Fall Academy Investment Forum

Richard is a Managing Director and private credit specialist at Cambridge Associates, working with many of the firms largest investors in the asset class. He has over 20 years of experience as an investor and helps lead the firm’s global private credit efforts. In addition to his work with clients, he performs due diligence on investment opportunities in performing corporate credit, specialty finance, special situations, and distressed markets and sits on the firm’s Credit Investment Research Committee.

Prior to joining Cambridge Associates, Richard was a Managing Director of Value Recovery Capital, where he focused on US and European special situations and private lending opportunities and served on the Investment Committee. Previously, he spent 13 years as an investor with Soros Fund Management and successor entities, including TowerBrook Capital Partners, and Camulos Capital, the former credit arm of SFM. At TowerBrook, Richard was a Senior Principal based in New York and London. He created the firm’s distressed investing business plan and led the firms distressed credit investing efforts in addition to completing more traditional private equity and mezzanine investments. At Camulos, Richard was a Credit Officer focused on special situations, private lending and long/short leveraged loan and high yield investments in the US, Europe and Australia. Earlier in his career, Richard was a Senior Analyst at Donaldson, Lufkin & Jenrette focused on leveraged finance origination and an Analyst within Goldman Sachs PCS. Richard has broad geographic investment experience, having completed investments in 14 countries.

EDUCATION

BA, Economics and Mathematical Methods in the Social Sciences, Northwestern University

Mr. Freeman founded Socorro Asset Management in 2019, an institutional long only, multi-asset management firm based in Dallas, Texas, where he serves as Chief Investment Officer and Portfolio Manager. Prior to forming Socorro, Mr. Freeman served as Executive Vice President and Chief Investment Officer at Westwood Holdings Group, where he oversaw the firm’s investment and research functions and was responsible for developing its economic outlook. Mr. Freeman launched and managed the Income Opportunity strategy from its inception in 2003 until his departure in March 2019, ultimately growing the strategy to approximately $5 billion in assets under management. Prior to joining Westwood in 1999, Mr. Freeman worked for KPMG and First American Corp as a Senior Economist and Fixed Income Strategist. He graduated Cum Laude from Millsaps College with a BA in Economics and earned his MS in Economics from Louisiana State University. He achieved the designation of Chartered Financial Analyst in 1998 and is a member of the American Economic Association, the CFA Institute, and CFA Society of Dallas/Fort Worth, where he serves on the Strategic Advisory Board. He is a member of the Board of Trustees of Millsaps College and serves as a board member of the Wilson Fund and Capital for Kids. Mr. Freeman also serves on the investment committee for the Communities Foundation of Texas and is a member of the Salesmanship Club of Dallas.

Chris serves as President & Chief Investment Officer of Broyhill Asset Management. He leads the firm’s research and investment process, focused on idea generation, investment strategy, and portfolio construction. In addition to his role at BAM, Chris serves as Vice President & Chief Investment Officer of BMC Fund and the Broyhill Family Foundation. Chris has over two decades of investing experience, beginning his career at JPMorgan where his work straddled JPMorgan Investment Management and JPMorgan Private Bank. In 2005, Chris joined the Broyhill Family with a focus on managing the family’s equity exposure. He was appointed CIO in 2011 and has held the primary responsibility for the family’s asset allocation since that time. In addition, he oversees the due diligence and ongoing surveillance of external managers, which represent a growing portion of the firm’s portfolios. Chris received his bachelor’s degree in Finance from Penn State University. He is a CFA Charterholder, past President of the Board of the CFA Institute’s North Carolina Society and current member of the CFA North Carolina Society Strategic Advisory Board.

Chris serves as President & Chief Investment Officer of Broyhill Asset Management. He leads the firm’s research and investment process, focused on idea generation, investment strategy, and portfolio construction. In addition to his role at BAM, Chris serves as Vice President & Chief Investment Officer of BMC Fund and the Broyhill Family Foundation. Chris has over two decades of investing experience, beginning his career at JPMorgan where his work straddled JPMorgan Investment Management and JPMorgan Private Bank. In 2005, Chris joined the Broyhill Family with a focus on managing the family’s equity exposure. He was appointed CIO in 2011 and has held the primary responsibility for the family’s asset allocation since that time. In addition, he oversees the due diligence and ongoing surveillance of external managers, which represent a growing portion of the firm’s portfolios. Chris received his bachelor’s degree in Finance from Penn State University. He is a CFA Charterholder, past President of the Board of the CFA Institute’s North Carolina Society and current member of the CFA North Carolina Society Strategic Advisory Board.

