Fall Academy Investment Forum

Dr. Vikram Mansharamani is a global trend-watcher who shows people how to anticipate the future, manage risk, and spot opportunities. He is the author of THINK FOR YOURSELF:

Restoring Common Sense in an Age of Experts and Artificial Intelligence and BOOMBUSTOLOGY: Spotting Financial Bubbles Before They Burst. Linkedin twice listed him as their #1 Top Voice for Money, Finance and Global Economics and Worth has profiled him as one of the 100 most powerful people in global finance.

Vikram is currently a lecturer at Harvard University, where he teaches students to use multiple perspectives in making tough decisions. Previously, he was a Lecturer at Yale University. In

addition to teaching, he also advises several Fortune 500 CEOs to help them navigate the radical uncertainty in today’s business and regulatory environment. He has a PhD and two Masters degrees from MIT and a Bachelors degree from Yale University, where he was elected to Phi Beta Kappa. Vikram lives in Lincoln, NH with his wife, daughter, son, golden-retriever, and two cats, one of which he believes maybe clairvoyant.

Dominique spent twenty years at Canyon Capital, a $25 billion multi-strategy hedge fund, as a partner and senior portfolio manager. She is a contributor to Forbes, writes for a variety of financial publications, and speaks broadly on hedge funds and diversity. Her book, Damsel in Distressed, is the first hedge fund memoir written by a woman. It was released by Simon & Schuster on September 7, 2021.

Dominique currently serves on the boards of ReadyCap, a mortgage REIT (2021 to present), Studio City International, a casino in Macau (2018 to present), Tiptree Inc., a specialty insurance (2020 to present), Digicel Group, a wireless operator (2020 to present) and Osiris Acquisition Corp (2021 to present). She was a director and the audit committee chairperson for PG&E during its fifteen-month bankruptcy process and emergence (2019).

At Canyon Capital, she primarily focused on stressed and distressed investments as well as corporate securitizations, and led the collateralized loan obligations business. She played key roles in complicated bankruptcies, serving as a leading creditors’ committee member for Puerto Rico, and as a restructuring committee member for U.S. airlines in the wake of the September 11 attacks. In 2017, she was named one of the “50 Leading Women in Hedge Funds” by the Hedge Fund Journal and Ernst & Young.

She graduated from Stanford University Graduate School and HEC Paris.

Dr. Amlan Roy is a Global Macro Researcher with 30+ years of experience across markets, policy advisory and academia. He was Head of Global Macro Research at State Street Global Advisors until the 30th June 2021. Prior to SSGA, he spent nearly 19 years at Credit Suisse Investment Bank where his last position was a managing director. He is a Guest Finance Professor at London Business School and a Senior Research Associate at London School of Economics. He was recently awarded Honorary Fellowship of the Institute & Faculty of Actuaries for his contributions to Retirement & Demographics Research. Dr. Amlan Roy is a global macro researcher across financial markets. He pioneered innovative approach to understanding demographics focusing on consumers and workers. His extensive teaching and applied research expertise allows him to connect and explain complex things very easily to anyone, regardless of their knowledge on the matter. Amlan’s areas of research span: Macroeconomics, Asset Pricing, Portfolio Theory, Demographics & Retirement. His research is innovative and pioneering in its perspective by connecting Global Demographics to growth, debt, asset prices, pensions & insurance, asset allocation and risk management sectors, allocation, health, migration and unemployment. He presents to a global client base (across 30+ countries) that includes fund managers, hedge funds, insurance companies, pension funds, SWFs, governments and central banks. Prior to joining SGGA in 2017, over 1998-2016, he was with Credit Suisse developing their client franchise in Global Demographics and Pensions. He left Credit Suisse as MD and Head of Global Demographics Research. Previously, as global EM strategist, he developed multi-country risk & allocation models used by clients, central banks, govt. treasuries. He also served as an expert on Financial Architecture/Crises Modelling at the Bank of England, IMF and UK Treasury. Prior to joining Credit Suisse in 1998, Amlan spent over ten years in academia at Boston University School of Management, University of Iowa Business School and the University of London (QMW College and LSE). He had a distinguished university teaching career winning 4 teaching awards in 6 years at US business schools. Amlan was named a UK ESRC Research Fellow, Ponders Fellow, a Boston University Doctoral Scholar, a Government of India National Scholar. Amlan has a M.A. and Ph.D. in Financial Economics (University of Iowa), an M.B.A. (Indian Institute of Management, Ahmedabad) and a B.A. (Honours) in Economics with Maths (St. Stephen’s College, University of Delhi).

Gregory A. Poland, M.D., is a physician-scientist and the founding and current director of Mayo Clinic’s Vaccine Research Group — a state-of-the-art research group and laboratory that seeks to understand genetic drivers of viral vaccine response and application of systems biology approaches to the generation of immunity, as well as the development of novel vaccines against emerging pathogens important to public health. The Poland lab developed the field of viral vaccine immunogenetics, the immune response network theory, and the field of vaccinomics and adversomics. He has been awarded over $200 million in competitive extramural research funding.

Dr. Poland holds the academic rank of professor of medicine and infectious diseases and molecular pharmacology and experimental therapeutics. He is the Distiguished Investigator of the Mayo Clinic, and is the Editor-in-Chief for the journal Vaccine.

