Hedge Fund Educational Webinar Series
Speakers
ABS Investment Management
Guilherme Ribeiro do Valle, CFA, Managing Member & Portfolio Manager
Guilherme Ribeiro do Valle, CFA is a managing member and portfolio manager at ABS Investment Management in Greenwich, CT. Mr. Valle leads the firm’s effort on the allocations to investment managers in emerging markets. Mr. Valle has been active following and allocating resources in emerging markets for over 20 years. Currently ABS manages over USD 5.5 billion, mostly on behalf of pension funds, endowments, foundations and other type of investors, predominantly from the US and Europe. Before co-founding ABS in late 2002, Mr. Valle was a Director at Credit Suisse Asset Management, a firm he joined in 1998 when Credit Suisse Group acquired Banco de Investimentos Garantia, the Brazilian investment bank where Mr. Valle started his financial career in 1993. Mr. Valle has a degree in Business Administration from Fundação Getúlio Vargas in São Paulo and is a CFA charterholder.
Webinars:
Episode 2 "Opportunities in Emerging Market Hedge Funds"
Aetos Alternative Management
Jonathan Bishop, CFA, Managing Director, Deputy Chief Investment Officer
Mr. Bishop is a Managing Director and the Deputy Chief Investment Officer of Aetos Alternatives Management. He has been with Aetos for 16 years and serves on the firm’s Investment Committee and as a Portfolio Manager for the firm’s commingled investment funds and its customized hedge fund solutions for large institutional investors. Jonathan brings particular expertise in credit, event-driven and special situations investing, having overseen these strategies for much of his time at Aetos. Prior to joining Aetos in 2004, Jonathan worked at SG Barr Devlin, where he focused on mergers, acquisitions and restructuring advisory assignments in the energy and power sectors.
He graduated from the University of Virginia, where he received a Bachelor of Science in Commerce with a concentration in Finance from the McIntire School. Additionally, Jonathan holds the Chartered Financial Analyst (CFA) designation.
Webinars:
Episode 9 "The Quest for Alpha: What Strategies Will Outperform in the Next 24 Month?"
Aetos Alternative Management
Juliette Menga, CFA, Director & Chair of ESG Committee
Ms. Menga is a Director on Aetos’ investment team and Chair of the ESG Committee. Prior to joining Aetos in 2020, Ms. Menga was a Director of Investments and Associate Portfolio Manager at Alternative Investment Group (AIG) from 2007, where she launched and co-managed two fund of hedge fund strategies focused on ESG and opportunistic investments. Prior to AIG, she worked at New York Life Investment Management as an Analyst in their Derivative Analytics Group and at Excalibur Advisors as a Research Analyst.
Ms. Menga received dual Bachelor of Science degrees in Computer Science and Mathematics at Kennesaw State University and a Master of Science in Financial Mathematics from Florida State University.
Ms. Menga is a CFA Charterholder, a member of PRI’s Hedge Fund Advisory Committee and served on the PRI Hedge Fund Working Group to develop guidelines for the application of ESG principles to hedge strategies. She serves on the Investment Committee of the Nellie Mae Educational Foundation as an Advisory Board member and is a board member of Wholesome Health Promotions, an organization that educates and promotes general wellness, good nutrition and health practices in rural and underprivileged communities in Cameroon.
Webinars:
Episode 16 "Trends in ESG Investing"
AIMA
Jack Inglis, Chief Executive Officer
Jack Inglis is the Chief Executive Officer of the Alternative Investment Management Association (AIMA*). He has been in the financial services industry and closely involved with hedge funds for over 30 years. Jack has held senior management positions at both Morgan Stanley, where he served for 16 years, and Barclays, where he was prior to joining AIMA. From 2007 to 2010 he was CEO of London based hedge fund manager, Ferox Capital Management. He served as a non-executive director of London Capital Group plc from 2007 to 2010 and currently sits on the board of the Chartered Alternative Investment Analyst Association (CAIA). He began his career in 1983 at UK stockbrokers James Capel (which was subsequently acquired by HSBC) and has extensive experience in origination, distribution, financing and trading across the fixed income and equity capital markets. Jack holds a Master of Arts in Economics from Cambridge University.
Jack is also Chair of the charity HFC Help for Children UK Affiliate Board and took up this role in January 2020.
Webinars:
Episode 13 "State of the Hedge Fund Industry"
Aksia
Michelle Perry, CA (SA), Director of Operational Due Diligence; ESG & Sustainability
Michelle is a Director on the Operational Due Diligence team and has over 19 years of industry experience. She performs and manages the operational reviews of alternative investments. In her role, Michelle conducts onsite visits with managers, liaises with service providers, reviews documentation and prepares analysis for Aksia’s clients. Michelle is also Aksia’s ESG and Sustainability Officer and is responsible for overseeing the evaluation of ESG considerations and their integration into Aksia’s research approach.
Prior to joining Aksia in 2014, Michelle was the Head of Operational Due Diligence on the Alternative Investments team at Santander. Before joining Santander, Michelle held various roles within Deloitte’s global offices, including Audit Manager with the financial services division (Sydney, Australia) and the transaction services division (London, UK).
Michelle graduated from the University of Cape Town with a BS in Finance with honors and has a Postgraduate Diploma in Accounting. She is a Chartered Accountant (South Africa).
Webinars:
Episode 16 "Trends in ESG Investing"
Alaska Permanent Fund Corporation
Marcus Frampton, CFA, CAIA, FRM, Chief Investment Officer
Marcus Frampton serves as the Chief Investment Officer for the Alaska Permanent Fund.
He joined APFC in September of 2012 and has served as the Director of Investments, Real Assets & Absolute Return. Prior to joining the APFC, Marcus held diverse roles ranging from investment banking (Lehman Brothers), private equity (PCG Capital Partners), and acted as an executive of a private equity backed portfolio company (LPL Financial). Mr. Frampton holds a BA in Business-Economics with a minor in Accounting from UCLA.
Webinars:
Episode 7 "Long Short Equity, Where are the Opportunities and What Makes a Good Manager?"
Episode 19 "Part 2: Use of Alternative Investment Strategies to Enhance the Risk Adjusted Returns of a Pension Fund Portfolio"
Albourne Partners
James Munro, CAIA, Partner & Senior Portfolio Analyst
James Munro, CAIA is a Partner and Senior Portfolio Analyst, at Albourne Partners in London. He has over 13 years’ experience in alternatives. Recently returning to Albourne after five years with Bloomberg in New York, where he was the Hedge Fund Business Manager, focused on total portfolio analysis.
James originally joined Albourne in 2007 in London before moving to the Connecticut office in 2009. He spent eight years with Albourne providing portfolio construction, manager selection and risk management advice to a broad mix of investor types including family offices, foundations, endowments, and public/private pension plans.
Prior to joining Albourne, James worked as a mechanical design engineer for six years. He earned an MBA from the Smurfit Business School (Ireland), and a Master of Industrial Engineering from University College Dublin (Ireland). He also holds a BAI in Mechanical Engineering and a BA in Mathematics from Trinity College Dublin (Ireland).
Webinars:
Episode 14 "European Investors' Views on Hedge Funds: What Strategies are Seeing the Most Demand and Which are Expected to Outperform?
Albourne Partners
Julie Lauer Wurster, Partner, Investment Management Due Diligence Analyst
Julie Lauer Wurster is a Partner and Senior Analyst at Albourne America. Julie joined Albourne in 2007 and is responsible for the global long short equity strategy. Prior to joining Albourne, Julie was an analyst in the Absolute Return Strategy Group at General Motors Asset Management from 2003 to 2007. In this role Julie focused her time on the long/short equity managers. Julie also has related experience with Ford Motor Company and consulting experience with Deloitte & Touche. Julie earned a Master of Business Administration from Duke University’s Fuqua School of Business in 2003 and graduated with a Bachelor of Arts in Economics from Duke University in 1998.
Webinars:
Episode 7 "Long Short Equity, Where are the Opportunities and What Makes a Good Manager?"
Albourne Partners
Sasha Kus, CFA, Partner & Senior Portfolio Analyst
Sasha Kus, CFA is a Partner and Senior Portfolio Analyst at Albourne Partners, a non-discretionary investment consultant specializing in alternative assets. Since joining Albourne in 2013, Sasha has advised on portfolio construction, manager selection, risk analysis, and implementation to a rage of institutional investors including corporate and public pension plans, endowments, foundations, family offices, and financial intermediaries. Sasha began her career at the endowment office at the University of Chicago. She holds an MBA from Columbia University and B.A. in Economics from the University of Chicago and is a CFA charterholder.
Webinars:
Episode 17 "Enhancing Diversity in the Alternative Investment Industry"
ALSAC / St. Jude Children's Research Hospital
Anurag Pandit, CFA, Chief Investment Officer
Bio coming soon.
