attendees as of november 13, 2017 - sacrs fall conference/sacrs... · bleichmar fonti & auld...

Attendees as of November 13, 2017

Company/System Name Full Name

AB Liz Smith

Timothy Strakosch

Abbey Capital Limited Aodhagan Hurley

Abbott Capital Mgmt. Ryan Green

Charlie Van Horne

Aberdeen Standard Investments Peter Schmole

Abraham, Fruchter & Twersky, LLP Atara Hirsch

Acadian Asset Mgmt., LLC Andrew Miller

Adams Street Partners LLC Scott Hazen

Brijesh Jeevarathnam

Aegon Asset Mgmt. T.F. Meagher

AEW Capital Mgmt., L.P. Lily Kao

Affiliate Emeritus Bob Helliesen

Jerry Prior

Aksia LLC Samantha Levenstein

Matthew Mullarkey

Alameda County Margo Allen

Dale Amaral

Ophelia Basgal

Annette Cain-Darnes

Sandra Duenas

Kathy Foster

Tarrell Gamble

Harsh Jadhav

Vijay Jagar

Liz Koppenhaver

Henry Levy

Kathy Mount

David Nelsen

Ismael Pina

Nancy Reilly


County/Company Full Name

Alameda County Elizabeth Rogers

Lori Schnall

Betty Tse

Darryl Walker

Susan Weiss

Alcentra NY LLC Scott Hamilton

Algert Global LLC Michael Wolpert

Allianz Global Investors Capital Joel Damon

Steve Malin

Amanda Montgomery

American Realty Advisors Jay Butterfield

Amundi Pioneer Asset Mgmt. John Black

Angelo, Gordon & Co. Colleen Casey

Aon Hewitt Investment Consulting Chae Hong

Apollo Mgmt. Brad Angle

Michael Holt

AQR Capital Mgmt. Joey Lee

Michael Porter

Ardian Erin Odisio

Wilfred Small

Aristotle Capital Mgmt. Aylon Ben-Shlomo

ASB Real Estate Investments Frank Nigro, Jr.

