Academy For Institutional Investor

FINAL AGENDA AS OF 9-17-22
October 25-26, 2022

Fall Investment Academy Forum
The Umstead Hotel & Spa
Cary, North Carolina
FOR MORE INFORMATION ON BECOMING PART OF OUR COMMUNITY:

https://www.academyforinstitutionalinvestors.org/
FALL INVESTMENT ACADEMY FORUM; THE UMSTEAD HOTEL & SPA, CARY, NC; OCTOBER 25-26, 2022
AII EDITORIAL COMMITTEE
THANK YOU FOR YOUR FRIENDSHIP AND CONTINUED COMMITMENT TO OUR MISSION!
The Editorial Content Committee help set the direction and develop the cutting-edge timely topics and themes for all
programming. The Committee assists the Academy in the recruitment of speakers, drives the development of the content,
helps select the manager members and acts as an informal advisory board and strategic resource. Our goal as a committee is
to keep the investment community abreast of industry practices on a “real-time” basis and to sharpen the understanding of
critical factors impacting long-term investment ideas leading to better returns. Academy for Institutional Investors (AII) helps
allocators to make more informed portfolio decisions by connecting them in-person with their peers from similar institutions.
Members can always speak candidly because we prohibit the press from attending our programs allowing asset owners and the
speaker faculty to share confidential information while on stage or leading small groups. Editorial Committee Members do their
best to participate in at least one Academy forum each year.
THANK YOU TO OUR AMAZING FALL FORUM SPONSORS FOR YOUR COLLABORATION, CONTRIBUTION &
COMMITMENT TO THE INSTITUTIONAL INVESTOR COMMUNITY!
FEATURED LEAD SPONSORS
COLLABORATING SPONSOR
CONTRIBUTING SPONSORS
OTHER SUPPORTERS
DAY ONE - TUESDAY, OCTOBER 25, 2022
8:30 am – 10:00 am –
“Allocator Only” Pre-Conference – Breakfast Meet-Up
__________________________________________________________________________________________________
10:15 am – 11:00 am
Main Conference Registration & Networking Time at The Umstead Hotel, Cary, North Carolina
Website: https://www.theumstead.com/
Address: 100 Woodland Pond Drive, Cary, NC 27513
Phone: 919.447.4000
Closest Airport: (RDU) Raleigh-Durham International Airport (10-minute drive to Umstead Hotel)
Attire: Business Casual
__________________________________________________________________________________________________
11:00 am – 11:15 am
Welcome to the Fall Investment Academy Forum 2022 & Introduction to Forum Co-Chairs
Forum Host: Andrea Szigethy, Founder, CEO & President, Academy for Institutional Investors, LLC
Fall Forum Co-Chairs:
Katherine Molnar, CIO, Fairfax County Police Officers Retirement System
Liza Scott, Assistant Treasurer/Director of Asset Management, Dominion Energy, Inc.
__________________________________________________________________________________________________
11:15 am – 11:45 am
Opening Keynote Address: The Dynamics of Passive Investing and Its Impact on Market Structure
Passive investing has rapidly become the default option for new asset purchases in the market. What are the
consequences of passive, rules-based investing behavior, and does this activity portend the potential for extremes in
both directions?
Keynote Speaker:
Michael Green, Portfolio Manager & Chief Strategist, Simplify Asset Management
__________________________________________________________________________________________________
11:45 am – 12:15 pm
LP Interview with Michael Green & Questions from the Academy Community
Interviewers:
Katherine Molnar, Chief Investment Officer, Fairfax County Police Officers Retirement System
Andy Spellar, Chief Investment Officer, Fairfax County Employees’ Retirement System
__________________________________________________________________________________________________
12:15 pm – 1:15 pm
Special Keynote CIO Fireside Chat (Session Topic Currently Under Development)
Moderator: Donna Snider, Chief Investment Officer, Hackensack Meridian Health
Keynote Panelists: Amy Diamond, Chief Investment Officer, USC - University of Southern California
Kim Lew, President & Chief Executive Officer, Columbia Investment Management Company
TUESDAY, OCTOBER 25, 2022 (Continued)
1:15 pm – 2:30 pm
Networking Luncheon on the Umstead Ballroom Terrace
__________________________________________________________________________________________________
2:30 pm – 3:15 pm
After Lunch Keynote with Jason DeSena Trennert – Topic TBD
Keynote Speaker: Jason Trennert, Chairman & Chief Investment Strategist, Strategas
__________________________________________________________________________________________________
3:15 pm – 3:30 pm
An LP Interview & Q&A with Jason DeSena Trennert
Interviewer: Susanne Gealy, Senior Director, CommonSpirit Health
__________________________________________________________________________________________________
3:30 pm – 4:30 pm
The Biotech Revolution: Healthcare Innovation & Investment Opportunities
What are the investment opportunities in Biotech and Healthcare Innovation and how do you go about picking the
winners? Is now the time to invest in this space?
Moderator: Mike Condon, Head of Portfolio Management, Fund Evaluation Group (FEG)
Panelists: James W. Brush, M.D., General Partner & Portfolio Manager, Frazier Life Sciences
Eli Casdin, Chief Investment Officer, Casdin Capital
Elise Wang, Partner, Deerfield
______________________________________________________________________________________________________
4:30 pm – 5:00 pm
Afternoon Networking Break on the Umstead Ballroom Terrace
________________________________________________________________________________________________
5:00 pm – 5:45 pm
Impact Investing – What’s Attainable & Why Bother?
Does ESG impact investing mean giving up returns? How are LPs evaluating the opportunities and tradeoffs? What are
the Private and Public opportunities? Greenwashing is everywhere! Do I have to divest from carbon? How are investors
making underlying portfolio decisions that fit their programs? This session will look at the returns, impact realities &
myths of ESG investing.
Moderator: David Jeffrey, Partner, London, StepStone
Panelists:
Kunle Apampa, Director & Head of Client Advisory & Partnerships, Capricorn Investment Group
Susanne Gealy, Senior Director, CommonSpirit Health
Lauren Taylor Wolfe, Managing Partner, Impactive Capital
TUESDAY, OCTOBER 25, 2022 (Continued)
5:45 pm – 6:30 pm
Global Investment Opportunities Outside of the U.S. (India, China, SE Asia & Beyond)
Moderator: Michael Green, Portfolio Manager & Chief Strategist, Simplify Asset Management
Panelists: Celia Dallas, Chief Investment Strategist, Cambridge Associates
Saurabh Mukherjea, Founder & Chief Investment Officer, Marcellus Investment Managers
John Pinkel, Portfolio Manager & Partner, Indus Capital
_______________________________________________________________________________________________________
TUESDAY, OCTOBER 25, 2022

Networking Reception & Dinner Party!
6:30 pm – 10:00 pm
Umstead Hotel Bar Lounge & Outdoor Terrace
ATTIRE: DRESS CASUALLY & COMFORTABLY – JEANS ENCOURAGED!

We have taken over the entire Umstead Hotel to hold this very special event! For the first time since we have been
holding our forums at this hotel we have been given the opportunity to utilize the main hotel bar and lounge and
outdoor areas for our flagship dinner party! You don’t want to miss this extraordinary special evening planned by The
Academy for Institutional Investors and our Forum Sponsors! Come hungry as there will be plenty of dinner options and
cocktails to enjoy! Our welcome reception & networking dinner party is a time dedicated to having fun in a casual
atmosphere and catching up with old friends while making many new connections with everyone in our AII Community!
Come join us for some live music, great food, and networking!
DAY TWO - WEDNESDAY, OCTOBER 26, 2022
7:30 am – 9:00 am
Allocator “Closed Door” Breakfast Meet-Up
This closed-door breakfast session creates the opportunity for LPs to come together to discuss the challenges they face
and brainstorm solutions in an intimate, informal atmosphere. The interactive format allows time for candid conversations
and enables participants to collaborate with one another. This is a great time for allocators to reconnect with one another
and meet new members.
Breakfast Table Facilitators:
J.P. Boyd, Director of Investments, Golden LEAF Foundation
James W. Brush, M.D., General Partner & Portfolio Manager, Frazier Life Sciences
Celia Dallas, Chief Investment Strategist, Cambridge Associates
Christine Kelleher, Chief of Investments, National Gallery of Art
Emily Sumner, Chief Investment Officer, Gilder Office for Growth
Mark Steed, Chief Investment Officer, Arizona PSPRS Trust
_________________________________________________________________________________________________
8:00 am – 9:00 am
Continental Breakfast for all Other Attendees
_______________________________________________________________________________________________________________________________________
Day Two Main Forum Begins