Webinars:
Episode 10 "Views on Hedge Funds from Endowments and Foundations"
Alternative Investment Group
Chris Ayton, Portfolio Manager
Chris Ayton is a Partner and Portfolio Manager of Alternative Investments International, L.P. and Berens Global Value Fund. He joined Alternative Investment Group in March 2008 and is based in London. He has more than 20 years of manager research experience and focuses on identifying and evaluating long-only and long/short strategies and managers, especially in Emerging and Frontier Markets, Asia and Europe. Previously, Chris was a senior member of the investment team at leading investment consulting firm Stamford Associates Limited where he spent 12 years, over half of which was as the firm’s Head of Manager Research. While this position provided exposure to many investment strategies and geographies, Chris specialized throughout his tenure in managers investing in Asian markets, including Japan. Chris was also instrumental in establishing Stamford Associates’ manager research disciplines that were adopted across the firm. Prior to joining Stamford Associates in 1995, Chris worked at Bacon & Woodrow. Chris graduated in 1994 with a BSc. in Economics from University of Southampton.
Webinars:
Episode 2 "Opportunities in Emerging Market Hedge Funds"
Aon
Chris Walvoord, Partner, Global Head of Hedge Fund Research and Portfolio Management
Chris leads Aon Hewitt’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 AHIC 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.
Webinars:
Episode 8 "What are the Best Hedge Fund Strategies to Protect Capital During a Market Sell Off?"
Episode 15 "Us Investors' Perspective: What Strategies will Outperform in the Next 24 Months?"
Aon
Meredith Jones, Partner, Global ESG Practice Lead, Responsible Investing, Emerging & Diverse Manager Research
Meredith is the head of the global ESG practice at Aon, offering ESG evaluation, risk mitigation and sustainability services to investment managers and corporate issuers. She also is active in the investment consulting group where she is a senior member of the responsible investment team and chair of the emerging and diverse manager committee. In her roles at Aon, Meredith is responsible for providing ESG and sustainability analysis and solutions to corporations and investment managers, responsible investment policy and implementation, clients engagement on emerging/diverse manager and Responsible Investment (ESG, SRI, MRI and Impact) initiatives. She also provides board, C-Suite and investment committee education and training, portfolio assessment, program recommendations, and due diligence services. She is a frequent speaker at conference and provides thought leadership for the firm as well.
Webinars:
Episode 17 "Enhancing Diversity in the Alternative Investment Industry"
APG
Michael Weinberg, CFA, Managing Director, Head of Hedge Funds and Alternative Alpha
For 25 years Michael has invested directly at the security level and indirectly as an asset allocator in traditional and alternative asset classes. He is a Managing Director, Head of Hedge Funds and Alternative Alpha, at APG. Previously he was the Chief Investment Officer at MOV37 and Protege Partners. Michael is also an Adjunct Professor of Economics and Finance at Columbia Business School, where he teaches Institutional Investing, an advanced MBA course that he created. He is the Co-Founder of the Artificial Intelligence Finance Institute - AIFI.
Michael also testifies as an expert witness in financial and technology litigation. He was a portfolio manager and global head of equities at FRM, a multi-strategy investment solutions provider. Prior to that, Michael was a portfolio manager at Soros, the macro fund and family office, and at Credit Suisse. Before that he was a Real Estate analyst at Dean Witter.
Michael is a board member of AIMA and on its Research Committee. He is on the management advisory council for the Michael Price Student Investment Fund and a Special Advisor to The Tokyo University of Science’s Endowment. Michael is a founder and board member of Project Punch Card, a not-for-profit organization. He is a member of The Economic Club of New York. Michael is a former Chair at CFANY, where he has received multiple awards, including Volunteer of the Year. He is a research contributor to The World Economic Forum on the impact of AI on Finance.
Michael is a published author, having written for The New York Times, Institutional Investor and investment books. He has been interviewed by the Wall Street Journal, Financial Times, CNBC, Bloomberg and Reuters. Michael is a frequent panelist, moderator and lecturer for investment banks, institutional and family office organizations and business schools, including SALT and Harvard. Michael has a BS from New York University and an MBA from Columbia Business School.
Webinars:
Episode 12 "Use of Hedge Funds to Enhance the Risk Adjusted Returns of a Public Pension Fund Portfolio"
Appomattox Advisory
Susan Webb, Founder, President & CIO
Susan Webb is a founder and President/CIO of Appomattox. In this capacity, she is a member of the Investment Committee responsible for identifying and evaluating managers as well as managing portfolios.
Prior to co-founding Appomattox, she was Head of First Atlas Capital, Inc., the SEC Registered Advisor of Atlas Capital, a multi-billion dollar global fund of hedge funds manager. She was a member of the Global Investment Committee and launched, with Weston Capital, the Weston Atlas Manager Seeding Platform.
Ms. Webb’s career in finance spans over 30 years where she developed an expertise in trading, financing, and structuring derivatives. Ms. Webb began her career at Irving Trust in 1984 where she completed the credit analyst program and worked in loan work outs. She left after 2 years and joined trading desks for five years each at Citibank, Paribas Capital Markets and CIBC. While there she either joined, or set up and ran, derivative trading groups including interest rate, currency, equity, credit and hedge fund structuring. In 2000, she joined Caisse des Depots as a Managing Director and established their credit derivative and synthetic CLO and hedge fund structuring business in the US. She has 17 years direct experience managing diversified multi-asset portfolios.
Susan Webb is a board member for GTI Capital Group, and investment firm focused on opportunities in India. Ms. Webb is on the board of High Water Women, a non-profit foundation that encourages financial education of women and youth. She is also on the advisory board of Catalyst Financial Partners, a group that promotes small and emerging managers in the financial industry. Susan is an Elder, and a former head of stewardship at the Brick Church.
She received a BA from the University of Virginia and an MBA from the Darden School at the University of Virginia.
Webinars:
Episode 9 "The Quest for Alpha: What Strategies Will Outperform in the Next 24 Months?"
Banque Edmond de Rothschild
Olivier Kintgen, Head of Hedge Fund Portfolios
Olivier Kintgen, is the Head of Hedge fund portfolios at Banque Edmond de Rothschild in Geneva since August 2019. He has 34 years investment experience with last 20 years in Asset Management as a Portfolio Manager, managing Open ended funds, Fund of one and Advisory solutions. The range of expertise is cross assets with an edge in fixed Income Assets, complex derivatives products, and Risk Management. Olivier started his career at Bank of America in 1991 and held various assignments including Managing Director in charge with G7 Arbitrage & proprietary trading and Head of Sales Trading for European Emerging Markets.He spent 20y as Head of Research and CIO at ERAAM where he managed mandates for a wide range of Clients including large Pension Funds and Endowments. Olivier holds an MBA from ESSEC and BA from Paris IX Dauphine.
Webinars:
Episode 14 "European Investors' Views on Hedge Funds: What Strategies are Seeing the Most Demand and Which are Expected to Outperform?
Baylor University
David A. Morehead CFA, Co-Chief investment Officer
David A. Morehead is the Co-Chief Investment Officer in the Baylor University Office of Investments. He previously was a senior portfolio manager at Lotsoff Capital Management, where he managed securities across the corporate capital structure, and a partner at Highview Capital Management, where he focused on public and private energy investments. Prior to this, he was a portfolio manager at Ritchie Capital Management, responsible for a generalist corporate relative value and distressed portfolio. Prior to this, he was responsible for equity research on the transportation/logistics and specialty retail sectors at William Blair & Company. Mr. Morehead also held roles at Bank of America, where he was responsible for the risk management of the bank’s interest rate derivatives desk, and First Trust Advisors, where he advised community banks on their investment portfolios. Mr. Morehead graduated summa cum laude from Wheaton College and earned his MBA in finance and entrepreneurship with honors from the University of Chicago Booth School of Business. Mr. Morehead also holds the Chartered Financial Analyst (CFA) designation.
Webinars:
Episode 6 "Dislocations in the Credit Markets, How Can Investors Take Advantage?"
CAIA Association
Billy Kelly, President and CEO
William (Bill) J. Kelly is the CEO of the CAIA Association. Bill has been a frequent industry speaker, writer, and commentator on alternative investment topics around the world since taking the leadership role at the CAIA Association in January, 2014. Previously, Bill was the CEO of Boston Partners and one of seven founding partners of the predecessor firm, Boston Partners Asset Management which, prior to a majority interest being sold to Robeco Group in Rotterdam in 2002, was an employee-owned firm. Bill's career in the institutional asset management space spans over 30 years where he gained extensive managerial experience through successive CFO, COO and CEO roles.
Webinars:
Episode 13 "State of the Hedge Fund Industry"
California State Teachers' Retirement System
Brian A. Rice, Portfolio Manager, Sustainable Investment & Stewardship Strategies
Mr. Rice is a Portfolio Manager in the CalSTRS Sustainable Investment & Stewardship Strategies unit and has been leading sustainability efforts at CalSTRS for over 15 years. He is responsible for CalSTRS sustainable manager portfolio, a $2.2 billion externally managed public equity strategy that employs fund managers incorporating ESG factors into their investment portfolio construction and management.
Mr. Rice also leads CalSTRS Transition to a Low Carbon Economy initiative, a cross asset class effort focused on managing physical and transitional investment risks, and implementing investment opportunities, associated with climate change.