Erik Sebusch is a Partner at Mercer Alternatives boutique, specifically focused on Private Equity. He is the Global Strategy Leader of Venture Capital and Growth Equity. In addition to fund research, Erik is involved in co investments and secondary opportunities. Before Mercer, Erik was a Partner with a San Francisco-based Venture Capital / Growth Equity manager Presidio Partners FKA CMEA Capital. His primary duties were managing the corporate strategic investors, traditional institutional limited partners and early-stage technology investing. In addition, Erik served on the boards of multiple technology companies, led technology investments and served on the Investment Committee while at CMEA. Prior to CMEA, Erik spent nearly 12 years at UPS. Erik began in New Product Development, and Innovation then moved to the Corporate Venture Capital group and lastly worked as a Private Markets Portfolio Manager to over a $5 billion allocation to private assets in the $30+ billion UPS Pension. Before UPS, he spent ten years working as a high-net-worth financial consultant for Merrill Lynch and private practice for individuals and family offices. Erik holds an International MBA from Thunderbird, School of Global Management and serves on over 20 limited partner advisory boards.

Albert co-leads Frazier’s Life Sciences team and has over 20 years of experience investing in public and private companies. Albert is a Managing Partner of Frazier’s Life Sciences team. He joined the firm in 2021 and has over 20 years of experience investing in public and private biopharmaceutical and medical device companies. Albert was previously a Managing Partner at Vivo Capital. He currently serves on the boards of Ascendis Pharma A/S (NASDAQ: ASND) and KalVista Pharmaceuticals (NASDAQ: KALV),and has previously served on the boards of Aclaris Therapeutics (NASDAQ; ACRS), Biohaven Pharmaceuticals (NYSE: BHVN), and many other private and public biopharmaceutical companies. Albert is a co-founder of the annual Dermatology Summit and Dermatology Innovation Forum. He also worked at Oracle Corporation in pharmaceutical consulting and at the Palo Alto VA Hospital as a biomedical engineer. Albert received his B.S. and M.S. in Electrical Engineering from Stanford University. He subsequently completed the Medical Scientist Training Program at UCLA School of Medicine, where he received his M.D. and Ph.D. in Neuroscience.

With over two decades of experience working with wealthy families in a team environment, Robert directs the firm’s client service and engagement activities. He brings a deep knowledge of investment and balance sheet management to each client relationship and helps customize each client’s asset allocation to their unique expectations and tolerances. Robert also designs and delivers annual family meeting content to develop financial literacy and risk management in the rising generation of family members. He is chairman of the firm’s executive committee and sits on the investment committee. A 22-year veteran of Bank of America and its predecessor companies, he spent the majority of his career as a Senior Vice President in the bank’s Private Wealth Management division, known since 2007 as U. S. Trust, serving clients in eastern North Carolina and most recently in the Greater Los Angeles area.

Robert earned his B.A. in History Cum Laude from Davidson College, where he was elected to Phi Beta Kappa. He holds an Executive M.B.A. from Kenan-Flagler Business School, University of North Carolina at Chapel Hill. He has also completed executive education curricula at the Wharton School at the University of Pennsylvania.

Darren Richman co-founded Kennedy Lewis with David Chene in 2017. Mr. Richman is Co-Portfolio Manager of Kennedy Lewis and Co-Chairs the Firm’s Investment Committee and Executive Committee. Mr. Richman was formerly a Senior Managing Director with Blackstone from 2006 to 2016. He focused on special situations and distressed investments, and he sat on the Investment Committee for many of GSO’s special situation-oriented funds. Before joining GSO Capital Partners, Mr. Richman worked at DiMaio Ahmad Capital, where he was a Founding Member and the Co-Head of its Investment Research Team, from 2003 to 2006. Prior to joining DiMaio Ahmad, Mr. Richman was a Vice President and Senior Special Situations Analyst at Goldman Sachs, from 1999 to 2003. Mr. Richman began his career with Deloitte & Touche, ultimately serving as a Manager in the Firm’s Mergers & Acquisitions Services Group, from 1994 to 1999. Mr. Richman is on the Boards of F45, Eastman Kodak and Outward Bound USA. He previously sat on the Board of Sorenson Communications, Seneca Mortgage and Warrior Coal. He is a member of the Economic Club of New York and formerly served on its strategic planning committee. Mr. Richman received a BS/BA degrees in Accounting from the University of Hartford in 1993, and an MBA from NYU’s Stern School of Business in 2000. He was formerly a Certified Public Accountant and a Member of the American Institute of Certified Public Accountants.

Oliver is part of the Private Markets team, covering Private Credit strategies. Oliver is also a member of the Impact Investing Committee and the Credit and Equity Beta Groups. Prior to joining NEPC in 2011, Oliver was employed at State Street Corporation as a Syndicated Bank Loan Associate. At State Street, Oliver managed multiple clients’ bank loan portfolios by processing all trade settlements, researching and resolving share breaks and interest discrepancies. Oliver was also responsible for producing accurate portfolio valuation on a daily, monthly and quarterly basis.

