Conference Speakers

Ainslie, Lee

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.

Bensted, Amy cropped

Amy Bensted

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.

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Leda Braga

Chief Executive Officer, Systematica Investments

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.

Britton, Paul

Paul Britton

Chief Executive Officer, Capstone Investment Advisors, LLP

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.

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Pablo E. Calderini

President and Chief Investment Officer, Graham Capital Management, L.P.

Pablo E. Calderini is the President and Chief Investment Officer of Graham Capital Management, L.P. (“GCM”), an alternative investment firm with approximately $17 billion in AUM as of August 1, 2021.  Mr. Calderini is responsible for the management and oversight of the discretionary and systematic trading businesses at GCM, among other things.  Mr. Calderini is also a member of the firm’s Executive, Investment, Risk and Compliance committees. He joined GCM in August 2010 and became an Associated Person and Principal of GCM effective August 13, 2010. Prior to joining GCM, Mr. Calderini worked at Deutsche Bank from June 1997 to July 2010 where he held positions of increasing responsibility, most recently the Global Head of Equity Proprietary Trading. Mr. Calderini commenced his career at Deutsche Bank as Global Head of Emerging Markets. During his tenure at Deutsche Bank, Mr. Calderini also helped manage several groups across the fixed income and equity platforms, including the Global Credit Derivatives Team. Mr. Calderini received a B.A. in Economics from Universidad Nacional de Rosario in 1987 and a Masters in Economics from Universidad del CEMA in 1989, each in Argentina.


Adri Chaikin

Managing Director, Investments, New York Presbyterian Hospital


James Chanos

President, Kynikos Associates

Chen, Andrew sq

Andrew Chen

Portfolio Manager- Absolute Return Strategies, Lockheed Martin Investment Management Company

Andrew Chen is a Portfolio Manager in the Absolute Return Strategies group within LMIMCo. In this role he focuses on the Long Short Equity portfolio, though he also sources and conducts investment due diligence across all Hedge Fund strategies. Prior to LMIMCo, Andrew was a Director at Gottex Fund Management, a Fund of Hedge Funds, with responsibility over the Structured Credit, Fixed Income Relative Value, and Event Driven Strategies. Before Gottex, he was an Associate at Attalus Capital, which he joined after starting his career on the Convertible Arbitrage desk at BNP CooperNeff Advisors.

Andrew has a BSE in Bioengineering and a BA in Economics from the University of Pennsylvania, in addition to an MBA from INSEAD.

Collette Chilton - Williams College Investment Office

Collette Chilton

Chief Investment Officer, Williams College

Collette Chilton, as Chief Investment Officer, is responsible for the investment of approximately $3 billion in assets held by the Williams College endowment.

Prior to joining Williams in 2006, she served as the Chief Investment Officer for Lucent Technologies from 1998 to 2006. In that role, she was responsible for the investment and oversight of approximately $40 billion in retirement-related assets for the company.

From 1993 to 1998, she held various positions including Chief Investment Officer with the $30 billion Pension Reserves Investment Management Board and the Massachusetts State Teachers and Employees Retirement Systems Trust. Prior to 1993, she was in investment banking with The First National Bank of Boston and Citicorp Investment Bank.

She serves on the boards of The Center for Private Equity and Entrepreneurship at the Tuck School of Business at Dartmouth and the Berkeley Endowment Management Company. She also serves on the investment committee for the Boys and Girls Clubs of Boston, as an Advisor to the Investment Committee of the David and Lucille Packard Foundation, and a member of the Girls Who Invest Advisory Board. In addition, she is an Investor in Residence in the Department of Economics at UCLA.

She graduated from the University of California, Berkeley, with a B.S. in Political Economy of Natural Resources. She received an MBA from the Tuck School of Business at Dartmouth.


Andrew Collins

Director of ESG Investing, San Francisco Employees’ Retirement System (SFERS)

Andrew Collins joined the San Francisco Employees’ Retirement System (SFERS) as Director of ESG Investing in 2018. In this role, he leads responsible investing and corporate governance activities across the $30 billion Plan. He joined SFERS from State Street Global Advisors where he was an ESG Investment Strategist. Prior to that he was Technical Director of Standards Setting at the Sustainability Accounting Standards Board (SASB) where he was the lead author and key architect of SASB’s 77 industry standards. He has also held roles in environmental auditing and consulting, and he began his career as a corporate sustainability manager for the Indian conglomerate Mahindra & Mahindra. Andrew holds a BS from Yale University and is a Fundamentals of Sustainability Accounting (FSA) credential holder.