In 2018 Dr. Poland was elected a Fellow of the Royal College of Medicine in London, England. Dr. Poland has chaired or been a member of every Federal committee involved in vaccine decision-making, including the NVAC, VRBAC, and the ACIP. Dr. Poland advocated for and successfully persuaded the CDC to recommend annual influenza vaccine for all Americans age 6 months and older, and was the initial and primary advocate for requiring influenza immunization for all health care providers. Dr. Poland was the 2013 recipient of the Mayo Distinguished Investigator award by the Mayo Board of Trustees, and the 2012 recipient of the Mayo Clinic Department of Medicine Lifetime Research Achievement Award. In 2012, Dr. Poland was named in the top 25 list of vaccine influencers in the world. In February 2013, he was nominated for membership in the Institute of Medicine (IOM). In addition, he recently received an NIH MERIT Award, an honor accorded to less than 5% of the nation’s top NIH-funded investigators. Dr. Poland was awarded the Secretary of Defense Award for Excellence in December 2008. In 2008, he was named a Master of the American College of Physicians. Dr. Poland received the Hsu prize in International Infectious Disease Epidemiology in 2007, and the Charles Merieux Lifetime Achievement Award in Vaccinology in May 2006. In December 2006, In December 2006, Dr. Poland was elected President of the Defense Health Board and appointed by President George W. Bush, serving two terms. In 2005 he was awarded an honorary Doctor of Humane Letters by Illinois Wesleyan University, his alma mater. He was appointed as the Mary Lowell Leary Professor in Medicine (the highest academic distinction for a faculty member) by Mayo Clinic’s Board of Trustees in 2004. In May 2003, he was awarded the Secretary of Defense Medal for Outstanding Public Service. – the highest civilian award given by the Department of Defense He is the immediate past president of the Department of Defense’s Defense Health Board and the Armed Forces Epidemiological Board. Dr. Poland served on the Infectious Diseases Society of America Taskforce on Pandemic Influenza, and chaired the American College of Physician’s Adult Immunization Advisory Board. Dr. Poland received the inaugural Gold Medal from the Spanish Vaccinology Society in 2001.

Dr. Poland received his medical degree from the Southern Illinois University School of Medicine in Springfield, Illinois, and completed his residency and advanced post-graduate work at the University of Minnesota. He has published over 650 professional papers and book chapters.

Dr. Poland is regularly sought out by specialized and lay print, TV, and radio (national and international) media for his clarity and views on science, leadership, and theological aspects of current issues in the culture. He has been awarded multiple “Teacher of the Year” awards across his 40 year medical and scientific career. Dr. Poland regularly provides high-level advice to pharma, business, NGOs, and governmental agencies on emerging infectious disease and vaccine issues. Dr. Poland is a popular conference and seminar speaker on the topics of vaccines, scientific issues, and emerging infectious diseases. Dr. Poland has given over 2,700 national and international media interviews and professional presentations on the COVID-19 pandemic and vaccines.

Kristopher N. Kapoor, CFA is Chief Investment Officer at Bakala Capital. Previously Kris was Chief Investment Office at Furman University, where he was responsible for the investment oversight of the university’s endowment and debt program. Prior to Furman, Kris was a portfolio manager with BB&T Asset Management and pension investment manager with Michelin North America, Inc. Kris holds the Chartered Financial Analyst designation and is currently a member of the CFA Society of South Carolina. Kris earned a Bachelor of Arts degree in Business Administration from Furman University and a Master of Business Administration in International Management from the Thunderbird School of Global Management, which he earned with distinction.

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.

Mike has over 30 years of tax and accounting experience. He began his career in 1988 at Arthur Andersen in the tax department, where he was instrumental in establishing the firm’s Investment Advisory Practice. In 1996, he left Andersen to join Ernst & Young to run their high net worth practice in the Atlanta office. Since 2000, he has run family offices for ultra-high net worth families. There he assists in tax preparation, accounting, investment management, and philanthropy. He is currently the CFO for the Zalik Family Office in Atlanta. Mike received his bachelor’s degree in accounting from Oglethorpe University in Atlanta, GA and his MBA from the Kenan-Flagler Business School at the University of North Carolina in Chapel Hill, NC.

Kaelyn is a Partner and Portfolio Manager of ArrowMark’s private credit funds and separately managed accounts and leads the firm’s fixed income efforts in securitized investments, including regulatory capital relief since 2010. Kaelyn was also the lead analyst for the firm’s participation in the Term Asset-Backed Securities Loan Facility (“TALF”) program. Prior to joining ArrowMark in 2008, she was an analyst at Janus Capital Group where her areas of focus included residential and commercial mortgage-backed securities, asset-backed securities, and interest rates (2004-2008). Previously, Kaelyn worked at Great-West Life where she was Assistant Portfolio Manager of $5.5 billion in separate account, general account and total return assets with a focus on high quality fixed income securities (1998-2004). Kaelyn graduated from Illinois State University with a bachelor’s degree in Economics and earned an MBA from Indiana University.

Ian Bradley is an Investment Analyst at the Foundations for the Carolinas since August 2019. Prior to that he was an Asset Management Analyst at PFM. Ian received his Bachelor of Business Administration in Accounting and Finance and Economics from Stetson University.

Chris is a member of the LB&C OCIO Investment Committee and leads investment strategy for the portfolios’ public and private investments, which includes overseeing initial and ongoing manager due diligence and manager selection. In addition, Chris is integrally involved in all aspects of the investment process, including asset allocation, portfolio construction and risk management. He was previously a Managing Director of Investments with Verger Capital Management and, before that, a member of the investment team at Davidson College and the Alfred I. duPont Trust. Chris received a B.A. in Communications from North Carolina State University and is a CFA charterholder. Chris recently joined the Investment Committee of the Virginia529 College Savings Plan. Chris joined LB&C in 2018 and has 16 years of investment experience.

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.