9:15 am – 10:15 am - Opening Keynote Address
The End of the World is Just the Beginning: Mapping the Collapse of Globalization
(Final Topic will be decided as we get closer to the Fall Forum)
Peter Zeihan is a geopolitical strategist, which is a fancy way of saying he helps people understand how the world works.
Peter combines an expert understanding of demography, economics, energy, politics, technology, and security to help
clients best prepare for an uncertain future. Over the course of his career, Peter has worked for the US State Department
in Australia, the DC think tank community, and helped develop the analytical models for Stratfor, one of the world’s premier
private intelligence companies. Peter founded his own firm — Zeihan on Geopolitics — in 2012 in order to provide a select
group of clients with direct, custom analytical products. Today those clients represent a vast array of sectors including
energy majors, financial institutions, business associations, agricultural interests, universities and the U.S. military. With a
keen eye toward what will drive tomorrow’s headlines, his irreverent approach transforms topics that are normally dense
and heavy into accessible, relevant takeaways for audiences of all types. Peter is a critically-acclaimed author whose first
two books — The Accidental Superpower and The Absent Superpower — have been recommended by Mitt Romney, Fareed
Zakaria and Ian Bremmer. His latest third title, Disunited Nations: The Scramble for Power in an Ungoverned World became
available in March 2020. Peter’s fourth book, The End of the World is Just the Beginning: Mapping the Collapse of
Globalization, became available in June 2022.
Keynote Speaker: Peter Zeihan, Geopolitical Strategist, Zeihan on Geopolitics & Author - The End of the World is Just
the Beginning: Mapping the Collapse of Globalization
DAY TWO - WEDNESDAY, OCTOBER 26, 2022 (Continued)
10:15 am – 11:00 am
How to Access Returns Through Litigation Finance & Other Uncorrelated Strategies
Learn what attracted both Eva Shang and Brandon Baer to building both of their firms within this very unique space.
Why did they both decide to pursue this type of investing on the inefficient side of the market? Dip Financing, legal
financing, bankruptcy, etc. How do you provide access to high-quality litigation finance assets in an increasingly
expanding market? How do you get exposure to this asset class? Hear from two very distinguished managers who have
very different stories along with LPs who are currently active in this space. In addition, hear from Boris Ziser on how
funding remains a strong investment in the face of rising inflation and interest rates.
Moderator: Mark E. Roberts, Chief Investment Officer, Ironsides Asset Advisors
Panelists:
Brandon Baer, Founding Partner & CIO, Contingency Capital
David Gilmore, Chief Investment Officer, The Harry and Jeanette Weinberg Foundation
Eva Shang, Co-Founder & Chief Executive Officer, Legalist
Boris Ziser, Partner & Co-Head of Structured Finance & Derivatives, Schulte Roth & Zabel LLP
______________________________________________________________________________________________________________________________________
11:00 am – 11:30 am
Afternoon Networking Break on the Umstead Ballroom Terrace
____________________________________________________________________________________________
11:30 am – 12:15 pm
Conversation with CIO’s: Building an Alternative Investment Program from Scratch
Moderator: Michael Reist, Director, Avec Capital
Panelists: Judy Chambers, Managing Principal, Private Markets Consultant, Meketa Investment Group
Andrew Palmer, Chief Investment Officer, Maryland State Retirement & Pension System
_________________________________________________________________________________________________
12:15 pm – 1:00 pm
How are the Dynamics of Real Estate Changing for Investors?
What investment trends are impacting both investors and managers in the current economic landscape? Why is it
important to think differently about the entire real estate ecosystem? What are the inflation nuances and the growth
areas of Real Estate? What are the opportunities in both public and private real estate and the benefits and challenges
of each? How do you access emerging early-stage real estate managers? How does DEI and ESG play into your decision-
making process when investing in a RE Manager?
Moderator: Dan Ward, Chief Investment Officer, Virginia Tech Foundation
Panelists: Brad Creel, Director of Real Estate Investments, Lockheed Martin Investment Management Co.
Larissa Herczeg, Managing Partner, CIO – Seeding & Strategic Capital, Oak Street Real Estate Capital
Michael Simanovsky, Managing Partner & Chief Investment Officer, Conversant Capital
______________________________________________________________________________________________________________________________________
1:00 pm – 2:00 pm
Networking Luncheon on the Umstead Ballroom Terrace
_________________________________________________________________________________________
DAY TWO - WEDNESDAY, OCTOBER 26, 2022 (Continued)
PICK UP A GLASS OF WINE OR BEER ON YOUR WAY BACK FROM LUNCH!
_________________________________________________________________________________________________
2:00 pm – 2:45 pm
Opportunities in Digital Assets: Understanding the Real World & What Should Investors Consider?
How are institutional investors adopting digital currencies and implemented them into their portfolios? Should LPs and
GPs dive into crypto? What are the current opportunities and challenges when it comes to the metaverse, gaming and
NFTs? How will regulation take shape over the next few years? This panel of experts will discuss real life examples and
what you need to know if you are entering this space.
Moderator: Katherine Molnar, CIO, Fairfax County Police Officers Retirement System
Panelists: Steve Binetter, Portfolio Manager, Marshall Wace
Tracy Fong, Partner – Private Markets Investment Due Diligence Analyst, Albourne Partners
Thejas Nalval, Co-Founder & CIO, Parataxis Capital Management
Chris Solarz, CIO of Digital Assets, The Forest Road Company
_________________________________________________________________________________________________
2:45 pm – 3:30 pm
Allocating & Diligence to Early-Stage Venture Investing
Moderator: Kate Sidebottom Simpson, Principal, TrueBridge Capital
Panelists: Lisa Cawley, Fund Investments, Knollwood Investment Advisory
McKeever “Mac” Conwell II, Founder & Managing Partner, RareBreed Ventures
Brian Garrett, Co-Founder, Crosscut Capital
Dana Johns, Senior Portfolio Manager, Private Equity, Maryland State Retirement & Pension System
Jamie Rhode, Vice President, Verdis Investment Management
__________________________________________________________________________________________________
3:30 pm – 4:10 pm
Part I: Keynote Closing Address: Still Fed Up: Weathering the Recession Storm
Forty years is a long time. Most in the world of investing and finance have not been in the industry in a time of inflation
and the aggressive Federal Reserve policy it invites. Yesteryear’s playbook is irrelevant against such a backdrop.
Investors must plan accordingly with an eye to monetary policy and a realistic view on how prolonged the current
recession will be as well as the opportunities that will arise as recovery is pondered.
Keynote Speaker: Danielle DiMartino Booth, CEO & Chief Strategist, Quill Intelligence
4:10 pm – 4:30 pm
Part II: Fireside Chat with Danielle DiMartino Booth
Interviewer: William Heard, Founder, CEO & CIO, Heard Capital
_____________________________________________________________________________________________________________________________________
4:30 pm - Closing Remarks – End of The Fall Investment Academy Forum 2022
Complimentary Shuttle Bus to (RDU) Raleigh Durham Airport will Depart the Umstead Hotel at
4:50 pm and 5:15 pm. Please email Carey Jaquez cjaquez@academyforinstitutionalinvestors.org if
you would like to reserve a seat on one of our complimentary airport shuttles.
.
ABOUT THE ACADEMY FOR INSTITUTIONAL INVESTORS (AII)
Academy for Institutional Investors, LLC (AII) is a boutique, woman owned, non-commercial
educational investment conference provider offering intimate roundtable discussions (The
Academy’s Allocator Investment Huddles) and mid-sized member forums (Fall & Spring Forums)
for senior investment decision-makers from leading endowments, foundations, pension funds,
healthcare, insurance, single family offices (SFOs), multi-family offices (MFOs), OCIOs,
consultants, asset management firms and other financial institutions. The Investment Institute
(TII) was originally founded in 2008 specifically to educate institutional investors and managers
in North Carolina as well as the surrounding southeastern states. In 2016, TII expanded to
include allocators and managers from around the country, while still maintaining a strong
emphasis on the southeast where our roots were formed. In March of 2021, Andrea Szigethy
decided to re-brand TII to a new name Academy for Institutional Investors (AII). The Academy
features some of the most well-known experts, leading asset owners, as well as policy makers,
Andrea Szigethy economists, research strategists, leadership authorities, money managers and some of the
Founder, CEO & President most prominent institutional investors from around the country bringing them together for
Academy for Institutional face-to-face conversations and debates in unique venues in the Southeast. The programs cover
complex issues surrounding the financial industry and the speaker faculty analyzes risk while
Investors, LLC
revealing many opportunities in the current market environment. A hallmark of the Academy
is that the number of allocators who attend will always surpass the number of managers at
each program. Exchanging information and “trading notes” with one another at our allocator
breakfast discussions, truly sets the Academy apart from other conference organizations. (AII)
limits attendance at our Fall & Spring Member Forums, to less than 250 participants to enable
members to meet everyone while sharing their intellectual knowledge with one another.
A Little About Andrea’s Background:

Andrea Szigethy has been working as an educator in the financial sector bringing investment professionals together for close to 25 years. Prior to
entering the investment world, Andrea produced pharmaceutical conferences for 4 years where she first realized her love for running events,
connecting senior executives with one another, building networks and researching hot industry topics to develop high quality content for her
audiences. Andrea has decades of experience helping her clients to strengthen bonds with one another in a relaxed, friendly, non-sales type of
atmosphere, fostering an environment to learn and connect in a way that promotes lifelong relationships, trust and friendship among one
another. To Andrea the most fulfilling part of her career has been to connect investment professionals together on a much more “human-level”
enabling work colleagues to become dear friends to feel more comfortable doing business together. High-caliber investment education, sophisticated
investor attendees and in-depth fun networking are the key components of The Academy’s mission. At the end of every event, you will leave with a
head full of new ideas and a handful of new friends that will feel like your extended family year after year. Academy for Institutional Investors offers
new members into our circle of family friends at each event while striving to keep the community to a small niche group of sophisticated investors
with a limited number of managers and service providers. Previously, Andrea was the Founder of The Investment Institute (TII) in 2008 (today it is
rebranded to the Academy for Institutional Investors (AII). Andrea also spent many years as a Partner and Director of Marketing and Branding for
Morgan Creek Capital Management from 2006-2016 where she led the branding, public relations, client education, events and marketing efforts for
the firm. Andrea is one of the founding members of the North Carolina Chapter of 100 Women in Finance. Andrea serves on the Advisory Board for
the CFA Society of NC. In her earlier career, Andrea was the President of NMS Management, Inc., a NY based educational investment conference
company providing unbiased forums for endowments, foundations, family office executives and high net worth individuals. Andrea spent six years
at NMS in positions of increasing responsibility, concluding in her role as President of the firm. Prior to that, Andrea had six years of conference
management to include supervision and development across marketing and operations functions in multiple market sectors including the healthcare,
biotech and pharmaceutical industries. Andrea received her Bachelor of Arts Degree with a dual concentration in Business Administration and
Psychology from the State University of New York at Albany and continuing credits towards a Masters in Social Work from Adelphi University. Outside
of work, Andrea enjoys spending time at concerts and Broadway shows and playing golf with her husband Rich. Andrea also enjoys spending time
with her two beautiful girls Julia and Eden. Andrea loves to escape to Bald Head Island, Wrightsville Beach and Asheville, North Carolina! Mostly
Andrea enjoys connecting family, friends and colleagues with one another and spending as much time with them as possible.
FALL FORUM FACULTY BIOGRAPHIES
Kunle Apampa, Director and Head of Client Advisory & Partnerships at Capricorn Investment Group
Kunle Apampa is the Director and Head of Client Advisory & Partnerships at Capricorn Investment Group. Prior to Capricorn in 2021, Kunle was Vice
President and COO at Goldman Sachs Imprint, an ESG & Impact Investment platform within Alternative Investments & Manager Selection group in
the Asset Management Division. Kunle spent over a decade at Goldman Sachs, holding several leadership roles within the firm’s Global Markets
division as well as the Finance division. Kunle holds a BSc in Chemical Engineering, specializing in Energy, Environment & Economics, from the Illinois
Institute of Technology in Chicago. Kunle is based in New York City.
Brandon Baer, Founding Partner & CIO, Contingency Capital

Brandon Baer is the Founding Partner and CIO of Contingency Capital which he started in November 2020. Prior to creating Contingency Capital, Mr.
Baer was a Partner and Managing Director in the Credit Funds business at Fortress and was also the Co-Founder and Co-Head of the Fortress Legal
Assets group from its inception through November 11, 2019. While at Fortress, Baer focused on litigation finance, distressed debt, and special
situations, with an emphasis on complex, private illiquid investments including litigation related assets. Prior to working at Fortress, Mr. Baer was a
Senior Vice President of D. E. Shaw & Co., L.P. where he was a member of the corporate credit related strategies unit. Mr. Baer has served on
numerous private and public boards including the boards of Alloy Power, Direct Group, FAO Schwarz, Foamex International, Oasis Legal Finance,
Boyds Collection Ltd., Sure Fit, and Optimal SPV OSUS Ltd. Mr. Baer also has served on ad hoc and official creditor committees including Adelphia
Communications, BTA Bank, Dow Corning, Legends Gaming, the Legacy Estate Group, Silicon Graphics, and WR Grace. Mr. Baer began his career as
an associate at Willkie Farr & Gallagher. He received a JD, cum laude, from Harvard University and a BA, summa cum laude, from Princeton University.
He is based in New York.
Steve Binetter, Portfolio Manager, Marshall Wace

Steve joined Marshall Wace in August 2015 as the portfolio manager for the Global Industrials strategy within the MW Eureka strategy. The Global
Industrials strategy conducts deep fundamental research across a range of sectors, including industrials, technology, fintech and payments, and
business and information services. Additionally, Steve is a co-manager on the Marshall Wace XO Digital Finance Fund, launched in 2021. Before
joining Marshall Wace, Steve spent eight years at Eminence Capital, initially as an analyst and subsequently as a portfolio manager. Prior to this, Steve
worked as an analyst at UBS Investment Bank in New York in the Mergers and Acquisitions group. Steve graduated with a BCom (Finance) from the
University of New South Wales.
J.P. Boyd, Director of Investments, Golden LEAF Foundation

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.
James W. Brush, M.D., General Partner & Portfolio Manager, Frazier Life Sciences
Jamie is a General Partner and Portfolio Manager on the Frazier Life Sciences team and co-leads Frazier’s public equity investment strategy. Jamie
joined Frazier Healthcare Partners in 2016 and invests in private and public development stage biotechnology companies. Jamie co-leads the Frazier
Life Sciences public investment strategy and serves as a co-Portfolio Manager of the Frazier Life Sciences Public Fund (FLSPF). Jamie co-led Frazier’s
investment in Amunix Pharmaceuticals (sold to Sanofi), where he represented Frazier on the company’s board of directors. Prior to joining Frazier,
Jamie was a management consultant with the Boston Consulting Group, where he was a core member of the Healthcare Practice. In this capacity, he
led projects involving Biotechnology mergers and acquisitions, R&D, manufacturing, and business development strategy. Jamie received his M.D.
from the University of Southern California, where he was inducted into the Alpha Omega Alpha honors society, and his B.A. from Middlebury College.
He completed his post-graduate training in Internal Medicine at Beth Israel Deaconess Medical Center in Boston.
Eli Casdin, Chief Investment Officer & Founder, Casdin Capital

Eli Casdin, Chief Investment Officer and Founder, founded Casdin Capital in 2011. For the last 16 years he has analyzed and invested in disruptive
technologies and business models in life sciences and healthcare. Prior to founding Casdin Capital, Eli was a vice president at Alliance Bernstein
“thematic” based investment group where he researched and invested in the implications of new technologies for the life science and healthcare
sectors. His Alliance Bernstein black book, “The Dawn of Molecular Medicine” detailed the early yet already accelerating wave of innovations in life
sciences, and the next wave of investment opportunities. Eli’s prior experience includes time at Bear Stearns and Cooper Hill Partners, a healthcare
focused investment firm. Eli earned a B.S. from Columbia University and an MBA from Columbia Business School.
Lisa Cawley, Fund Investments, Knollwood Investment Advisory
Lisa focuses on Knollwood’s venture fund investments, leading fund due diligence, investment data analytics, and portfolio monitoring and
forecasting. Lisa joined Knollwood from Ernst & Young, where she served on private equity, venture capital, and public CPG clients. Lisa earned an
MBA and an MSF from Loyola University Maryland, and she obtained a BBA in Accounting with a double minor in Information Systems and Spanish
from Loyola University Maryland. Lisa holds a CPA from the State of Maryland and is a CFA Level III Candidate.
Judy Chambers, Managing Principal/Private Markets Consultant, Meketa Investment Group

Ms. Chambers is a private markets consultant focusing on private equity, infrastructure, and opportunistic asset classes. Ms. Chambers has over
20 years of industry experience. She has authored research on the developing infrastructure sector within the US and provides infrastructure
advice/services to numerous institutional investors. She also specializes in developing emerging manager platforms and special investment vehicles
for institutional investors. In addition to her consulting responsibilities, Ms. Chambers is a co-chair of the firm’s Emerging and Diverse Manager
Committee, and a member of the firm’s Private Markets Policy, Private Markets Research, and Diversity Leadership Committees. Prior to joining the
firm, Ms. Chambers was a Principal at Caswell Capital Partners, a merchant bank formed to serve the needs of small and middle market media and
entertainment companies. Prior to joining Caswell Capital Partners, Ms. Chambers was a Vice President in Investment Banking at Lehman Brothers
in the Leveraged Finance Group where she originated and executed transactions in high yield bonds, leveraged loans and bridge financings related
to mergers and acquisitions, leveraged buyouts, and recapitalizations. Ms. Chambers' completed transactions span various industries, including
natural resources, media, financial institutions, industrial, and consumer services. Ms. Chambers holds a Bachelor of Arts from Duke University and
a Master of Business Administration in Finance and Accounting from the Kellogg School of Management at Northwestern University. She serves as
a member of the Board of Trustees for Community Service Society of New York and as the chair of the Advisory Board of the Robert Toigo Foundation.
In addition, Ms. Chambers is on the Advisory Board of the Jazz Foundation of America.
Mike Condon, Head of Portfolio Management, Fund Evaluation Group (FEG)

