top of page

Speakers for Gaining the Edge - Global Cap Intro 2024 will be announced soon.

Previous Gaining the Edge Speakers


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

Alaska Permanent Fund Corporation, Ben Chang - Senior Associate

APG, Patrick Bronger, CFA - Portfolio Manager 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

Advocate Aurora Health, Darrel Pfeifauf - Vice President, Hedge Funds and Risk

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

Golden Leaf Foundation, J.P. Boyd, CAIA - Director of Investments

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

Southern Ute Indian Tribe, Greg Deeds, 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

Yale New Haven Health, Geeta Kapadia, CFA - Associate Treasurer, Director of Investments

Institutional Consultants

Aksia, George Evans, CFA - Managing Director, Fixed Income and Volatility 

Aksia, Michelle Perry - Director of Operational Due Diligence; ESG & Sustainability

Albourne Partners, James Munro, CAIA - Partner & Senior Portfolio Analyst

Albourne Partners, Sasha Kus, CFA - Partner & Senior Portfolio Analyst

Albourne Partners, Julie Lauer Wurster - Partner, HF Investment Management Due Diligence Analyst

Albourne Partners, Evelina Klerides - Partner

Aon, Allen Cheng - Associate Partner, Hedge Fund Research - New York Practice Lead

Aon, Chris Walvoord - Partner – Global Head of Hedge Fund Research and Portfolio Management

Aon, Meredith Jones - Partner, Global ESG Practice Lead, Responsible Investing, Emerging & Diverse Manager Research

Brownson, Rehmus & Foxworth, Keith Cardoz, CFA - Chief Investment Officer

Callan LLC, Pete Keliuotis, CFA - Executive Vice President of Alternatives Consulting

Callan LLC, Jim McKee - Senior Vice President, Director of Hedge Fund Research

Cambridge Associates, Joe Tolen, CAIA - Director, Credit Strategies

Cambridge Associates, Mark Wilgar - Investment Director

Cambridge Associates, Jon Hansen - Managing Director

Cliffwater, Chris Solarz, CFA, CPA, CAIA - Managing Director Head of Global Macro Strategies

DiMeo Schneider & Associates, Anthony Novara, CFA - Research Director - Global Hedge Fund Strategies & Capital Markets

Fund Evaluation Group, Sean McChesney - Vice President, Research Analyst Hedge Funds

Highland Consulting, Menachem Lubling, CFA - Head of Alternative Investments

LCG Associates, James Challen, CFA, CAIA - SVP Principal

Makena Capital Management, Jackson Garton, CFA - Managing Director

Marquette Associates, Nat Kellogg, CFA - Managing Director

Meketa Investment Group, Zack Driscoll, CFA - Senior Vice President, Research

Meketa Investment Group, Roberto Obregon - Senior Research Analyst

Mercer, John Jackson, CFA - Principal, Hedge Fund Research

Mercer, Gurneet Sehmbhi - Private Equity Specialist

NEPC, Neil Sheth - Partner, Director of Alternative Asset Research

NEPC, Dulari Pancholi, CFA, CAIA - Principal & Director of Hedge Funds

Pension Consulting Alliance, John Burns, CFA - Managing Director

RVK, Inc., Alexander Leiken - Manager Research Consultant

Segal Marco Advisors, Frank Trotta - Associate Director, Alpha Investment Research

Willis Towers Watson, Thierry Adant - Director, Head of Illiquid Credit, Investments

Wilshire Associates, Cian Desmond - Portfolio Manager, Vice President – Alternative Investments

Wilshire Associates, Jessica Nicosia - Vice President

OCIO / FoF / Advisors

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

Altegris Investments, Antolin Garza - Head of Research & Investment Solutions

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

BlackRock, Jesse Licht, CFA - Managing Director - Hedge Fund Research

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 

Clearbrook Global Advisors, Elisa Mailman - Managing Director

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

K2 Advisors, Tom Finnnerty - Head of Global Macro

K2 Advisors, Justin McEntee - Managing Director 

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

LGT Capital Partners, Roger Hilty - Partner

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

New Holland Capital, Bill Young - Principal

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

Insurance Companies

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

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

Five Oceans Group, Andrew Fisch - CIO, President

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

Pendyne Capital, Andy Fisher, CFA - Chief Investment Officer

Rosemore Inc, Frank Rosenberg – Chief Investment Officer

Sirius Partners, Brad Beatty - Chief Investment Officer

bottom of page