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Keith H. Black CAIA   Associate Director of Curriculum   CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION - CAIA   Keith Black has over twenty years of financial market experience, serving approximately half of that time as an academic at the Illinois Institute of Technology and the other half as a trader and consultant to institutional investors. He currently serves as Associate Director of Curriculum for the Chartered Alternative ... [ Read More ]

Ben Blakney   Managing Director   COURTLAND PARTNERS, LTD.   Courtland Partners, Ltd is an institutional real estate consulting firm with an underwriting resume of over $40 billion in US domestic and institutional markets. He has over 20 years of financial industry experience with institutional investors as a senior executive in both the public and private sectors. At ... [ Read More ]

Jim Brazell     TECHNOLOGY FORECASTER AND STRATEGIST   jimbrazell.com - Jim Brazell is a Texas technology forecaster, strategist, and public speaker focused on innovation and transformation. For two decades, Jim has been ahead of the curve in predicting technology, market, industry, and education trends. Clients for Jim's forecasting and facilitated strategy services include Global 100 companies, high tech ... [ Read More ]

Noah Breslow   COO   ON DECK CAPITAL   Noah Breslow is Chief Operating Officer at On Deck Capital, a financial technology company that connects America's Main Street businesses directly to the capital they need to grow. Having served in a number of roles since the company's inception, Breslow is currently responsible for On Deck's product strategy, product development, ... [ Read More ]

Jennifer S. Bridwell   Managing Director   PIMCO   Ms. Bridwell is a managing director in the Newport Beach office. As global head of PIMCO�s alternatives product development, she oversees the design, launch and marketing of new hedge fund and private equity fund offerings. She also leads the firm�s mortgage- and asset-backed securities product management team. Prior to joining ... [ Read More ]

Vinny Catalano CFA   President & Global Investment Strategist   BLUE MARBLE RESEARCH   Vinny Catalano, CFA is President and Global Investment Strategist with Blue Marble Capital Management (BMCapM) and author of "Sectors and Styles" (Wiley 2006). A leading investment strategist and asset manager, Mr. Catalano appears regularly in the media (Bloomberg TV & Radio, foxbusiness.com, BNN TV, CNBC, New Delhi TV), is frequently ... [ Read More ]

Scott Chan CFA   Deputy Chief Investment Officer   SACRAMENTO COUNTY EMPLOYEES' RETIREMENT SYSTEM (SCERS)   As Deputy Chief Investment Officer, Scott is responsible for leading, coordinating and executing SCERS investment program including aspects such as asset allocation, manager monitoring and selection, and risk management. Scott joined SCERS in 2010 and helped to develop a direct investing platform for hedge funds and private equity. SCERS is ... [ Read More ]

Todd Cipperman   Founding Principal   THE CIPPERMAN COMPANIES   Todd Cipperman is the founding principal of both Cipperman & Company (CipCo) and Cipperman Compliance Services (CCS). CipCo provides legal services to investment managers, investment advisers, broker-dealers, mutual funds, hedge funds, and technology providers. CipCo provides a wide range of services for the industry including regulatory advice, product ... [ Read More ]

Jerry Davis   Former Chairman   NEW ORLEANS MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM   Commander Jerry D. Davis is the Employee Representative on the Board of Trustees for the New Orleans Employees' Retirement System. He was first elected to this five-member board in 1986 and was re-elected for his eighth term effective July 1, 2008. He has served as Chairman of the ... [ Read More ]

Leo de Luna   Principal   SPLIT ROCK PARTNERS   Leo de Luna joined Split Rock Partners in 2011 as a Principal. Located in the Menlo Park, CA office, Leo focuses on later stage and secondary investments. Prior to Split Rock Partners, Leo worked as a Vice President at Saints Capital where he sourced, executed and monitored various growth stage ... [ Read More ]

Michael Dieschbourg CIMA   Board Member, INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION, Managing Director   BROADMARK ASSET MANAGEMENT   Michael Dieschbourg, CIMA�, Broadmark Asset Management, LLC Managing Director and member of the Investment team. He is the former CEO and Global Head of ESG for Global Currents Investment Management, LLC, a global equity firm, a Legg Mason company. Prior to his current position, Mr. Dieschbourg has ... [ Read More ]

Brian DiLaura   Managing Director   ATLAS PEAK CAPITAL   Brian is co-founder and Managing Director of Atlas Peak Capital, a secondary direct fund focused on investing in attractive late-stage growth companies. He has been an active investor since 1998 and focuses primarily on investments in technology and technology-enabled sectors such as software, business services, information services, digital media and ... [ Read More ]