Michael (Mike) A. Condon, CFA is Head of Portfolio Management at Fund Evaluation Group, LLC (FEG). Condon works with Endowment and
Foundation (E&F) clients within FEG’s outsourced chief investment officer (OCIO) service. A long-time thought leader within the E&F space, Condon
brings more than 20 years of experience as an acting CIO. Most recently as CIO at Southern Methodist University, he led a 15-person office and was
responsible for all aspects of investing the university’s $1.5 billion endowment. As CIO for the University of Arkansas Foundation, Condon oversaw a
$1.1 billion endowment. During his 10-year tenure at Georgia Tech, the foundation endowment grew from $440 million to $1.5 billion. Additionally,
Condon is on the Editorial Committee for The Investment Institute, and on advisory Boards for Institutional Investor and Alternative Investment
Management, LLC.
McKeever “Mac” Conwell II, Founder & Managing Partner, RareBreed Ventures
McKeever “Mac” Conwell II is a software engineer by trade and was a former DOD contractor with a top-secret clearance. He was a two-time founder
with an exit and a failure. Next Mac moved on to the venture capital world via the Maryland Technology Development Corporation as part of their
Seed Investment Team.During his four years there, Mac amassed experience leading an initiative to create the Minority Business Pre-seed Fund, the
first and only, at the time, state-backed pre-seed fund for women and minorities in the country. The program institutionalized the friends and family
round for black-, women-, and minority-led startups and was subsequently funded long-term by the state of Maryland. In 2021 Mac
founded RareBreed VC, a $10M pre-seed fund that he raised mostly off of Twitter, that invests in exceptional founders outside of large tech
ecosystems.
Brad Creel, Director of Real Estate Investments, Lockheed Martin Investment Management Co.
Brad Creel is the Director of Real Estate Investments for the Lockheed Martin Investment Management Company (LMIMCo), a wholly owned
subsidiary of Lockheed Martin Corporation. LMIMCo manages the Corporation's pension and savings trusts, including its $30 billion defined benefit
plan. Mr. Creel’s responsibilities include strategy formulation, investment underwriting, contract negotiations, and performance monitoring. Prior
to joining Lockheed Martin in 2013, Mr. Creel was a Portfolio Manager focusing on real estate investments for the $80 billion North Carolina
Retirement System. During his time at Lockheed Martin alone, Brad has overseen the deployment of over $6 billion to real estate investments. He
is a Chartered Alternative Investment Analyst.
Celia Dallas, Chief Investment Strategist, Cambridge Associates

As Chief Investment Strategist for Cambridge Associates and a Managing Director of the firm, Celia is responsible for formulating our global
investment strategy and portfolio construction advice. Since joining Cambridge in 1996, Celia has contributed to a wide range of research initiatives,
including serving as one of the main architects of our Risk Allocation Framework and an author of the related report. She is the author of our quarterly
publication, VantagePoint, in which she shares our house view and advice. Celia is a regular contributor to other research publications, covering a
wide range of capital market, asset allocation, and investment planning topics. She is a frequent presenter and discussion moderator at the firm’s
roundtables and various industry conferences. Before joining Cambridge Associates, Celia was a consultant for Harlan Brown & Co, a competitive
intelligence consulting firm. In this position, she researched, wrote, and presented market analysis commissioned by Fortune 500 clients on a variety
of consumer and industrial products. She also worked for the Employee Benefit Research Institute (EBRI), where she conducted research and wrote
reports on retirement income security issues. Celia has an MBA from the Darden School of Business, University of Virginia and a BA from University
of Pennsylvania.
Amy Diamond, Chief Investment Officer, USC - University of Southern California
Amy Diamond is the Chief Investment Officer of the University of Southern California. Diamond heads the university’s Investment Office, is part of
the president’s senior leadership team, and oversees USC’s $8 billion endowment. She joined USC in 2020 after serving two decades as Managing
Director of Private Investments and Real Assets with Northwestern University’s Investment Office. Prior to joining Northwestern, Diamond was an
Equity Research Analyst for several investment banks, including Dillon, Read & Co., and Vector Securities, where she led coverage of companies in
the energy and health care services industries. Diamond earned a Bachelor of Business Administration degree from George Washington University
and is a Chartered Financial Analyst.
Danielle DiMartino Booth, CEO & Chief Strategist, Quill Intelligence LLC
Danielle DiMartino Booth is CEO & Chief Strategist for Quill Intelligence LLC, a research and analytics firm celebrating its one-year anniversary of
launching The Daily Feather and the four-year anniversary of the Weekly Quill. DiMartino Booth set out to launch a #ResearchRevolution, redefining
how markets intelligence is conceived and delivered with the goal of not only guiding portfolio managers, but promoting financial literacy. To build
QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both
in the United States and globally. Since inception, commentary and data from DiMartino Booth’s The Daily Feather have appeared in other financial
sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD
Ameritrade, TheStreet.com, and more. A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill
Intelligence in 2018. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a full-time
columnist for Bloomberg View, a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN
Bloomberg, Yahoo Finance and other major media outlets. Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas
where she served as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in March 2015. Her work at the Fed
focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and
Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets. DiMartino Booth earned her BBA as
a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University
of Texas at Austin and an MS in Journalism from Columbia University.
Tracy Fong, Partner – Private Markets Investment Due Diligence Analyst, Albourne Partners
Tracy Fong is an alternative investment professional with over 23 years of experience across startups, public technology companies, investment
banking, alternatives endowment management, fixed income and foreign exchange, and strategic equities management. She has a passion for global,
complex and emergent investment opportunities, e.g. international startup investments in 2004, emerging markets debt in 2008, healthcare
structured investments in 2015, SaaS revenue-based loans and marketplace lending in 2016, technology company SPACs in 2017, and crypto assets
in ~2014-2017. With ~23 years of experience across Web 1.0, 2.0, and 3.0, Ms. Tracy Fong is a Partner and Private Markets Investment Due Diligence
Analyst at Albourne Partners, a leading investment consulting firm that advises on over $650bn of alternative assets to over 300 institutional clients.
She leads the Firm’s global Venture Capital coverage (including crypto/blockchain) and previously served as the co-chair of the Private Markets
Investment Committee. Ms. Fong was previously a Managing Director at SVB Capital’s $4bn+ VC fund-of-funds and direct VC fund. Ms. Fong also
spent four years at the Harvard University endowment, Harvard Management Company, where she was Vice President of Alternative Assets and
worked on HMC’s $20bn+ alternatives portfolio construction, investment manager selection, and direct natural resources transactions (including
timber and agriculture). Her Venture Capital experience included allocations to prominent access-constrained firms and strategic transactions
resulting from the IPOs of numerous portfolio companies. Prior to business school, she also worked at Yahoo! (NASDAQ: YHOO) on the Corporate
Finance and Treasury Team during the Web 2.0 era, where her group managed Yahoo!’s $4bn+ fixed income portfolio; worked on structured
transactions; and helped manage 30 acquisitions, including the landmark joint venture with Alibaba (NYSE: BABA). Ms. Fong has also worked in
Investment Banking at Citigroup and Goldman Sachs where she worked on Technology Mergers & Acquisitions and Corporate Finance transactions
including the IPO of Netscreen Technologies (NASDAQ: NSCN) and NPTest Holding (NASDAQ: NPTT). During the first technology boom, Ms. Fong
began her career at two startup companies, Webvan Group (NASDAQ: WBVN) and Varsitybooks.com. Webvan, a Sequoia and Benchmark-backed
company, was one of the first online grocery delivery services, was called by CNET one of the most well-known companies of the dot-com / Web 1.0
era. Ms. Fong received a B.S. in Business Administration from the University of California, Berkeley (honors recognition) and an M.B.A. from Harvard
Business School.
Brian Garrett, Co-Founder & Managing Director, Crosscut