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Christopher DeLong

Principal, Chief Investment Officer, Taconic Capital Advisors

Christopher Delong is Chief Investment Officer of Taconic’s Opportunity and Event-Driven Funds. Mr. DeLong joined Taconic in June 1999 as a Principal. Prior to joining Taconic, Mr. DeLong was a vice president at J.P. Morgan Securities in the Equity Derivatives Group where he spent almost three years on that group’s equity arbitrage desk. In addition, Mr. DeLong was an associate at Cravath, Swaine & Moore and Howard, Darby & Levin and served as a judicial clerk to the Honorable Ralph K. Winter of the Second Circuit Court of Appeals. Mr. DeLong received an A.B. in European History, magna cum laude, from Harvard College, where he was elected to Phi Beta Kappa, and a J.D. from Yale Law School, where he was a Book Review Editor for the Yale Law Journal.


Lucas Detor

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.


Derek Drummond

Portfolio Manager-Funds Alpha, State of Wisconsin Investment Board


Anne-Marie Fink

CIO, Private Markets & Funds Alpha, State of Wisconsin Investment Board


Marcus Frampton

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.

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Sam Gallo

Chief Investment Officer, University System of Maryland Foundation, Inc.

As the Chief Investment Officer of the University System of Maryland Foundation, Sam is responsible for the investment of endowment and operating fund assets for the benefit of 22 higher education institutions within the State of Maryland.

Sam’s prior experience includes leadership roles with financial service provider PricewaterhouseCoopers (PwC), investment consulting firm Ennis Knupp & Associates, and as a portfolio manager/trader at Goldenberg Hehmeyer & Company.

Sam is a former board member of the Managed Funds Association (MFA) and its Center for Alternative Investment Education, the former investment committee chairman and board member of the Bender JCC of Greater Washington, founder and past president of the Charted Alternative Investment Analyst (CAIA) Association Washington D.C. Chapter, past board member of Bethesda, Maryland’s Suburban Hospital Foundation, and an advisory board member to several investment industry forums.

Sam earned a Masters in Business Administration with Honors from the University of Chicago’s Booth School of Business and two Bachelor of Science degrees with High Honors in both Accounting and Finance from the University of Illinois at Urbana Champaign.

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Tony Gannon

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.


Gmelich, Justin

Justin Gmelich

Member and Global Head of Markets, King Street Capital Management

Justin Gmelich is a Member and Global Head of Markets at King Street. Mr. Gmelich serves on our Management Committee, Global Investment Committee, Real Estate Investment Committee and Risk Committee and has been a member since 2020. Prior to joining King Street in 2020, Justin retired from Goldman Sachs where he was Global Chief Operating Officer for Fixed Income, Currencies and Commodities. Justin spent more than 20 years at Goldman in a number of senior positions including Global Head of Credit and Mortgage Trading, and a member of their Management Committee, Firmwide Risk Committee and Securities Division ExecComm. From 2008-2015 he ran their mortgage business, including CMBS and real estate loans. Prior to Goldman Sachs, Justin was an Associate Trader at Chase and a Vice President at Salomon Brothers. Justin also serves as a board director at MarketAxess, the leading electronic trading firm as well as Chair of the Villanova University Board of Trustees. Mr. Gmelich holds a BS from Villanova University, MS from University of Southern California, and an MBA from Columbia University.

Greer, Megan

Megan Greer

Head of Fund Accounting and Investor Services, Hedge Fund Services, Northern Trust

Megan Greer is the Head of Fund Accounting and Investor Services for Northern Trust Hedge Fund Services (NTHFS), covering Hedge Fund and Private Equity Clients. She has 20 years of experience in financial Services with extensive back office operational, compliance and client service expertise.  Megan joined Northern Trust as part of the 2011 acquisition of Omnium LLC.

Prior to joining Northern Trust, Megan worked at Citadel LLC and another Chicago based Hedge Fund Administrator where she was the VP of Investor Services and Accounting.

Megan holds a bachelor’s degree in Finance from Michigan State University.

Megan is an Mental Health Advocate involved with several organizations and currently serves on the Board of Directors of Thresholds, Inc., a not-for-profit organization that supports individuals with mental illness and substance use conditions.


Jody A. Gunderson

Managing Principal, CarVal Investors

Ms. Gunderson is a managing principal and member of the Investment Committee for CarVal Investors, responsible for leading the firm’s investment strategy and management, as well as its global loan portfolios and real estate businesses. In addition, Ms. Gunderson manages investments in asset-backed securities globally, including residential mortgage-backed securities, commercial mortgage-backed securities and collateralized loan obligations. Prior to joining CarVal Investors in 1994, Ms. Gunderson was a manager in the financial services practice of PriceWaterhouseCoopers where she served investment fund, commercial banking and thrift clients. Ms. Gunderson earned her B.S. degree in Business from the University of Minnesota and is a Certified Public Accountant (inactive).