Mr. Rice serves on the advisory board of the Climate Bonds Initiative and the Strategic Investor Initiative, and on the advisory committee of the Ceres Water Hub. Mr. Rice received an MBA from the U.C. Davis Graduate School of Management and a bachelor’s degree in Economics-Business from U.C.L.A.
Webinars:
Episode 16 "Trends in ESG Investing"
Callan LLC
Pete Keliuotis, CFA, Executive Vice President, Head of Alternatives Consulting
Pete Keliuotis, CFA, is an Executive Vice President and the head of Callan’s Alternatives Consulting Group, which includes the private equity and hedge fund consulting teams. In addition to leading these teams, he performs research and advises clients’ alternatives investment portfolios. Pete is a member of Callan's Alternatives Review and Management Committees.
Previously, he was a senior managing director of Cliffwater LLC and a senior member of their portfolio advisory team, specializing in alternatives market investing for institutional clients. Prior to joining Cliffwater, Pete was a managing director and the CEO of Strategic Investment Solutions (SIS), where he led the general and private markets consulting teams and advised several large institutional investors. Previous experience includes Mercer Investment Consulting, where Pete was a principal and senior consultant, Hotchkis and Wiley in Los Angeles and Northern Trust Company in Chicago.
Pete earned a BS in economics from the University of Illinois at Urbana-Champaign, his MBA in analytic finance from the University of Chicago Booth School of Business, and he is a holder of the right to use the Chartered Financial Analyst® designation.
Webinars:
Episode 9 "The Quest for Alpha: What Strategies Will Outperform in the Next 24 Months?"
Cambridge Associates Limited
Mark Wilgar, Investment Director
Mark is an Investment Director focused on investment strategy research in Cambridge Associates’ London office. He is a member of the Credit Investment Group, responsible for researching and monitoring strategies that invest in liquid and illiquid debt instruments and other risk-asymmetric assets. The team works to seek out investment ideas and evaluate institutional quality asset managers.
Prior to joining Cambridge Associates in 2014, Mark worked for P-Solve Investments Limited (River and Mercantile Solutions) as a member of the investment team responsible for managing the £6 billion fiduciary management portfolio. Mark has worked in financial services since 2009, having graduated from the University of Warwick with a first class degree in Engineering and Business.
Outside of fund research and investment due diligence, experience includes investment performance analysis, trade planning and execution, transition management, client portfolio management, process improvement and pension liability benchmarking.
Education and Professional Credentials
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Investment Management Certificate (IMC)
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BSc Engineering and Business, Warwick Business School
Webinars:
Episode 3 "Reinsurance for a Diversified Hedge Fund Portfolio"
CFA Institute
Margaret Franklin, CFA, President and CEO
Margaret Franklin, CFA, leads CFA Institute and its more than 170,000 members worldwide in promoting the highest standards of education, ethics, and professional excellence in the investment profession. She assumed her role in September 2019 and has more than 25 years of investment and wealth management experience.
Before joining CFA Institute, Ms. Franklin led International Wealth Management for North America and was president of BNY Mellon Wealth Management, Advisory Services in Canada. She also served as a board member of BNY Mellon Trust Company (Cayman). Margaret joined BNY Mellon in 2016.
Prior to joining BNY Mellon, Ms. Franklin held multiple senior management positions, including president of Marret Private Wealth and COO of Marret Asset Management, a credit and hedge fund asset manager in Toronto. During that six-year tenure, she had direct oversight of all aspects of the private wealth business. Prior to joining Marret, Margaret was a partner with KJ Harrison & Partners.
Ms. Franklin began her career in the institutional business and has worked with pension plans, endowments, foundations, and government agencies at State Street Global Advisors, Mercer, and Barclays Global Investors.
She previously served as chair of CFA Institute Board of Governors and is a former president of the CFA Society Toronto Board. Ms. Franklin is a founding member of the CFA Institute Women in Investment Initiative, a past recipient of the Alfred C. Morley Distinguished Service Award in 2014, and a member of its Future of Finance Content Council.
She is also a member of the Michael Garron Hospital Foundation Board. Ms. Franklin earned a Bachelor of Administration in Economics from McMaster University in Ontario. She is a CFA charterholder and a member of the CFA Society Toronto.
Webinars:
Episode 13 "State of the Hedge Fund Industry"
Church Commissioners for England
Besse Joffe, Head of Responsible Investments
Bess is the Commissioners' Head of Responsible Investment and leads the team who engage across the Commissioners' multi-asset investment portfolio. Bess joined the Comissioners in 2020 from Lloyds Banking Group, where she held the position of Director of Investor Relations - ESG. Previously, Bess led the stewardship team at TIAA (Nuveen) and held senior roles at Goldman Sachs and Hermes Equity Ownership Services.
Webinars:
Episode 16 " Trends in ESG Investing"
Church Commissioners for England
Roy Kuo, Team Head - Alternative Strategies
Roy is the Team Head of Alternative Strategies at the Church Commissioners, which manages the Church of England’s endowment. He is responsible for managing and growing the endowment’s allocations in the alternatives sector. Roy was previously the Head of Research at Dexion Capital, where he was responsible for the firm’s fund of funds mandates and for establishing investment partnerships with major investment managers in the credit, hedge fund, infrastructure and real estate sectors. Prior to this, he was the Alternatives Fund Manager at boutique fund of funds company Bramdean Asset Management. Roy holds a MBA from Said Business School (Oxford) and graduated from the University of Texas at Austin.
Webinars:
Episode 14 "European Investors' Views on Hedge Funds: What Strategies are Seeing the Most Demand and Which are Expected to Outperform?
Cleveland Capital
R. Brent Mattis, CFA, Senior Investment Analyst
R. Brent Mattis joined the Cleveland Clinic in 2017 where his responsibilities include manager due-diligence, idea generation, and market research. During his tenure at the Cleveland Clinic, he has underwritten managers across asset classes including distressed credit, special situations, structured credit, real assets, liquid alternatives and other complex niches. Prior to joining the Cleveland Clinic, he was Senior Analyst at the Rainin Group, a New York City-based single family office where he spent six years sourcing, underwriting, and executing investments in alternative asset managers, private direct investments, and individual public equities. Earlier in his career, he performed equity research for KVO Capital Management in Hanover, New Hampshire. Brent began his career as a Research Associate in the drug discovery group of Rigel Pharmaceuticals. He is a CFA Charterholder, received an MBA with Distinction from the Tuck School of Business at Dartmouth and a BS in Chemistry from UC-Berkeley.
Webinars:
Episode 6 "Dislocations in the Credit Markets, How Can Investors Take Advantage?"
Cleveland Clinic
Adam Smith, CFA, CAIA, Director of Absolute Return and Real Assets
Adam joined the Cleveland Clinic in May 2017 and has two decades of investment experience, focused almost exclusively on managing investments for non-profit institutions. He is part of the team responsible for managing the Clinic’s investible financial assets, including the long-term investment portfolio, the short-term investment portfolio, a defined-benefit pension master trust, and an offshore captive insurance fund. Adam is involved with all aspects of managing the portfolios, including asset allocation, manager selection, and portfolio structure; however, his primary responsibility is conducting investment manager due diligence across all asset classes, with an emphasis on absolute return hedge funds, real assets, and fixed income.
Prior to joining the Cleveland Clinic, Adam was the Director of Investments at Mercy Health (Cincinnati), where he was responsible for managing a long-term investment portfolio and a defined-benefit pension plan. Before that, Adam spent more than a decade in institutional investment consulting, focused on asset allocation and due diligence of investment managers across all asset classes.
Adam holds an undergraduate degree from Brown University and has earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.
Webinars:
Episode 20 "Growth of Alternative Investments with Healthcare Institutions"
Cliffwater
Chris Solarz, CFA, CPA, CAIA, Managing Director, Head of Global Macro Strategies
Chris is a Managing Director of Cliffwater LLC in our New York office and a member of 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 6 Guinness World Records, has run marathons on all 7 continents and in all 50 US states.
Episode 15 "US Investors' Perspective: What Strategies will Outperform in the Next 24 Months?"
CommonFund
John Delano, Managing Director, Head of Research and Analytics
John Delano is Head of Commonfund Asset Management Research and Analytics and leads the team responsible for quantitative analysis of investments and managers. He also serves as a member of both the Commonfund Asset Management Investment and the Commonfund Asset Allocation Committees. Prior to joining Commonfund, John was a consultant in Global Public Opinion Research at Altria Corporate Services and a research assistant at Columbia University′s Institute of Social and Economic Research and Policy. Prior to that, he worked as a media buyer at Horizon Media, using statistical analysis to forecast audience deliveries for television commercials. John has a B.A. in Political Science from the University of Chicago and an M.A. in Quantitative Methods in the Social Sciences from Columbia University. He also holds the Certificate in Quantitative Finance (CQF).
