Speakers

ABS Investment Management 

Guilherme Ribeiro do Valle, CFA, Managing Member & Portfolio Manager

Guilherme Ribeiro do Valle, CFA is a managing member and portfolio manager at ABS Investment Management in Greenwich, CT. Mr. Valle leads the firm’s effort on the allocations to investment managers in emerging markets. Mr. Valle has been active following and allocating resources in emerging markets for over 20 years. Currently ABS manages over USD 5.5 billion, mostly on behalf of pension funds, endowments, foundations and other type of investors, predominantly from the US and Europe. Before co-founding ABS in late 2002, Mr. Valle was a Director at Credit Suisse Asset Management, a firm he joined in 1998 when Credit Suisse Group acquired Banco de Investimentos Garantia, the Brazilian investment bank where Mr. Valle started his financial career in 1993. Mr. Valle has a degree in Business Administration from Fundação Getúlio Vargas in São Paulo and is a CFA charterholder.

Webinars:

Episode 2 "Opportunities in Emerging Market Hedge Funds"

Alaska Permanent Fund Corporation

Marcus Frampton, CFA, CAIA, FRM, Chief Investment Officer

Marcus Frampton serves as the Chief Investment Officer for the Alaska Permanent Fund.

He joined APFC in September of 2012 and has served as the Director of Investments, Real Assets & Absolute Return. Prior to joining the APFC, Marcus held diverse roles ranging from investment banking (Lehman Brothers), private equity (PCG Capital Partners), and acted as an executive of a private equity backed portfolio company (LPL Financial). Mr. Frampton holds a BA in Business-Economics with a minor in Accounting from UCLA.

Webinars:

Episode 7 "Long Short Equity, Where are the Opportunities and What Makes a Good Manager?"

Albourne Partners

Julie Lauer Wurster, Partner, Investment Management Due Diligence Analyst

Julie Lauer Wurster is a Partner and Senior Analyst at Albourne America.  Julie joined Albourne in 2007 and is responsible for the global long short equity strategy.  Prior to joining Albourne, Julie was an analyst in the Absolute Return Strategy Group at General Motors Asset Management from 2003 to 2007.  In this role Julie focused her time on the long/short equity managers.  Julie also has related experience with Ford Motor Company and consulting experience with Deloitte & Touche.  Julie earned a Master of Business Administration from Duke University’s Fuqua School of Business in 2003 and graduated with a Bachelor of Arts in Economics from Duke University in 1998.

Webinars:

Episode 7 "Long Short Equity, Where are the Opportunities and What Makes a Good Manager?"

Alternative Investment Group 

Chris Ayton, Portfolio Manager

Chris Ayton is a Partner and Portfolio Manager of Alternative Investments International, L.P. and Berens Global Value Fund.  He joined Alternative Investment Group in March 2008 and is based in London.  He has more than 20 years of manager research experience and focuses on identifying and evaluating long-only and long/short strategies and managers, especially in Emerging and Frontier Markets, Asia and Europe.  Previously, Chris was a senior member of the investment team at leading investment consulting firm Stamford Associates Limited where he spent 12 years, over half of which was as the firm’s Head of Manager Research.  While this position provided exposure to many investment strategies and geographies, Chris specialized throughout his tenure in managers investing in Asian markets, including Japan.  Chris was also instrumental in establishing Stamford Associates’ manager research disciplines that were adopted across the firm.  Prior to joining Stamford Associates in 1995, Chris worked at Bacon & Woodrow. Chris graduated in 1994 with a BSc. in Economics from University of Southampton.

Webinars:

Episode 2 "Opportunities in Emerging Market Hedge Funds"

Aon

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

Chris leads Aon Hewitt’s Global Liquid Alternatives Team within Global Investment Management.  He oversees research and investment activities across a variety of liquid alternative strategies including hedge funds, currencies, CTAs, and GTAA.  His group is responsible for researching, recommending and monitoring managers for both advisory and delegated client portfolios.
Prior to joining AHIC in 2016, Chris was a portfolio manager and a member of the investment committee at William Blair.  Chris was the lead PM for the custom hedge fund business at Blair which managed client specific portfolios for large institutional clients.  He was also the lead PM on the group’s 40 Act fund of hedge funds.  Chris worked extensively with William Blair’s distribution team to help clients understand the role of hedge funds within their investment portfolios.  