CarVal Investors is a leading global alternative investment fund manager focused on distressed and credit-intensive assets and market inefficiencies. Since 1987, our experienced team has navigated through ever-changing credit market cycles, opportunistically investing $100 billion in 5,300 transactions across 77 countries. Today, CarVal Investors has approximately $10 billion in assets under management in both credit and real estate strategies.

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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.


Jan Hatzius

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.

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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.



Roger Hilty

Partner, LGT Capital Partners Ltd.

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.



Hingorani, Seema

Seema R. Hingorani

Managing Director, Morgan Stanley Investment Management; Founder and Chair, Girls Who Invest

Seema R. Hingorani is a Managing Director at Morgan Stanley Investment Management. As part of the senior leadership team, Seema is focused on strategic client relationships, investment talent development and diversity initiatives across the platform. She is also Senior Sponsor of Investment Management’s Diversity Council and a member of Morgan Stanley’s Diversity and Inclusion Senior Leaders Advisory Council. Seema joined Morgan Stanley in 2019 and has 26 years of investment experience.

Seema is also the Founder and Chair of Girls Who Invest, a non-profit organization dedicated to increasing the number of women in portfolio management and executive leadership in the asset management industry. Previously, Seema was the Founder and Chief Investment Officer of SevenStep Capital, an opportunistic investment platform focused on seeding women portfolio managers. Seema served until June 30, 2014 as Chief Investment Officer for the New York City Retirement Systems which had assets of $160 billion. Previous to this appointment, Seema was Interim Chief Investment Officer and before that Head of Public Equities & Hedge Funds for the pension funds. Under her leadership, the pension fund was named Hedge Fund Manager of the Year – Large Public Pension Plans by Institutional Investor. Prior to Seema’s four years of public sector experience, she served as Global Director of Fundamental Research at Pyramis Global Advisors; a Partner, Portfolio Manager and Senior Equity Analyst with hedge fund Andor Capital Management; a Partner and Senior Equity Analyst at hedge fund Pequot Capital Management; Co-founder of hedge fund Mirador Capital Management; and an Equity Analyst with T. Rowe Price.

Seema has worked with several organizations focused on issues concerning women and girls and is a prolific speaker on the topic of a more robust inclusion of women in the corporate sector. She was awarded in 2021 by France with the insignia of Chevalier of the National Order of the Legion of Honor. She was also recognized in 2021 by Barron’s as one of 100 most influential women in U.S. finance, honored as the 2019 Bloomberg 50 “Ones To Watch”, the 2016 Woman with Impact by the Connecticut Women’s Business Development Council, and Wall Street Women Entrepreneur of the Year in 2015 by Traders magazine. Seema served as a member of the National Finance Committee of Secretary Clinton’s 2016 Presidential Campaign. She is an active member of The Economic Club of New York and 100 Women in Finance. Seema earned a B.A. in psychology/philosophy from Yale College and an MBA in finance from The Wharton School at the University of Pennsylvania.

Kaplan, Jason

Jason S. Kaplan

Partner, Schulte, Roth & Zabel

Jason S. Kaplan concentrates on corporate and securities matters for investment managers and alternative investment funds. Jason represents institutional and entrepreneurial investment managers, financial services firms and private investment funds in all aspects of their business. Jason’s practice focuses on advising managers of hedge, private equity and hybrid funds regarding the structure of their businesses and on day-to-day operational, securities, corporate and compliance issues; structuring and negotiating seed and strategic investments and relationships and joint ventures; and advising investment managers with respect to regulatory and compliance issues.

Jason was recognized on Business Insider’s “Ready To Launch” list, which identifies the 29 leading bankers, advisers and lawyers for hedge fund launches. Jason’s recent speaking engagements include discussing “ESG” at SRZ’s 30th Annual Private Investment Funds Seminar, “Direct Lending: Opportunities in Volatile Markets” at the HFM Billion Dollar Club Virtual Summit and “The ABCs of ESG” for an SRZ webinar. Jason is also a co-author of SRZ’s “Private Funds — Market Trends Report.” Jason earned his J.D. from Fordham University School of Law, where he was a member of the Fordham Law Review, and his B.S. from the University of Michigan.


Naren Karanam

Senior Portfolio Manager, Millennium Management, LLC

Kober, Christian

Christian Kober

Senior Derivatives Strategist, Capula Investment Management

Christian Kober is a derivatives strategist at Capula Investment Management LLP having joined the firm in July 2019. In this role, Christian works closely with the firm’s investment, strategy and investor relations teams. Christian was previously the Head of European Equity Derivative Strategy in Barclays’ Pan European Equity Research in London from 2010 to 2019 where he was ranked #1 in the 2016 and 2017 Extel survey. Earlier in his career, Christian worked at Morgan Stanley as Lead Analyst for European Equity Derivative Strategy and in Quantitative Equity Prop Trading. Christian began his career at SG Securities in 2001 where he was an equity research analyst, covering the transportation sector.