CommonSpirit Health
Alex Chung, Manager, Investments
Alex is generalist on the CommonSpirit Health investment team focusing on hedge funds and public equities. Alex joined Dignity Health in 2018 from Goldman Sachs Asset Management (GSAM) where he was a member of the Quantitative Investment Strategies (QIS) team. Alex was a portfolio manager for multi-asset alternative strategies including hedge fund replication and alternative risk premia. Alex earned a B.S. from MIT in Computer Science and Masters in Computational Finance from Carnegie Mellon.
Webinars:
Episode 8 "What are the Best Hedge Fund Strategies to Protect Capital During a market Sell Off?"
Episode 20 "Growth of Alternative Investments with Healthcare Institutions"
Corbin Capital
Craig Bergstrom, CFA, Managing Partner, Chief Investment Officer
Craig leads investment research and portfolio management and has responsibility for investment process and results across Corbin. He also has direct investment research responsibilities for Corbin's investments in credit and relative value strategies, including portfolio management for our credit opportunity program, direct and co-investments and our hedge overlay program. Craig is a member of the Investment Committee, the Private Investment Committee, the Valuation Committee and the Hedging and Allocation Committee. Prior to joining Corbin in January 2002, Craig was the Risk Manager at Grantham Mayo Van Otterloo & Co. LLC, a then $20+ billion institutional investment management firm, where he had responsibilities for firm wide market risk management, hedge fund product development and derivatives strategy. Prior to joining GMO, he was a Vice President in the Equity Derivatives group at Salomon Smith Barney, and previously worked in the Equity Structured Products group at Morgan Stanley. Craig graduated from Dartmouth College with a B.A. in Government, and he was awarded the CFA charter in 1997.
Webinars:
Episode 6 "Dislocations in the Credit Markets, How Can Investors Take Advantage?"
Deutsche Bank
Marlin Naidoo, Managing Director & Global Head of Capital Introduction & Consulting
Marlin Naidoo is the Global Head of Capital Introduction and Consulting at Deutsche Bank. Marlin joined Deutsche Bank in 2004 in Hong Kong where he was the Head of Capital Introduction for the Asia Pacific region. In 2012 he relocated to the bank’s New York office as Head of Capital Introduction & Consulting in the Americas and was appointed the Global Head of Capital Introduction and Consulting in 2017. Marlin moved to the banks London office in 2018 where he is currently based. Marlin holds a Bachelor of Science summa cum laude in Statistics & Actuarial Science from the University of Natal in South Africa and a post graduate Degree in Advanced Mathematics of Finance from the University of the Witwatersrand in South Africa.
Webinars:
Episode 4 "How to Improve the Fund Raising Capability of a Hedge Fund & a Global Perspective on Fund Flows"
Employees Retirement System of Texas
Panayiotis Lambropoulos, CFA, CAIA, FRM, Portfolio Manager - Hedge Funds
Panayiotis Lambropoulos is a Portfolio Manager at the Employees Retirement System of Texas – a $28 billion retirement plan – located in Austin, Texas. His responsibilities include sourcing, analyzing and evaluating potential third party managers deploying all types of alternative investment strategies. His focus is on the Trust’s Absolute Return Portfolio as well as Opportunistic Credit allocation. Lastly, he is responsible for the Trust’s Emerging Hedge Fund Manager program – ERS Launchpad - which he proposed and spearheaded.
Panayiotis started in the alternative investment industry as a Research Analyst at Grosvenor Capital Management in Chicago. He later joined MCP Alternative Asset Management, a multi-billion Tokyo-headquartered Investment Advisor (Fund of Funds) in Chicago. He was responsible for sourcing, analyzing and monitoring hedge fund investments, and contributing to portfolio allocation decisions. He worked alongside institutional clients and top investment decision makers for some of Japan’s best and largest blue chip financial institutions.
Panayiotis holds a B.S in Business Administration with a concentration in Finance and Marketing from Boston College, and an M.B.A in General Management from Northwestern University’s Kellogg School of Management. Panayiotis is a CFA Charterholder and has earned his Chartered Alternative Investment Analyst (CAIA) designation as well as his Financial Risk Manager (FRM) certification.
Webinars:
Episode 1 "Employees Retirement System of Texas Emerging Hedge Fund Managers Program"
Episode 11 "Emerging Managers: How to do it, Where they Fit, and Why?"
Fairfax County Police Officers Retirement System
Katherine Molnar, CFA, Chief Investment Officer
Ms. Molnar joined Fairfax County Retirement Systems in 2013 as a Senior Investment Officer responsible for managing the Fairfax County Police Officers Retirement System, a $1.3 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.
Webinars:
Episode 12 "Use of Hedge Funds to Enhance the Risk Adjusted Returns of a Public Pension Fund Portfolio"
Episode 19 "Part 2: Use of Alternative Investment Strategies to Enhance the Risk Adjusted Returns of a Pension Fund Portfolio"
Florida State Board of Administration
Shoaib Khan, CFA, CPA, Senior Portfolio Manager - Strategic Investments
Shoaib is a Senior Portfolio Manager within the Strategic Investments Group at Florida State Board of Administration. Previously, he was with Axlewood Asset Management, a family office. Prior to Axlewood, Shoaib was with Union Bancaire Privee, a Switzerland-based private bank, initially serving as Senior Portfolio Manager and subsequently as Global Head of Portfolio Management. Shoaib has also served as a Strategy Head at J.P. Morgan Alternative Asset Management based in New York. Shoaib graduated with a Bachelors of Business Administration from Florida International University and Masters of Accounting from Nova Southeastern University. He is a CFA charter holder and a CPA.
Webinars:
Episode 7 "Long Short Equity, Where are the Opportunities and What Makes a Good Manager?"
Golden Leaf Foundation
J.P. Boyd, CAIA, Director of Investments
J.P. Boyd, CAIA, joined Golden LEAF in February 2017 as Golden LEAF’s investment officer. He is involved in all aspects of the investment process. Prior to joining Golden LEAF, J.P. was an investment officer at the South Carolina Retirement System Investment Commission (RSIC) in Columbia, South Carolina. He spent eight years at RSIC and oversaw a $2.7 billion low-beta hedge fund portfolio of the $27.7 billion Plan. Prior to RSIC, J.P. was a research intern at the Palmetto Institute.
J.P. received a bachelor’s degree in business administration from the University of South Carolina’s Darla Moore School of Business where he double majored in international business and finance. He also is a Chartered Alternative Investment Analyst.
Webinars:
Episode 21 "Views on Hedge Funds from Endowments and Foundations"
Hedgeweek
James Williams, Managing Editor
James Williams is the Managing Editor at Hedgeweek, a fully digital newswire wire service that covers all aspects of the global hedge fund industry. James joined Hedgeweek in June 2010, where he reports on key developments spanning fund performance and strategy, legal and regulatory issues, technology and risk management. In addition, James has contributed articles on the hedge fund industry and capital markets to the likes of the Financial Times, International Financial Review Asia, and Dow Jones Financial News. Prior to joining Hedgeweek, James lived in Hong Kong for nine years where he worked as a financial copywriter and freelance journalist. James’s last role before leaving Asia was with JP Morgan where he worked as an in-house editor.
Webinars:
Episode 13 "State of the Hedge Fund Industry"
Helmsley Charitable Trust
Al Kim, CFA, CAIA, Director of Investments
Al Y. Kim is a Director of Investments at the Helmsley Charitable Trust. In this role, Al is responsible for helping lead the development and implementation of the overall investment strategy at the Trust, which entails thematic research, manager due diligence, portfolio construction, and portfolio management across all segments of the investment program. Prior to Helmsley, Al was a Director in BlackRock’s OCIO business and a consultant at Wilshire Associates. Al has an MBA from the University of Chicago and a BS from the University of Southern California and holds the CFA and CAIA designations.
Webinars:
Episode 10 "Views on Hedge Funds from Endowments and Foundations"
Indiana Public Retirement System
Joe Tolen, CAIA, Director of Multi-Asset Strategies
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.
Webinars:
Episode 8 "What are the Best Hedge Fund Strategies to Protect Capital During a Market Sell Off"
Episode 18 "Part 1: Use of Alternative Investment Strategies to Enhance the Risk Adjusted Returns of a Pension Fund Portfolio"
Investor Leadership Network
Amy Hepburn, CEO
Amy Hepburn is a recognized Impact Investing expert and social entrepreneur with deep expertise on gender lens social investments and the care of children in crises.
In this capacity, she has spent 20 years driving social change globally in the private, non-profit and public sectors through the creation of unique public/private partnerships and investing for high impact social returns.
Her partners consist of visionary leaders and influencers, governments, social entrepreneurs, non-profits, forward thinking companies, foundations and venture philanthropists seeking innovative solutions to persistent social issues.
Amy was a Delegate on the first G7 Gender Equality Advisory Council created by Prime Minister Trudeau, and an active member of the NationSwell Council and The Global Women’s Forum on Economy and Society.
She has Faculty appointments at Duke University and George Washington University where she teaches on social impact, gender equality, the care of children in crises, human rights and humanitarian action.
