Diego holds an MBA from the Harvard Business School, a Masters in Engineering from the Massachusetts Institute of Technology (M.I.T.), and BS degrees in both Management Science and Electrical Engineering & Computer Science from the Massachusetts Institute of Technology. He is a member of the Managed Funds Association (MFA) Institutional Investor Advisory Council and of the Limited Partner Advisory Committee (LPAC) at various alternative investment funds.
CAIA, Senior Investment Officer, San Bernardino County Employees’ Retirement Association
Mr. Thanki is a Senior Investment Officer with the San Bernardino County Employees’ Retirement Association (SBCERA). As a member of the investment team, he oversees the deployment of $2.5 billion in pension assets across multiple strategies with a focus on value, contractual income, and relationship structuring.
Prior to joining SBCERA in April 2012, Mr. Thanki was an Investment Analyst at Orange County Employees’ Retirement System (OCERS) where he was responsible for the oversight of the hedge fund, public equity, and public fixed income portfolios. He started his investment career at PIMCO and as a member of the marketing and business development group focusing on fixed income strategies in emerging markets, high yield and structured credit.
Mr. Thanki has over sixteen years of experience in the investment management industry and received the Money Management Intelligence 2013 Rising Star of Public Funds award. He earned his MBA from the Paul Merage School of Business at the University of California, Irvine and has a BS in Business Management from Oklahoma State University. Additionally, Mr. Thanki is a Chartered Alternative Investment Analyst (CAIA) charter holder and a member of the CAIA Association.
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.
Managing Director, President of InfraHedge North America, State Street Bank and Trust Company
Rob is the President of InfraHedge North America and has over 18 years’ experience in the financial services and asset management industry. He brings together the segment teams, client management, business development, client experience, marketing, regions and countries in alignment to drive sustainable wallet share and revenue growth for the organization. He is a member of the Management Committee.
Prior to joining InfraHedge in 2018, Rob was in the Chief Investment Office as Head of Investment Product at Northern Trust responsible for over $280b of Northern Trust’s investment platform. As Head of Investment Product, Rob oversaw the construction and management of the Investment Platform including internal and external investment manager products. In addition, Rob previously was Global Head of Valuations which entailed in depth credit research, financial modelling and quantitative analysis to Equity, Fixed Income and Alternative portfolio Managers.
Rob sat on the firms’ Investment Advisory Committee, Investment Governance Committee, Centrally Managed solutions Committee, ESG Council and Commissions & Trading Committee.
Previously, Rob worked at PIMCO on the Fund Statistics team in Newport Beach, CA and AVM/ III Associates, a $5.2B hedge fund invested in fixed income arbitrage, long/short credit and tail hedging and volatility strategies.
Rob’s broad executive responsibilities involve developing long-term strategy, executing operating plans, managing client and vendor relationships and developing and retaining talented professionals.
Rob holds a Bachelor of Science from St. Michael’s College , a Statistics and Operations Program from the Massachusetts Institute of Technology and a MBA from University of Chicago – Booth School of Business.
Charles Van Vleet
Assistant Treasurer, Chief Investment Officer of Pension Investments, Textron Inc.
Charles Van Vleet is Assistant Treasurer and Chief Investment Officer of Pension Investments at Textron Inc., Providence RI*. Together with an investment team of four, Charles has Trustee oversight of $10.6BN in defined benefit and defined contribution assets for Textron’s U.S., Canada and UK Plans providing retirement security for over 75,00 current and past employees. The Textron retirement Plans are well funded with broadly diversified investments including private equity, hedge funds, real estate, fixed income and public equity. In addition to investment oversight, Charles serves as a Member of Textron’s Investment Committee, Investment Management group, Employee Benefits Committee, Trustee and Board Member of Textron’s UK and Canadian Plans.
Prior to Textron, Charles spent 8 years as Director, Pension Investments at United Technologies in Hartford CT. Prior to pension investment Charles spent 25 years in the asset management divisions of Credit Suisse, Putnam Investments, Alliance Capital, Brown Brothers Harriman and Nomura Securities. At different times -living and working in New York, London and Tokyo- he has had the opportunity to manage ‘40 Act mutual funds, high net worth, endowment, public pension and corporate pension funds.
Charles holds bachelors’ degrees in Economics and Political Science from UC Berkeley, Berkeley CA and an MBA from the University of CT (UCONN) in Storrs, CT. Currently, Charles is a member of the Board of Directors and Chair of the Investment Subcommittee for CIEBA (Committee on Investment of Employee Benefit Assets) and serves on the investment advisory board for the Lifespan endowment, Rhode Island’s largest not-for-profit health care system. In addition, he serves on the advisory board for Rhode Island’s Local Initiatives Support Corporation (LISC), advisory committee for the Washington DC based, Managed Fund Association (MFA), Industry Affairs Committee for the Institutional Limited Partners’ Association (ILPA) and Defined Contribution Alternatives Association (DCALTA).
Chief Global Strategy Officer, U.S. Bank Global Fund Services
Christine Waldron, CPA, oversees the U.S. Bank mutual fund administration, tax, relationship management, shared services as well as product and strategy teams. She works to execute key business initiatives across U.S. Bank Global Fund Services. This includes continuous improvement initiatives, strategic and technology planning, product development and business integration eff orts. Christine has held a number of senior leadership positions at the company, including global head of Alternative Investments. Prior to joining U.S. Bank, Christine worked for KPMG and began her career with a hedge fund manager. She has been with U.S. Bank since 1998.
