2018 Agenda
Thursday, November 15th, 2018
7:30 Registration & Welcome Coffee
8:25 Organizer’s Welcome
Bruce McGuire, Co-Founder
Greenwich Economic Forum
8:30 Welcome Remarks
Peter Tesei
First Selectman, The Town of Greenwich
,
Catherine Smith, Commissioner
Connecticut Department of Economic and Community Development (DECD)
8:35 Chairperson’s Opening Remarks
8:40 Navigating Global Capital Markets in a World in Transition
Moderator:
Leslie Picker, Reporter—Hedge Funds and Private Equity, CNBC
,
Panelists:
Ray Dalio, Founder, Co-Chief Investment Officer & Co-Chairman, Bridgewater Associates
Dmitry Balyasny, Chief Investment Officer & Managing Partner, Balyasny Asset Management
Afsaneh Beschloss, Founder, Chief Executive Officer, RockCreek
9:30 Institutional Investors’ Perspective
Moderator:
Rich Nuzum, President — Wealth, Mercer
,
Panelists:
Mark Anson, PhD, President, Chief Executive Officer, Chief Investment Officer, Commonfund
Tim Barrett, Chief Investment Officer, Texas Tech University System
Scott Stone, Chief Investment Officer, Pentegra Defined Benefit Plan for Financial Institutions
Eric Nierenberg, Chief Strategy Officer, MassPRIM
Jonathan Hausman, Managing Director and Head of Global Strategic Relationships, Ontario Teacher’s Pension Plan
10:10 A Conversation with Paul Tudor Jones II
Interviewer:
Travis Williamson, Partner, Albourne Partners
,
Interviewee:
Paul Tudor Jones, II, Founder, Tudor Investment Corporation
10:35 Morning Update
Jim Aiello:
Co-Founder, Greenwich Economic Forum
,
10:40 Morning Networking Break
11:10 Global Central Banks-Can We Return to “Normal”?
Moderator:
Max Wolff, Managing Partner, Multivariate
Panelists:
William Michaelcheck, Founder, Chairman, Chief Investment Officer
Mariner Investment Group Pablo E. Calderini, President, Chief Investment Officer, Graham Capital Management
Ian Morris, Senior Managing Director, Blackstone
11:45 China, Where Reality Trumps Rhetoric
Moderator:
Peter Alexander, Founder, Chief Executive Officer, z-Ben Advisors (Shanghai)
Panelists:
Mark Burgess, Chairman, Investment Committee, HESTA
George Walker, Chairman, Chief Executive Officer
Neuberger Berman Linda Qin, MD, Head of Custody Department, China Merchants Securities
Michael Hirson, Director – Asia, Euroasia Group
12:20 Luncheon Address Hosted by: Cohen & Company
A Fireside Chat on Impact Investing in NUE’s (Network of Untapped Entrepreneurs)
Moderator:
Leslie Picker, Reporter—Hedge Funds and Private Equity, CNBC
Panelist:
AKON, Co-Founder, NUE Initiative
1:40 Global Private Markets Investing
Moderator:
Tom Easton, American Finance Editor, The Economist
Panelist:
Bob Diamond, Founding Partner, CEO, Atlas Merchant Capital
Jae Yoon, Chief Investment Officer, New York Life Investment Management Neil Sheth, Partner, Director of Alternative Assets Research, NEPC
Athena Ole, Head of Private Funds, Nasdaq
2:15 Special Announcement by Greenwich’s Sister City: Hangzhou, China
Presenter:
Yongfeng Zhao, Deputy General Manager, Hangzhou Yuhuang Shannan Fund Town Management Co., Ltd
2:20 Roundtable Discussions
Session 1 (30 minutes)
Yongfeng Zhao, Deputy General Manager, Hangzhou Yuhuang Shannan Fund Town Management Co., Ltd
Organized in the spirit of small group learning and informal conversation, each roundtable is hosted by a veteran alternative investment management professional who will initiate a lively exchange about a topic or industry trend. These discussions will comprise of 2 x 35 -minute sessions.