Webinars:
Episode 17 "Enhancing Diversity in the Alternative Investment Industry"
JP Morgan
Kenny King, CFA, Managing Director & Americas Head of Capital Advisory Group
Kenny D. King, CFA is a Managing Director and the Americas Head of Capital Advisory Group. Kenny manages a team of 15 individuals who seek to introduce institutional investors and third-party vendors to the firm’s hedge fund clients. Prior to assuming this role, Kenny spent three years managing the EMEA Capital Introduction Group in London. Kenny has spent his entire career working with hedge fund managers; his career started as an analyst for Merrill Lynch Investment Managers Alternative Strategies and then he joined Bear Stearns as the Head of Due Diligence for its Structured Funds business. Born and raised in Staten Island, New York, Kenny holds a B.S. in Management from Tulane University and is a CFA Charterholder. Kenny lives in Rumson, NJ, where he enjoys spending time with his wife, daughter and son. In his spare time, Kenny enjoys golfing and reading non-fiction books.
Webinars:
Episode 4 "How to Improve the Fund Raising Capability of a Hedge Fund & a Global Perspective on Fund Flows"
Kansas State University Foundation
Paul Chai, CFA, CAIA, Director of Investments
Paul Chai joined the KSU Foundation in July 2018 and is the Director of Investments with primary responsibilities in manager sourcing, due diligence, monitoring and assisting the Chief Investment Officer in managing the endowment fund portfolio.
Prior to joining the KSU Foundation, he was senior vice president from 2006 to 2018 at Grandway Asset Management, a boutique multi-family office with its headquarters in Pasadena, CA. He managed funds of hedge funds portfolios ranging from $15 million to $800 million in size, as well as a portfolio of commercial real estate properties. Paul also sat on the firm’s investment committee, and acted as the head of client reporting and relations. Earlier in his career, he had worked as a business process consultant at Taiwan Semiconductor Manufacturing Company (NYSE: TSM) from 2003 to 2006 and as an engineer at Pratt & Whitney, a subsidiary of United Technologies (NYSE: UTX) from 1999 to 2002.
Paul holds a Bachelor of Science degree in mechanical engineering from Massachusetts Institute of Technology (MIT) and a Master of Business Administration degree from Carnegie Mellon University’s Tepper School of Business. He is a CFA charterholder and a CAIA charterholder in addition to passing Series 3 and Series 65 certification exams.
Webinars:
Episode 10 "Views on Hedge Funds from Endowments and Foundations"
K2 Advisors & Franklin Templeton Solutions
Robert Christian, Senior Managing Director
Robert Christian is a senior managing director, co-head of the Investment Research & Management (IRM) team, K2 Investment Committee member, and K2 Management Committee member. He joined K2 Advisors in May 2010.
From 1990 to 1995, Mr. Christian worked as a global strategist and proprietary trader at Chase Manhattan Futures Corporation. In 1995, he founded Modoc Capital focusing on short-term futures trading. In 1997, Modoc entered into a joint venture with Stonebrook Capital Management LLC as a portfolio manager and researcher. From 1998 to 2003 Mr. Christian worked at Graham Capital Management LP as a portfolio manager and researcher of quantitative based trading strategies. From 2003 to 2005 he was the Head of Marco Strategies at Julius Baer Investment Management. From September 2005 to March 2010 he worked at FRM Americas LLC where he was the Global Head of Directional Trading Strategies and Portfolio advisor to numerous funds, including the award winning FRM Sigma.
Mr. Christian holds a B.A.S. in biology and economics from Stanford University (1985) and an M.B.A. in finance from Leonard N. Stern School of Business - New York University (1990).
Webinars:
Episode 8 "What are the Best Hedge Fund Strategies to Protect Capital During a Market Sell Off"
Lazard Asset Management
Christian Frei, CFA, Director, Portfolio Manager/Analyst
Christian Frei is a Portfolio Manager/Analyst on the Lazard Alternative Emerging Markets investment team and a member of the Alternative Emerging Markets Investment Committee. He is responsible for identifying Emerging Market and Frontier market specialist managers employing both alternative and traditional investment strategies to capture market inefficiencies and uncorrelated return streams across a range of asset classes and strategies. He began working in financial services in 1984 at Morgan Guaranty Trust Company in London in debt restructuring. From 1987 to 1989, Christian moved to JP Morgan Investment Management (JPMIM) in London as a buy-side research analyst. In 1989, he became the Head of JPMIM’s Singapore office, where he was responsible for managing Asia ex-Japan portfolios. In 1994, he became the deputy Managing Director JP Morgan’s Indian mutual fund joint venture, ICICI Asset Management. In 1996, Christian helped establish JP Morgan’s asset management joint venture in Korea, Samsung JP Morgan Investment Trust Management. He relocated to Seoul as Chief Investment Office and JP Morgan board member. In late 1997, Christian returned to New York as a portfolio manager in JPMIM’s Global Emerging Markets Group until late 1998 when he became Chief Investment Officer of JPMIM’s Hedge Fund Group. He joined Lazard Asset Management in 2001 as a co-founder of Lazard’s multi-manager hedge fund investment business. Christian is a BSc (Eng) in Biochemical Engineering from University College, London.
Webinars:
Episode 2 "Opportunities in Emerging Market Hedge Funds"
MassPRIM
Bill Li, CFA, CAIA, Director of Portfolio Completion Strategies
Bill C. Li is Director of Portfolio Completion Strategies at Massachusetts Pension Reserves Investment Management Board (MassPRIM), the USD 70 billion Massachusetts public pension plan. At MassPRIM, he is responsible for completion strategies investing and oversees approximately $10 billion in investments. Prior to this, he was a Senior Researcher at CoStar Portfolio Strategy in Boston and a Portfolio Analyst at Allianz SE in Frankfurt, Germany. Bill is also a Qualified Futures 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.
Webinars:
Episode 7 "Long Short Equity, Where are the Opportunities and What Makes a Good Manager?"
Mercer
Gurneet Sehmbhi, Private Equity Specialist
Gurneet Sehmbhi is a Private Equity Specialist at Mercer Alternatives based in London. Ms. Sehmbhi joined Pavilion Alternatives Group in 2015, which was acquired by Mercer in 2018.
Ms. Sehmbhi assists in the research of private markets opportunities primarily in Europe, in addition to supporting the European investment team on advisory-related work.
She has been in the financial services industry since 2015. Previously, Ms. Sehmbhi held internship positions at RRS Shares and Stock Brokers, India; Accelera Language; and Standard Chartered. Gurneet Sehmbhi holds a BSc in Economics from University of Warwick. She is a CFA® charterholder.
Webinars:
Episode 17 "Enhancing Diversity in the Alternative Investment Industry"
M Health Fairview
Casey Plante, CFA, Director, Investments
Casey Plante is Director of Investments for M Health Fairview, an integrated academic health system located in Minneapolis, MN. Mr. Plante oversees approximately $2.5 billion in operating, insurance and foundation assets, and over $3 billion in defined contribution assets, serving many different constituents within M Health Fairview with diverse investment needs. He is responsible for asset allocation and manager selection recommendations across all asset classes, including alternative investments, and oversees all investment operations. Mr. Plante has nearly 15 years of institutional investment experience and earned his MBA from the University of St. Thomas in St. Paul, MN.
Webinars:
Episode 20 "Growth of Alternative Investments with Healthcare Institutions"
MacArthur Foundation
Joe Rumph, CFA, Manager, Absolute Return and Fixed Income
Joe Rumph is responsible for portfolio construction and for evaluating strategies and portfolio risk.
He worked for five years as Associate Director, Investments at the Kresge Foundation in Troy, Michigan, where he sourced and evaluated investment opportunities across asset classes and worked with the team on tactical and strategic asset allocation and hedging strategies. He also worked as a Summer Analyst at Alyeska Investment Group, a long/short equity hedge fund in Chicago.
Joe recently received an MBA at the University of Chicago Booth School of Business and earned a BA in Economics and Philosophy from the University of Michigan. He is a Chartered Financial Analyst.
Webinars:
Episode 21 "Views on Hedge Funds From Endowments and Foundations"
MFA
Bryan Corbett, President and CEO
Bryan Corbett is MFA’s President and CEO. He is a veteran of Washington and Wall Street. For the past 12 years, he was a senior executive at The Carlyle Group, most recently as Managing Director in the Corporate Private Equity segment and Head of the firm’s OneCarlyle Global Investment Resources Group. In this role, Mr. Corbett and his team provided strategic and operational support to investment teams and portfolio companies across segments.
For the first half of his Carlyle tenure, Mr. Corbett managed U.S. government and regulatory issues affecting Carlyle, its investments and the industry. In this role, he developed legislative and regulatory strategies relating to all of Carlyle’s business segments, including private equity, credit and real estate. In addition to serving on the boards of several Carlyle portfolio companies, Mr. Corbett started the firm’s global corporate citizenship program focused on responsible investing, published Carlyle’s inaugural corporate citizenship report, and started the firm’s initiative to recruit and place diverse individuals on portfolio company boards in the U.S.
Prior to joining Carlyle, Mr. Corbett served in the George W. Bush Administration as a Special Assistant to the President for Economic Policy and as the Senior Advisor to Deputy Secretary Robert Kimmitt at the Treasury Department. He also served as Majority Counsel on the Senate Banking Committee.