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Paul Kreiselmaier

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.

Lew, Kim

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.

Lim, Meisan

Meisan Lim

Director, Uncorrelated Hedge Fund Research, Cambridge Associates

Meisan Lim, CFA – Head of Uncorrelated HF Strategies Research, Cambridge Associates

Meisan heads up Cambridge Associates’ research efforts on uncorrelated strategies in the Americas. In addition, Meisan is a Director of Hedge Funds in CA Capital Management, Cambridge Associates’ outsourced investment office business. Previously she served as an investment director in the pension practice,  where she advised a variety of institutional  investors on hedge fund-related asset allocation, manager selection, risk management and investment program evaluation. Meisan has 19 years of investment experience and has previously worked at Omega Capital, Apollo Management, Guggenheim Partners, Evergreen Investments (now Wells Fargo) and Tsai Capital.

Meisan is a CFA charterholder, and has an undergraduate degree and a graduate degree from Middlebury College and Columbia University, respectively.

Litterman, Bob

Bob Litterman

Chairman, Risk Committee, Founding Partner, Kepos Capital

Robert Litterman is a founding partner of Kepos Capital; a New York City based systematic global macro firm, and the Chairman of the Kepos Capital Risk Committee. Prior to joining Kepos Capital in 2010, Dr. Litterman enjoyed a 23-year career at Goldman Sachs & Co., where he served in research, risk management, investments and thought leadership roles. He oversaw the Quantitative Investment Strategies Group in the Asset Management division.

While at Goldman, Dr. Litterman also spent six years as one of three external advisors to Singapore’s Government Investment Corporation (GIC). Dr. Litterman was named a partner of Goldman Sachs in 1994 and became head of the firm-wide risk function; prior to that role, he was co-head of the Fixed Income Research and Model Development Group with Fischer Black. During his tenure at Goldman, Dr. Litterman researched and published a number of ground breaking papers in asset allocation and risk management. He is the co-developer of the Black-Litterman Global Asset Allocation Model, a key tool in investment management, and has co-authored books including The Practice of Risk Management and Modern Investment Management: An Equilibrium Approach (Wiley & Co.).

Dr. Litterman earned a Ph.D. in Economics from the University of Minnesota and a B.S. in Human Biology from Stanford University. He was inducted into Risk Magazine’s Risk Management Hall of Fame and named the 2013 Risk Manager of the Year by the Global Association of Risk Professionals. In 2012, he was the inaugural recipient of the S. Donald Sussman Fellowship at MIT’s Sloan School of Management. In 2008, Mr. Litterman received the Nicholas Molodovsky Award from the CFA Institute Board as well as the International Association of Financial Engineers/SunGard Financial Engineer of the Year Award. Mr. Litterman serves on a number of boards, including Commonfund, where he was elected Chair in 2014, the Niskanen Center, Resources for the Future, Robert Wood Johnson Foundation, Ceres, World Wildlife Fund, the Sloan Foundation, the Woodwell Climate Research Center, and the Climate Leadership Council, where he serves as co-chair of the Board.  Dr. Litterman also chaired the CFTC Climate-Related Market Risk Subcommittee, which published its report, “Managing Climate Risk in the U.S. Financial System,” in September 2020.


Fangyi Liu

Senior Portfolio Manager, Public Market Alternatives, Investment Management Corporation of Ontario

Maniyar, Dharmesh

Dharmesh Maniyar

Chief Investment Officer, Chief Executive Officer, and Founder, Maniyar Capital

Dharmesh Maniyar launched Maniyar Capital in May 2020 after spending seven years as Tudor (2013-2020) where he was Managing Director and a Partner focused on discretionary macro trading. Prior to joining Tudor, Dharmesh was a portfolio manager at Brevan Howard Asset Management, LLP (2008-2013). Previously, he worked as a post-doctoral research associate for globally collaborated Managing Uncertainty in Complex Models (MUCM) project at Aston University in England (2006-2008). Prior to receiving his PhD, he was a Senior Software Engineer at the Centre for Development of Advanced Computing in India (2001-2003). Dharmesh holds both a BSc in Chemistry and Physics (1998) and a Master of Computer Applications (2001) from Bhavnagar University and a PhD in Applied Mathematics (Machine Learning) from Aston University (2006).


Shaun Martinak

Research/Portfolio Manager, One River Digital 

Keith, Meister sq

Keith Meister

Founder and Chief Investment Officer, Corvex Management LP

Keith Meister currently serves on the board of directors for MGM Resorts, BetMGM, and several special purpose acquisition companies sponsored by CMLS Holdings, LLC. He has previously served as a director on numerous other public boards including: Yum! Brands, Inc., The Williams Companies, The ADT Corporation, Ralcorp Holdings, and Motorola, Inc./Motorola Mobility, Inc., among others. He is also Chairman of the board of directors for Harlem Children’s Zone and a member of the board of trustees for the American Museum of Natural History.

