the fall iconnections investment institute virtual … · dr. poland received the hsu prize in...
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THE FALL iCONNECTIONS INVESTMENT INSTITUTE VIRTUAL FORUM
OCTOBER 26-27, 2020 (Previously scheduled in-person TII Member event for the same dates has been moved to May 2021)
Opening Keynote Monday – 10/26/20
Dr. George Friedman
Founder & Chairman Geopolitical Futures and Founder of Stratfor &
Author of numerous New York Times bestselling books
Allocator Interview Keynote Monday – 10/26/20
Ted Seides, CFA
Founder & Podcast Host Capital Allocators
Vaccine Keynote Monday – 10/26/20
Dr. Gregory A. Poland, M.D.
Director Vaccine Research Group Mayo Clinic
Editor-in-Chief for the journal Vaccine
Closing Keynote Monday – 10/26/20
Jeremy Grantham
Co-Founder & Chief Investment Strategist, GMO & Founder, The
Grantham Foundation for the Protection of the Environment
Opening Keynote Tuesday – 10/27/20
Angela Lee
Professor of Practice Chief Innovation Officer
Columbia Business School & Founder, 37 Angels
Closing Keynote Tuesday – 10/27/20
Frank Abagnale
Renowned Cybersecurity and Fraud Prevention Expert, Bestselling
Author & Subject of Catch Me If You Can
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Caroline Abramo
Founder & Chief Investment Officer Pana Group
Kirsty Jenkinson
Investment Director, Sustainable Investment & Stewardship
Strategies California State Teachers’ Retirement System (CalSTRS)
Beth Johnson
Partner; US Segment Leader for Family Offices & Senior Consultant,
Pavilion, a Mercer Practice
Letitia L. Johnson
Chief Investment Officer Amherst College
Christine Kelleher
Chief of Investments National Gallery of Art
Katherine Molnar
Chief Investment Officer Fairfax County Police Officers
Retirement System
Mark Roberts
Chief Investment Officer Ironsides Asset Advisors
Andrew Siwo
Director of Sustainable Investments and Climate Solutions (SICS)
New York State Common Retirement Fund
Lauren Taylor Wolfe
Co-Founder & Managing Partner Impactive Capital
John Trammell
Managing Director Symphony Financial Partners
James M. Williams
Chief Investment Officer The J. Paul Getty Trust
Mark W. Yusko
CEO & CIO Morgan Creek Capital Management
THE INVESTMENT INSTITUTE EDITORIAL COMMITTEE
CELIA DALLASChief Investment Strategist
Cambridge Associates
JIM DUNNChief Executive Officer & CIOVerger Capital Management
VANITA GAONKARSenior Investment Officer
Robert Wood Johnson Foundation
DAVID R. BRIEFSenior Managing Director
Angeles Investment Advisors
MARY CAHILLInvestment Committee
Woodruff Arts Center, Community Fdn. for Greater Atlanta & Zeist Fdn.
MIKE CONDONHead of Portfolio ManagementFund Evaluation Group (FEG)
JAMES CHALLENSenior Vice President/Principal
LCG Associates
ROBERT DURDENCEO/CIOUVIMCO
KRIS KAPOORChief Investment Officer
Furman University
LIBBY GEORGEDirector of Investments
NC State University
DAVID GILMOREManaging Director
Harry & Jeanette Weinberg Foundation
MIKE HENNESSYManaging Director, Investments
Morgan Creek Capital Management
RAY JACOBSONChief Investment Officer
Davidson College
BRIAN HIESTANDChief Investment Officer
The College of William & Mary Foundation
SUSANNE GEALYSenior Director - Investments
CommonSpirit Health
BETH JOHNSONPartner
Pavilion, a Mercer Practice
DONNA L. SNIDERChief Investment Officer
Hackensack Meridian Health
MARK STEEDChief Investment Officer
Arizona PSPRS Trust
DANIEL WARDChief Investment OfficerVirginia Tech Foundation
MEL WILLIAMSGeneral Partner
TrueBridge Capital
DAN PARKERDeputy Chief Investment Officer
Texas Tech University System
MARK ROBERTSChief Investment OfficerIronsides Asset Advisors
KATHERINE MOLNARChief Investment Officer
Fairfax County Police Officers Ret. Sys.
JONATHON KINGPresident & CEO
UNC Management Company
DONALD LINDSEYChief Investment Officer
American Institutes for Research
CHRISTINE KELLEHERChief of Investments
National Gallery of Art
ANNE SHELTONChief Investment Officer
American Trading & Production Corp
MARK W. YUSKOCEO & Chief Investment Officer
Morgan Creek Capital ManagementManaging Partner, MC Digital Assets
MUTHU MUTHIAHChief Investment Officer
Group Health Foundation
LIZA SCOTTDirector of Asset Management
Dominion Energy Services
LARRY KOCHARDChief Investment Officer
Makena Capital Management
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MONDAY, OCTOBER 26, 2020 10:00 am – 12:15 pm (Eastern Time) ASSET OWNERS/ALLOCATORS-ONLY
VIRTUAL FACE-TO-FACE MEET-UP DISCUSSION (This Session is Open to Asset Owners/Allocators Only)
10:00 am ALLOCATORS ONLY LOG ONTO PLATFORM
10:10 am SESSION BEGINS / WELCOME BY ANDREA SZIGETHY & DONNA HOLLY, TII
INTRODUCTION BY TED SEIDES, FOUNDER & PODCAST HOST, CAPITAL ALLOCATORS
10:15 am to 11:40 am Break into Small Groups to Discuss the Following Two Topics Discussion 1: (10:20 am – 11:00 am) Tactical Allocation Decisions in the Current Environment Discussion 2: (11:00 am – 11:40 am) Manager Due Diligence During the Pandemic
11:45 am to 12:15 pm Allocators Come Back Together to One Larger Group Ask Anything to… Dr. George Friedman, Founder & Chairman, Geopolitical Futures Questions from Allocators will be Moderated By: Ted Seides, Capital Allocators Facilitators for Small Group Discussions James Challen, Senior VP, Principal, LCG Associates Mike Condon, Head of Portfolio Management, FEG Susanne Gealy, Senior Director, CommonSpirit Health Mike Hennessy, Managing Director, Morgan Creek Mark Roberts, CIO, Ironsides Asset Advisors Ted Seides, Founder & Podcast Host, Capital Allocators
MONDAY, OCTOBER 26, 2020 – DAY ONE MAIN VIRTUAL FALL FORUM BEGINS FOR ALL