William Blair entered the fund of hedge funds business by acquiring Guidance Capital, a fund of hedge funds firm founded in 2001, where Chris was one of five equity partners.  As a member of the investment committee at Guidance, he was involved in both hedge fund research and portfolio construction.  He also developed the portfolio risk management system that was used at both Guidance and William Blair.


Prior to joining Guidance Capital, Chris managed an unconstrained bond strategy at the Northern Trust.  The mandates for these funds allowed investments in a wide range of fixed income instruments including corporate and asset backed bonds, swaps, options, futures, and other interest rate and credit derivatives.  Chris began his investment career in the Capital Markets Strategies Group at Nuveen, where he assisted investment banking clients with their derivative transactions.  Prior to Nuveen, Chris worked as an automotive engineer in Motorola’s Automotive Electronics Group and in Ford’s Advanced Vehicle Engineering Group.

Chris earned an M.B.A. degree in finance from The University of Chicago Booth School of Business, an M.S in Mechanical Engineering from the University of California Berkeley and a B.S. in Mechanical Engineering from the University of Illinois.

Webinars:

Episode 8 "What are the Best Hedge Fund Strategies to Protect Capital During a Market Sell Off?"

Appomattox Advisory

Susan Webb, Founder, President & CIO

Susan Webb is a founder and President/CIO of Appomattox. In this capacity, she is a member of the Investment Committee responsible for identifying and evaluating managers as well as managing portfolios.

Prior to co-founding Appomattox, she was Head of First Atlas Capital, Inc., the SEC Registered Advisor of Atlas Capital, a multi-billion dollar global fund of hedge funds manager. She was a member of the Global Investment Committee and launched, with Weston Capital, the Weston Atlas Manager Seeding Platform.

Ms. Webb’s career in finance spans over 30 years where she developed an expertise in trading, financing, and structuring derivatives. Ms. Webb began her career at Irving Trust in 1984 where she completed the credit analyst program and worked in loan work outs. She left after 2 years and joined trading desks for five years each at Citibank, Paribas Capital Markets and CIBC. While there she either joined, or set up and ran, derivative trading groups including interest rate, currency, equity, credit and hedge fund structuring. In 2000, she joined Caisse des Depots as a Managing Director and established their credit derivative and synthetic CLO and hedge fund structuring business in the US. She has 17 years direct experience managing diversified multi-asset portfolios.

Susan Webb is a board member for GTI Capital Group, and investment firm focused on opportunities in India. Ms. Webb is on the board of High Water Women, a non-profit foundation that encourages financial education of women and youth. She is also on the advisory board of Catalyst Financial Partners, a group that promotes small and emerging managers in the financial industry. Susan is an Elder, and a former head of stewardship at the Brick Church.

She received a BA from the University of Virginia and an MBA from the Darden School at the University of Virginia.

Webinars:

Episode 9 "The Quest for Alpha: What Strategies Will Outperform in the Next 24 Months?"

Baylor University 

David A. Morehead CFA, Co-Chief investment Officer

David A. Morehead is the Co-Chief Investment Officer in the Baylor University Office of Investments. He previously was a senior portfolio manager at Lotsoff Capital Management, where he managed securities across the corporate capital structure, and a partner at Highview Capital Management, where he focused on public and private energy investments. Prior to this, he was a portfolio manager at Ritchie Capital Management, responsible for a generalist corporate relative value and distressed portfolio. Prior to this, he was responsible for equity research on the transportation/logistics and specialty retail sectors at William Blair & Company. Mr. Morehead also held roles at Bank of America, where he was responsible for the risk management of the bank’s interest rate derivatives desk, and First Trust Advisors, where he advised community banks on their investment portfolios. Mr. Morehead graduated summa cum laude from Wheaton College and earned his MBA in finance and entrepreneurship with honors from the University of Chicago Booth School of Business. Mr. Morehead also holds the Chartered Financial Analyst (CFA) designation.