Mihail, Frank

Frank Mihail

Director, Public Employees Retirement Association (PERA)

Public Employees Retirement Association of New Mexico

Frank Mihail is a Director for New Mexico PERA’s $18 billion public pension plan. He leads portfolio management for the $3 billion risk mitigation portfolio, comprised of core fixed income and absolute return strategies in a portable alpha construct.

Prior to joining New Mexico PERA, Frank spent seven years in private wealth management. He holds a B.S. in Mechanical Engineering from UC Santa Barbara and an MBA from UCLA Anderson School of Management.

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Katherine Molnar

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.

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Brian Neale

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.

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Marcia Page

Founder and Chief Executive Officer, MPowered Capital, Co-Founder and Executive Chair, Värde Partners

Marcia Page is the founder of MPowered Capital, a firm established to invest in best-in-class female and other underrepresented talent in the alternative markets.  Through a rigorous research process, it became clear to Marcia that diverse managers represent a significant, untapped investment opportunity since they are undercapitalized and underrepresented even while generating higher returns compared to their non-diverse peers. Marcia believes now is the time to commit resources to diverse managers in a more structured and disciplined way and is committing substantial personal capital to fund exceptional investment talent.

Marcia also co-founded $14 billion global alternative investment management firm Värde Partners in 1993, serving as Co-CEO and Co-CIO until 2016.  Marcia led the firm’s investment strategy and business growth, including fundraising, talent and culture building, and global development.  Marcia currently serves as Chair of Värde’s Partner Committee and is a member of the firm’s Investment Committee.

Marcia holds a B.A. in Economics from Gustavus Adolphus College, and an M.B.A. from the University of Minnesota.  Marcia serves in Board positions for Gustavus Adolphus College and the Carlson School of Management.


Andrew Palmer

Chief Investment Officer, Maryland State Retirement and Pension System

Andrew Palmer, CFA is the Chief Investment Officer for the Maryland State Retirement and Pension System. In this role, he is responsible for the day-to-day operations of the System’s investment division and has overall responsibility for the System’s investment program.

Previously he was the Deputy Chief Investment Officer, Director of Fixed Income for the Tennessee Consolidated Retirement System. In addition to his role as Director of Fixed Income, he led the construction of a Strategic Lending Portfolio, was a member of the Private Equity and Real Estate Committees and shared in the responsibility for tactical asset allocation and new product development. He began his career at ASB Capital Management, a Bethesda, Maryland based institutional advisory firm.

Mr. Palmer is a member of the University of Maryland, Economics Leadership Council, and the ILPA, has been active in the CFA program and was President of the Washington Association of Money Managers. He received a BA and an MA in Economics from the University of Maryland.

Patterson, Rebecca

Rebecca Patterson

Director, Investment Research, Bridgewater Associates

Rebecca Patterson joined Bridgewater in January 2020 and is a Director of our Investment Research group, where she is responsible for identifying and exploring areas of research across geographies and asset classes.

Rebecca has more than 20 years of investment management experience, and prior to joining Bridgewater, Rebecca served as Chief Investment Officer of Bessemer Trust, overseeing $85 billion in client assets. During her time there, Rebecca was a member of the firm’s Management Committee, and helped launch their Diversity & Inclusion Committee. Before joining Bessemer in 2012, she spent 15 years at J.P. Morgan. There she worked as a researcher in the firm’s investment bank in Europe, Singapore and the U.S. She also served as a Chief Investment Strategist in the asset management arm of the firm, and ran the private bank’s global currency and commodity trading desk.

Additionally, Rebecca is currently a member of the Council on Foreign Relations and the Economic Club of New York. She previously served on the New York Federal Reserve’s Foreign Exchange Committee, and later the Investor Advisory Committee for 6 years, and has served on the University of Florida’s Investment Corporation’s Advisory Board for 7 years, including 3 years as Chair. She holds an M.B.A. from New York University, an M.A. in International Relations from The Johns Hopkins University School of Advanced International Studies, and a B.S. in Journalism from the University of Florida. She was included in American Banker’s list of Most Powerful Women in Finance for 6 consecutive years before joining Bridgewater. She is married and has two teenage girls.