Brian Garrett is the Co-Founder of Crosscut, having now built a 20+ year career in LA advising and investing in the SoCal entrepreneurial
community. Brian is very active in the Los Angeles start-up community and works actively with the founders of these amazing SoCal Tech companies:
WelcomeTech, Texino, Hivewatch, Umbra Space, Pearl, Kensho, BuildOps, FastData.io, Plink.ai, Intro.co, The BlackTux and Omaze. He has also
invested in and worked with entrepreneurs across the country including the founders of Fuzzy, Monarx and Symbl.ai. With over 20 years of both
investing and operating/entrepreneurial experience, Brian tries to bring humility and empathy to the lonely plight of starting and scaling start-up
companies and works tirelessly to help his entrepreneurs succeed. Brian received his MBA from Stanford's Graduate School of Business and he
graduated from Stanford University with a B.S. in Industrial Engineering.
Susanne Gealy, Senior Director, Investments, CommonSpirit Health
Susanne Gealy is a Senior Director of the investments team at CommonSpirit Health (formerly Dignity Health) and is based in San Francisco. She leads
the organization’s public equity and directional hedge fund investments. In 2019, Dignity Health and Catholic Health Initiative merged to form
CommonSpirit Health, which is the largest not-for-profit health system in the US, dedicated to providing quality, compassionate health care. The
organization has a $21 billion investment portfolio, allocated across the long-term strategic operations, retirement benefits, endowment, and
insurance pools of capital. Prior to joining Dignity Health in 2018, Susanne spent 10 years at the Teacher Retirement System of Texas, in Austin, a
$150 billion retirement plan. At TRS, she was responsible for the $26 billion external equity investment program comprising US, international,
emerging markets, and global equity managers, and actively participated in the emerging manager program of newer, smaller and/or diversity
oriented investment managers. Before joining TRS, Susanne worked in New York at Investcorp, Lazard Asset Management, a family office, and Banc
of America Securities. She began her career in finance at JP Morgan in equity derivatives. Prior to attending business school, Susanne worked in the
field of structural engineering in San Francisco. Susanne holds an M.B.A. from the University of Chicago’s Booth School of Business. She has a M.S.
and B.S. in Engineering from the University of Texas at Austin.
David Gilmore, Chief Investment Officer, The Harry and Jeanette Weinberg Foundation
David Gilmore joined The Harry and Jeanette Weinberg Foundation in 2014 to help build their first investment office. The Foundation has $3.2 billion
in assets and will make over $130 million in grants in 2022. 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
$3.5 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.
Michael Green, Portfolio Manager & Chief Strategist, Simplify Asset Management
Michael has been a student of markets and market structure, for nearly 30 years. His proprietary research into the shift from actively managed
portfolios and investment funds to systematic passive investment strategies has been presented to the Federal Reserve, the BIS, the IMF and
numerous other industry groups and associations. Michael joined Simplify in April 2021 after serving as Chief Strategist and Portfolio Manager for
Logica Capital Advisers, LLC. Prior to Logica, Michael managed macro strategies at Thiel Macro, LLC, an investment firm that manages the personal
capital of Peter Thiel. Prior to Thiel, Michael founded Ice Farm Capital, a discretionary global macro hedge fund seeded by Soros Fund Management.
From 2006-2014, Michael founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund based in Los
Angeles, CA, where he established their global macro strategies, managing in excess of $5B of exposure across equity, credit, FX, commodity and
derivative markets. In addition to his work as a market theorist and portfolio manager, Michael has been noted for his work as a public speaker and
financial media participant. He is a graduate of the Wharton School at the University of Pennsylvania and a CFA holder.
William Heard, Founder, CEO & CIO, Heard Capital

William Heard is the founder of Heard Capital LLC and serves as the Firm's Chief Executive Officer and Chief Investment Officer, leading the Firm's
investment process and strategic direction. Prior to founding and leading Heard Capital LLC, Mr. Heard was a special situations analyst for Stark
Investments, a global alternative investment firm. While at Stark Investments, he covered the telecommunications, media, technology, financials,
and energy sectors. Mr. Heard’s investment experience spans asset classes and includes leveraged loans, high yield bonds and equity securities. Mr.
Heard is active in the philanthropic community, focusing his efforts on education and disadvantaged youth. He currently serves on the City Year
Chicago Board of Directors and actively participates in OneGoal: a diverse collective of local organizations creating opportunities for today’s youth
and low-income population. Mr. Heard is also a board member of the President’s Circle and Young Professional Network for the Chicago Council on
Global Affairs and is a member of the Economic Club of Chicago. Mr. Heard is a graduate of Marquette University’s College of Business Administration
where he earned a Bachelor of Science in Finance and Real Estate. While at Marquette, he founded and established the University’s Applied
Investment Management (AIM) Program. AIM was the first undergraduate business program in the nation to be selected as a Program Partner by
the CFA Institute. Mr. Heard was raised in Milwaukee, WI. In his spare time, Mr. Heard serves as a mentor to students on topics such as leadership,
globalism and markets.
Larissa Herczeg, Managing Partner, CIO – Seeding & Strategic Capital, Oak Street Real Estate Capital
Larissa Herczeg is a Managing Partner of Oak Street Real Estate Capital, LLC and a member of the firm’s Investment Committee. Ms. Herczeg is
responsible for all aspects of Oak Street’s Seeding & Strategic Capital business, including investment sourcing, due diligence, selection and portfolio
management and reporting. Ms. Herczeg focuses on sourcing, due diligence, investment monitoring and serving on advisory boards for Oak Street’s
SASC business. Select activities include co-founding Women in Real Estate, serving as a Trustee of Roosevelt University, Co-Chair of the Roosevelt
University Women’s Leadership Council, a mentor for the Goldie B. Wolfe Miller Women Leader’s In Real Estate Initiative, a mentor for the Toigo
Foundation and has served as a guest speaker at the University of California-Berkeley, Kellogg School of Management and the University of Notre
Dame. Prior to Oak Street, Ms. Herczeg was responsible for global real estate investing at Morgan Creek Capital Management, Franklin Templeton
Real Estate Advisors and the Credit Suisse Customized Fund Investment Group (now known as GCM Grosvenor). Ms. Herczeg received a B.A. with
honors in Government and Economics from the University of Notre Dame, a Master’s degree with honors in International Affairs from Columbia
University’s School of International and Public Affairs and a Juris Doctor degree with honors from Columbia University Law School.
David Jeffrey, Partner, London, StepStone

Mr. Jeffrey leads StepStone’s activities in Europe and is a member of the private equity team, focusing on Europe, the Middle East and co-investments.
He is also involved in the Firm’s responsible investing initiative, as well as various investment and management activities. Prior to joining StepStone
in 2012, Mr. Jeffrey was a managing partner at Parish Capital where he founded the firm’s European and Asian practices and oversaw the secondary
and co-investment businesses. Before that, he served as managing director of Bank of America’s European private equity group. Previously, Mr.
Jeffrey was a managing director and head of BancBoston Capital’s European and Asian operations. Mr. Jeffrey received an MA from Cambridge
University and is a qualified chartered accountant.
Dana Johns, Senior Portfolio Manager, Private Equity, Maryland State Retirement & Pension System
Ms. Johns joined the Maryland State Retirement and Pension System in June 2011 and is a Senior Portfolio Manager in the Private Equity Group. Ms.
Johns has over 15 years of investment experience and managing a global portfolio of institutional alternative investment assets. Ms. Johns has
expertise and highly developed personal networks with top performing private equity and venture funds. Ms. Johns was recently included on Trusted
Insight’s 2020 list of Top 30 Pension Private Equity Investors. Ms. Johns is co-President of the Private Equity Women Investor Network (PEWIN), and
a member of both ILPA’s Diversity & Inclusion Advisory Council and the SEO Alternative Investments Limited Partner Advisory Council. In 2018 PEWIN
awarded Maryland with the 2018 Limited Partner award for Ms. Johns’ work in transforming the private equity industry with a focus on diversity and
inclusion. Continuously invited to keynote at conferences including the AIF Institute Global Investor Series, Big Path Impact Capitalism Summit,
Women’s Private Equity Summit, Women’s Alternative Investment Summit, GCM Grosvenor Consortium, Markets Group Private Equity US Forum,
Kayo Private Equity Conference, Pension Bridge, Emerging Manager Connect, Equity Summit, Hispanic Heritage Foundation Investor Group,
Institutional Investor Private Equity Summit, SEO and NVCA. Most recent panel topics included private equity terms & trends, portfolio construction,
developing fund managers, diverse fund managers, diversity and inclusion, and venture capital. Ms. Johns has both a B.A. in Comparative Literature
from Indiana University Bloomington and a B.S. in Computer Info Systems, Magna Cum Laude from Stevenson University. She graduated from Loyola
University Maryland with a master’s in finance while working full time as an associate at Camden Private Capital, a private equity fund of funds. She
has completed the ILPA Institute’s Private Equity Executive Education program.
Christine Kelleher, Chief of Investments, National Gallery of Art