All sessions are in Eastern Time 12:50 pm ALL ATTENDEES LOG ONTO PLATFORM FOR FALL FORUM OPENING KEYNOTE! 1:00 pm MAIN FORUM BEGINS – CONFERENCE DAY ONE KICK-OFF! WELCOME FROM TII 1:15 pm – 2:00 pm Keynote Opening Address: GEOPOLITICAL TRENDS INVESTORS NEED TO WATCH AFTER THE PANDEMIC! The interesting thing about the Covid-19 outbreak is that to this point it has not created a depression. A recession is primarily a financial event. A depression is the destruction of economic systems. In the United Stated we have already seen some brick-and mortar retailers move into bankruptcy, and there is heavy pressure on the airline industry, but most of the economy is still recoverable at this point. The major question of the next six months will be the race between developing a vaccine and experiencing an economic breakdown. This also impacts the international system, as different nations will undergo different processes. All of this, of course, is in the context of the U.S. presidential elections. The same forces that were in place to elect Trump remain in place, so his defeat is not at all certain. And as we will be nine months into the Covid-19 crisis by then, it will certainly be a defining element in the election. Speaker: Dr. George Friedman, Founder, Geopolitical Futures
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MONDAY, OCTOBER 26, 2020 – DAY ONE CONTINUED All sessions are in Eastern Time
2:10 pm – 3:00 pm Keynote Allocator Interview: MANAGER SELECTION: WHERE ARE WE NOW? At what point in time will asset owners be willing (in a significant way) to allocate capital to managers without in-person due diligence meetings? When will your normal manager screening process go back to normal? Will the new norm for meetings continue to be face-to-face via zoom in a post Covid world? What gets lost in the shuffle when you can’t meet with a manager in person? This all-star line-up of CIOs will have a conversation led by Ted Seides. Interviewer: Ted Seides, Founder & Podcast Host, Capital Allocators Panelists: Letitia L. Johnson, Chief Investment Officer, Amherst College Katherine Molnar, Chief Investment Officer, Fairfax County Police Officers Retirement System James M. Williams, Chief Investment Officer, The J. Paul Getty Trust 3:00 pm – 3:30 pm COMPUTER SCREEN BREAK 3:30 pm – 4:15 pm Keynote Corona Virus Vaccine Update: AN UPDATE ON THE SARS - CoV-2 VACCINE In this afternoon keynote session, Dr. Poland will review current concerns, successes, and progress of COVID-19 vaccines. Dr. Poland holds the academic rank of professor of medicine and infectious diseases and molecular pharmacology and experimental therapeutics. He has chaired or been a member of every Federal committee involved in vaccine decision-making, including the NVAC, VRBAC, and the ACIP. Dr. Poland advocated for and successfully persuaded the CDC to recommend annual influenza vaccine for all Americans age 6 months and older and was the initial and primary advocate for requiring influenza immunization for all health care providers. Speaker: Dr. Gregory A. Poland, M.D., Director Vaccine Research Group, Mayo Clinic Mary Lowell Leary Professor of Medicine & Editor-in-Chief for the journal Vaccine 4:25 pm – 4:50 pm LP/GP Conversation: AN UPDATE ON JAPAN Interviewer: Mark Roberts, Chief Investment Officer, Ironsides Asset Advisors Speaker: John Trammell, Managing Director, Symphony Financial Partners 4:50 pm – 5:15 pm COMPUTER SCREEN BREAK
5:15 pm – 6:00 pm Closing Day One Keynote: CLIMATE CHANGE FOR INSTITUTIONAL & PRIVATE INVESTORS Speaker: Jeremy Grantham, Co-Founder & Chief Investment Strategist, GMO and Founder, The Grantham Foundation for the Protection of the Environment 6:00 pm End of Day One Sessions
Visit Our Website at https://theinvestmentinstitute.org/
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TUESDAY, OCTOBER 27, 2020 – DAY TWO All sessions are in Eastern Time
8:50 am ALL ATTENDEES LOG ONTO PLATFORM FOR FALL FORUM DAY TWO KEYNOTE ADDRESS! 9:00 am MAIN FORUM BEGINS – CONFERENCE DAY TWO KICK-OFF! 9:00 am – 9:45 am Opening Morning Keynote: INVESTING IN THE STARTUP ECOSYSTEM: LESSONS LEARNED FROM HEARING 15,000 STARTUP PITCHES! Angela will discuss the following in her keynote talk: 1) How do angels and VCs evaluate early stage startups? 2) How do you diligence a team, a market, and a business model? 3) What are questions you should be asking yourself before you start investing in startups? 4) What has changed given the Covid pandemic? Speaker: Angela Lee, Prof. of Practice/Chief Innovation Officer, Columbia Business School 9:55 am – 10:30 am Special Presentation: POST COVID 19: THE ACCELERATION TOWARDS A DIGITAL WORLD The acceleration towards a digital world has been moving at an even greater speed since the global pandemic. This session will discuss consumer preferences, less global trade, working from home, and how employers are changing business models going forward. Mark will also discuss the implications for the financial markets and the global economy in a post-Covid World. Speaker: Mark W. Yusko, CEO & CIO, Morgan Creek Capital Management & Managing Partner, Morgan Creek Digital Assets 10:30 am – 11:00 am COMPUTER SCREEN BREAK (AGENDA CONTINUED ON NEXT PAGE)
CPE CREDITS OFFERED FOR THE FALL VIRTUAL FORUM! The Investment Institute 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.
Visit Our Website at https://theinvestmentinstitute.org/
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TUESDAY, OCTOBER 27, 2020 – DAY TWO CONTINUED All sessions are in Eastern Time
11:00 am – 11:45 am ESG Integration & Implementation: ESG INVESTMENTS: THE FASTEST GROWING SECTOR IN ASSET MANAGEMENT ESG Investments (and by ESG we are including Impact and SRIs) is the fastest growing sector in
asset management presenting trillions of dollars of investment opportunities. This panel will dive into how to implement these strategies TODAY! Below are the topics our panelists will tackle when choosing a framework to evaluate opportunities and managers in this sector both public and private.