AXA Investment Managers Margo Ragland

Baillie Gifford International, LLC Ryan Fitzpatrick

Barclays Capital Stefanie Frese

Baring International Susan Marshall

Barings Real Estate Advisers Patrick Kendall


Baron Capital Jennifer Lenker Nigro

Lucy Pesa

Barrow, Hanley, MeWhinney & Strauss Clayton Johnston

Belpointe Martin Lacoff

Cody Laidlaw

Benefit Street Partners Marc Gonyea

Bentall Kennedy (US) L.P. Reagan Pratt

Kit Tangen

Berman Tabacco Nicole Lavallee

Kevin Shelley

Bernstein Litowitz Berger & Grossmann LLP Blair Nicholas

Bernzott Capital Advisors Joseph Karpinski

Birch Grove Capital Ryan O’Connell

Bivium Capital Partners, LLC Doug Palenchar

BlackRock Financial Mgmt., Inc. Patricia Hunter

Samantha Taylor

Blackstone Brook Chang

Brad Rudner

Bleichmar Fonti & Auld LLP Javier Bleichmar

Erin Woods

BMO Asset Mgmt. Holly Garteiz

Kamila Kowalke

BNP Paribas Asset Mgmt. Jackie Carr

Kenneth Corwin

BNY Mellon Asset Servicing Mark Carnevale

Yolanda Diaz

Boston Advisors, LLC Keith Flynn



Boston Partners Global Investors, Inc. Michael Atwood

Carolyn Margiotti

Brandywine Global Investment Mgmt. Gregory Zavoyna

Bridgewater Associates, LP Pam Tholen

Joel Whidden

Brown Armstrong CPAs Ashley Casey

Lindsey McGuire

Calamos Investments Gregory Kuhl

Callan LLC Anne Heaphy

JJ Milder

Cambridge Judge Bus. School & UC Berkeley Rau Raghavendra

Carmel Partners Rich Bennion

Carpenter & Company Arthur Hidalgo

CBRE Global Investors Nick Rittenhouse

CBS Stations KNX 1070 Newsradio Frank Mottek

CenterSquare Investment Mgmt. Katie Bergen

Cheiron, Inc. David Holland

Graham Schmidt

City of Fresno Retirement Systems David Newton

City of San Jose – Dept. of Retirement Services Martin Dirks

Roberto Pena

ClearBridge Advisors Terence Fennessy

James Savage

Cliffwater LLC Jamie Feidler

Cohen & Steers Capital Mgmt. Chris Henderson

Cohen, Milstein, Sellers & Toll, PLLC Richard Lorant

Julie Reiser




Columbia Threadneedle Gregory Spradling

Commonfund Ellen Blix

Contra Costa County Candance Andersen

Colin Bishop

Christina Dunn

Wrally Dutkiewicz

Scott Gordon

Alison Greene

Henry Gudino

Jerry Holcombe

Louie Kroll

Karen Levy

David MacDonald

John Phillips

Timothy Price

Gabe Rodrigues

Todd Smithey

Gail Strohl

Jerry Telles

Rusty Watts

Cowen John Seyler

Crestline Investors, Inc. Sean Gannon

Cross Ocean Partners Sanford Ewing

D.E. Shaw Investment Mgmt., LLC Letitia Yang

Dalton, Greiner, Hartman, Maher & Co., LLC Michael Dunn

David L. Bonuccelli & Associates, Inc. David Bonuccelli

Delaware Investments Trevor Blum

Denali Advisors Kathryn Cicoletti

DePrince, Race & Zollo, Inc. Ami Fox

Tim McAvoy



Deutsche Asset Mgmt. Mike Keough

Melanie Schiff

Diamond Hill Capital Mgmt. Padraig Connolly

Dimensional Fund Advisors John Dashtara

Ted Simpson

DoubleLine Capital Christine Chun

Barbara Ziegler

DuPont Capital Mgmt. Paul Leahy

A. Corey Mayo

East Bay Municipal Utility District ERS Timothy McGowan

Eaton Vance Mgmt. Kristen Gaspar

Rodrigo Soto

Edelstein, Gilbert, Robson & Smith Mike Robson

Trent Smith

Edinburg Partners North America, Inc. Tom Dickson

EnTrustPermal JJ Parma

Fairview Capital Partners, Inc. Lesley Nettles

Aakar Vachhani

Federated Investors Thomas Brown

Crystal Kwok

Fidelity Institutional Asset Mgmt. Arthur Greenwood

Kristin Shofner

First Quadrant, L.P. Brian Rowe

Fisher Investments, Inc. Chris Swany

Foley & Lardner LLP Thomas Hickey

Former White House Press Secretary Sean Spicer

FPA Multifamily, LLC Stanley Kim



Franklin Templeton Institutional Bill Deakyne

Mathew Salter

Fresno County Maria Baker

Laura Basua

Rauden Coburn

Robert Dowell

Eulalio Gomez

Marta Gonzalez

Donald Kendig

Mary Ann Rogozinski

Kimberly Zepeda

GAM Andrew Higginson

Chris Todisco

GCM Grosvenor Aris Hatch

Golden Tree Asset Mgmt. Laurie Katz

Goldman Sachs Asset Mgmt. Stephanie Ivy Sanford

Joe Karowsky

Gresham Investment Mgmt., LLC Alex Gansch

Grosvenor Capital Mgmt., L.P. Sean Conroy

GWK Investment Mgmt. Nancy Rimington

