Confirmed Speakers for Gaining the Edge - Alternative Investment Cap Intro Florida 2022 

Click on the speakers' photo or name to see their bio. More speakers will be added soon. 

Julette Menga.png
Walvoord, Christopher 2016.JPG
Patrick Bronger APG.png
Bess Joffe.png
Fan-Cedric-IMG_1572-002.JPG
Ram Lee Headshot.jpg
Sinclair
Brian Payne Head Shot_edited_edited.jpg
Brian Walsh.png
Screen Shot 2021-01-11 at 9.58.34 AM.png
aneja saurav.png

Previous Gaining the Edge Speakers

Pensions

Alaska Permanent Fund Corporation, Marcus Frampton, CFA, CAIA, FRM - Chief Investment Officer

Alaska Permanent Fund Corporation, Ben Chang - Senior Associate

APG, Michael Weinberg, CFA - Managing Director, Head of Hedge Funds and Alternative Alpha 

California State Teachers' Retirement System, Brian A. Rice - Portfolio Manager, Sustainable Investment & Stewardship Strategies

Church Commissioners for England, Bess Joffe - Head of Responsible Investment

Church Commissioners for England, Roy Kuo - Team Head - Alternative Strategies

Church Pension Group, Brian Jandrucko, CAIA - Managing Director, Global Public Equity and Hedge Funds

Delta Air Lines, Jonathan Glidden - Managing Director, Pensions

Employees Retirement System of Texas, Panayiotis Lambropoulos, CFA, CAIA, FRM - Portfolio Manager — Hedge Funds, Emerging Managers, Opportunistic Credit

Exelon Corporation, Mark Koschik, CFA - Senior Portfolio Manager & Head of Asset Allocation

Fairfax County Police Officers Retirement System, Katherine Molnar, CFA - Chief Investment Officer

Florida State Board of Administration, Shoaib Khan, CFA, CPA - Senior Portfolio Manager - Strategic Investments

General Motors Asset Management, Derek Lublin - Portfolio Manager, Absolute Return Strategies

Hawaii Employees' Retirement System, Howard Hodel, CFA - Acting Chief Investment Officer

Indiana Public Retirement System, Joe Tolen, CAIA - Director of Multi-Asset Strategies

MassPRIM, Bill Li, CFA, CAIA - Director of Portfolio Completion Strategies 

Metropolitan Transportation Authority of the State of NY, Sean Crawford - Chief Investment Officer

New Jersey Department of the Treasury, Confidential - Hedge Fund Portfolio Manager, Division of Investment

New Mexico Public Employees Retirement Association, Dominic J. Garcia - Chief Investment Officer 

New Mexico Public Employees Retirement Association, Frank J. Mihail, CFA, CAIA - Director

South Carolina Retirement System Investment Commission, Justin Young, CAIA - Senior Investment Officer

State of Wisconsin Investment Board, Jason Rector, CFA - Managing Analyst

State of Wisconsin Investment Board, Derek Drummond, CAIA - Portfolio Manager Alpha Funds

State of Wyoming, Matt Smagacz, CFA, FRM - Senior Investment Officer

Teacher Retirement System of Texas, Joel Hinkhouse, CFA - Director - External Public Markets

Teacher Retirement System of Texas, Steven Wilson, CAIA - Senior Portfolio Manager, Public Markets

Teachers' Retirement System of Illinois, Brian Payne, CAIA - Investment Officer 

Teachers' Retirement System of Illinois, Kirk Sims, CFA - Senior Investment Officer - Emerging Managers

Texas Trust Company, Mohamed Elkordy, PH.D - Senior Portfolio Manager

The World Bank, Mohamed Farid - Principal Portfolio Manager 

United Nations Pension Fund, Herman Bril - Director of Investments

United Technologies Corporation, Jason Josephiac, CFA, CAIA - Senior Investment Analyst

UPS Group Trust, Roxton McNeal, CFA, FRM - Senior Portfolio Manager

Endowments & Foundations

ALSAC / St. Jude Children's Research Hospital, Anurag Pandit, CFA - Chief Investment Officer

Baylor University, David Morehead, CFA - Co-Chief Investment Officer

Beaumont Health, Robert Kowalski, CFA - Director of Investments

Canadian Medical Protective Association, Patrick Roy, CFA, FSA, FCIA - Senior Portfolio Manager, Public Assets

Cleveland Clinic, Adam Smith, CFA, CAIA - Director of Absolute Return & Real Assets

Cleveland Clinic, Brent Mattis, CFA - Senior Investment Analyst

CommonSpirit Health, Alex Chung - Manager, Investments

ELCA, Eric Golberg - Trustee, Investment Committee

Emory Investment Management, Andrew Fisher - Managing Director of Public Markets

Harry and Jeanette Weinberg Foundation, Jonathan Hook – Chief Investment Officer

Helmsley Charitable Trust, Meena Lakshman, CFA - Director of Investments

Helmsley Charitable Trust, Al Kim, CFA, CAIA - Director of Investments 

Helmsley Charitable Trust, Warren Tye, CFA - Investment Officer

Kansas State University Foundation, Paul Chai, CFA, CAIA - Director of Investments