Oliver earned his B.A. from Bates College and is currently pursuing the Chartered Financial Analyst (CFA) designation.

Rael oversees the firm’s investment strategy, investment due diligence, and sourcing, and works closely with our portfolio managers in the construction and allocations of our families’ portfolios. Rael and his team lead the continuing development and implementation of Biltmore’s proprietary due diligence and investment research process. Prior to joining Biltmore Family Office, Rael was a co-founder of Gorelick Brothers Capital, a firm with a strong industry reputation for due diligence and thematic investing and a winner of multiple industry awards for both their hedge fund and real estate efforts. Since 2005, Rael has led groups of top US family office executives in sourcing investment managers, successfully identifying winning themes at an early stage. Prior to Gorelick Brothers Capital, Rael served in a number of strategic roles for Atlantic Assurance Group and Showtime Networks Inc. He has served on the board of directors of Moishe House, Temple Israel of Charlotte, and the Greater Charlotte Jewish Federation. He currently serves on the Board of Trustees of the Charlotte Latin School. Rael is a 1994 graduate of Northwestern University.

Mark Corigliano re-joined DUMAC in January 2014 as co-head of the public securities team, which oversees DUMAC’s investments in equities, hedge funds, and commodities. At the start of 2017, he was named co-head of the private investments team, which manages investments in venture capital, private equity, real estate, and natural resources. From 2012 – 2015, he served as an Adjunct Professor at the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. He instructed a class on the Business of Renewable Energy and also lectures on commodity investing and alternative investments. In 2009, Mr. Corigliano founded Belltower Advisors LLC, a $250 million investment management firm that utilized a long/short equity strategy in the energy, mining and materials sectors. Prior to founding Belltower Advisors, he invested in a similar fashion with New York-based Proxima Alfa Investments. Mr. Corigliano initiated his investment career at DUMAC in 2001 where he co-managed the hedge fund portfolio, allocated to natural resource private equity funds, and developed a unique commodity futures trading program. He started his career with Schlumberger, the world’s largest oil service company. Mr. Corigliano received a B.S. in Mechanical Engineering from Cornell University and an M.B.A. (beta gamma sigma) from the University of North Carolina at Chapel Hill. He is also a CFA charter holder.

Nolan Bean serves as FEG’s head of institutional investments and is responsible for developing strategies to ensure clients receive a consistent investment experience. He is the lead for the higher education and healthcare teams and also works directly with many of FEG’s clients. Nolan firmly believes that results are shaped by the effort one is willing to put forth. This hardworking mentality has helped shape FEG’s culture and expectation of excellence.

After receiving his Bachelor of Science in Business Administration from Georgetown College in Georgetown, Kentucky, Nolan began his career in investments as a financial advisor with Waddell & Reed Financial Services. He later attended the University of Cincinnati to complete his Master of Business Administration as a member of the Kauffman Entrepreneur Internship Program, which matches accomplished students with companies offering internships in venture capital. Nolan started working at FEG in 2004. He worked directly with FEG’s CIO to gain exposure to client service and soon began serving his own clients.

In addition to his position on the FEG Leadership Team, Nolan is part of the FEG Board of Directors and FEG Investment Policy Committee. He is also a member and past president of the CFA Society in Cincinnati and serves on the Seven Hills School Board of Trustees as the Investment Committee chair.

Nolan was born in Nebraska, but attended high school in Columbus, Ohio, where he grew up loving sports and even earned a baseball scholarship to Georgetown College. Nowadays, you will find Nolan enjoying the outdoors with his family on their six acres of land. They also go hiking whenever they have the chance—Nolan even proposed to his wife while they were hiking in Colorado. His love for music is widely known, especially his admiration for John Prine. If you ask about his greatest concert memory, he will share fond memories of Tom Petty and Chris Singleton performing live at Wrigley Field in Chicago.

Nolan’s exceptional work ethic and ability to drive results for his clients is demonstrated by the number of accolades he has received through his time at FEG. He was named Consultant of the Year by Chief Investment Officer (CIO) magazine in 2019, one of the World’s 10 Most Influential Investment Consultants in 2016 and 2017 by CIO via the Knowledge Broker Award, and as Consultant of the Year by Institutional Investor’s Foundation & Money Management in 2011.

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.

Kun Deng is a Portfolio Manager/Analyst responsible for Global, International and Emerging Markets Discounted Asset strategies. He began working in the investment field in 1994. Prior to joining Lazard as a Vice President in 1997, Kun was a Senior Portfolio Manager/Analyst for closed-end funds at Newgate Investment Management. He also taught at Beijing University and Hofstra University. Kun has an MIA from Columbia University and an MA from Beijing University. He sits on the Board of Directors of Peking University Education Foundation (USA) as well as the Board of Trustees of Princeton Academy of the Sacred Heart. In addition, Financial Times ranked Kun as one of the top global equity managers for the years 2000-2003, and again awarded him first place in the global equity category for years 2001-2004. He was also ranked in Citywire’s “Top 100 European Fund Managers” for three consecutive years of 2005, 2006, and 2007. The Lazard Emerging World Fund, for which he is responsible, was awarded the “Best Fund over 10 Years” in the emerging markets category by Lipper in 2010. Kun is a CFA(r) charterholder.