Hagens Berman Sobol Shapiro LLP Danielle Charles

Reed Kathrein

Hamilton Lane Michael Daly

Paul Yett

Hanson Bridgett LLP Nancy Hilu

Scott Smith

HarbourVest Partners, LLC Mark Radville

Harrison Street Real Estate Capital James Choi



Heitman LLC John Mancuso

HGK Asset Mgmt., Inc. Adria Hall

HSBC Global Asset Mgmt. Khaoula Begdouri

ICG (Intermediate Capital Group) Chris Hawkins

Impax Asset Mgmt. Molly Ono

Imperial County Margaret Castro

Thomas Garcia

Scott Jarvis

Patricia Lizarraga

Luis Plancarte

Regina Rodrigues

Karen Vogel

Kimberly Whittemore

Independent Arbitrator Barbara Kong-Brown

INTECH Andrea Georgiu

Nancy Holden

Invesco, Inc. Brad Gillman

Delia Roges

Invesco Real Estate Mike Baran

Iridian Asset Mgmt. Ed Riley

J.P. Morgan Asset Mgmt. JD Sitton

James Evans & Associates Ltd. Sheree Johnson

JPMorgan Chase Dina Collins

Kaplan Fox Kilsheimer LLP Justin Farar

Kayne Anderson Capital, L.P. Eileen Mancera

Cade McNown

KBI Global Investors Geoff Blake

Simon Padley



Keenan & Associates Kathy Espinoza

Kennedy Wilson John Flynn

Kern County Dominic Brown

David Couch

Dustin Dodgin

Phil Franey

Karen Frieson

Juan Gonzalez

Brenda Greenwood

Thad Kennedy

Rick Kratt

Sheryl Lawrence

Aimee Morton

Nicole Pannell

Sarah Pierce

Jennifer Zahry

Kessler Topaz Meltzer & Check Jonathan Davidson

Kohlberg Kravis Roberts & Co. Amy Lesch

Labaton Sucharow, LLP Marisa DeMato

LaSalle Investment Mgmt. Chadwick Cunningham

Matthew Walley

Lateral Investment Mgmt. Richard de Silva

Margret Hardardottir

Lazard Alternative Investments Melissa Lombardi

Lazard Asset Mgmt. Tom Franzese

George Sands

Leading Edge Investment, LLC Clayton Jue

Leanin.org Debi Hemmeter

Legal & General Investment Mgmt. America Ivy Flores



Legato Capital Mgmt. Vincent Williams

Libremax Capital, LLC Emily Fritz

Lighthouse Partners Phillip Barkett

LM Capital Cheryl King

LMCG Investments, LLC Tom Capobianco

Loomis, Sayles & Co., L.P. Chad Gross

Stephanie Lord

Loop Capital Markets LLC Edward Rozell

Lord, Abbett & Co. Nick Johnston

Kitty Martin

Los Angeles City Employees Retirement System Annie Chao

Michael Wilkinson

Los Angeles County Marvin Adams

Beulah Auten

Allison Barrett

Carlos Barrios

Anthony Bravo

Derwin Brown

Bernie Buenaflor

Tamara Caldwell

Leisha Collins

Eugenia Der

Johanna Fontenot

Jonathan Grabel

Vivian Gray

Barry Lew

Cheryl Lu

Dmitriy Khaytovich

Cynthia Martinez

Robert Morgan

Quoc Nguyen


Los Angeles County Arlene Owens

J.J. Popowich

James Pu

Kelly Puga

Christine Roseland

Herman Santos

Justin Stewart

Roberta Van Nortrick

LRS Retirement Solutions John Katalinich

LRWL Inc. Ed Meyers

M.D. Sass Associates, Inc. Frank Pfeffer

MacKay Shields, LLC Therese Hernandez

Kirk Kashevaroff

Mackenzie Investments Shane McMahon

Macquire Investment Mgmt. Kevin Byrne

Michelle Riffelmacher

Makena Capital Mgmt. Andre Cuerington

Man Group Christopher Gorgone

Maggie Gresio

Manulife Asset Mgmt. Scott Eversole

Maples Fund Services (Canada) Inc. Tyler Kim

James Perry

Marathon Asset Mgmt. Ailyn Fun

Marin County Chris Cooper

Maya Gladstern

Dorothy Jones

Sara Klein

Todd Werby

Jeff Wickman



Marshall Wace North America LP Tom Kanter

Martin Currie Andy Hahn

Medley Capital LLC Allyson Kaufman

Meketa Investment Group, Inc. Holly Heiserman

Stephen McCourt

Mendocino County Kathryn Cavness

Jerilyn Harris

Tim Knudsen

Lee Parker

Richard Shoemaker

Merced County Forrest Hansen

Angelo Lamas

Alfonse Peterson

Kristen Santos

Mesa West Capital, LLC Jessica Hobbs

Mesirow Financial, Inc. David Gola

MetLife Investment Mgmt. Napoleon Stephenson

MFG Asset Mgmt. John Dewey

MFS Investment Mgmt. Ed Grant

Gregory Jones

Millennium Global Americas LLC JoAnne Svendsgaard

Milliman, Inc. Craig Glyde

Moelis and Company Grant Saul

Mondrian Investment Partners David Hogan

Morgan Stanley Greg Best

Morneau Shepell Elise Dallain

Jim Kelly



Mosser Capital Rachel Rosenthal

Mount Lucas Mgmt., Corp. Raymond Ix, Jr.