M Health Fairview, Casey Plante, CFA - Director, Investments

MacArthur Foundation, Joseph Rumph, CFA - Manager, Absolute Return & Fixed Income

NY Episcopalian Diocesan Investment Trust, John Trammell - President

Robert Wood Johnson Foundation, Vanita Gaonkar - Public Investments

Spider Management Company / University of Richmond Endowment, Steve Henderson, CFA - Director of Investments

Texas Tech Endowment, Robert Lee, CFA - Deputy Chief Investment Officer

Texas Tech University System, Dan Parker - Deputy Chief Investment Officer

The Andrew W. Mellon Foundation, Karen Inal - Senior Portfolio Manager

The Harry & Jeanette Weinberg Foundation, David Gilmore - Managing Director - Investments

UCLA Investment Company, Ray Schleinkofer, CFA - Investment Officer

UJA - Federation of New York, Devana Cohen, CFA - Chief Investment Officer

UJA - Federation of New York, Colin Ambrose, CFA – Chief Investment Officer

University of Chicago, Elisabeth Roth, CFA - Senior Portfolio Manager of Public Markets/Absolute Return

University of Illinois Foundation, Brett Snidtker - Director of Public Investments

University of Nebraska Foundation, Brian Neale - Vice President of Investments 

University of Oklahoma Foundation, Gene Lohmeyer, CFA - Director of Investments

Yale New Haven Health, Bill Camelio - Senior Investment Strategist

OCIO / FoF / Advisors

Family Office & Insurance Companies

Merrimac Corp., Clark Cheng, CFA, FRM - Chief Investment Officer,

Nippon Life Global Investors Americas, Eric Golberg - Director, Portfolio Manager

Pendyne Capital, Andy Fisher, CFA - Chief Investment Officer,

Sirius Partners, Brad Beatty, CFA – Chief Investment Officer,

Zurich Alternative Asset Management, Aneja Saurav - Associate Director, Hedge Funds & Risk Premia

Industry Leaders

AIMA (Alternative Investment Management Association), Jack Inglis, Chief Executive Officer

CAIA Association (Chartered Alternative Investment Analyst Association), Bill Kelly - President and Chief Executive Officer

CFA Institute, Margaret Franklin, CFA - President and Chief Executive Officer

Citi Global Markets, Jim Kelly - Americas Head of Capital Introductions

Deutsche Bank, Marlin Naidoo - Managing Director & Global Head of Capital Introduction & Hedge Fund Consulting

Goldman Sachs, Dean Backer - Partner, Global Head of Sales & Capital Introduction

Hedgeweek, James Williams - Managing Editor

Investment Leadership Network, Amy Hepburn - Chief Executive Officer

Jefferies, Leor Shapiro - Global Head of Capital Introductions & Business Consulting

MFA (Managed Funds Association), Bryan Corbett - President and Chief Executive Officer

Societe Generale, Dan Rizzuto - Managing Director, Head of Capital Introductions Americas

Wells Fargo Prime Services, Patrick McCurdy - Managing Director, Head of Capital Introductions

50 South Capital, Jon Frede, CFA - Director of Research

50 South Capital, Greg Jones, CFA - Vice President Hedge Funds

Aberdeen Asset Management, Kevin Lyons - Senior Investment Manager

ABS Investment Management, Guilherme Ribeiro do Valle, CFA - Managing Member & Portfolio Manager

Advanced Portfolio Management, Robert E. Kiernan III - Chief Executive Officer

Aetos Alternatives Management, Juliette Menga, CFA - Director - Chair of the ESG Committee

Aetos Alternatives Management, Jonathan Bishop, CFA - Deputy Chief Investment Officer

Alternative Investment Group, Chris Ayton - Portfolio Manager

Alternative Investment Group, David Storrs - President & Chief Executive Officer

Analytical Research, Jerett Yelton - Senior Analyst

Appomattox Advisory, Susan Webb - Founder, Chief Executive Officer & Chief Investment Officer

Aptitude Investment Management, Jeffrey Klein - Deputy Chief Executive Officer & Chief Investment Officer

Ascent Private Capital Management of U.S. Bank, Jonathan Miles, CFA, CAIA - Managing Director, Investment Consulting

Bank of America Merrill Lynch, Omeed Malik - Managing Director, Global Head of Capital Strategy

Banque Edmond de Rothschild, Olivier Kintgen - Head of Hedge Fund Portfolios

Bessemer Trust, Francis Frecentese - Managing Director, Director of Hedge Fund Investments

Blackstone, Michael Pierog - Managing Director

Borealis Strategic Capital Partners, Daniel Harris, CFA - Principal

C.M. Capital Advisors, Keith Seibert - Managing Director, Hedge Funds & Public Markets

