My sincere compliments to you and the entire staff at IMN for...
Jerry D. Davis, Consulting Analyst and Principal, American Pension Professionals
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CNBC Interviews Live from
Active-Passive Investor Summit |
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Roy Allen
Chief Investment Officer
SAIL SUSTAINABLE FOUNDATION
Roy Allen manages and monitor's the Sustainable Investments composing the Endowment of SAIL Foundation.
For more than 15 years, Allen has managed the portfolios of high net worth individuals, family offices, family trusts, foundations, endowments, nonprofit organizations and government agencies. Highlights of his experience include SRI, Mission Related Investing, Sustainable ... [ Read More ]
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Ted G. Benedict CFA, CAIA
Consultant
MEKETA INVESTMENT GROUP, INC.
Mr. Benedict is in his fourth year at Meketa Investment Group, and has been in the financial services industry for fifteen years. He received his undergraduate degree in economics from St. Lawrence University. Mr. Benedict has received the Chartered Financial Analyst designation from the CFA Institute and is ... [ Read More ]
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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 ]
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Jennifer S. Bridwell
Managing Director
PIMCO
Ms. Bridwell is a managing director in the Newport Beach office. As global head of PIMCOs alternatives product development, she oversees the design, launch and marketing of new hedge fund and private equity fund offerings. She also leads the firms mortgage- and asset-backed securities product management team. Prior to joining ... [ Read More ]
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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 ]
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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 ]
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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 ]
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Prakash Dheeriya
Professor of Finance
CALIFORNIA STATE UNIVERSITY DOMINGUEZ HILLS
Dr Prakash Dheeriya is a Professor of Finance at California State University-Dominguez Hills and has been teaching finance and investments for over 2 decades. In addition to his duties as a professor, he consults with local small businesses and advises high net worth individuals on investment and financial strategies. He ... [ Read More ]
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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 ]
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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 ]
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Howard Freedland CFA
Principal & CIO
HARPER FOSTER FAMILY OFFICE
Howard Freedland began his investment career in the early '70s as an analyst and portfolio manager at The St. Paul's mutual fund subsidiary. Recruited to Beverly Hills to run equity investments for CMB Investment Advisors in 1978, he decided that his clients would be better served paying him for ... [ Read More ]
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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 ]
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Jason S. Gerlach
Managing Director and Principal
SUNRISE CAPITAL PARTNERS, LLC
JASON GERLACH joined Sunrise in 2008 and is the firms Managing Director. In his role, Gerlach determines and drives Sunrises overall business strategy and oversees Sunrises day-to-day business operations and activities. Gerlach also serves on Sunrises Management Committee. Prior to joining Sunrise, Gerlach was a Sunrise investor, a ... [ Read More ]
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Zach Goldman
Partner
MALK SUSTAINABILITY PARTNERS
Zach Goldman is a partner with Malk Sustainability Partners, a management consultancy which guides forward-thinking businesses and funds around the world to unlock value through sustainability. His work has focused on the development of transformative programs with corporate clients in the United States and Asia.
Zach also contributes to the ... [ Read More ]
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Toby Heaps
Chief Executive Officer
CORPORATE KNIGHTS
Toby Heaps is the co-founder and CEO of Corporate Knights Inc., the company for clean capitalism.
In 2005, Toby spearheaded the first global ranking of the worlds 100 most sustainable corporations, which is now an annual staple of the World Economic Forum in Davos, Switzerland.
Toby has a Bachelor of Arts degree ... [ Read More ]
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Thomas B. Heck CFA
Chief Investment Officer
BALL STATE UNIVERSITY FOUNDATION
Tom Heck, CFA is Chief Investment Officer of the Ball State University Foundation, having served as its Vice President/Treasurer for 20 years. During his tenure assets of the foundation had grown from $27 million to over $200 million, with a corresponding evolution in the organizations size and complexity. ... [ Read More ]
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Jim Hiza
Chief Investment Officer
BREITLING ROYALTY FUNDS
Jim Hiza has over 15 years of investment management experience. Mr. Hiza is a Registered Investment Advisor and has worked with Morgan Stanley and Ameriprise, in addition to having an independent practice. Mr. Hiza holds an inactive North Carolina CPA license. Mr. Hiza received a bachelor's degree in accounting from ... [ Read More ]
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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 ]
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Ronald Klotter
Principal
R.V. KUHNS
Ron Klotter is a Senior Consultant and Director of Midwest Consulting operations with R.V. Kuhns & Associates, Inc. and is located in our Chicago office. Ron joined the firm in 2011, and has 27 years of experience working in the investment consulting and investment management industries. Prior to joining RVK, ... [ Read More ]
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Cathy Konicki
Managing Partner
NEPC
Cathy joined NEPC in 1991 and has over thirty years of broadly based consulting and investment experience. At NEPC, Cathy is a senior consultant to primarily endowment and foundation clients and is the team leader for the endowment/foundation consulting group. Cathy is also a member of NEPC's Alternative Assets ... [ Read More ]
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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 ]
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Peter Marber
Chief Business Strategist, Emerging Markets Debt
HSBC GLOBAL ASSET MANAGEMENT
PETER MARBER has been a pioneer in emerging markets debt (EMD) since 1987, and currently heads EMD business strategy at HSBC Global Asset Management in New York. He has been the architect of HSBCs award-winning EMD platform since 1993.