Payne, Brian

Brian Payne

CAIA, Investment Officer – Diversifying Strategies, Teachers’ Retirement System of the State of Illinois

Brian Payne is the PM for TRS Illinois’ Diversifying Strategies program where he manages $5bn+ in capital across hedge fund, risk premia and private credit strategies. The portfolio is built around liquid alternatives, macro, credit and equity exposures where Brian does both manager selection and portfolio strategy. Prior to joining the asset allocation side Brian was a buy side trader and researcher for Potomac River Capital, a DC-based global macro hedge fund, focusing on G10 and EM markets.

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Joseph Ragsdale

Senior Manager, Investments, Boeing

Joe is responsible for hedge fund and sub-investment grade credit investments within The Boeing Company’s pension. Prior to joining Boeing in 2018, Joe held positions at Mesirow Advanced Strategies and FactSet Research Systems. He earned his BS degree in Finance from Indiana University, his MBA from the University of Chicago’s Booth School of Business, and is a CFA Charterholder.

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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.

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Alison Romano

Deputy Chief Investment Officer, State Board of Administration of Florida

Alison Romano currently serves as Deputy Chief Investment Officer at the Florida State Board of Administration (SBA).  In that role she provides strategic leadership and oversight of the SBA’s internal and external investment portfolios, collaborates with senior staff to identify and manage risk, and supports the development and implementation of investment policies and the strategic plan. Previously, Ms. Romano was Senior Investment Officer, Global Equity, responsible for directing the investment of over $85 billion in active and passive strategies across all regions of the globe.  She led the asset class team in the management of internal funds and the selection of external equity and currency strategies.  Preceding that role, she served as Senior Portfolio Manager within Global Equity, providing broad oversight of active managers and identifying new investment strategies. Prior to joining the SBA, Ms. Romano held various positions at Goldman, Sachs & Co., last as Vice President in Investment Banking.  In this role she advised healthcare companies on mergers and acquisitions, financings and strategic alternatives.  Ms. Romano graduated summa cum laude with a BSE in Bioengineering from the University of Pennsylvania and a BSEcon from The Wharton School.

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Jackie Rosner

Managing Director, PAAMCO Prisma

Jackie Rosner joined the firm in 2013 and is a Managing Director and a member of the Portfolio Management team, with a specific focus on global macro, relative value, managed futures, and quantitative strategies. Prior to joining, Mr. Rosner was a Managing Director, head of global macro and systematic trading strategies, and a member of the executive committee at Union Bancaire Privee Asset Management in New York. Prior to UBP, Mr. Rosner was a proprietary trader at BNP Paribas in New York. Mr. Rosner has also been a portfolio manager at both Archeus Capital Management and Millennium Partners, and was a founding member of a proprietary trading desk in the fixed income department of Chase Manhattan Bank/J.P. Morgan. Mr. Rosner began his career at Salomon Brothers (Citibank) where he held various positions of increasing responsibility primarily focused on quant, trading, and fixed income strategies. Mr. Rosner is on the advisory board for the MIT Sloan Department of Finance, volunteers as a master’s thesis supervisor at the Department of Mathematics at NYU Courant, and has guest lectured at Columbia University’s Department of Financial Engineering. Mr. Rosner holds a B.S. in Economics, a B.S. in Management Science, and an M.Sc in Management from the Sloan School of Management at Massachusetts Institute of Technology. He also holds an M.Sc in Mathematical Finance from New York University and completed the following Charters: CFA, CAIA, CMT, and FRM.


David Sancewich

Principal, Consultant, Meketa Investment Group

Mr. Sancewich is a consultant and has 19 years of industry experience.  Mr. Sancewich joined the firm in 2019 as part of the merger between Meketa and Pension Consulting Alliance (PCA). His consulting work included asset allocation, risk budgeting, investment policy and guideline development, portfolio and manager attribution analysis, asset class structural reviews, investment manager searches, and performance monitoring.  Mr. Sancewich is a member of the firm’s Marketable Securities Investment Committee and Marketing Committee.

Prior to joining PCA in 2004, Mr. Sancewich worked at Windermere Investment Consulting as an Analyst where he focused on performance measurement analysis, traditional manager research, and day‑to‑day support of client specific issues.  Prior to that, Mr. Sancewich worked as an Analyst for the Russell Investment Group where he evaluated various US equity products for Russell’s manager research group.  Mr. Sancewich also advised large institutional clients on manager selection as well as Russell’s multi‑manager funds business.  He also helped work on the structure of Russell’s equity, taxable, and alternative investment products.

Mr. Sancewich earned his Bachelor of Arts in Finance and Business Management as well as his Master of Business Administration from Washington State University.  Mr. Sancewich has been a speaker at multiple conferences including the State Association of County Retirement Systems (SACRS), National Conference on Public Employee Retirement Systems (NCPERS), and Institutional Investor.

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Tarik Serri

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.