CIBC Atlantic Trust, Ohm Srinivasan, CFA - Managing Director, Portfolio Manager - Hedge Funds

Clearbrook Global Advisors, Tim Ng - Chief Investment Officer 

Commonfund, David Scarozza - Managing Director - Head of Equities

Commonfund, John Delano - Managing Director, Head of Research and Analytics

Corbin Capital Partners, Craig Bergstrom, CFA - Managing Partner & Chief Investment Officer

Deutsche Asset Management, Chris Umscheid - Hedge Fund Research

Efficient Capital Management, Marat Molyboga, CFA - Chief Risk Officer and Director of Research

EMM Wealth, Salvatore Russo - Senior Vice President, Head of Research

EnTrustPermal, Rob Kaplan - Senior Managing Director

Evanston Capital, William S. Steele III - Managing Director & Director of Research

FERI Trust, Marcus Storr - Head of Hedge Funds

GAM, Arvin Soh - Portfolio Manager

Gapstow Capital Partners, Chris Acito - Founder, Chief Executive Officer & Chief Investment Officer

GCM Grosvenor, Craig Goldsmith - Managing Director, Hedge Fund Strategies

Hywin Capital, Gib Dunham, CFA - Managing Director, Portfolio Manager

Investcorp, Andrew Fisch - Managing Director, Senior Portfolio Manager

JP Morgan, Kenny D. King, CFA - Managing Director & Americas Head of Capital Advisory Group

JP Morgan Alternative Asset Management, Paul Zummo, CFA - Chief Executive Officer & Chief Investment Officer

K2 Advisors, David Saunders - Co-Founder & Chief Executive Officer

K2 Advisors, Art Vinokur, CAIA - Managing Director, Managing Director, Head of Credit, Relative Value, and Event Strategies

K2 Advisors, Robert Christian - Senior Managing Director, Head of Investment Research

Kenmar Olympia, Peter Fell - Director of Investment Due Diligence
Lazard Asset Management, Christian Frei, CFA - Director, Portfolio Manager/Analyst

Lighthouse Partners, Clark Prickett, CFA - Managing Director

Lighthouse Partners, Timothy Berry, CFA - Managing Director

Lone Peak Partners Management, Betsy Battle - Chief Investment Officer & Founding Partner

Lyxor Asset Management, Fabien Pavlowsky - Head of US Product Development

Magnitude Capital, Hawes Bostic, CFA - Partner, Director of Manager Research

Man FRM, Tom Williams, CFA - Chief Investment Officer Pine Grove Funds

Massey Quick Simon & Co., Wayne Yi, CFA - Director, Head of Manager Research

Massey Quick Simon & Co., Joseph Belfatto - Managing Partner

Maverick Capital, Bates Brown - Head of Hedge Fund of Funds

Neuberger Berman, Ian Haas, CFA - Senior Vice President

Optima Fund Management, Erik Welle - Managing Director

PAAMCO Prisma, J. Robert Motoshige - Director

PAAMCO Prisma, Jeff Willardson, CFA, CQF - Head of Investments

PAAMCO Prisma, Jackie Rosner - Managing Director

PAAMCO Prisma, Scott Warner, CFA, FRM - Managing Director and Partner

PAAMCO Prisma, Von Hughes, JD, CAIA - Partner & Managing Director

Pluscios Management, Kelly Chesney - Founding Partner

Private Advisors, Charles Honey - Partner

Protégé Partners, Adil Abdulali - Senior Managing Director, Chief Investment Strategist

Protégé Partners, Michael Weinberg, CFA - Senior Managing Director, Chief Investment Strategist

RockCreek Group, Matthew Bullough - Director

RockCreek Group, Alifia Doriwala - Managing Director, Member of Management and Investment Committees

Rothschild Asset Management, Shakil Riaz - Head of U.S. Alternatives Portfolio Management & Global Chief Investment Officer

Russell Investments, Cameron McVie, CFA - Head of Relative Value Strategies, Hedge Funds

Russell Investments, Cedric Fan, CFA - Senior Portfolio Manager, Hedge Funds

SECOR Asset Management, Philip DiDio - Portfolio Manager

Seven Bridges Advisors, Kate Ottino - Director

Seven Bridges Advisors, M. Ram Lee - Partner 

Shinnecock Partners, Alan Snyder - Founder & Managing Partner

Silvercrest Asset Management, Michael Dubin - Managing Director

Talson Partners, Dominic Napolitano - Founder & Managing Member

Tiff Investment Management, Jon Sinclair - Managing Director 

Titan Advisors, Brian Walsh - Principal

UBS, Edo Rulli - Head of Research

Verger Capital Management, Jim Dunn - Chief Executive Officer & Chief Investment Officer

Xponance, Tina Byles Williams - Chief Executive Officer & Chief Investment Officer, & Founder