Christine Zapotoczky Kelleher is chief of investments at the National Gallery of Art, responsible for managing the Gallery’s $1.3 billion endowment.
Previously, Christine served as senior investment officer for Georgetown University. She co-founded Georgetown’s Investment Office in 2004 and
served as acting chief investment officer in 2011. After Georgetown, Christine led investment strategy, sourcing, and evaluation for Avec Capital, a
boutique investment advisory and placement firm. Earlier in her career, she served on the executive team of the Central European University, founded
by George Soros, in Budapest, Hungary. Christine is a member of the Board of Investment Trustees for the Montgomery County Employee Retirement
Plans and the Board of Trustees for the Consolidated Retiree Health Benefits Trust, Milken Institute’s Global Markets Advisory Council, The Academy
for Institutional Investors’ editorial board, and the CAIA Allocator Council. She serves as a mentor for Accel CIO, accelerating tomorrow’s Black &
Latino chief investment officers, and she previously served as an advisor to the Kayo Conference Series supporting women investors, member of the
YWCA National Capital Area’s finance committee, and board member for the NHS Scholarship Fund. She received a BA in Russian and international
relations from Bucknell University, cum laude and Phi Beta Kappa, and holds MAs in Russian and East European studies and in Central European
history from Georgetown University. She serves as president of the Bucknell University Alumni Association and lives in Washington, DC with her
husband and son.
Kim Lew, President & Chief Executive Officer, Columbia Investment Management Company
Kim Y. Lew is the President and Chief Executive Officer of the Columbia Investment Management Company, responsible for managing the University’s
endowment. She came to Columbia from Carnegie Corporation of New York, where she worked for more than a decade, most recently as Vice
President and Chief Investment Officer. Lew began her career at Chemical Bank as a credit analyst, after receiving her BS in economics from The
Wharton School of the University of Pennsylvania. She went on to graduate with an MBA from Harvard Business School in 1992, after which she
joined Prudential Capital Group and then the Ford Foundation, where she spent more than a decade, first as a portfolio strategist investing in the
technology sector and then as a senior manager responsible for the organization’s private equity investments.
Katherine Molnar, CIO, Fairfax County Police Officers Retirement System (Fall Forum Co-Chair)
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 $2 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.
Saurabh Mukherjea, Founder & Chief Investment Officer, Marcellus Investment Managers
Saurabh Mukherjea is the Founder and CIO of Marcellus. Saurabh was educated at the London School of Economics where he earned a BSc in
Economics (with First Class Honours) and an MSc in Economics. In London, Saurabh was the co-founder of Clear Capital and in 2007 he was rated by
the Extel Survey as one of the top small cap analysts in the UK. In India, Saurabh was rated as the leading equity strategist in 2015, 2016 and 2017 by
the Asiamoney polls. Prior to setting up Marcellus, Saurabh was the CEO of Ambit Capital. Upon SEBI’s invitation, he joined SEBI’s Mutual Fund
Advisory Committee. In 2019, Saurabh was part of the Expert Committee constituted by SEBI to upgrade the PMS regulations. Saurabh has written
four bestselling books.
Thejas Nalval Co-Founder & Chief Investment Officer, Parataxis Capital
Thejas Nalval is a co-founder and Chief Investment Officer of Parataxis Capital. Thejas was previously a portfolio manager with digital asset hedge
fund LedgerPrime and Head of Asset Management at the Element Group. Prior to joining the digital asset space, Thejas spent 8 years at Goldman
Sachs, most recently as a trader within the firm’s Macro Trading group. Thejas is a graduate of the Stern School of Business at NYU (MBA) and Rutgers
University (BA).
Andrew Palmer, Chief Investment Officer, Maryland State Retirement & 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.
John Pinkel, Portfolio Manager & Partner, Indus Capital

John D. Pinkel is a Partner of Indus Capital, based in San Francisco. Mr. Pinkel is the portfolio manager of the Indus Select Fund. Mr. Pinkel joined
Indus Capital in March 2003 from Citigroup where he was Managing Director and Head of Equities in the Taipei branch. Prior to joining Citigroup, Mr.
Pinkel spent eight years as a securities analyst in Hong Kong, China and South Korea. Mr. Pinkel lived and worked in Asia for 24 years. Mr. Pinkel, a
CFA charterholder, graduated from the University of California, Santa Barbara, with a BS in Applied Mathematics. He spent the academic year of
1990-1991 at the Stanford Center in Taipei (Inter-University Program for Chinese Language Studies). Mr. Pinkel is fluent in Mandarin Chinese.
Michael Reist, Director, Avec Capital

Michael Reist joined Avec Capital in 2019 as Director of General Partner Relationships. His responsibilities include performing institutional quality
due diligence on potential GP clients, working with existing clients on marketing strategies, and distribution to limited partners. Prior to Avec, he
was Chief Investment Officer for Phillips Academy managing endowment assets of approximately $1 billion. Before Phillips Academy, Mr. Reist was
at Hackley School in Tarrytown, New York with various administrative, teaching, and coaching roles. Mr. Reist began his career in the Leveraged
Finance Group within the Investment Banking Division of Bear, Stearns and Co. Inc. He graduated magna cum laude with a B.A. in Mathematics and
Economics from Amherst College and holds a M.B.A. from the Stern School of Business at New York University. He is a CFA charterholder.
Jamie Rhode, Vice President, Verdis Investment Management

Jamie Rhode is Vice President at Verdis Investment Management, focused on venture capital, private equity and hedge fund investment sourcing
and due diligence. She joined Verdis from Bloomberg, where she held roles in both equity research and credit analysis. There, she created, managed
and leveraged an extensive library of statutory and financial and market data for buy and sell-side clients that use Bloomberg to make investment
decisions. A licensed Chartered Financial Analyst, she earned her bachelor’s degree in Finance and Marketing from Drexel University’s College of
Business Administration.
Mark Roberts, Chief Investment Officer, Ironsides Asset Advisors, LLC

Mark E. Roberts, CFA serves as the Chief Investment Officer for Ironsides Asset Advisors, LLC, as well as a Managing Director for the Tuscarora
Company (a family office). Immediately preceding that, Mr. Roberts was the Director of Global Equities and Hedged Strategies for the North Carolina
Retirement Systems where he and his team were responsible for the management of the $33 billion Global Equity and Hedge Fund portfolios for the
State of North Carolina. Additionally, Mr. Roberts has served as Chief Investment Officer for families and provided consulting services for endowments
and foundations in both asset allocation, manager due diligence and portfolio construction. Earlier in his career, Mr. Roberts served as Director of
Risk Management for Centura Bank and had asset – liability management responsibilities. Mr. Roberts received his Master of Science degree in
finance from Virginia Commonwealth University and a Bachelor of Science degree from the Calloway School of Business at Wake Forest University.
Mr. Roberts serves on the Wake Forest Institute for Regenerative Medicine Philanthropic Advisory Board. Mr. Roberts is the past Chairman of the
Board for the NC State Investment Fund and still serves on the fund’s board. He is a member of the North Carolina Society of Financial Analysts and
the American Finance Association. Mr. Roberts has served on multiple non-profit boards.
Liza Scott, Assistant Treasurer/Director of Asset Management, Dominion Energy (Fall Forum Co-Chair)
Liza Scott joined Dominion Energy, Inc. in January 2020 as the Director of Asset Management/Assistant Treasurer where she oversees over $20 billion
of pension and other assets. Prior to joining Dominion, she spent 11 years at Spider Management Company, the investment office of the University
of Richmond and outsourced investment office for over 25 other endowments and foundations. Before Spider Management, she was an Associate
at J.P. Morgan Investment Management in New York. Prior to attending business school, Liza was a high school teacher at a New York City public
school through the New York Teaching Fellows program. She holds a Bachelor of Arts in foreign affairs and Spanish from the University of Virginia
and a Master of Business Administration from Columbia University. Liza serves on the Virginia College Savings Plan Investment Advisory Committee,
the University of Virginia Foundation Board of Directors and the MCV Foundation Board of Trustees.
Eva Shang, Co-Founder & Chief Executive Officer, Legalist

Eva Shang is co-founder and CEO of Legalist. She leads the company’s 40-person team of engineers, attorneys, and analysts and is a member of its
valuation and investment committees and board of directors. Before co-founding Legalist at 20, Eva studied economics at Harvard College.
Michael Simanovsky, Managing Partner & Chief Investment Officer, Conversant

Mr. Simanovsky is the Managing Partner and Chief Investment Officer of Conversant. From 2011-2020, Mr. Simanovsky was a Partner at Senator
Investment Group LP, where he was responsible for the firm’s investments in the real estate, gaming & lodging and housing sectors, among others.
Prior to joining Senator in March 2011, Mr. Simanovsky was an investment professional with Cerberus Capital Management, LP, where he focused
on originating and evaluating investment opportunities across a wide range of industries. Prior to joining Cerberus in August 2008, Mr. Simanovsky
was in the Restructuring groups of both Rothschild Inc. and Houlihan Lokey Howard & Zukin, where he focused on providing advisory services to
companies undergoing financial restructuring transactions. Mr. Simanovsky currently serves as a Director of Quinn Residences (an owner and
operator of purpose-built single-family rental communities), INDUS Realty Trust, Inc. (a U.S. based industrial/logistics REIT), Select Dental
Management LLC (a dental services organization) and Valet Manager Inc. (a parking technology and management company) and previously served
as a Director of Trade Street Residential, Inc. (an owner and operator of multi-family properties in the Southeast US), Gramercy Property Europe (an
owner and operator of industrial assets in Europe), DFI Capital (the holding company for Engs Commercial Finance) and K2 Towers REIT (an owner
and operator of cellular telephone towers). Mr. Simanovsky received a B.A. in Economics from Emory University.
Kate Sidebottom Simpson, Principal, TrueBridge Capital

Kate is a member of TrueBridge’s investment team, focusing on due diligence and industry analysis. She also leads the firm’s corporate partnership
efforts and co-manages the firm’s separate account program. Before joining TrueBridge in 2013, she worked as a director at Parish Capital Advisors,
where she was active in primary fund investing, secondary transactions, and co-investments. Kate also worked at UNC Management Company as an
investment associate, where she helped manage the firm’s portfolios in private equity, venture capital, real estate, energy and natural resources,
and enhanced fixed income. Kate currently serves on the Finance and Audit Committee for the Board of Directors of the John Rex Endowment and is
a member of the Board of Trustees at St. Andrew’s School. She has also been a member of the Private Equity Women Investor Network and the local
chapter of 100 Women in Finance. She graduated Phi Beta Kappa with a BA in History from the University of North Carolina at Chapel Hill. As an
undergraduate, she was a member of the two-time NCAA Championship Women’s Field Hockey Team.
Donna Snider, Chief Investment Officer, Hackensack Meridian Health