Webinars:

Episode 6 "Dislocations in the Credit Markets, How Can Investors Take Advantage?"

Callan LLC

Pete Keliuotis, CFA, Executive Vice President, Head of Alternatives Consulting 

Pete Keliuotis, CFA, is an Executive Vice President and the head of Callan’s Alternatives Consulting Group, which includes the private equity and hedge fund consulting teams. In addition to leading these teams, he performs research and advises clients’ alternatives investment portfolios. Pete is a member of Callan's Alternatives Review and Management Committees.

Previously, he was a senior managing director of Cliffwater LLC and a senior member of their portfolio advisory team, specializing in alternatives market investing for institutional clients. Prior to joining Cliffwater, Pete was a managing director and the CEO of Strategic Investment Solutions (SIS), where he led the general and private markets consulting teams and advised several large institutional investors. Previous experience includes Mercer Investment Consulting, where Pete was a principal and senior consultant, Hotchkis and Wiley in Los Angeles and Northern Trust Company in Chicago.

Pete earned a BS in economics from the University of Illinois at Urbana-Champaign, his MBA in analytic finance from the University of Chicago Booth School of Business, and he is a holder of the right to use the Chartered Financial Analyst® designation.

Webinars:

Episode 9 "The Quest for Alpha: What Strategies Will Outperform in the Next 24 Months?"

Cambridge Associates Limited 

Mark Wilgar, Investment Director

Mark is an Investment Director focused on investment strategy research in Cambridge Associates’ London office. He is a member of the Credit Investment Group, responsible for researching and monitoring strategies that invest in liquid and illiquid debt instruments and other risk-asymmetric assets. The team works to seek out investment ideas and evaluate institutional quality asset managers.

Prior to joining Cambridge Associates in 2014, Mark worked for P-Solve Investments Limited (River and Mercantile Solutions) as a member of the investment team responsible for managing the £6 billion fiduciary management portfolio. Mark has worked in financial services since 2009, having graduated from the University of Warwick with a first class degree in Engineering and Business. 

Outside of fund research and investment due diligence, experience includes investment performance analysis, trade planning and execution, transition management, client portfolio management, process improvement and pension liability benchmarking.

 

Education and Professional Credentials

  • Investment Management Certificate (IMC)

  • BSc Engineering and Business, Warwick Business School

Webinars:

Episode 3 "Reinsurance for a Diversified Hedge Fund Portfolio"

Cleveland Capital 

R. Brent Mattis, CFA, Senior Investment Analyst

R. Brent Mattis joined the Cleveland Clinic in 2017 where his responsibilities include manager due-diligence, idea generation, and market research. During his tenure at the Cleveland Clinic, he has underwritten managers across asset classes including distressed credit, special situations, structured credit, real assets, liquid alternatives and other complex niches. Prior to joining the Cleveland Clinic, he was Senior Analyst at the Rainin Group, a New York City-based single family office where he spent six years sourcing, underwriting, and executing investments in alternative asset managers, private direct investments, and individual public equities. Earlier in his career, he performed equity research for KVO Capital Management in Hanover, New Hampshire. Brent began his career as a Research Associate in the drug discovery group of Rigel Pharmaceuticals. He is a CFA Charterholder, received an MBA with Distinction from the Tuck School of Business at Dartmouth and a BS in Chemistry from UC-Berkeley.

Webinars:

Episode 6 "Dislocations in the Credit Markets, How Can Investors Take Advantage?"

Cliffwater

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

Chris is a Managing Director of Cliffwater LLC in our New York office and a member of the hedge fund research team. Prior to joining Cliffwater in 2011, Chris was a Senior Analyst at SAIL Advisors, where he focused on manager selection and due diligence as Head of Research for tactical trading and relative value strategies. Previous experience includes working for ING Investment Management, Antarctica Asset Management, Societe Generale Barr Devlin, and CIBC World Markets. 


He earned a BA in Economics and Anthropology from the University of Pennsylvania and a MComm in Finance from the University of New South Wales, where he was a Federation Scholar. Chris is a Certified Public Accountant, holds the Chartered Alternative Investment Analyst® designation, the Chartered Financial Analyst® designation, and is a member of the New York Society of Security Analysts.  Chris has broken 6 Guinness World Records, has run marathons on all 7 continents and in all 50 US states. 