James J. Dunn   Vice President and Chief Investment Officer   WAKE FOREST UNIVERSITY   James Dunn is vice president and chief investment officer at Wake Forest University, responsible for investment of the University's endowment, working capital and life income assets of over $1.4 billion. Jim was appointed chief investment officer at Wake Forest University in July 2009 and he works closely with the investment ... [ Read More ]

David Fann   President & CEO   TORREYCOVE CAPITAL   Mr. Fann manages the day-to-day business activities of TorreyCove Capital Partners, is a member of TorreyCove�s Board of Directors, and Executive and Investment Committees. With 26 years of experience in the private equity industry, Mr. Fann has invested in over 25 leveraged buyout, private equity, and venture capital investments as ... [ Read More ]

Tony Fischer   SVP, Business Development   JD CLARK & COMPANY, A DIVISION OF UMB FUND SERVICES   As Senior Vice President of Business Development for UMB Fund Services, Tony is responsible for sales in the Eastern region of the country. Tony has been in the funds industry since 1983. Before joining UMB, he acquired and successfully grew his own business in the Philadelphia area, selling it in ... [ Read More ]

Victor Fontana   President & CEO   REGISTERED FUND SOLUTIONS, LLC   is currently president and CEO of Registered Fund Solutions, LLC (RFS), a registered investment adviser headquartered in NYC. RFS acts as organizer, sponsor and director of the RFS Platform, a turnkey platform of specialized service providers that facilitate the registration of LPs and private funds under the Investment Companies ... [ Read More ]

Marc Friedberg CFA   Managing Director   WILSHIRE PRIVATE MARKETS   Mr. Friedberg is responsible for sourcing, performing due diligence, and monitoring investments across private equity sectors within the US. He serves on a number of venture capital and buyout advisory boards. Prior to joining Wilshire Private Markets in 2010, he was a Managing Director in Wilshire Consulting, which ... [ Read More ]

Josh Galper   Managing Principal   FINADIUM LLC   Josh Galper is the lead for Finadium's research and consulting practice. His expertise focuses on trading, clearing, settlement and custody. Josh has conducted numerous consulting assignments on prime brokerage, securities lending, market data, custody and clearing. His prior roles include corporate development at Merrill Lynch and running Electronic Trading at ... [ Read More ]

Jason S. Gerlach   Managing Director and Principal   SUNRISE CAPITAL PARTNERS, LLC   JASON GERLACH joined Sunrise in 2008 and is the firm�s Managing Director. In his role, Gerlach determines and drives Sunrise�s overall business strategy and oversees Sunrise�s day-to-day business operations and activities. Gerlach also serves on Sunrise�s Management Committee. Prior to joining Sunrise, Gerlach was a Sunrise investor, a ... [ Read More ]

Shelly J. Heier CFA   Executive Vice President, Senior Consultant   WURTS & ASSOCIATES   Ms. Heier, Executive Vice President and Senior Consultant, is primarily responsible for providing leading investment consulting services to a variety of clients, including charitable organizations, corporate retirement plans, and healthcare organizations. A shareholder of the firm since 2007, Ms. Heier is also an integral part of the firm's leadership, serving ... [ Read More ]

Daniel S. Janis III   Senior Managing Director & Senior Portfolio Manager   MANULIFE ASSET MANAGEMENT   Daniel S. Janis, III, is a senior managing director and senior portfolio manager at Manulife Asset Management. He is the lead portfolio manager for the Strategic Fixed Income Strategy and the International Fixed Income strategy in both the U.S. and Canada. His areas of expertise include foreign exchange, derivatives, ... [ Read More ]

Lonnie Macdonald   President   JD CLARK & COMPANY, A DIVISION OF UMB FUND SERVICES   Lonnie R. Macdonald UMB Fund Services, Executive Vice President and Manager, Business Development JD Clark & Company, President As EVP and Manager of Business Development, Lonnie oversees all marketing, sales, and business development activities for UMB Fund Services. He is also President of the company�s alternative investments division, JD Clark & Company. Lonnie ... [ Read More ]

Andrew Malk   Partner   MALK SUSTAINABILITY PARTNERS   Andrew Malk, Managing Partner of Malk Sustainability Partners, founded the firm after recognizing that environmental sustainability strategies are becoming increasingly critical to long-term business success. He observed that even the most innovative, well-managed companies and investment firms need guidance to develop strong strategies and implement value-creating change. Andrew works with executives ... [ Read More ]

Ganesh Mani PhD, MBA   Adjunct Faculty   CARNEGIE MELLON UNIVERSITY   Ganesh Mani is on the adjunct Faculty of Carnegie Mellon University and is an accomplished expert and thought leader in the areas of investment management, trading, risk management and pension fund issues. He has worked with large asset management firms incl. hedge funds, plan sponsors and other institutions around contemporary, ... [ Read More ]

