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Pete Adler   City of Arvada Retirement Board Chair   CITY OF ARVADA   Pete Adler is a Project Manager with the City of Arvada, Colorado, Departments of Utilities and Public Works. He has been with Arvada for over 26 years, working in the Human Resources, Public Works and Utilities Departments. Pete has also been a member of the Metro Wastewater Reclamation ... [ Read More ]

Michael Ashton   Managing Principal   ENDURING INVESTMENTS LLC   Michael Ashton is Managing Principal at Enduring Investments LLC, a boutique investment management company that offers focused inflation-market expertise. Prior to founding Enduring Investments, Mr. Ashton worked as a trader, strategist, and salesman at several respected sell-side institutions, including Natixis, Deutsche Bank, Bankers Trust, Barclays Capital, and J.P. Morgan. Since 2003 he ... [ Read More ]

Luke Bierman   Of Counsel   COHEN MILSTEIN SELLERS & TOLL PLLC   Luke Bierman is of counsel to Cohen, Milstein, Sellers and Toll, a leading class action law firm that specializes in civil rights, human rights and securities litigation. He works with the firm�s Fiduciary and Ethics Practice, which advises some of the largest public pension funds in the country about ... [ Read More ]

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 ]

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 ]

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 ]

Chris Brightman CFA   Head of Investment Management   RESEARCH AFFILIATES   Chris Brightman is responsible for portfolio management and trading. Chris has three decades of investment management experience spanning equities, fixed income, currency, and asset allocation. He has traded securities and derivatives, managed portfolios, supervised quantitative product development, and allocated assets to alternative investment strategies. He has extensive organizational and people management ... [ 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 ]

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 ]

Ronald L. DeLegge   Editor   ETFGUIDE.COM   Ron DeLegge is the weekly voice of the Index Investing Radio Show (IndexShow.com) and a former investment advisor. Ron has over 15 years of experience in the investment industry and is author of "Gents with no Cents: A closer look at Wall Street." He also covers the ETP marketplace for ... [ 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 ]

Jaeson Dubrovay CPA, CAIA   Managing Director, Head of Portfolio Solutions   HEDGEMARK   Mr. Dubrovay is a Managing Director and Head of Portfolio Solutions for HedgeMark Advisors LLC, where he works with clients and their consultants to make optimal use of the HedgeMark platform. Previously he was a partner and co-head of Americas advisory for Aksia, LLC, one of the largest hedge fund specialty ... [ 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 ]

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 ]

David Hulme ASIP   Managing Director, Portfolio Manager   ADVENT CAPITAL MANAGEMENT, LLC   Mr. Hulme serves as a co Portfolio Manager on the Advent Balanced Convertible Strategy and the Advent Global Phoenix Strategy. Prior to joining Advent, Mr. Hulme was an Investment Director and Portfolio Manager at Van Eck Global Asset Management, where he co-managed global emerging market equity funds. He previously worked as ... [ 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 ]

Hank Kim   Executive Director and Counsel   NCPERS   Hank H. Kim is Executive Director and Counsel for the National Conference on Public Employee Retirement Systems, the largest public pension trade association in the United States. Prior to joining NCPERS, Hank served for six years as a governmental affairs representative for the International Association of Fire Fighters, working on firefighter ... [ Read More ]

Mark Kritzman   Chief Investment Officer   WINDHAM CAPITAL MANAGEMENT   Mark Kritzman is Managing Partner and Chief Investment Officer of Windham Capital Management, LLC. He is also a Founding Partner of State Street Associates, and he teaches a graduate course in financial engineering at the Massachusetts Institute of Technology. Mark has served on several corporate and non-profit boards, including the ... [ Read More ]

John Linder CFA, CPA   Principal   PENSION CONSULTING ALLIANCE, INC.   Mr. Linder joined PCA in 2009 as a Senior Vice President with both consulting and investment research responsibilities. He has lead consultant responsibilities for several clients, and consults to PCA relationships representing over $450 billion in client assets. Prior to joining PCA, he was a Partner and Senior Investment/Tax ... [ Read More ]