CommonFund

John Delano, Managing Director, Head of Research and Analytics

John Delano is Head of Commonfund Asset Management Research and Analytics and leads the team responsible for quantitative analysis of investments and managers. He also serves as a member of both the Commonfund Asset Management Investment and the Commonfund Asset Allocation Committees. Prior to joining Commonfund, John was a consultant in Global Public Opinion Research at Altria Corporate Services and a research assistant at Columbia University′s Institute of Social and Economic Research and Policy. Prior to that, he worked as a media buyer at Horizon Media, using statistical analysis to forecast audience deliveries for television commercials. John has a B.A. in Political Science from the University of Chicago and an M.A. in Quantitative Methods in the Social Sciences from Columbia University. He also holds the Certificate in Quantitative Finance (CQF).

CommonSpirit Health 

Alex Chung, Manager, Investments 

Alex is generalist on the CommonSpirit Health investment team focusing on hedge funds and public equities. Alex joined Dignity Health in 2018 from Goldman Sachs Asset Management (GSAM) where he was a member of the Quantitative Investment Strategies (QIS) team. Alex was a portfolio manager for multi-asset alternative strategies including hedge fund replication and alternative risk premia. Alex earned a B.S. from MIT in Computer Science and Masters in Computational Finance from Carnegie Mellon.

Webinars:

Episode 8 "What are the Best Hedge Fund Strategies to Protect Capital During a market Sell Off?"

Corbin Capital 

Craig Bergstrom, CFA, Managing Partner, Chief Investment Officer

Craig leads investment research and portfolio management and has responsibility for investment process and results across Corbin. He also has direct investment research responsibilities for Corbin's investments in credit and relative value strategies, including portfolio management for our  credit opportunity program, direct and co-investments and our hedge overlay program. Craig is a member of the Investment Committee, the Private Investment Committee, the Valuation Committee and the Hedging and Allocation Committee. Prior to joining Corbin in January 2002, Craig was the Risk Manager at Grantham Mayo Van Otterloo & Co. LLC, a then $20+ billion institutional investment management firm, where he had responsibilities for firm wide market risk management, hedge fund product development and derivatives strategy.  Prior to joining GMO, he was a Vice President in the Equity Derivatives group at Salomon Smith Barney, and previously worked in the Equity Structured Products group at Morgan Stanley.  Craig graduated from Dartmouth College with a B.A. in Government, and he was awarded the CFA charter in 1997.

Webinars:

Episode 6 "Dislocations in the Credit Markets, How Can Investors Take Advantage?"

Deutsche Bank 

Marlin Naidoo, Managing Director & Global Head of Capital Introduction & Consulting 

Marlin Naidoo is the Global Head of Capital Introduction and Consulting at Deutsche Bank. Marlin joined Deutsche Bank in 2004 in Hong Kong where he was the Head of Capital Introduction for the Asia Pacific region. In 2012 he relocated to the bank’s New York office as Head of Capital Introduction & Consulting in the Americas and was appointed the Global Head of Capital Introduction and Consulting in 2017. Marlin moved to the banks London office in 2018 where he is currently based. Marlin holds a Bachelor of Science summa cum laude in Statistics & Actuarial Science from the University of Natal in South Africa and a post graduate Degree in Advanced Mathematics of Finance from the University of the Witwatersrand in South Africa.

Webinars:

Episode 4 "How to Improve the Fund Raising Capability of a Hedge Fund & a Global Perspective on Fund Flows"