Scott founded CDAM in April 2006 with former colleague Adam Chamberlain. Prior to forming the investment manager, Scott spent four years as Senior Portfolio Manager for the proprietary investments at Manulife Financial. Previous to this Scott was a Vice President of Proprietary Trading at TD Securities Inc. from April 1999 until November 2001. From 1991 to 1999 Scott worked primarily in Toronto and London in the fixed income capital markets at J.P. Morgan. Scott earned the professional designation of Chartered Financial Analyst (CFA) in 1994. He is registered with the CFA Institute and is a member of the London Society of Financial Analysts. He graduated from Trinity College at the University of Toronto with a Bachelor of Commerce, with a specialist in Finance and Economics.

Steve Marino is the Managing Director of Private Markets for the State of South Carolina, a $38B Public Plan. Prior to this role, Steve managed the public equity and credit, and the derivative overlay portfolios. Prior to RSIC, Steve worked at Airgas Inc. in the corporate development group executing an acquisition roll-up strategy. Steve is currently a Board Member and Joint Investment Committee Member for the University of South Carolina’s Education Foundation (~$800M). Steve earned a B.S in Business and Economics from Lehigh University and was captain of the Men’s lacrosse team. He also earned an International MBA from the University of South Carolina. He is a dual citizen to the US and Italy and currently lives in Columbia, SC with his wife and two sons.

At the heart of every sale, every interaction between a leader and a team member, every conversation with a customer… is a connection. How to make those connections effective, and leverage them for greater success, is the thread woven into every one of Colette’s presentations. Colette teaches audiences how to transform relationships through the power of connected conversations. Her keynote programs are so personalized, attendees often assume Colette is one of them. She has the outstanding ability to connect through engaging content and laugh-out-loud humor. With a Master’s Degree in Human Behavior, and more than 20 years of experience helping individuals change behaviors that impact their success, Colette understands the psychology, mindset, and skills required to make positive, long-lasting change. Colette is a Certified Speaking Professional (CSP), a designation held by fewer than 10% of the members belonging to the International Federation for Professional Speakers. In 2017, Colette was inducted into the CPAE Speaker Hall Fame(r), a lifetime award that honors professional speakers who have reached the top echelon of platform excellence. Trusted clients include Boeing, Microsoft, Procter & Gamble, Federal Express, Fidelity, Domino’s Pizza, Great Clips, and the United States Government.

Nina has spent nearly thirty years in the investment management business. Her career encompasses the marketing and sales of a range of investment products to institutional investors. Her focuses have included private equity and alternative investment funds, in addition to other classes of equity and fixed income products. She spent thirteen years with investment management firms including The Putnam Companies and Invesco (formerly Chancellor LGT Asset Management). As Head of Sales and Client Service at Chancellor Capital, Mrs. Lesavoy developed one of the industry’s premier sales and client service groups comprised of 25 individuals. From 1990 to 1995, her team brought in 200 new institutional relationships and serviced the needs of over 450 clients. In 2000, after working for the CEO of Invesco Institutional, Mrs. Lesavoy joined InvestorForce, an institutional investment technology enabling company, and was instrumental in its development both as an early founding shareholder, as well as supporting the capital raise of $72 million. In 2003, Mrs. Lesavoy co-founded Cue Capital, which successfully advised a range of private equity and alternative funds. With the founding of Avec Capital, Mrs. Lesavoy focuses on personally investing in and assisting emerging PE, VC, and Real Estate funds with differentiated skills and strategies that look to access institutional and high net worth investor groups. Mrs. Lesavoy is an Independent Director on the U.S. SEI Mutual Funds Board, whose assets under management are approximately $100 billion. SEI U.S. Mutual Funds provide a solution-based manager of manager program for institutions globally. Her charitable involvements include New Heights, an organization founded in 2001 that uses inner city youth’s excitement and talent on the basketball court as a means to focus their attention on values and skills that stretch beyond athletic competition to find success in other areas of life, including education and career development. She is also a supporter of the Financial Futures Foundation, a non-profit organization founded in 2007 with the purpose of identifying, nurturing, and motivating minority or female students who may have career interests in the field of financial services, but lack exposure to the industry. Mrs. Lesavoy also sits on the senior advisory board of The Toigo Foundation. The Toigo Foundation, founded in 1987, provides minority students interested in the asset management business scholarships to the major business schools in the United States. Mrs. Lesavoy is a founding member of PE WIN. She is a member of the Duke alumni association and remains very active with Duke University. She served on the Trinity College board of advisors for two terms. Mrs. Lesavoy also participates in the Stanford University Fiduciary College, training pension fund trustees and staff on important fiduciary and ethical issues. She holds the Series 7 and 63 registrations with FINRA. Mrs. Lesavoy is a native New Yorker. She attended The Brearley School for 13 years. She received a bachelor’s degree from Duke University in Management Science and French Studies.