Marber has been a graduate faculty member of Columbia University since ... [ Read More ]
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Michael Mendelson
Principal and Portfolio Manager
AQR CAPITAL MANAGEMENT, LLC
Michael is a portfolio manager and a Principal of AQR. Prior to joining AQR, Michael worked at Goldman Sachs where he was Managing Director and Head of Quantitative Trading. At Goldman Sachs, Michael served on the Equities Division Risk Committee and was co-chair of the Systems Risk Taskforce. ... [ Read More ]
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Tendai Musikavanhu
Chief Executive Officer
OLD MUTUAL GLOBAL INDEX TRACKERS, LLC
Tendai is co-founder of the One Stone Capital Group (previously UC Capital) and Old Mutual Global Index Trackers (Pty) Limited. He holds the CFA Charter from the US-based CFA Institute and a BCOMPT (Accounting Science degree from South African-based UNISA). He has 21 years of work experience in financial services ... [ Read More ]
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Heather Myers
Managing Director, Non-Profits
RUSSELL INVESTMENTS
B.A., Political Science, minor in Japanese Studies, Whitman College, 1987
Whitman College Associated Kyoto Program attendee, Doshisha University, 1986 to 1987
Licensed Registered Representative, FINRA Series 7 and 63
Heather Myers is managing director, non-profits for Russell Investments. Based in New York, Heather is responsible for Russells business growth in the non-profit market ... [ Read More ]
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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 ]
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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 ]
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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 ]
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Mark Orlowski
Founder & Executive Director
SUSTAINABLE ENDOWMENTS INSTITUTE
Mark Orlowski is founder and executive director of the Sustainable Endowments Institute, a Cambridge-based special project of Rockefeller Philanthropy Advisors. Mark leads the Institute's research and outreach efforts on college sustainability initiatives including development of the College Sustainability Report Card and Billion Dollar Green Challenge.
Mark has spoken at dozens of ... [ Read More ]
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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 ]
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Edgar E. Peters
Partner, Co-Director of Global Macro
FIRST QUADRANT, L.P.
Ed Peters is a First Quadrant partner co-heading the firms Global Macro Strategies. He is involved in all aspects of product development: model building, risk measurement, risk allocation, and portfolio optimization. Prior to joining First Quadrant he spent 23 years with PanAgora Asset Management where he was, over time, an ... [ Read More ]
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Eric Petroff CFA, FRM, CAIA
Founder
PETROFF INSTITUTIONAL
The firms 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 ]
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Jeff Pippin
Senior Vice President for Investments and Chief Investment Officer
PEPPERDINE UNIVERSITY
Mr. Pippin is the Senior Vice President and Chief Investment Officer for Pepperdine University. He is responsible for the management of the Universitys endowment, general reserves, treasury, trust and annuities and real estate. He is a member of the Presidents cabinet and is a liaison to the Board of ... [ Read More ]
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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 PanAgoras Multi Asset group. He is also a member of the firms Investment, Operating, and Directors Committees.
Dr. Qian has a ... [ Read More ]
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Leela P. Rao
Founder and Global Executive Director
THE PRIYANKA FOUNDATION
Leela Rao started on her MBA before she learned her alphabet. The classes met in her Bombay home and were led by the esteemed founders of publicly traded ZICOM Corporation: her father (papa) Vinayak Rao and brother Pramoud Rao, Zicoms Managing Director. Our family talked business the way some ... [ Read More ]
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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 ]
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Kristin Reynolds CFA, CAIA
Partner
NEPC
Kristin joined NEPC in 2003, with investment experience dating back to 1999 and business experience dating back to 1995. Kristin is a member of our not-for-profit consulting group and focuses primarily on endowments/foundations and healthcare institutions. As a result, Kristins expertise is in asset allocation and portfolio construction, ... [ Read More ]
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Jay Rogers
President
ALPHA STRATEGIES
Jay Rogers is an investment management professional with over 17 years working in the financial services industry. His financial background began with a career on the sell side with such firms as Morgan Stanley, Wells Fargo and Bear Stearns. He later worked as Chief Investment Officer for a ... [ Read More ]
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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 ]
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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 ]
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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 ]
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Anthony T. Toscano
Managing Director Head of US Trading
DEUTSCHE BANK
Anthony Toscano is Head of Deutsche Banks 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 ]
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Frank Turner
Portfolio Manage
MERAGE INVESTMENT GROUP
Frank joined MIG Absolute Return in 2008 and oversees all fund of hedge fund investments for the investment manager. Prior to joining MIG AR, Frank was a Senior Vice President in Bank of Americas Strategic Risk Group in charge of devising trading strategies to hedge the banks consumer debt ... [ Read More ]
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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 worldfs most provocative and respected financial analysts known for his logic and wit and an award-winning ... [ Read More ]
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Anne E. Westreich CFA
Senior Consultant
WURTS & ASSOCIATES
Ms. Westreich, Senior Consultant, provides a broad range of investment consulting services to clients to assist them in reaching their long-term investment goals. Prior to joining Wurts & Associates in 2006, Ms. Westreich was a Portfolio Manager/Analyst at Provident Investment Counsel and an Analyst at Hughes Investment Management Company. Anne's ... [ Read More ]
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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 ]
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