Employees Retirement System of Texas

Panayiotis Lambropoulos, CFA, CAIA, FRM, Portfolio Manager - Hedge Funds

Panayiotis Lambropoulos, CFA, CAIA, FRM is a Portfolio Manager of Hedge Funds at the Employees Retirement System of Texas – a $26 billion retirement plan – located in Austin, Texas. His responsibilities include sourcing, analyzing and evaluating potential hedge fund managers, process and performance assessment, interviewing various fund employees and third-party service providers, and maintaining due diligence efforts. Panayiotis started in the alternative investment industry as a Research Analyst in Grosvenor Capital Management in Chicago. He later joined MCP Alternative Asset Management, a $6 billion Tokyo-headquartered Investment Advisor (Fund of Funds) in Chicago. He was responsible for sourcing, analyzing and monitoring hedge fund investments, and contributing to portfolio allocation decisions. He worked alongside institutional clients, all of which were top investment decision makers for some of Japan’s best and largest blue chip financial institutions. Panayiotis holds a B.S in Business Administration with a concentration in Finance and Marketing from Boston College, and an M.B.A in General Management from Northwestern University’s Kellogg School of Management. Panayiotis is a CFA Charterholder and has earned his Chartered Alternative Investment Analyst (CAIA) designation and Financial Risk Manager (FRM) certification.

Webinars:

Episode 1 "Employees Retirement System of Texas Emerging Hedge Fund Managers Program"

Florida State Board of Administration

Shoaib Khan, CFA, CPA, Senior Portfolio Manager - Strategic Investments

Shoaib is a Senior Portfolio Manager within the Strategic Investments Group at Florida State Board of Administration. Previously, he was with Axlewood Asset Management, a family office. Prior to Axlewood, Shoaib was with Union Bancaire Privee, a Switzerland-based private bank, initially serving as Senior Portfolio Manager and subsequently as Global Head of Portfolio Management. Shoaib has also served as a Strategy Head at J.P. Morgan Alternative Asset Management based in New York. Shoaib graduated with a Bachelors of Business Administration from Florida International University and Masters of Accounting from Nova Southeastern University. He is a CFA charter holder and a CPA.

Webinars:

Episode 7 "Long Short Equity, Where are the Opportunities and What Makes a Good Manager?"        

Indiana Public Retirement System 

Joe Tolen, CAIA, Director of Multi-Asset Strategies

Joe Tolen is the Director of Multi-Asset Strategies for the Indiana Public Retirement System (INPRS) and is responsible for the formulation and implementation of the Risk Parity and Absolute Return portfolios.  Joe joined INPRS in January 2018 and previously served as an Investment Officer focused on Multi-Asset Strategies. Prior to joining INPRS, Joe worked on the Equity Derivatives Sales Trading team for Morgan Stanley in London.  Joe received his BS in Finance and Entrepreneurship from Indiana University.

Webinars:

Episode 8 "What are the Best Hedge Fund Strategies to Protect Capital During a Market Sell Off"

 JP Morgan 

Kenny King, CFA, Managing Director & Americas Head of Capital Advisory Group 

Kenny D. King, CFA is a Managing Director and the Americas Head of Capital Advisory Group. Kenny manages a team of 15 individuals who seek to introduce institutional investors and third-party vendors to the firm’s hedge fund clients. Prior to assuming this role, Kenny spent three years managing the EMEA Capital Introduction Group in London. Kenny has spent his entire career working with hedge fund managers; his career started as an analyst for Merrill Lynch Investment Managers Alternative Strategies and then he joined Bear Stearns as the Head of Due Diligence for its Structured Funds business. Born and raised in Staten Island, New York, Kenny holds a B.S. in Management from Tulane University and is a CFA Charterholder. Kenny lives in Rumson, NJ, where he enjoys spending time with his wife, daughter and son. In his spare time, Kenny enjoys golfing and reading non-fiction books. 

Webinars:

Episode 4 "How to Improve the Fund Raising Capability of a Hedge Fund & a Global Perspective on Fund Flows"

K2 Advisors & Franklin Templeton Solutions

Robert Christian, Senior Managing Director

Robert Christian is a senior managing director, co-head of the Investment Research & Management (IRM) team, K2 Investment Committee member, and K2 Management Committee member. He joined K2 Advisors in May 2010.

From 1990 to 1995, Mr. Christian worked as a global strategist and proprietary trader at Chase Manhattan Futures Corporation. In 1995, he founded Modoc Capital focusing on short-term futures trading. In 1997, Modoc entered into a joint venture with Stonebrook Capital Management LLC as a portfolio manager and researcher. From 1998 to 2003 Mr. Christian worked at Graham Capital Management LP as a portfolio manager and researcher of quantitative based trading strategies. From 2003 to 2005 he was the Head of Marco Strategies at Julius Baer Investment Management. From September 2005 to March 2010 he worked at FRM Americas LLC where he was the Global Head of Directional Trading Strategies and Portfolio advisor to numerous funds, including the award winning FRM Sigma.

