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