-A dive into the DOL Passthrough Rule: Proving that your risk return objectives are commensurate with your peers in your strategy/sector using a like kind benchmark, irrespective of ESG. Your fiduciary agreement is first and foremost to the IPS. – This is a power you have in measuring impact and success. Not necessarily to ESG, but to the risk/return objective in a like kind strategy. This is how many large trend setting plans are thinking about this.
-Pass Through: Are your underlying companies in whom you’re investing in supported by and endorsing your ESG principles? Can you document ESG advisory services to each investment? Is the underlying business durable in its ability to scale and grow?
-How can managers meet these challenges? It's not just ESG, it’s sustainability, proving that what the manager is doing will endure; The manager has identified investment opportunities that not only meet investment standards for ESG, but have embraced them as their own; Managers should be identified as fiduciaries (Full stop) against other like/kind investments. Don't lead with ESG or Women-Owned, which unfortunately are ancillary components of capitalism.
Moderator: Beth Johnson, Partner; US Segment Leader for Family Offices & Senior Consultant, Pavilion, a Mercer Practice
Panelists: Caroline Abramo, Founder & Chief Investment Officer, Pana Group Kirsty Jenkinson, Investment Director, Sustainable Investments, CalSTRS Andrew Siwo, Director of Sustainable Investments & Climate Solutions, New York State
Common Retirement Fund Lauren Taylor Wolfe, Co-Founder & Managing Partner, Impactive Capital 11:50 am – 12:30 pm Closing Keynote Address! SCAM ME IF YOU CAN Frank Abagnale, renowned cybersecurity and fraud protection expert, will speak for 15 minutes
on Scam Protection followed by a moderated discussion by Christine Kelleher, the Chief of Investments from National Gallery of Art. There will also be time for Q&A with the TII virtual audience. Frank will be happy to answer questions about his life in this fascinating interview. Frank is the author and subject of Catch Me If You Can!
Featuring: Frank Abagnale! Renowned Cybersecurity Fraud Prevention Expert, Bestselling Author & Subject of Catch Me if You Can
Moderator: Christine Kelleher, Chief of Investments, National Gallery of Art 12:30 pm End of The iConnections Investment Institute’s Fall Virtual Forum
Visit Our Website at https://theinvestmentinstitute.org/
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VIRTUAL ONE-ON-ONE MEET-UPS WITH MANAGERS & ALLOCATORS
SPONSORED BY iCONNECTIONS (The Company that hosted Funds4Food)
Calling all Allocators who are interested in meeting one-on-one with the managers who have supported The Investment Institute throughout the Pandemic! These meetings will be coordinated through the iConnections Platform (the company that hosted Funds4Food). There will be a discounted platform subscription fee offered by iConnections for managers attending the Forum who are interested in participating. All Allocators in attendance will be given complimentary access to participate. Below are the dates/times that meetings will be offered. If there is a high demand we will add more date options.
TUESDAY, OCTOBER 27 from 2:00 pm to 6:00 pm EDT (following the end of the forum) WEDNESDAY, OCTOBER 28 from 9:00 am to 3:00 pm EDT (the day after the forum)
For More Information
Managers interested in participating and receiving a discounted platform annual subscription rate Contact Rob Tappero at [email protected]
Allocators interested in participating Contact Andrea, Donna or Liz at [email protected]
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A SPECIAL THANK YOU TO OUR EDITORIAL COMMITTEE!
The Investment Institute would like to thank our distinguished Editorial Committee members for their time, guidance, knowledge and commitment to helping us throughout the year, especially during a Global Pandemic! Thanks for your valuable contribution to us and to the entire investment community! All Editorial Committee Members participate in at least one forum each year. We sincerely couldn’t do this without your participation! XOXOXO
David Brief, Senior Managing Director, Angeles Investment Advisors
Mary Cahill, Investment Committee, Woodruff Arts Center, Community Foundation for Greater ATL & Zeist Fdn.
James J. Challen, Senior Vice President/Principal, LCG Associates, Inc.
Mike Condon, Head of Portfolio Management, Fund Evaluation Group (FEG)
Celia Dallas, Chief Investment Strategist, Cambridge Associates
Jim Dunn, CEO & CIO, Verger Capital Management
Robert Durden, CEO/CIO, UVIMCO
Vanita Gaonkar, Senior Investment Officer, Robert Wood Johnson Foundation
Susanne Gealy, Senior Director, Investments, CommonSpirit Health
Libby George, Director of Investments, NC State University
David Gilmore, Managing Director, The Harry and Jeanette Weinberg Foundation
Michael Hennessy, Managing Director, Morgan Creek Capital Management
Brian Hiestand, Chief Investment Officer, The College of William & Mary Foundation
Ray Jacobson, Chief Investment Officer, Davidson College
Beth Johnson, Partner; US Segment Leader for Family Offices & Senior Consultant, Pavilion, a Mercer Practice
Kris Kapoor, Chief Investment Officer, Furman University
Christine Kelleher, Chief of Investments, National Gallery of Art
Jonathon King, President & CEO, UNC Management Company
Larry Kochard, Chief Investment Officer, Makena Capital Management
Don Lindsey, Chief Investment Officer, American Institutes for Research
Katherine Molnar, Chief Investment Officer, Fairfax County Police Officers Retirement System
Muthu Muthiah, Chief Investment Officer, Group Health Foundation
Dan Parker, Deputy Chief Investment Officer, Texas Tech University System
Mark E. Roberts, Chief Investment Officer, Ironsides Asset Advisors
Liza Scott, Assistant Treasurer/Director of Asset Management, Dominion Energy, Inc.
Anne Shelton, Chief Investment Officer, American Trading & Production Corp.