Napier Park Global Capital Nadja Marcoz

National Disability Evaluations David Gyepes

Stuart Pearson

Nat. Law Enforcement Officers Memorial Fund Craig Floyd

Navellier & Associates Peter Burchfield

NEPC Sam Austin

Don Stracke

Neuberger Berman Paul Sauer

Newton Investment Mgmt. Ben Williams

Nikko Asset Mgmt. Lawrence Remstedt

Yu-Ming Wang

Northern Trust Asset Mgmt. Tamara Doi Beck

Thomas Eichenberger

Nossaman LLP Ashley Dunning

Nuveen Investment Institutional Thomas Woolley

NXT Capital Linda Chaffin

Oak Hill Advisors John Fiscella

Oberweis Asset Mgmt. Brian Lee

Ocean Avenue Capital Partners, L.P. Jeffrey Ennis

Brad Williams

OFI Global Asset Mgmt. William Raynor

OGAM, Ltd. Jens Hofmann

Olson, Hagen & Fishburn, LLP Christopher Waddell



Orange County Russell Baldwin

Steve Delaney

Frank Eley

Lee Fink

Shari Freidenrich

Eric Gilbert

Roger Hilton

Suzanne Jenike

Robert Kinsler

Dawn Matsuo

Molly Murphy

Chris Prevatt

Gina Ratto

Brenda Shott

Owl Rock James Clarke

P/E Investments Bruce George

Ty Taylor

PAAMCO Andrew Ross

Christopher Tarui

Pacific Alternative Asset Mgmt. Co. James Meehan

Pantheon Ventures Iain Jones

Parametric Portfolio Associates Ben Lazarus

Julianne Williams

Park Madison Partners Amy Cummings

Partners Group Tiby Erdely

Kyle Osborn

Pathway Capital Mgmt. Teri Noble

Payden & Rygel Brian Miller

Earl Parker

Penserra Securities LLC Zlatko Martinic



Pension Consulting Alliance, LLC Ryan Lobdell

David Sancewich

Perella Weinberg Partners Charlie Hannigan

PFM Asset Mgmt. Leslie Spencer

PGIM Real Estate Marcus Berry

Peter Taggart

PIMCO Kevin Gray

Sasha Talcott

PineBridge Investments Joseph Fague

Pomerantz Grossman Hufford Dahlstrom &

Gross, LLP

Roxanna Talaie

Principal Global Investors Gordon Froeb

Doug Younkin

Public Pension Consultants Lance Kjeldgaard

Putnam Investments Marnie Maciariello

QPIC, LLC Harry Kenworthy

Quantitative Mgmt. Associates Sean Borella

Brad Zenz

Raven Capital Mgmt. MP Hayden

Anna Zawieja

RBC Global Asset Mgmt. Tom Heflin

Reed Smith LLP Maytak Chin

Harvey Leiderman

Jeffrey Rieger

Retired Employees of San Diego County, Inc.

(RESDC)