Chris Rudolph is a Senior Director of the Public Investments team at the UNC Management Company.
Prior to joining the UNC Management Company in 2006, Mr. Rudolph was the Director of Investments and Planned Giving at the BBC Foundation in Clarks Summit, PA. He began his career as a Supervising Senior Accountant with KPMG and has served on the boards of BBC Foundation and ReCity. Mr. Rudolph graduated magna cum laude from Cedarville University with a Bachelor of Arts degree and received a Master of Business Administration degree from the Fuqua School of Business at Duke University. Mr. Rudolph holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.

Eric Smith is the Chief Executive Officer and a founding member of Locust Point Capital. Under Mr. Smith’s leadership, in 2016 Locust Point Capital launched the first institutional private debt fund focused on the senior housing and care industry. Mr. Smith is responsible for establishing the foundation of the firm’s core investment philosophy. In addition, his extensive contacts and his strong understanding of senior housing debt markets have been a driving force in elevating Locust Point Capital to become a nationally recognized senior housing debt platform. With more than two decades of structured finance experience, Mr. Smith has spent the last 25 years originating, underwriting, and managing investments in long-term care, seniors housing, and healthcare services sectors. He has served as a partner/principal in seven prior healthcare investment funds. Throughout his career, Mr. Smith has participated in over 400 transactions representing approximately $1.8 billion in senior debt, mezzanine, and preferred equity investments within the long-term care, senior housing and healthcare services industries. Mr. Smith holds a B.A. in Economics from Allegheny College

Antonio Rodriguez is currently Director of Investment Strategy at the NYC Board of Education Retirement System where he works with the Executive Director and Board of Trustees on creating and implementing investment policy and strategy. Prior to his role at BERS he was Senior Pensions and Investments Officer at the New York City Mayor’s Office of Pensions and Investments where he represented the Finance Commissioner as Trustee on the New York City Police Pension Fund board and New York City Fire Department Pension Fund board. He was also a designated alternate trustee for the Mayor on the New York City Employees Retirement System and Teachers Retirement System of New York City. Prior to working in the Mayor’s Office of Pensions and Investments, he was Research Director at SEIU Local 1107 in Las Vegas and a Financial Analyst with the SEIU Capital Stewardship program in New York. Antonio is a graduate of Washington University in St. Louis and holds the Chartered Financial Analyst designation.

With more than two decades of financial industry experience and a diverse international background, Aoifinn Devitt plays an integral role in establishing Moneta’s long-term investment vision, philosophy and strategies. As the firm’s first female Chief Investment Officer, she aligns Moneta’s investment programs with broader firm goals while also overseeing the research, evaluation and selection of asset classes and investment vehicles. Devitt values knowledge sharing and education, which motivates her to ensure investors are informed as possible. She strives to reduce complexity and demystify the world of investing for them by educating rather than just giving advice. Devitt joined Moneta in 2021 with extensive experience working with institutional clients and alternative investments as well as overall portfolio oversight functions. Her global career – with stops in London, Hong Kong, New York City and now Chicago – helped open her mind and introduce her to new investing perspectives while stimulating creativity, innovation and adaptability. She has also seen a wide range of investment manager talent and has developed a robust network of industry contacts. Originally from Ireland, Devitt spent her early career working in London as an investment banking associate at Goldman Sachs International and a specialist consultant at Cambridge Associates Limited. Devitt also founded Clontarf Capital, a pan-alternatives research and consulting firm. More recently, she served as CIO for the Policemen’s Annuity and Benefit Fund of Chicago and head of investment for Ireland at Hermes Fund Managers Ireland Limited. Devitt is also a licensed attorney who has been a member of the New York Bar since 1996. She earned her law degrees from Trinity College Dublin and Oxford University. She also earned her MBA from INSEAD in France and MSc in Applied Neuroscience from Kings College London. In addition to her work at Moneta, Devitt hosts and produces The Fiftyfaces Podcast, which showcases diversity and inclusion within the investments industry and other professions. She has run 38 marathons, is fluent in both German and French, and enjoys traveling.