Mr. Corbett earned his JD from George Washington University Law School, where he was editor-in-chief of the George Washington Law Review, and earned his BA from University of Notre Dame.
Webinars:
Episode 13 "State of the Hedge Fund Industry"
NEPC
Dulari Pancholi, CFA, CAIA, Principal, Director of Hedge Funds
Dulari’s investment career began in 2000 and she joined NEPC in 2006. Dulari leads NEPC’s hedge fund research and due diligence activities, in addition to providing consulting services for the non-traditional asset classes of NEPC’s various clients. Dulari is the Co-Head of NEPC’s Credit Beta Group which consolidates fixed income research efforts across all asset classes. She is also the Co-Head of NEPC’s Impact Investing Committee. Dulari is also frequent speaker at industry conferences on the topics of fixed income and Impact Investing.
Prior to joining NEPC in August of 2006, Dulari was Vice President of Operations of the Hedge Fund at Venus Capital Management. As Vice President, Dulari was independently responsible for all of the investment operations activity for two funds under management. Prior to that, Dulari was employed as a Research Associate at the Center for International Securities and Derivatives Market (CISDM). As a Research Associate, Dulari's responsibilities included understanding various databases, statistical models, software and analytical tools used for efficient financial analysis. While at CISDM, Dulari authored and co-authored several research papers, one of which was published in the Journal of Alternative Investments in the Spring of 2004. Prior to CISDM, she worked for Kotak Mahindra Asset Management Company in Mumbai, India. Her responsibilities included auditing cash flows and summarizing fund movements for fund managers.
Dulari received her M.B.A. from the University of Massachusetts, Amherst and holds L.L.B. and B.S. degrees from the University of Mumbai. Dulari has attained both of the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations. She is also a member of the Boston Security Analysts Society.
Webinars:
Episode 6 "Dislocations in the Credit Markets, How Can Investors Take Advantage?"
New Mexico Public Employees Retirement Association
Dominic J. Garcia, Chief Investment Officer
Dominic Garcia serves as Chief Investment Officer for the New Mexico PERA, a $16 billion pension system that serves over 90,000 members and provides over $1.1 billion in annual benefits. At New Mexico PERA, Dominic has led the effort to integrate a risk-based approach, separating Alpha and Beta in its investment philosophy, which has helped the system produce strong risk adjusted returns and exceed benchmarks. Dominic is a native of New Mexico and began his allocator career over 15 years ago at New Mexico PERA as a Deputy CIO and came back home to re-join the system in 2017 as CIO. In between, for nearly a decade, Dominic served on the Investment Committee and as a Senior Alpha Manager at the State of Wisconsin Investment Board (SWIB). Dominic has been a speaker at numerous industry events and he and his teams’ have received numerous industry-wide awards recognizing their innovative work. Dominic was also named 40 under 40 for three consecutive years by industry publications. Dominic is a member of the Santa Fe Community Foundation, Impact Investing Committee and a member of the Managed Funds Association (MFA) Institutional Investor Advisory Council. Dominic has degrees from the University of New Mexico and University of Chicago and lives in an old adobe home in Santa Fe, NM with his wife and three children.
Webinars:
Episode 12 "Use of Hedge Funds to Enhance the Risk Adjusted Returns of a Public Pension Fund Portfolio"
New Mexico Public Employees Retirement Association
Frank J. Mihail, CFA, CAIA, Director
Frank Mihail is a Director on New Mexico PERA’s Alpha Team where he leads portfolio management for long-short strategies (absolute return strategies in a portable alpha construct) and long-biased strategies (active management strategies across all asset classes).
Prior to joining New Mexico PERA, Frank spent seven years in private wealth management. Frank holds a B.S. in Mechanical Engineering from UC Santa Barbara and an MBA from UCLA Anderson School of Management.
Webinars:
Episode 19 "Part 2: Use of Alternative Investment Strategies to Enhance the Risk Adjusted Returns of a Pension Fund Portfolio"
Optima Fund Management
Erik Welle, Managing Director
Mr. Welle joined Optima in 2007 and currently serves as the firm’s International sector head with responsibility for manager allocations across Europe, Canada and global emerging markets with an emphasis on hedged equity and global macro allocations. Further, Mr. Welle is a member of the firm’s portfolio management committee. Prior to joining Optima, Mr. Welle was an equity analyst at Thompson, Siegel & Walmsley, a $19 billion investment management firm located in Richmond, Virginia. There he was a member of the energy and industrials group and responsible for both fundamental and quantitative analysis. Mr. Welle is a graduate of Washington and Lee University where he received a B.S. in Business Administration.
Webinars:
Episode 2 "Opportunities in Emerging Market Hedge Funds"
PAAMCO Launchpad
Jeff Willardson, CFA, CQF, Head of Investments
Jeff Willardson CFA, CQF is a Managing Director and Co-Managing Partner of the Firm’s Irvine office. He is currently Head of Investments for PAAMCO Launchpad, the firm’s early-stage manager seeding platform. Jeff is also the Portfolio Manager for several of the firm’s institutional custom hedge fund solutions. Throughout his career at PAAMCO Prisma, he has conducted research, due diligence and risk monitoring for managers across all PAAMCO strategies with an emphasis on credit strategies, emerging markets, and real estate. Prior to joining PAAMCO in 2007, Jeff spent five years at Goldman, Sachs & Co. in the Investment Management Division. He received his MBA (Dual Finance and Real Estate Major) from The Wharton School of the University of Pennsylvania, and he holds a BS in Management (Finance Major) from Brigham Young University.
Webinars:
Episode 1 "Employees Retirement System of Texas Emerging Hedge Fund Managers Program"
PAAMCO Prisma
Von Hughes JD, CAIA, Managing Director & Partner
Von Hughes JD, CAIA, Managing Director and Partner, joined PAAMCO in 2003. Von serves on the PAAMCO Prisma Executive Committee and manages both the firm’s global Strategic Advisory and Client Acquisition efforts. Von specializes in public pension plan governance, advising public pension trustees, investment committees and investment staffs on governance and internal resource management. He is the author of U.S. Public Pension Handbook: A Comprehensive Guide for Trustees and Investment Staff (McGraw-Hill, anticipated 2019), a practical guide for the public pension trustee specifically and pension professionals in general. Von is a frequent speaker on the topics of hedge fund program structure and public pension governance. He began his career at Goldman, Sachs & Co. in New York as an Associate in the Mergers & Acquisitions Group and then as a Vice President in the Equity Capital Markets Group. Von is a trustee of the Greenwich Roundtable, a non-profit research and educational organization for investors allocating to alternative investments. Von is a trustee of the National Association of Investment Companies, a Washington, DC-based trade association that serves as the largest network of diverse-owned and emerging private equity firms and hedge funds. He is also a Trustee of Northside Center for Child Development, a Harlem-based non-profit organization that provides early childhood development services in the NYC area. He received his JD from Harvard Law School, where he was selected as an editor of the Harvard Law Review, his MPP from the John F. Kennedy School of Government at Harvard University, and he holds a BA in Philosophy (cum laude) from Yale University.
Webinars:
Episode 17 "Enhancing Diversity in the Alternative Investment Industry"
RockCreek Group
Alifia Doriwala, Managing Director, Member of Management and Investment Committees
Alifia Doriwala is a Managing Director and Partner at RockCreek. She is a member of the firm’s Investment Committee and is involved in portfolio management, asset allocation and manager selection across alternative and traditional asset classes. RockCreek invests with a number of top-tier public and private managers as well as direct and co-investments on behalf of endowments, foundations, and pension funds. Prior to joining RockCreek, Ms. Doriwala was an Equity Arbitrage Trader at Wolverine Trading, L.P., where she was responsible for analyzing, modeling, and trading equity spreads resulting from corporate transactions. Prior to that, she was an Investment Banking Analyst in Merrill Lynch’s Financial Sponsor Group, where she assessed the suitability of potential targets for private equity portfolio companies. Ms. Doriwala graduated from Georgetown University magna cum laude with a B.A. in Economics and English and holds an M.B.A. in Finance and Marketing from New York University’s Stern School of Business. She is a Trustee Board Member and Member of the Investment and Finance committees at The Langley School.
Webinars:
Episode 9 "The Quest for Alpha: What Strategies Will Outperform in the Next 24 Months?"
Russell Investments
Cameron McVie, CFA, Head of Relative Value Strategies, Hedge Funds
Cameron McVie is Head of Relative Value strategies in the Investment Division, where he focuses on fixed income, credit, insurance-linked and quantitative equity strategies. Cameron is responsible for researching and recommending investment managers for use by Russell investment funds and consulting clients. He joined Russell in June 2010.
Prior to joining Russell, Cameron was most recently working for Logic 20/20, a Seattle-based consulting firm where he provided credit risk and financial analysis to technology companies. From 2005 to 2008, Cameron was a Director at BlackRock Alternative Advisors and at Quellos Capital Management (prior to their acquisition by BlackRock). He was responsible for hedge fund manager research, portfolio management and due diligence within the Absolute Return Strategies group, with a focus on fixed income and credit strategies.