Donna L. Snider, Chief Investment Officer, Hackensack Meridian Health
Mark Steed, Chief Investment Officer, Arizona PSPRS Trust
Daniel Ward, Chief Investment Officer, Virginia Tech Foundation
Mel Williams, General Partner, TrueBridge Capital
Mark W. Yusko, CEO & CIO, Morgan Creek Capital Management & Managing Partner, Morgan Creek Digital Assets
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AN EXTRA SPECIAL THANK YOU TO OUR WONDERFUL SPONSORS WHO CONTINUE TO SUPPORT OUR MISSION FOR EDUCATION! WE ARE EXTREMELY GRATEFUL FOR YOUR COLLABORATION, CONTRIBUTION & COMMITMENT TO OUR TII COMMUNITY! WE
COULD NOT PROVIDE THESE PROGRAMS WITHOUT YOU! THANK YOU FOR BELIEVING IN US, ESPECIALLY DURING A GLOBAL PANDEMIC! XOXOXO
FEATURED FALL VIRTUAL FORUM LEAD SPONSORS
FALL VIRTUAL FORUM COLLABORATING SPONSORS
FALL VIRTUAL FORUM CONTRIBUTING SPONSORS
NON-PROFIT SUPPORTERS
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ABOUT THE INVESTMENT INSTITUTE
Andrea Szigethy Donna Holly
Founder & CEO President
The Investment Institute (TII) offers premier, unbiased, non-commercial educational investment forums for senior investment decision-makers from leading endowments, foundations, pension funds, hospitals/healthcare, single family offices (SFOs), multi-family offices (MFOs), RIAs, consultants, outsourced CIO firms, asset management firms and other financial institutions. TII features some of the most well-known and leading allocators, money managers, policy makers, economists, research strategists and business leadership gurus along with some of the most prominent institutional and private investors and brings them together for face-to-face conversations, debate and problem-solving. The programs cover complex issues surrounding the financial industry and the speaker faculty analyze risk while revealing many opportunities in the current market environment. Programs typically take place in the Southeast, however members participate from all around the country. A hallmark of TII is that it strives for the highest percentage/good ratio of allocators to managers in the audience at each event. The distinguished 30-person Editorial Committee, which reflects a cross section of various types of asset owners, engage with TII to set the direction and develop the cutting-edge timely topics and themes for all of the forums. It is with their guidance that new and innovative ideas are developed to educate TII’s community. The Editorial Committee assists TII in the recruitment of speakers, drives the content by selecting topics, and also acts as an informal advisory board and strategic resource. TII’s goal is to keep its investment community abreast of industry practices on a “real-time” basis at each program and to sharpen the understanding of critical factors impacting both long and short-term investment ideas leading to better investment returns. Andrea Szigethy, Founder & CEO and Donna Holly, President, have been working alongside each other as educators in the financial sector for over 19 years. Together they have built an organization that provides their members a relaxed, friendly, and non-sales type of atmosphere, fostering an environment to learn and connect with one another in a way that promotes lifelong relationships, trust and friendship among institutional and private investors, consultants and asset managers. Attendance at the forums is typically limited to enable members to meet almost everyone over the course of the program. High-caliber investment education, sophisticated investor attendees and in-depth networking are the key components of TII’s mission. The in-person forums are designed to be 1.5 days of programming including a down-to-earth, relaxed networking dinner which allows everyone to get to know one another on a more human level. In April of 2020, TII launched a successful Virtual Coffee-Break Series that has become known to the investment community as something not to be missed! The virtual series takes place bi-weekly and features presenters interviewed by a member of TII’s Editorial Committee on some of the most vital topics. TII welcomes new asset owners, allocators and managers into their circle of friends and are always interested in connecting!
Visit Our Website at https://theinvestmentinstitute.org/
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SPEAKER FACULTY BIOGRAPHIES Frank Abagnale, Renowned Cybersecurity and Fraud Prevention Expert, Bestselling Author and Subject of Catch Me If You Can Frank Abagnale is one of the world’s most respected authorities on forgery, embezzlement, and secure documents. For over 40 years he has worked with, advised, and consulted with hundreds of financial institutions, corporations and government agencies around the world. Mr. Abagnale’s rare blend of knowledge and expertise began more than 50 years ago when he was known as one of the world’s most famous con men. His riveting story provided the inspiration for Steven Spielberg’s 2002 film, Catch Me If You Can, starring Leonardo DiCaprio as Abagnale and Tom Hanks as the FBI agent fast on his heels. The Tony-Award winning musical, Catch Me If You Can, directed by the legendary Jack O’Brien, opened on Broadway at the Neil Simon Theatre.
“I chose to immortalize him on film because of what he’s done for the country for more than 30 years.” -Steven Spielberg
Mr. Abagnale has been associated with the FBI for over 40 years. He lectures extensively at the FBI Academy and for the field offices of the Federal Bureau of Investigation. He is a faculty member at the National Advocacy Center (NAC) which is operated by the Department of Justice, Executive Office for United States Attorneys. More than 14,000 financial institutions, corporations and law enforcement agencies use his fraud prevention programs. In 1998, he was selected as a distinguished member of “Pinnacle 400” by CNN Financial News - a select group of 400 people chosen on the basis of great accomplishment and success in their fields. In 2004 Mr. Abagnale was selected as the spokesperson for the National Association of Insurance Commissioners (NAIC) and the National Cyber Security Alliance (NCSA). He has also written numerous articles and books including The Art of the Steal, The Real U Guide to Identity Theft and Stealing Your Life.
“Abagnale’s lecture may be the best one-man show you will ever see.” -Tom Hanks
Mr. Abagnale refuses to accept payment for any of his government work. Today, the majority of his income is derived from consulting with major corporate clients such as LexisNexis, Intuit, AARP, and Experian and his public speaking engagements. Mr. Abagnale has conducted over 3,000 seminars on identity theft, cyber crime and fraud worldwide. Mr. Abagnale works as an advisor to a number of print and technology companies around the world. He spent 20 years as an advisor to the Standard Register Company, creating security features for negotiable instruments, car titles, etc. He spent 10 years as an advisor to the 41st Parameter which developed fraud detection technology, now used in 80 countries around the world and recently purchased by Experian.