Christine received her Bachelor of Business Administration degree in accounting from Marquette University and is a certifi ed public accountant. She also serves on the board of the Student Partner Alliance of New Jersey and the Holy Trinity Blue and Gold Foundation.
Partner, Global Head of Hedge Fund Research, Aon Investments
Chris leads Aon’s Global Liquid Alternatives Team within Global Investment Management. He oversees research and investment activities across a variety of liquid alternative strategies including hedge funds, currencies, CTAs, and GTAA. His group is responsible for researching, recommending and monitoring managers for both advisory and delegated client portfolios.
Prior to joining Aon in 2016, Chris was a portfolio manager and a member of the investment committee at William Blair. Chris was the lead PM for the custom hedge fund business at Blair which managed client specific portfolios for large institutional clients. He was also the lead PM on the group’s 40 Act fund of hedge funds. Chris worked extensively with William Blair’s distribution team to help clients understand the role of hedge funds within their investment portfolios.
William Blair entered the fund of hedge funds business by acquiring Guidance Capital, a fund of hedge funds firm founded in 2001, where Chris was one of five equity partners. As a member of the investment committee at Guidance he was involved in both hedge fund research and portfolio construction. He also developed the portfolio risk management system that was used at both Guidance and William Blair.
Prior to joining Guidance Capital, Chris managed an unconstrained bond strategy at the Northern Trust. The mandates for these funds allowed investments in a wide range of fixed income instruments including corporate and asset backed bonds, swaps, options, futures, and other interest rate and credit derivatives. Chris began his investment career in the Capital Markets Strategies Group at Nuveen where he assisted investment banking clients with their derivative transactions. Prior to Nuveen Chris worked as an automotive engineer in Motorola’s Automotive Electronics Group and in Ford’s Advanced Vehicle Engineering Group.
Chris earned an M.B.A. degree in finance from The University of Chicago Booth School of Business, an M.S in Mechanical Engineering from the University of California Berkeley and a B.S. in Mechanical Engineering from the University of Illinois.
Director of Risk Management, Office of Investments, University of Chicago
David Warn is the Director of Risk Management for the Office of Investments at University of Chicago, specializing in market risk management, analytical development, and risk and liquidity forecasting. He manages the Endowment’s strategic allocation to long volatility/tail hedging. Prior to joining the University in 2010, David spent six years with Morgan Stanley in London as head of equity risk analytics where he monitored European equity market risk. Previously, he was in a quantitative risk management role at Banca Intesa SpA in London, covering their exotic equity derivatives book.
David holds a PhD in Medical Statistics from the University of Cambridge, UK, and MSc and BSc degrees in Mathematics from Imperial College, London.
Senior Investment Officer – Strategic Investments, State Board of Administration of Florida
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.
Ambassador David Welch
Former Senior Vice President and Partner, Bechtel
Ambassador David Welch has a broad range of experience and knowledge in business and government. Welch was a member (2009-2019) of the corporate leadership team at Bechtel, America’s premier global engineering and construction firm, where he was a Senior Vice President and Partner, supervising international and government affairs; Bechtel’s regional representatives in Europe, Africa, the Middle East, Asia and Latin America; its Washington D.C. office; global corporate security; and internal and external corporate communications.
Ambassador Welch served 32 years (1977-2008) with the U.S. Foreign Service. He was nominated by the President and confirmed by the Senate to senior positions in successive Democrat and Republican administrations. In 2008, he attained the lifetime rank, confirmed by the Senate, of Career Ambassador. When he retired from government, David was Assistant Secretary of State for Near Eastern Affairs (2005-2008), the senior-most U.S. diplomat for the Middle East region. He served as Ambassador to Egypt (2001–2005) and Assistant Secretary for International Organizations (1998–2001). He was also acting Chief of Mission in Saudi Arabia (1992-1994). David was on the National Security Council staff at the White House (1989-1991), and also served in Pakistan, Syria, and Jordan.
David Welch is a graduate of Georgetown University’s School of Foreign Service and the Fletcher School of Law and Diplomacy at Tufts University. He is a member of the Council on Foreign Relations and the American Academy of Diplomacy. Ambassador Welch serves on several corporate and non-profit boards.
Senior Portfolio Advisor, Aksia LLC
Jennifer is responsible for managing the firm’s relationships with North America-based clients and advising on their alternative investment programs, providing tailored, high-touch support. Prior to joining Aksia, Jennifer spent four years at PNC Asset Management where she played an integral role in the initial build out of PNC’s single-strategy hedge fund, private asset and alternative mutual fund platforms. Prior to PNC, she worked with Gapstow Capital Partners, where her primary focus was sourcing, evaluating and executing the firm’s direct private investments in financial institutions. Before that, she was a Senior Research Analyst at Optima Fund Management tasked with research and portfolio management. Jennifer started her career in 2002 as a Senior Equity Research Analyst at Morgan Stanley. Jennifer graduated from Columbia University with a BA in Economics and Political Science.
Executive Director and Chief Investment Officer, State Board of Administration of Florida
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.
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.