Prior to Quellos, Cameron spent four years in London at GAM UK Ltd, and then at NewFinance Capital Partners, as an investment analyst focusing on fixed income arbitrage and macro hedge fund manager research. He began his career in Australia at Suncorp Metway Ltd, where he undertook external manager research for the wealth management division.
Webinars:
Episode 3 "Reinsurance for a Diversified Hedge Fund Portfolio"
Russell Investments
Cedric S. Fan, CFA, Senior Director, Head of Hedge Funds
Based in New York, Cedric Fan is the lead portfolio manager for Russell Investments’ hedge fund team. In this role, Cedric directly manages or oversees all multi-strategy and single-strategy hedge fund portfolios. Cedric also oversees the global hedge fund research team, which is composed of analysts in New York, Seattle, and London. The research team establishes and maintains ranks on all hedge fund products that are used in portfolios.
Prior to joining Russell Investments in 2004, Cedric worked at Bear Stearns in its risk management group. When he left Bear, he was serving as its first dedicated fixed income prime brokerage risk manager. Cedric began his career at the Federal Reserve Bank of New York.
B.S. (with distinction), Economics, University of Wisconsin-Madison M.A., Economics, New York University.
Webinars:
Episode 8 "What are the Best Hedge Fund Strategies to Protect Capital During a Market Sell Off"
Episode 15 "US Investors' Perspective: What Strategies will Outperform in the Next 24 Months?"
RVK, Inc.
Alexander Leiken, Manager Research Consultant
Alexander joined RVK in 2011 and is the Manager Research Consultant at our Portland office. He was promoted to Alternatives Manager Research Analyst in 2012, to a senior-level alternatives analyst in 2014, and to Manager Research Consultant in 2019.
Alexander’s primary responsibilities include leading RVK’s manager research efforts for Multi-Strategy Hedge Funds, CTAs, and Funds of Hedge Funds, as well as advising clients with respect to hedge fund portfolio construction.
Prior to joining RVK, he spent nine months at Fisher Investments working as a Client Services Associate. Alexander was able to gain valuable experience acting as the department’s custodian Point of Contact while working with Fisher’s Investment Counselors to service high-net-worth clients. He graduated from the University of Oregon with a Bachelor of Science degree in Economics. Alexander was an active member of the University of Oregon Investment Group, which manages roughly $1 million across three portfolios.
Webinars:
Episode 15 "US Investors' Perspective: What Strategies will Outperform in the Next 24 Months?"
South Carolina Retirement System Investment Commission
Justin Young, CAIA, Senior Investment Officer
Justin Young is a Senior Investment Officer at the South Carolina Retirement System Investment Commission where is responsible for management of the $4bn portable alpha program. Justin joined RSIC in 2012 and during his nine years has previously covered a variety of asset classes including: commodities, fixed income, equity options and other opportunistic investments. Prior to joining RSIC Justin worked as a Research Analyst at Bridgewater Associates. Justin received his BS in Finance and Economics from the University of South Carolina Honors College and is a CAIA charter holder.
Webinars:
Episode 18 "Part 1: Use of Alternative Investment Strategies to Enhance the Risk Adjusted Returns of a Pension Fund Portfolio"
State of Wisconsin Investment Board
Derek Drummond, CAIA, Portfolio Manager Alpha Funds
Derek Drummond, CAIA, is the Portfolio Manager for the Funds Alpha team at the State of Wisconsin Investment Board (SWIB). The Funds Alpha team overseeing approximately $20B in assets. Derek and his team are responsible for the sourcing, evaluation and implementation of external investment managers across both traditional and alternative investment strategies. Derek has over 19 years of experience developing and implementing investment structures for both asset owners and managers, including developing portfolio construction, analytics and risk management frameworks, and establishing manager due diligence and evaluation processes.
Webinars:
Episode 5 "Are Commodity Trading Advisors (CTAs) Additive for a Diversified Hedge Fund Portfolio, and if so, What Needs to be Considered?"
State of Wisconsin Investment Board
Jason Rector, CFA, Managing Analyst
Derek Drummond, CAIA, is the Portfolio Manager for the Funds Alpha team at the State of Wisconsin Investment Board (SWIB). The Funds Alpha team overseeing approximately $20B in assets. Derek and his team are responsible for the sourcing, evaluation and implementation of external investment managers across both traditional and alternative investment strategies. Derek has over 19 years of experience developing and implementing investment structures for both asset owners and managers, including developing portfolio construction, analytics and risk management frameworks, and establishing manager due diligence and evaluation processes.
Webinars:
Episode 19 "Part 2: Use of Alternative Investment Strategies to Enhance the Risk Adjusted Returns of a Pension Fund Portfolio"
State of Wyoming
Matt Smagacz, CFA, FRM, Senior Investment Officer
Matthew Smagacz, CFA, FRM is the Senior Investment Officer of the Wyoming State Treasurer’s Office where he is integral in managing the $20 billion sovereign wealth portfolio. He has fifteen years of buy-side experience, specializing in alternatives and fixed income. He holds a BSBA in Finance from Washington University in Saint Louis and is a member of the Global Association of Risk Professionals, the CFA Society of Chicago, the CFA Society of Colorado and the CFA Institute.
Webinars:
Episode 11 "Emerging Managers: How to do it, Where they Fit, and Why?"
Episode 18 "Part 1: Use of Alternative Investment Strategies to Enhance the Risk Adjusted Returns of a Pension Fund Portfolio"
Teacher Retirement System of Texas
Steven Wilson, CAIA, Senior Portfolio Manager, Public Markets
Steven Wilson is a Senior Portfolio Manager in the Public Markets group at the Teacher Retirement System of Texas, a $150 billion pension system serving 1.7 million active and retired educators and their families. Mr. Wilson is responsible for the $6.3B 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 in 2006, and holds the CAIA designation.
Webinars:
Episode 3 "Reinsurance for a Diversified Hedge Fund Portfolio
Episode 5 "Are Commodity Trading Advisors (CTAs) Additive for a Diversified Hedge Fund Portfolio, and if so, What Needs to be Considered?"
Teachers' Retirement System of Illinois
Brian Payne, CAIA, Investment Officer
Brian Payne started his career at Fortigent, a DC-based OCIO for RIAs, focusing on alternative investment due diligence, capital market research and model portfolio management. Following his time on the investment consulting side, Brian joined the buy side as a trader and researcher for Potomac River Capital, a discretionary global macro hedge fund. Brian is currently a PM/Senior Analyst for the Teachers’ Retirement System of Illinois where he manages $5bn+ in assets across hedge fund, alternative risk premia and risk parity strategies.
Webinars:
Episode 5 "Are Commodity Trading Advisors (CTAs) Additive for a Diversified Hedge Fund Portfolio, and if so, What Needs to be Considered?"
Texas Tech University System
Dan Parker, Deputy Chief Investment Officer
Dan Parker is the Deputy Chief Investment Officer for Texas Tech University, and is based in Austin, Texas. In this role, he shares broad responsibility for policy, strategy, asset allocation, structure and processes across the organization and the portfolio, in addition to driving the endowment’s investments in public and private equity, diversifying and absolute return strategies, real assets and natural resources. Before relocating to Austin to join Texas Tech, Dan worked in New York as an Investment Officer with Helmsley Charitable Trust, as a Vice President in private equity with BlackRock and as an Associate in investment banking at Citigroup. He began his career serving as a US Marine, where he commanded infantry and reconnaissance units. He holds degrees from Tulane University and The College of William and Mary.
Webinars:
Episode 10 "Views on Hedge Funds from Endowments and Foundations"
The World Bank
Mohamed Farid, Principal Portfolio Manager - Hedge Funds
Mohamed Farid is a Principal Portfolio Manager, managing $3 billion portfolio of the absolute return strategies at the World Bank Pension Fund in Washington D.C. He has extensive experience investing directly in hedge funds and he is an active member of the Investment Committee of the Pension Plan of the World Bank. Prior to joining the World Bank Pension Fund, Mohamed worked for Deloitte & Touche and KPMG financial consulting groups. Mohamed started his career in commercial banking and worked in several positions in Treasury and Trade finance functions. He holds a Master’s degree from the Johns Hopkins University in International economics and political science as well as Master’s degree in Banking and Finance from Finafrica foundation in Milan, Italy.
Webinars:
Episode 12 "Use of Hedge Funds to Enhance the Risk Adjusted Returns of a Public Pension Fund Portfolio"
Episode 18 "Part 1: Use of Alternative Investment Strategies to Enhance the Risk Adjusted Returns of a Pension Fund Portfolio"
Tiff Investment Management
John Sinclair, Managing Director
John Sinclair joined TIFF in 2018 and serves as a Managing Director, overseeing Diversifying Strategies. He is primarily responsible for hedge fund investments in TIFF’s absolute return program and comprehensive portfolios. He also is a member of TIFF’s Investment Committee. Before joining TIFF, Mr. Sinclair founded Infusion Global Partners, a hedge fund of funds; founded Abundant Venture Partners, an early stage venture capital firm and startup incubator; served as Managing Director of Research at Fidelity Management and Research Co.; and held senior equity analyst and portfolio manager positions at firms including Sanford C. Bernstein and Montgomery Asset Management. He received a BA in History and Economics from Colgate University and an MA in International Affairs from Columbia University. Mr. Sinclair attended the Middlebury College language program and is fluent in Japanese.