John McTighe

Mark Nanzer

Rice Hall James & Associates, LLC Jordan Warrington



RiverNorth Capital Greg Uythoven

Rockefeller & Co. Michael Savva

Rothschild Asset Mgmt. Aysun Kilic

Russell Investments Ellen Bilski

Doug Miller

RVK, Inc. Matthias Bauer

Marcia Beard

S&P Dow Jones Indices Jeffrey Harding

Sacramento County John Conneally

Steve Davis

Robert Gaumer

John Gobel

Martha Hoover

John Kelly

Ben Lamera

Brian Miller

Kathy O’Neil

Chris Pittman

Kathryn Regalia

Annette St. Urbain

Eric Stern

SACRS Past President Richard White

Sagitec Solutions LLC Diann Clift

Jeff Freeman

Salient Partners Blair Batson

Marcus Smith

San Bernardino County Brendan Brandt

Michael Calabrese

Barbara Hannah

Joe Michael



San Bernardino County John Michaelson

Donald Pierce

Christie Porter

Janice Rutherford

Dawn Stafford

Julie Underwood

Larry Walker

Neal Waner

San Diego County Samantha Begovich

Bob Goodchild

Susan Mallett

Dan McAllister

Skip Murphy

Stephen Sexauer

Rachel Witt

San Joaquin County Nancy Calkins

Jennifer Goodman

Kathy Herman

Ray McCray

Jason Morrish

Johanna Shick

J.C. Weydert

San Mateo County Benedict Bowler

Brenda Carlson

Michael Coultrip

Lilibeth Dames

Albert David

Scott Hood

Susan Lee

Elizabeth LeNguyen

Kristina Perez

Gladys Smith

David Spinello

Eric Tashman



Santa Barbara County Alan Blakeboro

Zandra Cholmondeley

Harry Hagen

Greg Levin

Pancho Occiano

Ryan Sullivan

Lauren Thompson

Michael Vidal

Schroders Allan Duckett

Shawn Parris

Seer Capital Mgmt. Andrew Peisch

Segal Consulting Paul Angelo

Jennifer Schuster

Andy Yeung

Singing National Anthem Macy Lites

Solace Capital Partners Hilary Adams

Sonoma County

James Failor

Selina Gonzalez

Kelly Jenkins

David Lantzer

Steve Marsh

John Pels

Jackie Purter

Brian Williams

Julie Wyne

SSI Investment Mgmt. Karen Richardson

Standish Mellon Asset Mgmt. Daniel Lass

Stanislaus County Rhonda Biesemeier

Jim DeMartini

Darin Gharat

Mike Lynch



Stanislaus County Michael O’Neal

Traci Robertson

Rick Santos

Samuel Sharpe

Fred Silva

Starwood Capital Group Amanda Ly

State Street Global Advisors Sonya Park

State Street Global Services Tonya Corday

Kerrie Lloyd

StepStone Group LP Brey Jones

Stockbridge Capital Group, Inc. Drew Stepanek

Stone Harbor Investment Partners, LP John Madden

Strategic Global Advisors, LLC Sam King

Summit Strategies Group Trevor Jackson

Sustainable Growth Advisers, LP Scott Ohm

Symphony Asset Mgmt. Ted Sheridan

T. Rowe Price L. Kenneth Brooks

David Orlando

TA Associates Realty Scott Amling

Douglas Engelman

Tegrit Michelle Palatas

TerraCap Management Corp. Patrick Melton

Texas Tech University System Tim Barrett

The Capital Group Companies Michael Bowman

The Carlyle Group Ryan Buntain

The Resmark Companies Caroline Gibson

The TCW Group, Inc. Christopher Alders



The Townsend Group Jennifer Stevens

The Yucaipa Companies Norice Rice

Thornburg Investment Mgmt. Clayton Camper

Titan Advisors LLC Marice Leo

Tocqueville Asset Mgmt. Max Rodriguez

Torchlight Investors Scott Barsky

Tortoise Capital Advisors Andy Goldsmith

Tortoise Credit Strategies Graham Allen

Tracy DeAndrea

Tulare County Frank Embrey

Barbara Grunwald

Ronald Hill

Mary Warner

UBS Asset Mgmt. (America), Inc. Drew Gieger

Renee McGrail

Tracey Monroe

UBS Realty Investors LLC Mia Dennis

Ullico Investment Advisors, Inc. Luke Howe

University of Montana Endowment Rob Harkins

VanEck Mark Hurrell

Patrick Lulley

Ventura County Maeve Fox

Dan Gallagher

Art Goulet

Will Hoag

Lori Nemiroff

Mike Sedell

Tracy Towner

Linda Webb

Bill Wilson



Verus—Los Angeles Edward Hoffman

Eileen Neill

Herbert Nishii

Scott Whalen

Verus—San Francisco Margaret Jadallah

John Nicolini

Victory Capital Mgmt., Inc. Stephen Simpkin

Voya Investment Mgmt. Brant Grimes

Waddell & Reed Lynne Goodwin

Washington Capital Mgmt. Brian Welch

WEDGE Capital Mgmt. Richard Wells

Wells Fargo Asset Mgmt. Alex Tanase

Wellington Mgmt. Company LLP Akin Greville

Charlie Ruch

Western Asset Mgmt. Co. Ronnie Amici

Avni Gandhi

White Oak Global Advisors, LLC Teresa Cutter

Landy Pheloung

William Blair & Co. Wally Fikri

Madelyn Pavlic

Wilshire Associates, Inc. Jeff Wright

Wolf Haldenstein Adler Freeman & Herz LLP Malcolm Brown

World Trade Center Stephen Cheung

WTax Ari Davidowitz

Robyn Greenblatt

YogaYou Sarah Butler

Zais Group, LLC Greg Barrett

Jennifer Lakefield


attendees as of november 13, 2017 - sacrs fall conference/sacrs... · bleichmar fonti & auld...

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