Spring Academy Investment Forum 2022

THE OMNI GROVE PARK INN, ASHEVILLE, NORTH CAROLINA
May 16-17, 2022

Keynote Speakers

Ellen Carr
Co-Author of Undiversified: The Big Gender Short in Investment Management & Principal, Barksdale Investment Management

Dan Clifton
Partner & Head of Policy Research
Strategas Securities

Luke Ellis
Chief Executive Officer
Man Group

Vikram Mansharamani
Global Trend-Watcher, Harvard University Lecturer, & Portfolio Manager
AuthorThink for Yourself and Boombustology
Dominique Mielle
Author, Damsel in Distressed
Former Partner, Canyon Capital
Dr. Amlan Roy
Founder, Global Macro Demographics
Author, Demographics Unravelled: How Demographics Affect and Influence Every Aspect of Economics, Finance and Policy

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

Spring Forum Co-Chairs

Kris Kapoor
Chief Investment Officer
Bakala Capital

Christine Kelleher
Chief of Investments
National Gallery of Art

Mike Szalkowski
Chief Financial Officer
The Zalik Family Office

Speaker Faculty

Kaelyn Abrell
Partner, Portfolio Manager
ArrowMark

Ian Bradley
Investment Analyst
Foundation for the Carolinas

Chris Culbertson
Managing Director
Lowe, Brockenbrough & Company

Celia Dallas
Chief Investment Strategist
Cambridge Associates

Alex Dauria
Senior Portfolio Advisor
Aksia LLC

Scott Davies
Founder & CIO
CDAM (UK)

Michael Dempsey
Managing Partner
Compound Capital

Jim Dunn
CEO & CIO
Verger Capital Management

Ellen Ellison
Chief Investment Officer
HICO Ventures Ltd. (Former, CIO, Univ. Of Illinois Foundation)

Mark R. Freeman, CFA
Chief Investment Officer, Founding Partner
Socorro Asset Management

Susanne Gealy
Senior Director, Investments
CommonSpirit Health

David Gilmore
Deputy Chief Investment Officer
The Harry and Jeanette Weinberg Foundation

Adele Gorrilla
Chief Investment Officer
Attinger, LLC

Tom Hardin
Founder
Tipper X Advisors

Ray Jacobson
Chief Investment Officer
Davidson College

Dana Johns
Senior Portfolio Manager, Private Equity
Maryland State Retirement & Pension System

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

Phil Keefe
Director
VCU Investment Management Company

Mina Pacheco Nazemi
Co-Head of Funds & Co-Investments
Barings

Kate Caldwell Nevin, CAIA
President & Portfolio Manager
TSWII

Christopher Nicolaou
Managing Director
Artisan Partners

Caroline M. Poland
MA, LMHC, LCAC, CCTP, CCFP, NCC, Founder and CEO
Poland and Associates Consulting

Renata Quintini
Co-Founder & Managing Director
Renegade Partners

Michael Reist
Director
Avec Capital

Mark Roberts
Chief Investment Officer
Ironsides Asset Advisors

Klaus Röhrig
Co-CIO, Founding Partner
Active Ownership

Douglas Silverman
Managing Partner and Co-Chief Investment Officer
Senator Investment Group

Brendt Simpson
Investment Director
Colgate University

Chris Smith
Portfolio Manager
Antero Peak Group

Donna L. Snider
Chief Investment Officer
Hackensack Meridian Health

Mark Steed
Chief Investment Officer
Arizona PSPRS Trust

John Trammell
Managing Director
Symphony Financial Partners

Serina Vash
Managing Partner
Herman Jones LLP (Former Federal Prosecutor)

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