In his latest book, Scam Me If You Can: Simple Strategies to Outsmart Today’s Ripoff Artists, Frank continues helping his audience by revealing what the world’s most skilled scammers are up to – and how you can stop them in their tracks. Caroline Abramo, Founder & Chief Investment Officer, Pana LCE Caroline founded Pana LCE in 2019 to meet the demand for sustainable climate investments that offer competitive returns. Her work in commodities and infrastructure investing spans 27 years at several premier institutions including Lazard Asset Management, Enron, Carlyle Group, BNP Paribas, Deutsche Bank, Credit Suisse, Kimura Capital, and Pana Advisory. She has significant Private Equity growth experience through arranged financing and IPO’s for the earliest “green companies”. Caroline has also advised on and taken GP ownership stakes in several green companies and platforms through Pana Advisory. Caroline was most recently Co PM for the Lazard Real Assets Fund (BBG ticker RALIX) and made growth investments into Infrastructure, Real Estate, and Commodity companies. Caroline was also co PM of the Lazard Commodity fund (BBG ticker COMDO). Caroline holds a Bachelor of Science and Arts in Management from Bucknell University. James J. Challen, Senior Vice President / Principal, LCG Associates Mr. Challen joined LCG Associates in 2009 and is a Senior Vice President. His client relationships include corporations, utilities, endowments, and foundations. In addition to lead consultant responsibilities, James conducts capital market and asset class research, investment manager due diligence, and special topical studies. Before joining LCG, James was with Morgan Keegan & Company as First Vice President of the Manager Due Diligence Group. He was responsible for managing a team that made investment recommendations for institutional and private clients. Concurrently, James was a Portfolio Manager for Morgan Keegan & Company’s Private Client Discretionary Program. He previously held several positions with Morgan Keegan & Company including Research Specialist and Research Associate. James began his career as a Financial Analyst at Remtech Services Inc. James is a CFA Charterholder and a member of the CFA Society of Atlanta. He is also a Chartered Alternative Investment Analyst (CAIA) Charterholder. James graduated with a B.S. in Finance from the Leeds School of Business at the University of Colorado.
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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. Dr. George Friedman, Founder & Chairman, Geopolitical Futures Founder of Stratfor & Author of numerous New York Times bestselling books George Friedman is an internationally recognized geopolitical forecaster and strategist on international affairs and the founder and chairman of Geopolitical Futures. Dr. Friedman is a New York Times bestselling author. His most recent book, THE STORM BEFORE THE CALM: America’s Discord, the Coming Crisis of the 2020s, and the Triumph Beyond, published February 25, describes how “the United States periodically reaches a point of crisis in which it appears to be at war with itself, yet after an extended period it reinvents itself, in a form both faithful to its founding and radically different from what it had been.” The decade 2020-2030 is such a period which will bring dramatic upheaval and reshaping of American government, foreign policy, economics, and culture. His most popular book, The Next 100 Years, is kept alive by the prescience of its predictions. Other best-selling books include Flashpoints: The Emerging Crisis in Europe, The Next Decade, America’s Secret War, The Future of War and The Intelligence Edge. His books have been translated into more than 20 languages. Dr. Friedman has briefed numerous military and government organizations in the United States and overseas and appears regularly as an expert on international affairs, foreign policy and intelligence in major media. For almost 20 years before resigning in May 2015, Dr. Friedman was CEO and then chairman of Stratfor, a company he founded in 1996. Friedman received his bachelor’s degree from the City College of the City University of New York and holds a doctorate in government from Cornell University. Susanne Gealy, Senior Director, Investments, CommonSpirit Health Susanne Gealy is a Senior Director of the investments team at Dignity Health based in San Francisco. She leads the organization's public and hedge fund equity investments. Dignity Health is one of the largest health systems in the US, dedicated to providing quality, compassionate health care. The organization has an $11 billion investment portfolio, allocated across the long term strategic goals, retirement benefits, endowment, and insurance. Prior to joining Dignity Health, 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. 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. Susanne is a board member of Trinity Charter School, a Texas charter school district dedicated to the educational needs of abused children. Jeremy Grantham, Co-Founder & Chief Investment Strategist, GMO Founder, The Grantham Foundation for the Protection of the Environment Mr. Grantham co-founded GMO in 1977 and is a member of GMO’s Asset Allocation team, serving as the firm’s long-term investment strategist. He is a member of the GMO Board of Directors and has also served on the investment boards of several non-profit organizations. Prior to GMO’s founding, Mr. Grantham was co-founder of Batterymarch Financial Management in 1969 where he recommended commercial indexing in 1971, one of several claims to being first. He began his investment career as an economist with Royal Dutch Shell. Mr. Grantham earned his undergraduate degree from the University of Sheffield (U.K.) and an M.B.A. from Harvard Business School. He is a member of the Academy of Arts and Sciences, holds a CBE from the UK and is a recipient of the Carnegie Medal for Philanthropy. *Mike Hennessy, Managing Director, Morgan Creek Capital Management Mike Hennessy is a Co-founder of Morgan Creek Capital Management, and serves as the Director of Investments. In this role, Mr. Hennessy provides oversight to the Private Investments Group, and acts as a Portfolio Strategist on portfolios beyond private investments, including work with Morgan Creek's advisory clients and proprietary funds. Prior to joining Morgan Creek in 2004, Mr. Hennessy was Vice President and a founding member of UNC Management Company. Primary areas of responsibility included domestic equity, international and emerging markets equity, opportunistic equity, absolute return, fixed income, enhanced fixed income and private investments. Mr. Hennessy also assisted in developing overall investment objectives as well as strategic and tactical asset allocation for the funds. Mr. Hennessy was responsible for monitoring both public and private individual managers and overall portfolio performance, as well as risk management. Prior to joining UNC in 1999, Mr. Hennessy was an Investment Director at Duke Management Company (Duke University) where he assisted in the management of multi-billion portfolios across all asset classes of