Ken is the founder of Cordatius an agency-based management consulting company focusing on the investment offices of the long-term investors, across policies, technology, processes, and operations.
Ken was the President of ASPN Solutions (a spin-off of Protégé Partners), Head of Capital Markets business for EletrifAI (a spin-off of McKinsey), Head of Global Markets’ Pension Strategies and Solutions group at Deutsche Bank, and Head of Risk Management at Optima Fund Management. In 1998, he co-founded RiskMetrics Group (acquired by MSCI) where he held the position of Chief Knowledge Officer.
In 1998, Ken founded Investor DNA, with the belief there was a need to broaden the knowledge of long-term investors. His readership has grown to over 15,000 including many CIOs in North America.
Ken began his career at J.P. Morgan after completing a Doctorate in Civil Engineering at NYU’s Tandon School of Engineering. Ken has been married for almost 30 years and is the proud father of two grown children.

Rod Collins is a leading expert on digital transformation and the future of business. He is the host of The Thinking Differently Podcast on the C-Suite Radio Network, where he explores how technological innovations continue to transform the rules for how successful businesses work. Rod is a regular blog contributor on Medium and the author of Wiki Management: A Revolutionary New Model for a Rapidly Changing and Collaborative World, which highlights the innovative tools and practices used by a new breed of business leaders to sustain extraordinary performance in a world reshaped by digital disruption. Rod is the former Chief Operating Executive of the Blue Cross Blue Shield Federal Employee Program, one of the nation’s largest and most successful business alliances. Under his leadership, the business experienced its greatest five-year growth period in its 60 year history.

Campbell R. Harvey is a Canadian economist. He is a Distinguished Professor of Finance at the Fuqua School of Business, Duke University and a Research Associate of the National Bureau of Economic Research in Cambridge, Massachusetts. He served as President of the American Finance Association in 2016. Professor Harvey obtained his undergraduate degree from Trinity College at the University of Toronto. He obtained his doctorate at the University of Chicago in business finance where his thesis discovered the power of the yield curve to predict economic recessions. He has served on the faculties of the Stockholm School of Economics, the Helsinki School of Economics, and the Booth School of Business at the University of Chicago. He has also been a visiting scholar at the Board of Governors of the Federal Reserve System. He has published over 140 scholarly articles on topics spanning investment finance, emerging markets, corporate finance, behavioral finance, financial econometrics and computer science. He has received numerous best paper awards. He is a Fellow of the American Finance Association. Harvey is a Founding Director of the Duke-CFO Survey. This widely watched quarterly survey polls over 1,500 CFOs worldwide. Harvey edited The Journal of Finance – one of the three leading scientific journals in his field and one of the premier journals in the economic profession from 2006-2012. His publications can be found at http://people.duke.edu/~charvey/research.htm. Follow him on Linkedin: https://www.linkedin.com/in/camharvey/

Pippa is an economist who brings simple sensemaking to the complexity of the world economy, geopolitics and technology. She draws on her experience as an Economic Advisor in the White House and as the Chief Currency Strategist, and as the Deputy Head of Global Strategy for global investment banks. She’s also been involved in robotics and autonomy having Co-Founded a firm which won the CogX Award in 2020 and which was shortlisted for the National Technology Awards in 2020. She has been named a Most Influential Woman in Tech by AccelerateHer and WeAreTech Women. She is also a bestselling author of award-winning books including The Infinite Leader (October 2020), The Leadership Lab, which won the International Press Award in 2020 and was named Business book of the Year in 2019 and Signals: How Everyday Signs Help Us Navigate the World’s Turbulent Economy, a crowd-funded best-seller (2016) and Geopolitics for Investors (2015). She gave the commencement addresses at the London School of Economics in 2013 & 2016. She lectures at Sandhurst and the Duke Fuqua Global Executive MBA program. She has also lectured at UT Austin, INSEAD and Tsinghua University. Pippa makes regular guest appearances on Bloomberg and the BBC including The Today Program, Newsnight, Hard Talk and on Monocle Radio.

Much to his chagrin, Grant Williams has reached 30 years in finance. Over that period, he has held senior positions at a number of Investment banks and brokers including Robert Fleming, UBS, Banc of America and Credit Suisse in locations as diverse as London, Tokyo, New York, Hong Kong, Sydney and Singapore. From humble beginnings in 2009, Things That Make You Go Hmmm.. has grown to become one of the most popular and widely-read financial publications in the world. Grant is a senior advisor to Vulpes Investment Management in Singapore, an advisor to Matterhorn Asset Management in Switzerland and also one of the founders of Real Vision Television-an online, on-demand TV channel featuring in-depth interviews with the brightest minds in finance. A regular speaker at investment conferences across the globe, Grant blends history and humour with keen financial insight to produce unique presentations which have been enthusiastically received by audiences wherever he has traveled.