Mr. Christian holds a B.A.S. in biology and economics from Stanford University (1985) and an M.B.A. in finance from Leonard N. Stern School of Business - New York University (1990). 

Webinars:

Episode 8 "What are the Best Hedge Fund Strategies to Protect Capital During a Market Sell Off"

Lazard Asset Management

Christian Frei, CFA, Director, Portfolio Manager/Analyst

Christian Frei is a Portfolio Manager/Analyst on the Lazard Alternative Emerging Markets investment team and a member of the Alternative Emerging Markets Investment Committee. He is responsible for identifying Emerging Market and Frontier market specialist managers employing both alternative and traditional investment strategies to capture market inefficiencies and uncorrelated return streams across a range of asset classes and strategies. He began working in financial services in 1984 at Morgan Guaranty Trust Company in London in debt restructuring. From 1987 to 1989, Christian moved to JP Morgan Investment Management (JPMIM) in London as a buy-side research analyst. In 1989, he became the Head of JPMIM’s Singapore office, where he was responsible for managing Asia ex-Japan portfolios. In 1994, he became the deputy Managing Director JP Morgan’s Indian mutual fund joint venture, ICICI Asset Management. In 1996, Christian helped establish JP Morgan’s asset management joint venture in Korea, Samsung JP Morgan Investment Trust Management. He relocated to Seoul as Chief Investment Office and JP Morgan board member. In late 1997, Christian returned to New York as a portfolio manager in JPMIM’s Global Emerging Markets Group until late 1998 when he became Chief Investment Officer of JPMIM’s Hedge Fund Group.  He joined Lazard Asset Management in 2001 as a co-founder of Lazard’s multi-manager hedge fund investment business. Christian is a BSc (Eng) in Biochemical Engineering from University College, London.

Webinars:

Episode 2 "Opportunities in Emerging Market Hedge Funds"

MassPRIM

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

Bill C. Li is Director of Portfolio Completion Strategies at Massachusetts Pension Reserves Investment Management Board (MassPRIM), the USD 70 billion Massachusetts public pension plan. At MassPRIM, he is responsible for completion strategies investing and oversees approximately $10 billion in investments. Prior to this, he was a Senior Researcher at CoStar Portfolio Strategy in Boston and a Portfolio Analyst at Allianz SE in Frankfurt, Germany. Bill is also a Qualified Futures Practitioner in China. Bill graduated from Brandeis University with a master’s Degree in Economics and Finance and holds the CFA charter and the CAIA charter.

Webinars:

Episode 7 "Long Short Equity, Where are the Opportunities and What Makes a Good Manager?"

NEPC

Dulari Pancholi, CFA, CAIA, Principal, Director of Hedge Funds

Dulari’s investment career began in 2000 and she joined NEPC in 2006. Dulari leads NEPC’s hedge fund research and due diligence activities, in addition to providing consulting services for the non-traditional asset classes of NEPC’s various clients. Dulari is the Co-Head of NEPC’s Credit Beta Group which consolidates fixed income research efforts across all asset classes. She is also the Co-Head of NEPC’s Impact Investing Committee. Dulari is also frequent speaker at industry conferences on the topics of fixed income and Impact Investing. 

 

Prior to joining NEPC in August of 2006, Dulari was Vice President of Operations of the Hedge Fund at Venus Capital Management. As Vice President, Dulari was independently responsible for all of the investment operations activity for two funds under management. Prior to that, Dulari was employed as a Research Associate at the Center for International Securities and Derivatives Market (CISDM). As a Research Associate, Dulari's responsibilities included understanding various databases, statistical models, software and analytical tools used for efficient financial analysis. While at CISDM, Dulari authored and co-authored several research papers, one of which was published in the Journal of Alternative Investments in the Spring of 2004. Prior to CISDM, she worked for Kotak Mahindra Asset Management Company in Mumbai, India. Her responsibilities included auditing cash flows and summarizing fund movements for fund managers.  