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various University-related investment pools. Before joining Duke in 1991, Mr. Hennessy was an Associate at Amundi Smith Breeden Associates, a quantitative investment management firm based in Durham, NC. Mr. Hennessy received his Master of Business Administration with a concentration in Finance from the Fuqua School of Business at Duke University and he also holds a Bachelor of Science Degree in Philosophy, Psychology and Mathematics from the College of William and Mary. Mr. Hennessy is Treasurer of Duke University Federal Credit Union, a member of the Investment Committee at the Carolina Friends School, a director of the Morgan Creek Foundation, Emeritus Trustee of the College of William & Mary Foundation Board of Trustees, and former member of its Executive Committee and Investment Committee (immediate past Chair), and a Trustee of the Murray 1693 Scholars Foundation. Donna Holly, President, The Investment Institute, LLC Donna Holly is the President of The Investment Institute, an educational membership organization founded in 2016 for institutional and private investors, managers and financial professionals. Previously, Donna was Director of Events Marketing at Morgan Creek Capital Management. Donna joined Morgan Creek in 2008 after working as a freelance consultant on educational events for the firm for two years. Prior to joining Morgan Creek, Donna worked at SAB Capital on the client relations and marketing team where she was responsible for overseeing the integration of the client relationship management system company-wide and providing performance and subscription documents to investors. Donna worked from 2002 to 2006 as the Director of Client Service and Project Management at NMS Management, Inc., an educational conference company designed to service the endowment, foundation and high net worth communities. Donna spent eight years as an advertising agency producer, developing TV and radio commercials for national clients, first at Wells Rich Greene BDDP and later at Ammirati Puris Lintas. She received her Bachelor of Arts degree in English from the University of Florida and is now, along with her husband, studying the development and care of chickens in her own backyard, after a culture-shock producing move to Roswell, Georgia after 19 years in Manhattan. Kirsty Jenkinson, Investment Director, Sustainable Investment & Stewardship Strategies California State Teachers’ Retirement System (CalSTRS) Kirsty is the Investment Director, Sustainable Investment & Stewardship Strategies for the California State Teachers’ Retirement System (CalSTRS), the largest educator-only public pension fund in the world with over $240 billion of assets under management. She joined CalSTRS in January 2019 and is responsible for managing over $6 billion placed with sustainability and activist managers, overseeing the fund’s stewardship activities including corporate engagement and proxy voting, and outreach with the fund’s stakeholders. Prior to joining CalSTRS, Kirsty spent four years at Wespath Benefits and Investments in Chicago and four years as the director of the Markets and Enterprise Program at the World Resources Institute (WRI), a Washington, D.C.-based global research organization focused on the environment and economic development. Before moving to the U.S., Kirsty was a Director of Governance and Sustainable Investment at F&C Asset Management (now BMO Global Asset Management) and an Executive Director in the Fixed Income division of Goldman Sachs in London. Kirsty sits on the board of the Business and Human Rights Resource Centre and is a member of WRI’s Sustainable Investment Advisory Council. She received an M.A. degree in International History from the University of Edinburgh, Scotland. Beth Johnson, Partner; US Segment Leader for Family Offices & Senior Investment Consultant, Pavilion, a Mercer Practice Beth is a Senior Investment Consultant at Pavilion, a Mercer Practice. She currently services 6 endowment, foundation and family office clients with over $9 billion in aggregate assets under advisement. For these clients, Beth focuses on projects relating to asset allocation, investment manager selection, performance evaluation, and fund operations and governance. Beth’s prior professional experience includes work as an Investment Director for Vanderbilt University’s endowment, where she was responsible for investments across traditional equities and bonds, marketable alternatives, oil and gas and private equity. She started her investment career as an Investment Analyst at Duke Management Company, managing investment projects across all asset classes for Duke University’s endowment office. Beth attended the University of North Carolina – Chapel Hill Graduate School where she completed coursework in Economics. She holds a BA in Economics, Mathematics, Computer Science, and German from Transylvania University in Lexington, Kentucky. Beth has also earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. She is a member of the CFA Institute and a past board member of the CFA Society of St. Louis and the Nashville Society of Financial Analysts. Throughout her career, Beth has remained active in her community, sitting on several not-for-profit boards of directors, previously serving as the Investment Committee Chair and then Chair of the Board for the Missouri Foundation for Health, a $1 billion healthcare foundation in St. Louis. In 2008, she received the Foundation and Endowment Money Management’s Non-Profit Consultant of the Year Award. Letitia Johnson, Chief Investment Officer, Amherst College Letitia Johnson is Chief Investment Officer of Amherst College. Prior to joining the College in 2019, Letitia worked at Cambridge Associates, where she partnered with endowment and foundation clients to invest their long-term assets, including developing strategy, selecting and diligencing managers, and formulating investment and spending policies. She has an MBA from the Yale School of Management and a BA in Mathematics from Brown University.
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Christine Kelleher, Chief of Investments, The National Gallery of Art Christine Zapotoczky Kelleher is chief of investments at the National Gallery of Art. Previously, Christine served as senior investment officer for Georgetown University. She assisted with the founding of 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. Earlier in her career, she served on the executive team of the Central European University, founded by George Soros, in Budapest, Hungary. She received a BA in Russian and international relations from Bucknell University and holds MAs in Russian and East European studies and in Central European history from Georgetown University. Christine is a member of the finance committee of the YWCA National Capital Area, an executive officer for the Bucknell University Alumni Association Board of Directors, a board member of the NHS Scholarship Fund, and an advisor to the Kayo Conference Series. She lives in Washington, DC with her husband and son.
Angela Lee, Professor of Practice & Chief Innovation Officer, Columbia Business School & Founder, 37 Angels Angela Lee is an educator & entrepreneur. She serves as Professor of Practice and Chief Innovation Officer at Columbia Business school where she teaches top-rated courses in venture capital and leadership. She was voted top three faculty by students in 2018. Angela started her career in product management and then was a strategy consultant at McKinsey. She has started 4 startups and is also the founder of 37 Angels, an investing network that has evaluated 12000+ startups, invested in 55, and activates new investors through a startup investment bootcamp. Angela has spoken at the White House and is regularly invited to advise decision-makers at the highest levels, including Prime Minister Trudeau. She is a sought-after expert on CNBC, Bloomberg TV, MSNBC and Fox Business. She was recognized by Inc. as one of 17 Inspiring Women to Watch in 2017, by Entrepreneur Magazine as one of 6 Innovative Women to Watch in 2015, and by Craine’s as a Notable Women in Tech in 2019. She serves on the boards of Fresco Education Fund and Cariclub. Katherine Molnar, Chief Investment Officer, Fairfax County Police Officers Retirement System Ms. Molnar joined Fairfax County Retirement Systems in 2013 and currently serves as Chief Investment Officer of the Fairfax County Police Officers Retirement System, a $1.5 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. Dr. Gregory Poland, Director of Vaccine Research Group, Mayo Clinic Gregory A. Poland, M.D., is the director of Mayo Clinic’s Vaccine Research Group — a state-of-the-art research group and laboratory that seeks to understand genetic drivers of viral vaccine response and application of systems biology approaches to the generation of immunity, as well as the development of novel vaccines important to public health. The Poland lab has developed the field of viral vaccine immunogenetics, the immune response network theory, and the field of vaccinomics and adversomics.