Acclaimed for his stunning early predictions of Donald Trump’s victory and Brexit and for identifying the phenomenon that he named “Global Trumpism,” Brown University professor Mark Blyth energizes audiences with his sharp Scottish candor and no-nonsense insights into the interconnected impacts of global politics, economics and markets. Blyth’s ability to break down and clarify high-level financial and political issues for diverse audiences has made him a popular keynote for groups ranging from international investor conferences to trade associations. Blending essential knowledge with invaluable insights, Mark Blyth challenges conventional thinking and deeply informs economic, political, and technological forecasts. All with a thinking-person’s wit and insightful humor that make incredibly complex and difficult topics accessible, understandable, and refreshingly entertaining. Mark Blyth currently serves as the Eastman Professor of Political Economy at the Watson Institute for International and Public Affairs at Brown University. Blyth also recently became the Director of the William R. Rhodes Center at Brown University. His research focuses upon the causes of stability and change in the economy and “why people continue to believe stupid economic ideas despite buckets of evidence to the contrary.” Professor Blyth has authored several books, most recently Austerity: The History of a Dangerous Idea and The Future of the Euro. Austerity, which has been translated into 16 languages, won numerous awards, and the attention of Paul Krugman and Lawrence Summers. Reviewing Austerity in the Financial Times, Summers compared Blyth’s writing to that of John Maynard Keynes. Professor Blyth has also been internationally recognized for his work on macro-prudential regulation in finance (as a member of the Warwick Commission), the impact of economic ideas on politics and on exotic monetary policies. He is a regular contributor to Foreign Affairs and The Guardian and has appeared multiple times on NPR, BBC and Bloomberg. Professor Blyth is currently finishing up a new book on why electorates across the world are so angry, and what can be done about it. He holds a PhD in Political Science from Columbia University. Professor Blyth is known for working collaboratively with clients to tailor his presentations to their interests. As one client glowingly wrote about his presentation to senior level investment officers and executives, “Attendees appreciated the clarity and insightfulness of his remarks. Mark was able to strike a balance between focusing on the macro trends which are drivers of the current environment, while also providing some specific opinions about future and potential opportunities. He was exactly what we’d hoped for.

As Chief Investment Strategist for Cambridge Associates and a Managing Director of the firm, Celia is responsible for formulating our global investment strategy and portfolio construction advice. Since joining Cambridge in 1996, Celia has contributed to a wide range of research initiatives, including serving as one of the main architects of our Risk Allocation Framework and an author of the related report. She is the author of our quarterly publication, VantagePoint, in which she shares our house view and advice. Celia is a regular contributor to other research publications, covering a wide range of capital market, asset allocation, and investment planning topics. She is a frequent presenter and discussion moderator at the firm’s roundtables and various industry conferences. Before joining Cambridge Associates, Celia was a consultant for Harlan Brown & Co, a competitive intelligence consulting firm. In this position, she researched, wrote, and presented market analysis commissioned by Fortune 500 clients on a variety of consumer and industrial products. She also worked for the Employee Benefit Research Institute (EBRI), where she conducted research and wrote reports on retirement income security issues. Celia has an MBA from the Darden School of Business, University of Virginia and a BA from University of Pennsylvania.

Libby George is currently the interim Associate Vice Chancellor for Finance and Business, Assistant Treasurer, and Director of Investments at North Carolina State University accumulating over 30 years of experience in investment management, corporate, educational, and financial accounting. Prior to becoming Director of Investments, Ms. George was the Manager of Financial Reporting where she was responsible for the financial reporting, capital assets, cash management, debt, and taxes of North Carolina State University. Libby currently manages five portfolios at NC State with assets in excess of $1.5 billion in short term, intermediate term, charitable giving, traditional long-term endowment assets as well as long-term endowment assets invested in a sustainable responsible and impactful manner. Libby is an officer of the NC State Investment Fund, Inc. In addition, Ms. George is currently on the editorial committee of The Investment Institute, member of the CAP Trust/UNC 403B Investment Committee, and a member of 100 Women in Hedge Funds. Ms. George previously served on the State of North Carolina’s Supplemental Retirement Board of Trustees as appointed by Governor Beverly Perdue in July 2009 and was the Chair of the Investment Subcommittee of the Supplemental Retirement Board. Libby was a NC State University Award for Excellence Nominee in 1991, received the Pride of the Wolfpack Award in 2001, named one of the 125 Transformational Women of NC State in 2013, and in 2019, received the Rodney H. Adams Endowment Management Award from NACUBO (National Association of College and Business Officers) for outstanding individual contributions to professional development activities related to University Endowment and Investment Management. Libby has been involved in the community through her church in various capacities such as Wake Interfaith Hospitality Network and past chair of the Permanent Endowment Committee. She received her Bachelor of Science degree in Accounting from Auburn University and was an All-American NCAA athlete in Swimming for the Auburn Tigers. She became a Certified Public Accountant in 1992.