James P. Maloney   Trustee   CHICAGO POLICEMEN'S ANNUITY & BENEFIT FUND   James "Jim" Maloney is an elected Trustee for the Chicago Policemen's Annuity and Benefit Fund. Jim serves part-time on the Fund and continues to work on the Chicago Police Department assigned as the Commanding Officer of the Financial Crimes Investigations Section. Jim also serves on the Board of Directors for ... [ 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 ]

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 HSBC�s award-winning EMD platform since 1993. Marber has been a graduate faculty member of Columbia University since ... [ Read More ]

Doreen McGookey   General Counsel   FORT WORTH EMPLOYEES� RETIREMENT FUND   Doreen McGookey has served as general counsel of the Fort Worth Employees' Retirement Fund since February 2009. She was responsible for establishing the legal office for the Fund and currently provides all internal legal services to the Fund and the Fund's Board. Her responsibilities involve reviewing all the Fund's investments, ... [ Read More ]

Damien Miller   Portfolio Manager   ALCENTRA, A BNY MELLON COMPANY   Damien joined Alcentra in July 2007 and serves the Alcentra Group as Portfolio Manager and Global Head of Special Situations. Damien acts as portfolio manager and trader for all distressed, high yield and equity investments within the special situations group. Prior to joining the Alcentra Group, Damien was a director, portfolio ... [ Read More ]

Abel Mojica   Head of Corporate Development   TORTOISE CAPITAL ADVISORS   Abel Mojica joined Tortoise Capital Advisors in 2005 and in 2008 was named Head of Corporate Development. Mr. Mojica played a key role in the development and investing of Tortoise Capital Resources Corp., the company's publicly traded private equity fund. He brings more than 13 years of experience, ... [ 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 ]

Jonathan Needle   Chief Legal Officer   HOUSTON FIREFIGHTERS' RELIEF AND RETIREMENT FUND   Mr. Needle's duties as Chief Legal Officer at HFRRF include legal issues involved in every part of the Fund's structure and operations. These duties range from advising the HFRRF board on benefits eligibility determinations to analyzing and negotiating complex investment arrangements such as HFRRF involvement in private equity partnerships, ... [ 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 ]

Rene Nunez   Former Chairman   TEXAS PERMANENT SCHOOL FUND   Rene Nunez is a former chairman of the Texas Permanent School Fund. As part of the Texas Education Agency, the Permanent School Fund is a twenty-six billion dollar educational endowment for the State of Texas. Mr. Nunez served as an elected member of the SBOE Board for 22 years. Rene Nunez ... [ 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 ]

Daniel R. Owens   Trustee, Investment Committe   HOLYOKE RETIREMENT BOARD   Dan was the Treasurer of the City of Holyoke prior to his appointment as the Holyoke Retirement Board's Executive Director in 1988. He also serves as Trustee for the Holyoke Retirement Board. He is a graduate of Providence College, Western New England College (MBA) and a 1995 graduate ... [ 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 ]

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 ]

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 ]

Ruth T. Ryerson   Executive Director / CIO   FORT WORTH EMPLOYEES' RETIREMENT FUND   Ruth Ryerson was hired as the Executive Director / CIO of the Fort Worth Employees' Retirement Fund in September of 2006. She is responsible for all aspects of the day-to-day administration of the Fund, including implementation of board policy, strategic planning, investment manager oversight, legislative communications and member relations. ... [ 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 ]

Jeffrey J. Sherman CFA   Portfolio Manager   DOUBLELINE CAPITAL   Mr. Sherman joined DoubleLine in 2009 as a Fixed Income Generalist and member of the Fixed Income Asset Allocation Committee. He is currently a portfolio manager for commodity-based strategies at DoubleLine. Additionally, Mr. Sherman teaches quantitative methods in the USC/CFALA review course for Level I CFA candidates. Prior ... [ 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 ]

Pradeep Velvadapu   Senior Research Analyst   RUSSELL INDEXES   B.S., Economics, Saint Mary�s College of California M.B.A., Finance, Western Washington University Pradeep Velvadapu is a senior research analyst for Russell Investments� indexes business. Pradeep works, within the research and innovation group and is responsible for conducting the research and analysis necessary for the development of new index and investable products, In ... [ 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 ]