Dr. Poland holds the academic rank of professor of medicine and infectious diseases and molecular pharmacology and experimental therapeutics. He also serves as the president of the Edward Jenner Vaccine Society and is the Editor-in-Chief for the journal Vaccine.
Dr. Poland has chaired or been a member of every Federal committee involved in vaccine decision-making, including the NVAC, VRBAC, and the ACIP. Dr. Poland advocated for and successfully persuaded the CDC to recommend annual influenza vaccine for all Americans age 6 months and older, and was the initial and primary advocate for requiring influenza immunization for all health care providers. Dr. Poland was the 2013 recipient of the Mayo Distinguished Investigator award by the Mayo Board of Trustees, and the 2012 recipient of the Mayo Clinic Department of Medicine Lifetime Research Achievement Award. In 2012, Dr. Poland was named in the top 25 list of vaccine influencers in the world. In February 2013, he was nominated for membership in the Institute of Medicine (IOM). In addition, he recently received an NIH MERIT Award, an honor accorded to less than 5% of the nation’s NIH-funded investigators. Dr. Poland was awarded the Secretary of Defense Award for Excellence in December 2008. In 2008, he was named a Master of the American College of Physicians. Dr. Poland received the Hsu prize in International Infectious Disease Epidemiology in 2007, and the Charles Merieux Lifetime Achievement Award in Vaccinology from the National Foundation for Infectious Diseases in May 2006. In December 2006, Dr. Poland was elected President of the Defense Health Board, serving two terms. In 2005 he was awarded an honorary Doctor of Humane Letters by Illinois Wesleyan University, his alma mater. He was appointed as the Mary Lowell Leary Professor in Medicine (the highest academic distinction for a faculty member) by Mayo Clinic’s Board of Trustees in 2004. In May 2003, he was awarded the Secretary of Defense Medal for Outstanding Public Service. Dr. Poland served on the Infectious Diseases Society of America (IDSA) Taskforce on Pandemic Influenza, and currently chairs the American College of Physician’s Adult Immunization
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Advisory Board. Dr. Poland received the inaugural Gold Medal from the Spanish Vaccinology Society in 2001. He is the immediate past president of the Department of Defense’s Defense Health Board and the Armed Forces Epidemiological Board.
Dr. Poland received his medical degree from the Southern Illinois University School of Medicine in Springfield, Illinois, and completed his residency and advanced post-graduate work at the University of Minnesota/Abbott-Northwestern Hospital, Minneapolis, MN. He has published over 500 professional papers, book chapters, and editorials. He is actively and regularly sought after by both scientific and lay print, TV, and radio media for his views on vaccine policy. Dr. Poland is a popular conference and seminar speaker on the topics of vaccines, scientific literacy, vaccine hesitancy, scientific writing and publication, and biodefense. Mark Roberts, Chief Investment Officer, Ironsides Asset Advisors 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. Ted Seides, Founder & Podcast Host, Capital Allocators Ted Seides, CFA, is the Founder of Capital Allocators LLC, which he created in 2016 to explore best practices in the asset management industry from the perspective of asset owners, asset managers, and other relevant players. He hosts the Capital Allocators podcast, serves as an advisor to allocators and asset managers, helps asset managers convey their story through private podcasts, and educates investors. Ted launched the podcast in 2017 and the show reached three and a half million downloads in June 2020. Barron’s, Business Insider, and Value Walk each named it among the top investing podcasts. From 2002 to 2015, Ted was a founder of Protégé Partners LLC and served as President and Co-Chief Investment Officer. Protégé was a leading multibillion-dollar alternative investment firm that invested in and seeded small hedge funds. In 2010, Larry Kochard and Cathleen Rittereiser profiled Ted in the book Top Hedge Fund Investors. In 2016, Ted authored So You Want to Start a Hedge Fund: Lessons for Managers and Allocators to share lessons from his experience. Ted began his career in 1992 under the tutelage of David Swensen at the Yale University Investments Office. During his five years at Yale, Ted focused on external public equity managers and internal fixed income portfolio management. Following business school, he spent two years investing directly at two of Yale’s managers, Stonebridge Partners and J.H. Whitney & Company. With aspirations to demonstrate the salutary benefits of hedge funds on institutional portfolios to a broad audience, Ted made a non-profitable wager with Warren Buffett that pitted the 10-year performance of the S&P 500 against a selection of five hedge fund of funds from 2008-2017. Ted writes for Institutional Investor, and previously wrote a blog for the CFA Institute’s Enterprising Investor and guest publications for the late Peter L. Bernstein’s Economics and Portfolio Strategy. He is a Trustee and member of the investment committee at the Wenner-Gren Foundation, a member of the Advisory Council for the Alliance for Decision Education, and an active participant in the Hero’s Journey Foundation. He previously served as a Trustee and head of the Programming Committee for the Greenwich Roundtable and as a Board member of Citizen Schools-New York. Ted holds a BA, Cum Laude, from Yale University and an MBA from Harvard Business School. Andrew Siwo, Director of Sustainable Investments & Climate Solutions (SICS), New York State Common Retirement Fund Andrew Siwo is the Director of Sustainable Investments and Climate Solutions (SICS) at the New York State Common Retirement Fund and reports to the Chief Investment Officer. He is charged with providing leadership and oversight on sustainable investment efforts across the Fund’s $220 billion portfolio and is the portfolio manager for the Fund’s $20 billion commitment to SICS. Previously, Siwo was an Investment Director and served as the Head of Mission-Related Investments (MRIs) at Colonial Consulting, an investment consultancy to over 150 leading foundations and endowments with an aggregate of $40 billion in assets. At Colonial Consulting, Siwo led the creation of client portfolios targeting MRIs, developed the firm’s MRI (SRI, ESG, impact) framework as well led sourcing, investment research, and due diligence across asset classes for related investment strategies. Prior to joining Colonial Consulting, Siwo was a manager at the Global Impact Investing Networking (GIIN). In his capacity there, he was responsible for the operation, sourcing, and development of the largest and most widely used financial technology platform of impact investment funds globally, which he grew by $10 billion and validated over 100 impact funds. Siwo developed technology enhancements that improved user experience amongst investors and fund managers as well as educated institutional investors seeking exposure to socially/environmentally responsible investment portfolios. Prior to joining the GIIN, Siwo spent five years in the investment banking division at JP Morgan—most recently in the Global Special Opportunities Group, a $3 billion proprietary portfolio of principal investments in private equity, debt, mezzanine, infrastructure, and real estate. He also held roles on the Rates Desk executing fixed-income financing transactions as well as the Securitized Products Group valuing collateralized mortgage obligations. Before JP Morgan,