 

Dulari received her M.B.A. from the University of Massachusetts, Amherst and holds L.L.B. and B.S. degrees from the University of Mumbai. Dulari has attained both of the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations. She is also a member of the Boston Security Analysts Society. 

Webinars:

Episode 6 "Dislocations in the Credit Markets, How Can Investors Take Advantage?"

Optima Fund Management 

Erik Welle, Managing Director 

Mr. Welle joined Optima in 2007 and currently serves as the firm’s International sector head with responsibility for manager allocations across Europe, Canada and global emerging markets with an emphasis on hedged equity and global macro allocations. Further, Mr. Welle is a member of the firm’s portfolio management committee. Prior to joining Optima, Mr. Welle was an equity analyst at Thompson, Siegel & Walmsley, a $19 billion investment management firm located in Richmond, Virginia. There he was a member of the energy and industrials group and responsible for both fundamental and quantitative analysis.  Mr. Welle is a graduate of Washington and Lee University where he received a B.S. in Business Administration. 

Webinars:

Episode 2 "Opportunities in Emerging Market Hedge Funds"

PAAMCO Launchpad

Jeff Willardson, CFA, CQF, Head of Investments

Jeff Willardson CFA, CQF is a Managing Director and Co-Managing Partner of the Firm’s Irvine office. He is currently Head of Investments for PAAMCO Launchpad, the firm’s early-stage manager seeding platform. Jeff is also the Portfolio Manager for several of the firm’s institutional custom hedge fund solutions. Throughout his career at PAAMCO Prisma, he has conducted research, due diligence and risk monitoring for managers across all PAAMCO strategies with an emphasis on credit strategies, emerging markets, and real estate. Prior to joining PAAMCO in 2007, Jeff spent five years at Goldman, Sachs & Co. in the Investment Management Division. He received his MBA (Dual Finance and Real Estate Major) from The Wharton School of the University of Pennsylvania, and he holds a BS in Management (Finance Major) from Brigham Young University.

Webinars:

Episode 1 "Employees Retirement System of Texas Emerging Hedge Fund Managers Program"

RockCreek Group

Alifia Doriwala, Managing Director, Member of Management and Investment Committees

Alifia Doriwala is a Managing Director and Partner at RockCreek. She is a member of the firm’s Investment Committee and is involved in portfolio management, asset allocation and manager selection across alternative and traditional asset classes. RockCreek invests with a number of top-tier public and private managers as well as direct and co-investments on behalf of endowments, foundations, and pension funds. Prior to joining RockCreek, Ms. Doriwala was an Equity Arbitrage Trader at Wolverine Trading, L.P., where she was responsible for analyzing, modeling, and trading equity spreads resulting from corporate transactions. Prior to that, she was an Investment Banking Analyst in Merrill Lynch’s Financial Sponsor Group, where she assessed the suitability of potential targets for private equity portfolio companies. Ms. Doriwala graduated from Georgetown University magna cum laude with a B.A. in Economics and English and holds an M.B.A. in Finance and Marketing from New York University’s Stern School of Business. She is a Trustee Board Member and Member of the Investment and Finance committees at The Langley School.

Webinars:

Episode 9 "The Quest for Alpha: What Strategies Will Outperform in the Next 24 Months?"

Russell Investments 

Cameron McVie, CFA, Head of Relative Value Strategies, Hedge Funds 

Cameron McVie is Head of Relative Value strategies in the Investment Division, where he focuses on fixed income, credit, insurance-linked and quantitative equity strategies. Cameron is responsible for researching and recommending investment managers for use by Russell investment funds and consulting clients. He joined Russell in June 2010. 

Prior to joining Russell, Cameron was most recently working for Logic 20/20, a Seattle-based consulting firm where he provided credit risk and financial analysis to technology companies. From 2005 to 2008, Cameron was a Director at BlackRock Alternative Advisors and at Quellos Capital Management (prior to their acquisition by BlackRock). He was responsible for hedge fund manager research, portfolio management and due diligence within the Absolute Return Strategies group, with a focus on fixed income and credit strategies. 