Ms. Johns joined the Maryland State Retirement and Pension System in June 2011 and is a Senior Portfolio Manager in the Private Equity Group. Ms. Johns has over 15 years of investment experience and managing a global portfolio of institutional alternative investment assets. Ms. Johns has expertise and highly developed personal networks with top performing private equity and venture funds. Ms. Johns was recently included on Trusted Insight’s 2020 list of Top 30 Pension Private Equity Investors. Ms. Johns is co-President of the Private Equity Women Investor Network (PEWIN), and a member of both ILPA’s Diversity & Inclusion Advisory Council and the SEO Alternative Investments Limited Partner Advisory Council. In 2018 PEWIN awarded Maryland with the 2018 Limited Partner award for Ms. Johns’ work in transforming the private equity industry with a focus on diversity and inclusion. Continuously invited to keynote at conferences including the AIF Institute Global Investor Series, Big Path Impact Capitalism Summit, Women’s Private Equity Summit, Women’s Alternative Investment Summit, GCM Grosvenor Consortium, Markets Group Private Equity US Forum, Kayo Private Equity Conference, Pension Bridge, Emerging Manager Connect, Equity Summit, Hispanic Heritage Foundation Investor Group, Institutional Investor Private Equity Summit, SEO and NVCA. Most recent panel topics included private equity terms & trends, portfolio construction, developing fund managers, diverse fund managers, diversity and inclusion, and venture capital. Ms. Johns has both a B.A. in Comparative Literature from Indiana University Bloomington and a B.S. in Computer Info Systems, Magna Cum Laude from Stevenson University. She graduated from Loyola University Maryland with a master’s in finance while working full time as an associate at Camden Private Capital, a private equity fund of funds. She has completed the ILPA Institute’s Private Equity Executive Education program.

Christine Zapotoczky Kelleher is chief of investments at the National Gallery of Art, responsible for managing the Gallery’s $1.3 billion endowment. 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, a boutique investment advisory and placement firm. Earlier in her career, she served on the executive team of the Central European University, founded by George Soros, in Budapest, Hungary. Christine is a member of the Board of Investment Trustees for the Montgomery County Employee Retirement Plans and the Board of Trustees for the Consolidated Retiree Health Benefits Trust, the finance committee of the YWCA National Capital Area, the editorial board for The Academy for Institutional Investors, and the CAIA Allocator Council. She serves as a mentor for Accel CIO, accelerating tomorrow’s Black & Latino chief investment officers; an advisor to the Kayo Conference Series supporting women investors; and president of the Bucknell University Alumni Association. 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. She lives in Washington, DC with her husband and son.

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.

Mark Steed is Chief Investment Officer for Arizona PSPRS, a public pension plan with approximately $9 billion in AUM. Over the last 10 years at Arizona PSPRS, Mr. Steed has managed Private Equity, Venture Capital, Absolute Return, Opportunistic Credit, Public Equity, Global Trading Strategies and Real Estate portfolios. His creative approach and notable performance across disparate asset classes won him recognition as a “Rising Star” by Money Management Magazine and, later, “Asset Allocator of the Year” by Institutional Investor. Mr. Steed recently concluded a four-year stint as a forecaster for the distinguished Good Judgment Project, led by Dr. Phil Tetlock at UPenn, and recently published the first guest-post on the popular decision science blog Farnam Street. Prior to Arizona PSPRS, Mr. Steed worked in Banking at JPMorgan Chase. Mr. Steed graduated with a Masters of Science degree in Predictive Analytics from Northwestern University. He also has an MBA from Thunderbird’s School of Global Management (Jost Henkel Scholar) and received his BA (with honors from Sigma Iota Rho) in Latin American Studies and Business Management from Brigham Young University.

Emily serves as the senior investment manager and chair of the investment committee at the firm. In her role, Emily provides oversight and guidance in managing and coordinating all aspects of investment activities and strategies consistent with its mission, objectives, and established policies. Prior to joining the firm, Emily was an Investment Officer at Oklahoma State University and a Vice President within the Investment Management Group at Hatteras Funds where she focused on sourcing, due diligence, and portfolio management of alternative investments strategies across public and private asset classes. Emily received her Bachelor of Arts degree from Randolph Macon College with majors in both Business/Economics and Accounting. Emily also obtained her Master of Business Administration degree with a concentration in finance from the University of North Carolina, Kenan-Flagler Business School. Emily is a CFA® charterholder and a Chartered Alternative Investment Analyst.

Habiba Waziruddin is the Head of Manager Selection at Hackensack Meridian Health where she oversees the manager sourcing and diligencing efforts across all asset classes. Prior to this role, Habiba worked in the investment offices of Memorial Sloan Kettering Cancer Center and Vanderbilt University. Habiba earned an MBA from Vanderbilt University and a B.A. from Bryn Mawr College.