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Siwo was a member of the Corporate Finance and Real Estate Strategy Group at Victoria's Secret leading project finance initiatives. He began his career at E*Trade Financial, a pioneer financial technology firm, managing a team of investment representatives serving active traders and high net-worth investors. Siwo is also an Adjunct Assistant Professor of Public Service at New York University where he created and teaches and advanced ESG course. He is an Impact & Sustainable Finance Faculty Consortium member. He completed an MPA in Finance and Fiscal Policy at Cornell University and holds a BA in Accounting from Morehouse College. He has held FINRA Series 7, 63, and 24 licenses. Siwo was selected into the 2020 Class of Crain’s New York Business “40 under 40.” Andrea Szigethy, Founder & CEO, The Investment Institute, LLC Andrea Szigethy is the Founder and CEO of The Investment Institute, an educational membership organization founded in 2016, for institutional and private investors, managers and financial professionals. Previously, Andrea was a Principal 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 also holds several voluntary positions. She serves on the Board of The Morgan Creek Foundation as well as on the Advancement Committee for the Hill Learning Center located in Durham, NC who provides services to children who have learning differences and is also a Member of the Advisory Board for the charity Funds4Food that was created to help support food insecurity worldwide during the global COVID-19 pandemic. Prior to working at Morgan Creek, Andrea was the President of NMS Management, Inc., an 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. She managed all aspects of conference production, research and development, sales, marketing and relationship management. Prior to NMS, 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 Master of Arts in Social Work from Adelphi University. Outside of work, Andrea enjoys spending time with her large blended family, close friends and dogs. Andrea’s favorite spot to run away to is Bald Head Island in NC! Lauren Taylor Wolfe, Founding Partner, Impactive Capital Lauren Taylor Wolfe is co-founder and Managing Partner of Impactive Capital, an impact focused active engagement fund. Prior to that she spent 10 years at Blue Harbour Group, a $3.5 Bn activist investment firm, where she was a Managing Director and Investing Partner. Focused primarily on select sectors including, Technology, Consumer, Business and Healthcare Services, Lauren led many of the firm’s investments. Prior to joining Blue Harbour in 2007, Lauren was a Portfolio Manager at SIAR Capital, where she invested in small capitalization public companies, private companies, as well as other outside investment managers. Lauren began her career at Diamond Technology Partners, a strategic technology consulting firm. 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 is active on various boards including, HD Supply [Nasdaq: HDS], a $8.5 Billion enterprise value industrial distributor, 30% Club Steering Committee, an Angel Member of 100 Women in Finance. John Trammell, Managing Director, Symphony Financial Partners John Trammell is with Symphony Financial Partners as Managing Director, Global Strategic Relationships. Symphony is a Tokyo based Japanese deep value equity investor. John is currently the President of the NY Episcopalian Diocesan Trust. Trammell also serves on the Investment Committee of Episcopal Diocese of New York, is a member of the Investment Committee of Somerset Hills Learning Institute and St. James Parish. He is also a member of the Advisory Board at Tiedemann Investment Group. He was previously the Global Co-Head of Asset Management at Cantor Fitzgerald Investment Advisors from December 2011 until 2015. Prior to joining Cantor, Mr. Trammell was the CEO of Cadogan Management, LLC, an asset management firm, a position he held from September 2007. Prior to joining Cadogan, he spent seven years at Investor Select Advisors, a hedge fund investment platform, where he served as the Chief Executive Officer. Mr. Trammell joined Investor Select Advisors from Argonaut Capital Management in New York, a global macro hedge fund, where he was Chief Operating Officer. Mr. Trammell began his career with the Hudson Institute, a New York-based think tank, where he served as a primary economic research assistant to Herman Kahn, the founder and a noted strategist. Mr. Trammell received a BA in History and Economics from DePauw University and studied at Waseda University in Tokyo, Japan. Mr. Trammell has also spent time as a MD / Institutional Sales with Solovis, LLC., an institutional money management and analytics software platform. Prior to Solovis, Mr. Trammell was a member of the management committee at Novus Partners, a financial technology firm utilizing both public and private data for portfolio analytics. Mr. Trammell is the co-author of several books and has written numerous articles for publication.
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James M. Williams, Chief Investment Officer, The J. Paul Getty Trust Jim has been the Chief Investment Officer of the J. Paul Getty Trust since December 2002. Prior to this position, Jim spent 3 years as the President of Harbor Capital Advisors and President of the Harbor family of mutual funds. Prior to joining Harbor, he was manager of the Pension Asset Management department of Ford Motor Company. Jim serves on the boards of trustees for Ariel mutual funds and for SEI mutual funds. And Jim is on the board of the Toigo foundation, which promotes opportunities for minorities in the financial services industry. Jim has a BS in engineering from the University of Michigan and an MBA in finance from the University of Chicago. Mark Yusko, CEO & CIO / Managing Partner, Morgan Creek Capital Management / Morgan Creek Digital Assets Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. He is also the Managing Partner of Morgan Creek Digital Assets. Morgan Creek Capital Management was founded in 2004 and currently manages close to $2 billion in discretionary and non-discretionary assets. Prior to founding Morgan Creek, Mr. Yusko was CIO and Founder of UNC Management Company (UNCMC), the Endowment investment office for the University of North Carolina at Chapel Hill. Before that, he was Senior Investment Director for the University of Notre Dame Investment Office. Mr. Yusko has been at the forefront of institutional investing throughout his career. An early investor in alternative asset classes at Notre Dame, he brought the Endowment Model of investing to UNC, which contributed to significant performance gains for the Endowment. The Endowment Model is the cornerstone philosophy of Morgan Creek, as is the mandate to Invest in Innovation. Mr. Yusko is again at the forefront of investing through Morgan Creek Digital Assets, which was formed in 2018. Morgan Creek Digital is an early stage investor in blockchain technology, digital currency and digital assets through the firm’s Venture Capital and Digital Asset Index Fund. Mr. Yusko received a BA with Honors from the University of Notre Dame and an MBA in Accounting and Finance from the University of Chicago.
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