Jeff McCarthy   Managing Director   LENDING CLUB ADVISORS   Jeff is a Managing Director at Lending Club Advisors (LCA), a wholly owned subsidiary of Lending Club, Inc., an award winning consumer lending platform connecting prime borrowers directly with investors. At LCA, Jeff is focused on forming strategic business partnerships, developing new investment related products for the marketplace, and increasing ... [ Read More ]

Doug Meltzer   Managing Partner   SAGENT CAPITAL MANAGEMENT   Douglas Meltzer is a Managing Partner of Sagent Capital Management and Managing Partner of KMCP Advisors II (formerly known as PCG Corporate Partners Advisors II). Sagent Capital Management provides expansion capital to established middle market companies, doing so through non-control, structured equity investments. Prior to this, Mr. Meltzer ... [ Read More ]

Rajeev Narang   Portfolio Manager   CITI CAPITAL ADVISORS   Rajeev Narang is a portfolio manager and co-founder of the CCA Event Driven Fund, a liquid, global, equity event-driven strategy that invests in corporate situations involving both hard and soft catalysts. Previously, Mr. Narang managed an event driven portfolio for Old Lane, a multi-strategy hedge fund that launched in ... [ Read More ]

Eileen Neill CFA   Managing Director   WILSHIRE ASSOCIATES INCORPORATED   Ms. Neill is a consulting team leader and is responsible for providing investment consulting services to institutional plan sponsors including public pension funds, private pension plans, endowment/foundations, and insurance companies. These services include asset/liability studies, investment policy development and implementation, manager evaluation, selection and monitoring, performance measurement and evaluation, ... [ Read More ]

Ulf Nofelt   Managing Director   UNCONSULTING   Ulf has spent more than 30 years in the financial service industry. He started his career focused in the areas of international banking and credit analysis. He spent seven years with Bank of America in both Europe and the US. He then joined Privatbanken for seven years where he worked ... [ Read More ]

Erik Ogard   Director, Multi-Strategy Solutions   RUSSELL INVESTMENTS   B.A., Political Science, Pacific Lutheran University M.B.A., Willamette University CFA Charterholder, CFA Institute Erik Ogard is director of multi-strategy solutions for Russell Investments. Erik implements institutional model strategies into client portfolios and advises them on outcome-specific portfolio strategies. Additionally, he helps them set strategic asset allocation targets and drives product innovation on the ... [ Read More ]

James Perry CFA, CAIA   Senior Investment Officer   SAN BERNARDINO COUNTY EMPLOYEES RETIREMENT ASSOCIATION   Mr. Perry serves as the Investment Officer of Public Markets for the San Bernardino County Employees' Retirement Association (SBCERA). He has been an integral part of the SBCERA Investment Team since 2004. He is responsible for oversight, analysis and reporting on over $5 billion of the Plan's assets ... [ Read More ]

Kathryn Petralia   COO, Co-Founder   KABBAGE   Kathryn has spent the past 17 years working with both startups and established companies focused on credit, payments, technology and ecommerce. Kathryn started Kabbage along with her two co-founders in late 2008, and it has grown from 3 employees and a Power Point to 46 employees and over twenty ... [ Read More ]

Eric Petroff CFA, FRM, CAIA   Founder   PETROFF INSTITUTIONAL   The firm�s founder, Eric Petroff, CFA, FRM, CAIA, has well over a decade of institutional consulting experience, having served client relationships as a Senior Consultant for Hammond Associates for eight years and more than three years at Wurts & Associates under the Director of Research and Chief Strategist Roles. Over ... [ Read More ]

Jim Pritchard   Managing Director   SWAN WEALTH ADVISORS   Since 1997, Swan Wealth Advisors has specialized in index-based strategies that allow investors to participate in the upward price movement in a particular stock index while reducing most of the downside risk. Swan's Defined Risk strategy focuses on allowing its' clients to grow wealth while protecting capital. Jim, Director of ... [ Read More ]

Edward Qian Ph.D., CFA   Chief Investment Officer and Head of Research, Multi Asset   PANAGORA ASSET MANAGEMENT   Dr. Qian, is the Chief Investment Officer and Head of Research, Multi Asset for the firm. His primary responsibilities include investment research and portfolio management in PanAgora�s Multi Asset group. He is also a member of the firm�s Investment, Operating, and Directors Committees. Dr. Qian has a ... [ Read More ]

Matthew G. Reckamp   Principal   MERCER   Matt is a Principal within the equity manager research boutique at Mercer Investment Consulting, Inc. He received his undergraduate business degree (BBA) in finance from St. Mary's University in San Antonio, Texas, and an MBA from Washington University in St. Louis, Missouri. For five years, he served as a ... [ Read More ]

