
Gaining the Edge - Cap Intro New York 2022 will not have panels or speakers.
Speakers for Gaining the Edge - Cap Intro Florida 2022
Click on the speakers' photo or name to see their bio. More speakers will be added soon.
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
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
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