Nathan Sheets

Global Chief Economist, Citi

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David Sheng

Senior Portfolio Advisor, Aksia

As a Senior Portfolio Advisor, David is part of the Portfolio Advisory team in North America responsible for alternative investment programs, including portfolio construction, risk management and manager evaluation. He supports investment and due diligence processes, manager sourcing and selection, portfolio analysis and implementation, as well as governance management and reporting.

Prior to joining Aksia in 2018, David was a Senior Manager Research Analyst at Man Group, FRM focused on sourcing and evaluating alternatives strategies. Prior to Man Group, FRM, David was a Vice President within the Institutional Sales and Trading business at HSBC, and before that he worked at Morgan Stanley, where he covered clients across the hedge fund, asset management, and sovereign wealth fund universe, with a focus on fixed income and foreign exchange.

David graduated from Princeton University with a BA in Economics and holds an MBA from Columbia University.


Justin W. Slatky

Chief Investment Officer and Senior Portfolio Manager, Shenkman Capital Management, Inc.

Justin W. Slatky joined Shenkman Capital in 2011. He has 22 years of investing experience in high yield and distressed securities. Prior to joining Shenkman Capital, Mr. Slatky was Co-Head and Managing Director of the Distressed Bond business in New York and London for Goldman Sachs. He was also a member of the Credit Investment Committee charged with reviewing proprietary investments within the Credit Department. Before joining the distressed bond business in 2002, Mr. Slatky was a telecom high yield analyst and a recipient of Institutional Investor’s Runner-Up award. He joined Goldman Sachs from Credit Suisse First Boston in 2000, where he worked as a high yield analyst as part of an II ranked telecom team. Mr. Slatky graduated magna cum laude with a BS in Economics (1998) and an MBA (1999) from The Wharton School at the University of Pennsylvania.

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Dave Snyderman

Global Head of Alternative Credit & Fixed Income, Magnetar Capital

As Global Head of Alternative Credit & Fixed Income, Mr. Snyderman is in charge of Magnetar’s Alternative Credit & Fixed Income business. He also serves as Chairman of the Investment Committee and is a member of Magnetar’s Management Committee. He joined Magnetar in 2005 shortly after launch. Previously, Mr. Snyderman was the Head of Global Credit and a Senior Managing Director at Citadel Investment Group. During his nearly seven years with Citadel, Mr. Snyderman worked on the convertible bond desk, helped establish the credit trading desk and ultimately presided over the merger of these two groups. In addition, he served in a senior management role as a member of the Management, Portfolio Management and Investment/Risk Committees. Prior to joining Citadel, Mr. Snyderman focused on convertible securities, merger arbitrage and special situations portfolios at Koch Industries, Inc. During his five years with Koch, he worked in that firm’s Houston, Wichita and Switzerland offices. Mr. Snyderman started his career at Price Waterhouse. He is also a founding board member of the Magnetar Youth Investment Academy. Mr. Snyderman earned an AB in Economics from Washington University and completed the certified public accountant exam.

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Silvia Stanescu

Investment Director, GAM Investments

Dr Silvia Stanescu is an Investment Director and co-leads the GAM Systematic Cambridge team.  Silvia’s expertise spans various aspects of quantitative finance –from portfolio construction to strategy signal generation, risk management as well as strategy design. Silvia joined the firm in 2018 when her main focus was on the Core Macro strategy and the firm’s options strategies. Prior to joining GAM Systematic, Silvia was an Equity Derivatives Strategist at Deutsche Bank, working on systematic option trading and bespoke solutions for clients. She joined Deutsche Bank from the University of Kent, where she was a Lecturer in Finance. She holds a PhD in Finance from the ICMA Centre at the University of Reading and holds an MSc in Finance (ICMA Centre, Reading), a BSc in Business Economics (Reading) and a BSc in Banking and Finance (Bucharest Academy of Economic Studies).

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David Sultan

Managing Partner and CIO, Fir Tree Partners

David Sultan is the Managing Partner and Chief Investment Officer of Fir Tree Partners, a value-oriented investment adviser founded in 1994.  The Firm capitalizes on mispriced opportunities across capital structures and asset classes, using a long-term and team-oriented approach.  Fir Tree manages assets on behalf of pension funds, endowments, foundations, families and other institutional investors.  Mr. Sultan joined Fir Tree in 1999 and assumed the CIO role in 2015.  Over his 22 year tenure at the Firm, Mr. Sultan has developed the Firm’s investment processes, culture and team.  Mr. Sultan has led the Firm’s corporate and sovereign credit, capital structure arbitrage, distressed, special situation equity and SPAC investments globally and through multiple market cycles.

Earlier in his career, Mr. Sultan was an investment banker at Wolfensohn and Co. and an analyst at fundamental value investment firm Siegler, Collery & Co.

Mr. Sultan holds a B.A. in Economics from Harvard University.


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Amit Thanki

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.