Christopher Schelling   Director, Absolute and Real Return Assets   KENTUCKY RETIREMENT SYSTEMS   Chris Schelling recently joined the $14 billion Kentucky Retirement Systems as the director of absolute and real return strategies. He oversees all aspects of the externally managed cash-plus and inflation-hedging mandates, which total about 20% of the state's $14 billion total assets. The state had no money in hedge funds ... [ Read More ]

Linsey Schoemehl   General Counsel/Chief Compliance Officer   ILLINOIS STATE BOARD OF INVESTMENT   Linsey Schoemehl serves as General Counsel and Chief Compliance Officer to the Illinois State Board of Investment, a $10.7 billion commingled fund that invests on behalf of the State Employees' Retirement System of Illinois, Judges' Retirement System of Illinois and the General Assembly Retirement System of Illinois. In this position, Ms. ... [ Read More ]

Charles H. Seal   Investment Committee Member   GREATER CINCINNATI FOUNDATION   Charles Seal serves on the Investment Committee of several foundations, including: The Greater Cincinnati Foundation, Foundation for the Tri-State Community, and KAM. Formerly, Mr. Seal was Director, Trust Investments at Ashland Inc. (Ashland Oil Inc.), where he was responsible for investment management, trust administration, and funding requirements for domestic and ... [ Read More ]

John Shearman CAIA   Senior Consultant   ALBOURNE AMERICA LLC   John Shearman is a Partner at Albourne. He helps clients construct customized portfolios of hedge funds that meet their Investment Guidelines. Mr. Shearman works with public and private pension plans, endowments and foundations and family offices. Prior to Albourne, Mr. Shearman was with Goldman Sachs where he was a Senior ... [ Read More ]

Bill Siegel CFA   Senior Vice President   SECONDMARKET   Bill is responsible for originating, diligence and managing current and future fund strategies for SecondMarket Management. Prior to joining SecondMarket, Mr. Siegel was the SVP and Head of Corporate Finance at The Receivables Exchange, a technology enabled marketplace that matched allows small and middle market companies to raise working ... [ Read More ]

Victor Sperandeo   President and CEO   ALPHA FINANCIAL TECHNOLOGIES, LLC   Victor Sperandeo serves as the President and CEO of Alpha Financial Technologies, LLC (AFT), is a founding partner of EAM Partners L.P. (EAM), and serves as the President and CEO of its general partner, EAM Corporation. Known as �Trader Vic�, Victor Sperandeo is a trader, index developer, and financial commentator ... [ Read More ]

Larry Steinberg   Financial Quarterback   THE STEINBERG FINANCIAL GROUP   Larry Steinberg, President of the Steinberg Financial Group, is a well known financial adviser who speaks across the country on investment topics including Asset Allocation, Capital Formation, Exchange Traded Funds, Alternative Investments, and 401(k) Plans. Larry has been quoted in a variety of publications including the Pasadena Star News and ... [ Read More ]

Anthony T. Toscano   Managing Director Head of US Trading   DEUTSCHE BANK   Anthony Toscano is Head of Deutsche Bank�s North American Securities Lending business. He is currently responsible for all aspects of risk management, trading, and product development. Anthony has over 20 years of securities finance experience from both agent to principal perspectives as well as custodial and non-custodial perspectives. ... [ Read More ]

Michael Underhill   Chairman   THE FOUNDATION FOR BEHAVIORAL ECONOMICS, LLC   Throughout his investment professional career, Michael D. Underhill has endeavored to bridge the worlds of academic theorists and financial markets. His success in doing so has resulted in a reputation as one of the world�fs most provocative and respected financial analysts known for his logic and wit and an award-winning ... [ Read More ]

Karyn L. Williams   Managing Director & Principal   WILSHIRE ASSOCIATES INCORPORATED   Karyn Williams is a Managing Director at Wilshire Associates Incorporated, a leading global investment technology, investment consulting and investment management firm with four distinct business units including Wilshire Analytics, Wilshire Consulting, Wilshire Funds Management and Wilshire Private Markets. Dr. Williams joined Wilshire in 2001 and provides investment consulting services to corporate ... [ Read More ]

Derek Williams   Director, Private Real Estate   RUSSELL INVESTMENTS   As Director, Private Real Estate, Derek heads up Russell�s global private real estate team and oversees all manager research and portfolio management activities for Russell�s private real estate investments. Derek chairs Russell�s Real Estate Investment Strategy Board. Derek began his career as a chartered surveyor in London and carried out asset ... [ Read More ]