Fall Academy Investment Forum 2023

THE CAROLINA INN, CHAPEL HILL, NC
October 25-26, 2023

Keynote Speakers

Libby Cantrill
Managing Director & Head of Public Policy
PIMCO
Michael Green
Portfolio Manager & Chief Strategist
Simplify Asset Management
Campbell R. Harvey
Distinguished Professor of Finance Duke University and Research Associate
National Bureau of Economic Research
Vikram Mansharamani
Global Trend-Watcher, Author, Think for Yourself & Boombustology, &
Former Lecturer at Harvard University and Yale University
Howard Marks, CFA
Co-Chairman
Oaktree Capital Management

SPECIAL CLOSING KEYNOTE ADDRESS ON TUESDAY, MAY 17

Dr. Gregory Poland, M.D.

Director Vaccine Research Group, Mayo Clinic
Mary Lowell Leary Emeritus Professor of Medicine
Distinguished Investigator of the Mayo Clinic
Editor-in-Chief for the journal VACCINE


SPECIAL CLOSING KEYNOTE ADDRESS ON TUESDAY, MAY 17

Dr. Gregory Poland, M.D.

Director Vaccine Research Group, Mayo Clinic
Mary Lowell Leary Emeritus Professor of Medicine
Distinguished Investigator of the Mayo Clinic
Editor-in-Chief for the journal VACCINE

Fall Forum Co-Chairs

Ray Jacobson
Chief Investment Officer
Davidson College

David Jeffrey
Partner Head of Europe
StepStone Group
Emily Sumner
Chief Investment Officer, Investment Committee Chair
Gilder Office for Growth
Andrea Szigethy
Founder, CEO, & President
Academy for Institutional Investors, LLC

Speaker Faculty

Nolan Bean, CFA, CAIA
Chief Investment Officer / Head of Portfolio Management
Fund Evaluation Group (FEG) Investment Advisors

J.P. Boyd
Director of Investments
Golden LEAF Foundation

Shanelle Brown
Managing Director, Public Equities
W.K. Kellogg Foundation

Mary Cahill
CEO & CIO
Acansa Investment Management Group

Thomas Choi
Managing Director
AltEx Capital

Brooke Coburn
Founding Partner
Capitol Meridian Partners

Scott Cottrell
Co-Portfolio Manager
FJ Capital Management

Chris Crampton
Head of Strategic Equity
Blue Owl

Sonali Dalal
Vice President & Chief Investment Officer
University of St. Thomas

Celia Dallas
Chief Investment Strategist
Cambridge Associates

Ed Eisler
Founder & Chief Investment Officer
Eisler Capital

Claire Fefer
Formerly, Investment Manager
DUMAC (Duke University)

Keri Findley
Founder & Chief Executive Officer
Tacora Capital

David Gilmore
Chief Investment Officer
The Harry and Jeanette Weinberg Foundation

Larissa Herczeg
Head of Seeding
Oak Street Real Estate Capital – a Division of Blue Owl

Dana Johns
Head of Private Equity (NJ Treasury’s Division of Investment)
New Jersey Department of the Treasury

Beth Johnson
Partner, Not-for-Profit Investment Practice
Mercer Investment Consulting

Christine Kelleher,
Chief of Investments
National Gallery of Art

Sean A. Kelly
Director of Private Markets
Alfred I. duPont Charitable Trust

John Khoury
Founder & Managing Partner
Long Pond Capital

Steve Kim
Partner, Investment Strategy & Risk Management
Verdis Investment Management

Bryan Lewis
Chief Investment Officer
United States Steel Corporation

Troy March
Director of Real Estate
North Carolina Retirement System

Relvi Mehmeti
Portfolio Manager, Public Investments
Robert Wood Johnson Foundation

Ed Mikolay
Managing Director, Private Markets
Municipal Employees’ Retirement System of Michigan (MERS)

Angela Miller-May
Chief Investment Officer
Illinois Municipal Retirement Fund

Katherine Molnar
Chief Investment Officer
Fairfax County Police Officers Retirement System

Saurabh Mukherjea
Founder & Chief Investment Officer
Marcellus Investment Managers

Lisa Murray
Chief Investment Officer
Ewing Marion Kauffman Foundation

Brian Neale
Chief Investment Officer
University of Nebraska Foundation

Richard Nuzum
Executive Director, Investments & Global Chief Investment Strategist
Mercer

Shannon M. O’Leary,
Chief Investment Officer
Saint Paul & Minnesota Foundation

Brittany Priester
Chief Investment Officer
Belk Gambrell Enterprises

Dan Rasmussen
Founder, Portfolio Manager
Verdad

Mark E. Roberts
Chief Investment Officer
Ironsides Asset Advisors, LLC

Steven D. Sandler
Senior Managing Director & Deputy CIO
Acansa Investment Management Group

Liza Scott
Managing Director
CornerStone Partners

Rudina Seseri
Founder & Managing Partner
Glasswing Ventures

Adela Skenderasi
Partner & Portfolio Manager
Brown Advisory

Eric Smith
CEO, Managing Partner & Founding Partner
Locust Point Capital

Mark Steed
Chief Investment Officer
Arizona PSPRS Trust

Mike Tamir, PhD
Distinguished Machine Learning (ML) Scientist / Engineer at Shopify
Data Science Faculty at UC Berkeley

Craig Thomas
Chief Investment Officer
Verger Capital Management

Brendan Welter
Chief Information Security Officer & Chief Data Officer
Rockefeller Capital Management

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