Ms. Snider joined Hackensack Meridian Health in 2020 as their first CIO with the mandate to build an investment office that will support the
organization’s mission of transforming healthcare and being viewed as a leader of positive change. The HMH investment office manages both the
endowment and pension assets for the hospital system. Prior to joining HMH, Donna was a Managing Director at The Kresge Foundation since 2009
where she had responsibility for evaluating investment opportunities across all asset classes as well as oversight for the internal trading activity. Prior
to joining Kresge, Donna was a director in the Global Markets and Investment Banking division of Merrill Lynch in New York where she covered
institutional investors for structured credit, rates and equity products, as well as corporate issuers for their balance sheet hedging activity. Prior to
Wall Street, Donna was a pension actuary with Towers Perrin (now Willis Towers Watson) in Chicago. Donna earned her MBA with concentrations in
accounting and analytical finance from the University of Chicago Booth School of Business; she holds a Bachelor of Science in Mathematics from the
University of Notre Dame, Magna Cum Laude, Phi Beta Kappa; professional designations include CFA charter holder and an Associate of the Society
of Actuaries.
Chris Solarz, CIO, Digital Assets, Forest Road

Chris leads the team’s research process across the digital assets ecosystem and he is responsible for Forest Road Digital Fund’s portfolio construction,
manager selection, and due diligence. Chris brings 18 years of experience as a fund allocator, bridging his institutional expertise to the nascent asset
class. Chris has a BA from the University of Pennsylvania and an MComm in Finance from the University of New South Wales. He also has CFA, CAIA,
and CPA credentials.
Andy Spellar, Chief Investment Officer, Fairfax County Employees’ Retirement System
Mr. Spellar is Chief Investment Officer for the $4.1 billion Fairfax County Employees' Retirement System located in the suburbs of Washington, DC.
Mr. Spellar oversees all aspects of the DB Plan’s investment portfolio, and has worked previously for Parametric Portfolio Associates, GIT
Investment Funds and as an independent registered investment advisor. Mr. Spellar holds an MBA from Marymount University and BA's in History
and European Studies from George Mason University.
Emily Sumner, Chief Investment Officer, Gilder Office for Growth
Emily serves as the Chief Investment Officer and chair of the investment committee at the firm. In her role, Emily provides oversight and guidance in
managing and coordinating all aspects of investment activities and strategies consistent with its mission, objectives, and established policies. Prior
to joining the firm, Emily was an Investment Officer at Oklahoma State University and a Vice President within the Investment Management Group at
Hatteras Funds where she focused on sourcing, due diligence, and portfolio management of alternative investments strategies across public and
private asset classes. Emily received her Bachelor of Arts degree from Randolph Macon College with majors in both Business/Economics and
Accounting. Emily also obtained her Master of Business Administration degree with a concentration in finance from the University of North Carolina,
Kenan-Flagler Business School. Emily is a CFA® charterholder and a Chartered Alternative Investment Analyst.

Mark Steed is Chief Investment Officer for Arizona PSPRS, a public pension plan with approximately $9 billion in AUM. Over the last 10 years at
Arizona PSPRS, Mr. Steed has managed Private Equity, Venture Capital, Absolute Return, Opportunistic Credit, Public Equity, Global Trading Strategies
and Real Estate portfolios. His creative approach and notable performance across disparate asset classes won him recognition as a “Rising Star” by
Money Management Magazine and, later, “Asset Allocator of the Year” by Institutional Investor. Mr. Steed recently concluded a four-year stint as a
forecaster for the distinguished Good Judgment Project, led by Dr. Phil Tetlock at UPenn, and recently published the first guest-post on the popular
decision science blog Farnam Street. Prior to Arizona PSPRS, Mr. Steed worked in Banking at JPMorgan Chase. Mr. Steed graduated with a Masters
of Science degree in Predictive Analytics from Northwestern University. He also has an MBA from Thunderbird’s School of Global Management (Jost
Henkel Scholar) and received his BA (with honors from Sigma Iota Rho) in Latin American Studies and Business Management from Brigham Young
University.
Jason DeSena Trennert, Chairman & Chief Executive Officer, Strategas

Mr. Trennert is the Chairman and Chief Executive Officer of Strategas and its related companies. In addition, as Chief Investment Strategist, Mr.
Trennert is known as one of Wall Street’s top thought leaders on the subject of markets and economic policy. His research pieces are read by leading
institutional investors and corporate executives across the globe. In 2006, Mr. Trennert co-founded Strategas, which originally began with just five
employees. Today, the firm employs over fifty research analysts, institutional salesmen, and sales traders at its offices in New York and Washington
D.C. Prior to founding Strategas, Mr. Trennert was the Chief Investment Strategist and a Senior Managing Director at International Strategy &
Investment (ISI) Group where he built and oversaw two of that Firm’s most popular research efforts, its Company Surveys, and Investment Strategy
groups. Widely quoted in the domestic and foreign press, Jason is a regular guest on business news programs broadcast by CNBC, CNBC Italia, Fox
Business News, and Bloomberg TV, among others. He is the author of three books about investing and the investment business. My Side of the
Street was published by St. Martin’s Press in May 2015. He has authored several op-eds for The Wall Street Journal, the Financial Times,
and Investor’s Business Daily. Mr. Trennert’s two most notable calls involved coining the phrase “TINA” as it relates to equities in a world of
perpetually low interest rates and his early recognition of the potential allure of Donald Trump as a presidential candidate. His op-ed “The Stock
Market and “The ‘TINA’ Factor” was published in The Wall Street Journal in April 2013. “What the Donald Got Right” was published in Investor’s
Business Daily in May 2011. His piece “Donald Trump is Under-owned” appeared on the website Real Clear Markets in August 2015. Mr. Trennert
credits his often out-of-consensus calls to his frequent travels to visit clients in 45 states and 25 foreign countries. He is committed to a number of
Italian, Italian-American, and Catholic causes in New York and abroad. For his efforts he was honored at the 66th Annual Columbus Day parade in
New York and was awarded the honorific of Cavaliere by the Republic of Italy on June 2, 2017. Mr. Trennert is a member of the investment committee
of the National World War II Museum and a member of the advisory board of Hollow Brook Wealth Management. He has an MBA from The Wharton
School at the University of Pennsylvania and BS in International Economics from Georgetown University.
Elise Wang, Partner and Head of Private Equity Capital Markets, Deerfield
Elise Wang is a Partner and Head of Private Equity Capital Markets on the Public Structured Finance team and joined the Firm in 2010. Ms. Wang
provides extensive research and analysis on individual companies operating in the healthcare industry in both the US and Europe. Ms. Wang is a
board member of Jaguar Gene Therapy. Prior to Deerfield, Ms. Wang was a Senior Research Analyst and Managing Director covering the
biotechnology sector at PaineWebber and Citigroup. She began her career in healthcare as a venture capitalist and banker at PaineWebber and was
an officer of PaineWebber Development Corporation, which managed nearly $1 billion in assets representing three PaineWebber funds and several
research and development limited partnerships (RDLPs) invested in biotechnology and high technology companies. Ms. Wang holds an A.B. in
Engineering Sciences with a specialty in Biomechanics from Harvard University and an M.B.A. from Harvard Business School.
Daniel Ward, Chief Investment Officer, Virginia Tech Foundation

Mr. Ward joined the Virginia Tech Foundation in April 2008 where he serves as its Chief Investment Office – Endowment. He leads all aspects of
managing the Foundation’s portfolio including manager and investment selection and setting asset allocation policy. Almost 50% of the portfolio is
invested internationally including a mix of niche and direct investments. The Virginia Tech endowment performance consistently ranks in the top
25% of its peers and was honored by Institutional Investor as the top mid-sized endowment of 2011. The Foundation currently oversees
approximately $1.7 Billion in operating funds and long-term endowment funds which support Virginia Tech University. Prior to joining Virginia Tech
he was the director of research for Integritas Advisors, a family office, from July 2004 – April 2008. Mr. Ward holds a BBA from The University of
Michigan Business School, a MBA from The University of Florida Warrington College of Business and is a CFA charterholder.
Lauren Taylor Wolfe, Co-Founder & Managing Partner, Impactive Capital
Lauren Taylor Wolfe is co-founder and Managing Partner of Impactive Capital, a $2.5 Billion impact oriented active investing firm. Impactive Capital
help companies allocate capital effectively and ethically to drive more sustainable, profitable and valuable businesses for all stakeholders. Prior to
founding Impactive Capital she spent 10 years at investment firm, Blue Harbour Group, as a Managing Director and Investing Partner. Prior to joining
Blue Harbour in 2007, Lauren was a Portfolio Manager at SIAR Capital, where she invested in small capitalization public companies and private
companies. Lauren received an M.B.A. from The Wharton School at University of Pennsylvania and a B.S. magna cum laude from Cornell
University. Lauren has been active on various boards including, $9 Billion TEV HD Supply [Nasdaq: HDS], 30% Club Steering Committee, an Angel
Member of 100 Women in Finance
Peter Zeihan, Geopolitical Strategist, Zeihan on Geopolitics & Author