Webinars:
Episode 11 "Emerging Managers: How to do it, Where they Fit, and Why?
UBS
Edo Rulli, Director of Research, UBS Hedge Fund Solutions, Managing Director
Edoardo is primarily responsible for directing cross-strategy research across the team's global investment team. His position also entails carrying out research and due-diligence on hedge funds as well as monitoring existing and prospective investments. Edoardo is a Senior Manager Function Holder for UBS AM (UK) Limited Board.
Before re-joining UBS in 2016, Edoardo was Head of Research at Falcon Money Management where he joined as partner in 2009.
Prior to that in 2008, he was Director at UBS A&Q AIS, the predecessor unit of HFS in London. Before that, Edoardo was a senior analyst at Tremont Capital Management in London in 2004, a multi-billion fund of funds. He started his career as an analyst in 2001 at Rasini & C. researching European and Asian hedge funds.
Webinars:
Episode 14 "European Investors' Views on Hedge Funds: What Strategies are Seeing the Most Demand and Which are Expected to Outperform?
UCLA Investment Company
Ray Schleinkofer, CFA, Investment Director
Ray joined UCLA Investment Company in 2019 bringing nearly 25 years of experience in the investment management industry, including 14 years sourcing and selecting managers across asset classes. Ray is responsible for marketable investments with a specific focus on the long only and multi-strategy asset classes. Most recently, Ray was the Senior Portfolio Manager for external managers in the traditional asset classes at the Pennsylvania Public School Employees’ Retirement System (PSERS). In this capacity, Ray had responsibility for over $19 billion of external manager mandates across 30 strategies. Prior to joining PSERS, Ray served as the CIO of ViosCapital, a single-family office in suburban Philadelphia where Ray hired over 40 investment managers around the globe in both traditional and alternative asset classes. In each of these roles Ray was critical in developing the infrastructure and investment processes of institutional investment offices. Earlier in his career, Ray spent 10 years in equity research at firms including Thomas Weisel Partners and SG Cowen. Ray is a graduate of the Wharton School of Business and a holder of the CFA designation.
Webinars:
Episode 11 "Emerging Managers: How to do it, Where they Fit, and Why?"
Episode 21 "Views on Hedge Funds from Endowments and Foundations"
UJA - Federation of New York
Devana Cohen, CFA, Chief Investment Officer
Devana Cohen is the Chief Investment Officer for the UJA-Federation of New York’s Endowment and Retirement Plans. Prior to joining UJA-Federation of New York in 2013, Ms. Cohen spent five years managing public market investments at the Ford Foundation and The California Endowment. Ms. Cohen was an Asset-Liability Manager at Toyota Motor Sales where she also served as a member of the investment team that managed the pension plan assets. Prior to starting a career in investments, she was as a Design Engineer developing semiconductor devices for International Rectifier. Ms. Cohen graduated from University of California at Berkeley with dual BS degrees in Chemistry and Chemical Engineering and earned an MBA from the UCLA Anderson School of management specializing in Finance and Entrepreneurial Studies. Ms. Cohen is a CFA charterholder.
Webinars:
Episode 11 "Emerging Managers: How to do it, Where they Fit, and Why?"
United Nations Pension Fund
Herman Bril, Director of Investments
Herman Bril joined the UNJSPF as Director in June of 2016.
With 25 years of experience in international financial institutions in multiple countries, Mr. Bril possesses broad level expertise encompassing asset management, pension funds, life insurance, investment banking, derivatives trading and treasury operations.
Most recently, he served as Group CFO and Managing Director Cardano Risk Management, with postings in London, Rotterdam and Amsterdam over six and a half years. Prior to Cardano, Mr. Bril was Senior Vice President, Head of Treasury and Capital Management at Aegon NV and Head of Asset Management and Chief Investment Officer of Syntrus Achmea Asset Management, where he was responsible for Dutch pension funds with assets under management totaling Euro 45 billion. Mr. Bril spent 3 years as the Head of Treasury at FGH Bank and trustee of FGH Bank’s pension fund. He started his career as a fixed income derivative trader for ABN AMRO, Dresdner Bank and Deutsche Bank in Amsterdam, Frankfurt and London.
Mr. Bril graduated from the Free University in Amsterdam with a Masters in Economics. Additionally, he graduated from INSEAD where he earned a diploma in Consulting and Coaching for Change. Mr. Bril recently completed a Masters degree in Studies in Sustainability Leadership from the University of Cambridge.
Webinars:
Episode 16 "Trends in ESG Investing"
University of Nebraska Foundation
Brian Neale, Vice President of Investments
Brian Neale is the vice president of investments at the University of Nebraska Foundation. he has more than 20 years of institutional investment experience and currently is responsible for management of more than $2.8B of investable assets. In this role, his principal duties include establishing long-term asset allocation policies and short-term tactical tilts, manager research and selection, portfolio construction, compliance and oversight, and serving as principal investment liaison to the Foundations Investment Committee and Board of Directors. Executive management responsibilities include leading the investment office as well as serving as a member of the Foundations Executive Leadership Team. Neale also has direct P&L responsibility as the sole portfolio manager for more than $550M of internal capital. He holds an MBA from the College of William and Mary and a B.A. from the Virginia Military Institute.
Webinars:
Episode 10 "Views on Hedge Funds from Endowments and Foundations"
Weinberg Foundation
David Gilmore, CAIA, Deputy Chief Investment Officer
David Gilmore joined The Harry and Jeanette Weinberg Foundation in 2014 to help start and build their investment office. The Foundation has approximately $2.9 billion in assets and distributes $130 million in grants each year. The portfolio is invested across all asset classes including hedge funds, private equity, venture capital and real assets. David is responsible for the design and implementation of the Foundation’s strategic and tactical asset allocation, investment manager selection, risk management, and market research.
Prior to joining the Foundation, David helped start The Ohio State University investment office in 2009 and served in several senior roles. The investment office was responsible for the investment management of the University’s $3.4 billion long-term investment pool. David was previously a partner at Gerber/Taylor Capital Advisors, Gerber/Taylor is an independent investment advisory firm. During his tenure the firm consulted on over $20 billion in assets and managed over $3 billion in discretionary fund of funds mainly focused on hedge funds and private equity investments. David earned his BBA from Baylor University and an MBA with a concentration in Finance from the University of Memphis. David holds the Certified Financial Planner™ professional (CFP®) designation and the Chartered Alternative Investment Analyst (CAIA) designation.
Webinars:
Episode 21 "Views on Hedge Funds from Endowments and Foundations"
Wilshire Associates
Cian Desmond, Portfolio Manager, Vice President - Alternative Investments
Cian Desmond is a Portfolio Manager, AVP – Alternative Investments at Wilshire Associates with responsibility for investment research, strategy and portfolio management across multiple types of alternative investments, including alternative income, specialty hedge funds, private real assets and private credit. Before joining Wilshire, Mr. Desmond worked as Director of Research at Shepherd Kaplan Krochuk LLC in Boston with primary responsibility for developing investment strategy, alternative investment research, and manager selection. Mr. Desmond is a CFA Level III candidate and received a BS in Finance from Wake Forest University.
Webinars:
Episode 15 "Us Investors' Perspective: What Strategies will Outperform in the Next 24 Months?"
Xponance
Tina Byles Williams, CEO, CIO & Founder
Ms. Tina Byles Williams is currently the Chief Executive Officer (CEO), Chief Investment Officer (CIO), Director, and Chairman of the Board of Directors for Xponance, Inc. Xponance is the successor firm representing the integration of two legacy firms, FIS Group and Piedmont Investment Advisors. Ms. Byles Williams is the lead portfolio manager of the firm's active global equity strategies and chairs the Investment Committee for Multi-Manager strategies. She has over 30 years of investment experience. Before founding Xponance and its predecessor firm FIS Group, Ms. Byles Williams was a principal and senior consultant with the investment consulting firm WHP, Inc. Ms. Byles Williams sits on numerous boards and is well regarded and frequently quoted for her insights on the investment management industry, emerging or entrepreneurial managers and global and emerging market equities.
Webinars:
Episode 17 "Enhancing Diversity in the Alternative Investment Industry"
Yale New Haven Health
Bill Camelio, Senior Investment Strategist
Bill Camelio, Senior Investment Strategist with Yale New Haven Health since December 2014. Previously, Mr. Camelio served as senior associate at Segal Rogerscasey and investment specialist at Prudential Financial, among other positions. Mr. Camelio also holds the title of pension commissioner for the Town of Wallingford, CT. Mr. Camelio holds a B.A. in finance from Merrimack College and an MBA in finance from Northeastern University.
Webinars:
Episode 20 "Growth of Alternative Investments with Healthcare Institutions"