Prior to Quellos, Cameron spent four years in London at GAM UK Ltd, and then at NewFinance Capital Partners, as an investment analyst focusing on fixed income arbitrage and macro hedge fund manager research. He began his career in Australia at Suncorp Metway Ltd, where he undertook external manager research for the wealth management division. 

Webinars:

Episode 3 "Reinsurance for a Diversified Hedge Fund Portfolio"

Russell Investments 

Cedric S. Fan, CFA, Senior Director, Head of Hedge Funds

Based in New York, Cedric Fan is the lead portfolio manager for Russell Investments’ hedge fund team. In this role, Cedric directly manages or oversees all multi-strategy and single-strategy hedge fund portfolios. Cedric also oversees the global hedge fund research team, which is composed of analysts in New York, Seattle, and London. The research team establishes and maintains ranks on all hedge fund products that are used in portfolios. 

 

Prior to joining Russell Investments in 2004, Cedric worked at Bear Stearns in its risk management group. When he left Bear, he was serving as its first dedicated fixed income prime brokerage risk manager. Cedric began his career at the Federal Reserve Bank of New York.

 

B.S. (with distinction), Economics, University of Wisconsin-Madison M.A., Economics, New York University.

Webinars:

Episode 8 "What are the Best Hedge Fund Strategies to Protect Capital During a Market Sell Off"

State of Wisconsin Investment Board

Derek Drummond, CAIA, Portfolio Manager Alpha Funds

Derek Drummond, CAIA, is the Portfolio Manager for the Funds Alpha team at the State of Wisconsin Investment Board (SWIB).  The Funds Alpha team overseeing approximately $20B in assets. Derek and his team are responsible for the sourcing, evaluation and implementation of external investment managers across both traditional and alternative investment strategies.  Derek has over 19 years of experience developing and implementing investment structures for both asset owners and managers, including developing portfolio construction, analytics and risk management frameworks, and establishing manager due diligence and evaluation processes. 

Webinars:

Episode 5 "Are Commodity Trading Advisors (CTAs) Additive for a Diversified Hedge Fund Portfolio, and if so, What Needs to be Considered?" 

Teacher Retirement System of Texas 

Steven Wilson, CAIA, Senior Portfolio Manager, Public Markets

Steven Wilson is a Senior Portfolio Manager in the Public Markets group at the Teacher Retirement System of Texas, a $150 billion pension system serving 1.7 million active and retired educators and their families. Mr. Wilson is responsible for the $6.3B Stable Value Hedge Fund Portfolio, which includes allocations to Equity Market Neutral, Macro, Managed Futures, Volatility, Credit and Reinsurance Hedge Funds. He is also responsible for the $6.1B World Equity Portfolio, which includes Beta One strategies benchmarked to global equity indices.   


Prior to joining TRS, Mr. Wilson was an Investment Director at Ameriprise Private Wealth Advisors, where he oversaw fund selection for $250 million of client assets. 


Mr. Wilson received an MBA from the Rice University Jones School of Business in 2012, is a graduate of the University of Texas at Austin McCombs School of Business in 2006, and holds the CAIA designation. 

Webinars:

Episode 3 "Reinsurance for a Diversified Hedge Fund Portfolio

Episode 5 "Are Commodity Trading Advisors (CTAs) Additive for a Diversified Hedge Fund Portfolio, and if so, What Needs to be Considered?" 

Teachers' Retirement System of Illinois

Brian Payne, CAIA, Investment Officer
 

Brian Payne started his career at Fortigent, a DC-based OCIO for RIAs, focusing on alternative investment due diligence, capital market research and model portfolio management. Following his time on the investment consulting side, Brian joined the buy side as a trader and researcher for Potomac River Capital, a discretionary global macro hedge fund. Brian is currently a PM/Senior Analyst for the Teachers’ Retirement System of Illinois where he manages $5bn+ in assets across hedge fund, alternative risk premia and risk parity strategies. 

Webinars:

Episode 5 "Are Commodity Trading Advisors (CTAs) Additive for a Diversified Hedge Fund Portfolio, and if so, What Needs to be Considered?"