The End of the World is Just the Beginning: Mapping the Collapse of Globalization
Peter Zeihan is a geopolitical strategist, which is a fancy way of saying he helps people understand how the world works. Peter combines an expert
understanding of demography, economics, energy, politics, technology, and security to help clients best prepare for an uncertain future. Over the
course of his career, Peter has worked for the US State Department in Australia, the DC think tank community, and helped develop the analytical
models for Stratfor, one of the world’s premier private intelligence companies. Peter founded his own firm — Zeihan on Geopolitics — in 2012 in
order to provide a select group of clients with direct, custom analytical products. Today those clients represent a vast array of sectors including energy
majors, financial institutions, business associations, agricultural interests, universities and the U.S. military. With a keen eye toward what will drive
tomorrow’s headlines, his irreverent approach transforms topics that are normally dense and heavy into accessible, relevant takeaways for audiences
of all types. Peter is a critically-acclaimed author whose first two books — The Accidental Superpower and The Absent Superpower — have been
recommended by Mitt Romney, Fareed Zakaria and Ian Bremmer. His latest third title, Disunited Nations: The Scramble for Power in an Ungoverned
World became available in March 2020. Peter’s fourth book, The End of the World is Just the Beginning: Mapping the Collapse of Globalization,
became available in June 2022.
Boris Ziser, Partner & Co-Head of Structured Finance & Derivatives, Schulte Roth & Zabel
Boris Ziser is co-head of the firm’s Finance & Derivatives Group and a member of the firm’s Executive Committee. With almost 25 years of experience
across diverse asset classes, Boris focuses on asset-backed securitizations, warehouse facilities, secured financings and commercial paper conduits.
His practice encompasses a variety of asset classes, including life settlements, litigation funding, equipment leases, structured settlements, lottery
receivables, timeshare loans, merchant cash advances and cell towers, in addition to other esoteric asset classes such as intellectual property, various
insurance-related cash flows and other cash flow producing assets. He also represents investors, lenders, hedge funds, private equity funds and
finance companies in acquisitions and dispositions of portfolios of assets and financings secured by those portfolios. Recognized as a leading lawyer
in the industry, Boris is ranked in Chambers USA, Chambers Global and The Legal 500 US for his work in structured finance. He serves as outside
general counsel to the Institutional Longevity Markets Association (ILMA) and is a member of the Structured Finance Committee of the New York
City Bar Association, the New York State Bar Association and the Esoteric Assets Committee and Risk Retention Task Force of the Structured Finance
Association. A frequent speaker at securitization industry conferences, Boris has conducted various securitization, litigation funding and life
settlement seminars in the United States and abroad. Boris has been interviewed for the article “Attorneys Must Tread Carefully in Litigation
Funding’s Next Stage,” published in Law360, and the articles “SRZ’s Leading Litigation Finance Practice: Holistic Expertise for a Booming Asset Class”
and “Life Settlements and Longevity Swaps: Opportunities for Investors, Individuals, Insurers and Pension Funds,” both published in The Hedge Fund
Journal. Most recently, his speaking engagements have included “Macro Trends in Litigation Finance: What Does 2021 Have in Store?” at the IMN
Litigation Finance Virtual Series and “Litigation Funding: Market Roundtable,” an SRZ Webinar.
Join the Academy for Institutional Investors Community!
The Academy Community is comprised of CIOs, CEOs, CFOs, Presidents, Portfolio Managers, Senior Investment Directors,
Managing Directors, Principals, Senior Investment Associates, and other Financial Professionals. When you Register for
an Academy Forum, you will automatically become a member of our Institutional LP/GP Community (membership dues
are automatically built into the registration fee per event). By registering for the Fall Forum 2022, you will be given priority
registration access to the Spring Forum 2023 should your schedule allow you to attend.
Join a group of senior level decision makers in a collegial, comfortable, friendly, fun, non-sales type of atmosphere
where allocators and managers come together face-to-face to share common challenges and exchange investment
ideas. The Academy has fostered an environment to learn and connect with one another in a way that promotes lifelong
relationships, trust and friendships. The Academy strives to have at least 50% of the attendees represented by the
allocator LP community with a limited number of managers and service providers who also can participate. Attendance
is limited to no more than 225-250 people per event.
All Academy gatherings and forums are completely off-the-record (no press allowed) with a no-marketing policy. We
encourage members not to solicit others during the conference programming. Exchanging business cards is entirely
appropriate. Time is dedicated during the opening evening of each forum to bring everyone together for a down-to-
earth, networking dinner where members can bond and get to know one another on a more human level.
Asset Owners/Allocators Managers/Asset Management Limited # of Service Providers

(Investment Research Professionals) Hedge Funds Cap-Intro Groups
Endowments Private Equity Funds Third Party Marketing Firms
Foundations Venture Capital Funds Placement Agents
Pension Funds Real Estate Funds Accounting Firms/Law Firms
Healthcare/Hospitals Real Assets Funds Technology Solutions
Single Family Offices (SFOs) Fixed Income/Traditional Funds Other Service Providers
Multi Family Offices (MFOs) Asset Management Firms
Sovereign Wealth/Insurance Firms Fund-of-Funds
Outsourced CIOs Emerging Managers
Investment Consultants Alternative Investment Funds
CPE Credits Available at our Forums!
Academy for Institutional Investors is registered with the National Association of State Boards of Accountancy (NASBA)
as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy
have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors
may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
UPCOMING PROGRAMS 2022 & 2023!
October 25-26, 2022
The Umstead Hotel, Cary, North Carolina
Limited to 225 Attendees (LP/GP 50/50 Ratio)
https://www.academyforinstitutionalinvestors.org/events/fall-academy-investment-forum/fall-forum-registration/
__________________________________________________________________________________________
“Invitation-Only”
Allocator Investment Huddle
December 5-6, 2022
Barings Global Headquarters, Charlotte, North Carolina
Dinner on Dec. 5th & Full Day Huddle on Dec. 6th
Limited to 25 Allocators and 5 Managers
_________________________________________________________________________________________
“Invitation-Only”
Allocator Investment Huddle
March 1-2, 2023
The Sanctuary at Kiawah Island Golf Resort, South Carolina
Dinner on Mar. 1st & Full Day Huddle on Mar. 2nd
Limited to 25 Allocators and 5 Managers
__________________________________________________________________________________________
Spring Investment Academy Forum

May 22-23, 2023
The St. Regis Hotel, Atlanta, Georgia

October 25-26, 2023
The Carolina Inn, Chapel Hill, North Carolina
__________________________________________________________________________________________
FOR MORE INFORMATION ON BECOMING PART OF OUR COMMUNITY:
https://www.academyforinstitutionalinvestors.org/

Academy For Institutional Investor

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Academy For Institutional Investor

Uploaded by

Copyright:

Available Formats

FINAL AGENDA AS OF 9-17-22

October 25-26, 2022

FOR MORE INFORMATION ON BECOMING PART OF OUR COMMUNITY:

TUESDAY, OCTOBER 25, 2022

ATTIRE: DRESS CASUALLY & COMFORTABLY – JEANS ENCOURAGED!

Day Two Main Forum Begins

A Little About Andrea’s Background:

Brandon Baer, Founding Partner & CIO, Contingency Capital

Steve Binetter, Portfolio Manager, Marshall Wace

J.P. Boyd, Director of Investments, Golden LEAF Foundation

Eli Casdin, Chief Investment Officer & Founder, Casdin Capital

Judy Chambers, Managing Principal/Private Markets Consultant, Meketa Investment Group

Mike Condon, Head of Portfolio Management, Fund Evaluation Group (FEG)

Celia Dallas, Chief Investment Strategist, Cambridge Associates

Brian Garrett, Co-Founder & Managing Director, Crosscut

William Heard, Founder, CEO & CIO, Heard Capital

David Jeffrey, Partner, London, StepStone

Christine Kelleher, Chief of Investments, National Gallery of Art

John Pinkel, Portfolio Manager & Partner, Indus Capital

Michael Reist, Director, Avec Capital

Jamie Rhode, Vice President, Verdis Investment Management

Mark Roberts, Chief Investment Officer, Ironsides Asset Advisors, LLC

Eva Shang, Co-Founder & Chief Executive Officer, Legalist

Michael Simanovsky, Managing Partner & Chief Investment Officer, Conversant

Kate Sidebottom Simpson, Principal, TrueBridge Capital

Donna Snider, Chief Investment Officer, Hackensack Meridian Health

Chris Solarz, CIO, Digital Assets, Forest Road

Mark Steed, Chief Investment Officer, Arizona PSPRS Trust

Jason DeSena Trennert, Chairman & Chief Executive Officer, Strategas

Daniel Ward, Chief Investment Officer, Virginia Tech Foundation

Peter Zeihan, Geopolitical Strategist, Zeihan on Geopolitics & Author

Asset Owners/Allocators Managers/Asset Management Limited # of Service Providers

CPE Credits Available at our Forums!

Spring Investment Academy Forum

Fall Investment Academy Forum

You might also like