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Joe Tolen

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.


JP Van Arsdale

Partner BAM Elevate Team, Balyasny Asset Management L.P.

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Peter van Dooijeweert

Managing Director, Man Solutions

He joined Man Group in June 2018 to develop the institutional hedging platform. Prior to joining Man Group, Peter was a portfolio manager at Paloma Partners between 2013 and 2017, where he was responsible for managing a global volatility portfolio and a multi-asset tail hedge protection plan. He started his career with Goldman Sachs in Tokyo in 1995 before moving on to Soros as a volatility portfolio manager. Subsequently, he launched and managed a volatility hedge fund seeded by Tudor Investment.

Peter holds a degree in accountancy from Wake Forest University and also studied at Tokai University in Japan.


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).

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Peter Wallach

Chief Risk Officer, Sculptor Capital Management

Peter Wallach is an Executive Managing Director and Head of Risk Management for Sculptor Capital. He is also a member of the Firm’s Partner Management Committee and Portfolio Committee. Mr. Wallach’s team develops tools and technology and delivers content and analysis to manage the Firm’s active risk process.

Mr. Wallach was previously a Senior U.S. Structured Credit Trader, where he focused on identifying, analyzing and implementing strategies across the spectrum of mortgage- and asset-backed securities for Sculptor Capital.

Prior to joining the Firm in 2011, Mr. Wallach was a Senior Analyst at Moore Capital Management. Before that, he held various roles at Citigroup and Bank of America.

Mr. Wallach holds a Bachelor of Arts in Government from Harvard College.

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Chris Walvoord

Partner, Global Head of Hedge Fund Research, Aon

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.

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Trent Webster

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.



Michael Weinberg

Managing Director, Head of Hedge Funds and Alternative Alpha, APG Asset Management  

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Steven Wilson

Director, Public Markets, Teacher Retirement System of Texas

Steven Wilson is a Senior Portfolio Manager in the Public Markets group at the Teacher Retirement System of Texas, a $147 billion pension system serving 1.6 million active and retired educators and their families. Mr. Wilson is responsible for the $6.5B Stable Value Hedge Fund Portfolio, which includes allocations to Equity Market Neutral, Macro, Managed Futures, Volatility, Credit and Reinsurance Hedge Funds. He is also responsible for the $6.1B World Equity Portfolio, which includes Beta One strategies benchmarked to global equity indices.

Prior to joining TRS, Mr. Wilson was an Investment Director at Ameriprise Private Wealth Advisors, where he oversaw fund selection for $250 million of client assets.

Mr. Wilson received an MBA from the Rice University Jones School of Business in 2012, is a graduate of the University of Texas at Austin McCombs School of Business, and holds the CAIA designation.


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.

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Marwan Younes

Chief Investment Officer, Massar Capital Management

Marwan Younes is the Chief Investment Officer of Massar Capital Management. Founded by Mr. Younes in 2015, Massar Capital currently manages over $1 billion across a diversified set of discretionary macro trading strategies.

Mr. Younes has extensive experience trading macro and commodity portfolios, having served as a Portfolio Manager at Jamison Capital Partners and a Portfolio Manager at Graham Capital Management prior to launching Massar. He also was a trader on the Index Arbitrage desk within Morgan Stanley’s commodities group and worked as an Equity and Capital Markets Analyst in the Financial Advisory department of Lazard Freres in Paris.

Mr. Younes received a Master of Science in Civil Engineering from ENSTA in Paris (with a major in Applied Mathematics), and a Master of Science in Financial Engineering from Columbia University.

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Justin Young, CAIA

Director, Portable Alpha, South Carolina Retirement System Investment Commission

Justin Young is the Director for Portable Alpha at the South Carolina Retirement System Investment Commission where he spearheaded a restructuring effort for the top-quartile, $4bn hedge fund program. Prior to his current role he has covered multiple asset classes including core fixed income, commodities, GTAA, equity options, and other opportunistic investments. Before joining RSIC Justin was a Research Analyst at Bridgewater Associates.  Justin is a CAIA charter holder and a graduate of the University of South Carolina Honors College where he doubled majored in Finance and Economics.

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David Zervos

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.



Zugel, Christian

Christian Zugel

Founder and CIO, ZAIS Group, LLC

Mr. Zugel serves as Founder and CIO of ZAIS and is also Chairman of the company’s Management Advisory Committee.  Before founding ZAIS in 1997, Mr. Zugel was Head of High Yield Proprietary Trading with J.P. Morgan Securities Inc., where he led J.P. Morgan’s entry into many new trading initiatives.  At J.P. Morgan, Mr. Zugel also served on the Asia Pacific management-wide and firm wide market risk committees.  Mr. Zugel received a Masters in Economics from the University of Mannheim, Germany.