Roundtable 1 — Impact investing: Can You Do Well and Do Good — RockCreek
Roundtable 2 — What Does the Institutionalization of Crypto Look Like? — Cumberland Mining
Roundtable 3 — Multi-Asset Class Sourcing in an Ever Evolving Environment — Vivaldi Capital Management
Roundtable 4 — Navigating Uncertainty in European Markets Using Volatility — Eurex
Roundtable 5 — Innovation in Trading Technology — Interactive Brokers
Roundtable 6 — From Cannabis to Crypto and Opportunity Zones to Direct Lending; Demystifying the Latest Investment Trends — CohnReznick
Roundtable 7 — The New Frontier of Cybersecurity and Identity Theft — J.P. Morgan
Roundtable 8 — Ushering and Accelerating Innovation Across Multi-sector with AI — MI3
Roundtable 9 — The Evolution of Chinese Demand — Z-Ben Advisors
Roundtable 10 — Structured Credit (CLOs, Private ABS and CMBS) — ARES
Roundtable 11 — Private fund development trend in China and Opening-up Policies for Global Asset Managers — China Merchants Securities
Roundtable 12 — Hedge Funds and Social Media…..Really?! — ASC Advisors
3:00 Roundtable Discussions
Session 2 (30 minutes)
Roundtable 1 — Impact investing: Can You Do Well and Do Good — RockCreek
Roundtable 2 — What Does the Institutionalization of Crypto Look Like? — Cumberland Mining
Roundtable 3 — Multi-Asset Class Sourcing in an Ever Evolving Environment — Vivaldi Capital Management
Roundtable 4 — Navigating Uncertainty in European Markets Using Volatility — Eurex
Roundtable 5 — Innovation in Trading Technology — Interactive Brokers
Roundtable 6 — From Cannabis to Crypto and Opportunity Zones to Direct Lending; Demystifying the Latest Investment Trends — CohnReznick
Roundtable 7 — The New Frontier of Cybersecurity and Identity Theft — J.P. Morgan
Roundtable 8 — How a Proper Cyber Security Framework Attracts Institutional Investments — RFA
Roundtable 9 — How to Raise Capital in Europe – a Quick Guide for US Managers on How to Make the Best Use of AIFMD — Association of the Luxembourg Fund Industry
Roundtable 10 — Never Settle: Select Opportunities in the Challenging Real Estate Landscape — Encore Enterprises
Roundtable 11 — Digital Assets: Building Exposure Through Mining — Crypto LinQ
3:45 Afternoon Break
4:10 Current Trends in Venture Capital Investments
Moderator:
Matt McCooe, Chief Executive Officer, Connecticut Innovations- CT’s Strategic Venture Capital Arm
Panelists:
Josh Wolfe, Co-Founder, Lux Capital
Annie Lamont, Co-Founder, Managing Partner, Oak HC/FT Thomas
Lehrman, Partner, Teamworthy Ventures
Kola Olofinboba, Managing Partner, Fairview Capital
4:45 Closing Panel: The Importance of Culture in Business Success
Panelists:
Leslie Picker, Reporter—Hedge Funds and Private Equity, CNBC
Panelists:
Tim Armstrong, Strategic Advisor to the Chairman
Verizon Communications Michelle McCloskey, President of Americas, Man Group
Paul Britton, Founder, Chief Executive Officer, Capstone
Ian Dilts, Managing Director, Head of Investments, JP Morgan Private Bank Connecticut
5:20 Host’s Closing Remarks
Jim Aiello, Co-Founder, Greenwich Economic Forum
5:25 Networking & Cocktail Reception
Hosted by: Tradeweb Markets
Friday, November 16th
8:00 Registration & Welcome Coffee
8:35 Host’s Welcome
8:40 Chairperson’s Opening Remarks
Alifia Doriwala, Managing Director and Partner, RockCreek
8:45 Direct Lending and Rise of Private Credit
Moderator:
Sandip Bhagat, CFA, Chief Investment Officer, Whittier Trust Company
Panelists:
Kipp deVeer, Director, Chief Executive Officer, Ares Capital Corporation
Josh Baumgarten, Co-Chief Investment Officer, Angelo Gordon & Co
Jeremy Swan, Managing Principal—Financial Sponsors and Financial Services Industry, CohnReznick
9:20 Special Presentation by MI3: Solving AI for Interactive Visualization an AR/VR
9:35 Future Watch: The Potential of Artificial Intelligence, Algorithmic Decision Making, and the Singularity
Moderator:
Lindsay Fortado, Global Hedge Funds Correspondent, Financial Times
Panelists:
Bryan Kelly, Vice President, AQR
Matthew Granade, Chief Market Intelligence Officer, Point72
Justin Hall-Tipping, Chief Executive Officer, MI3
Ari Paul, Managing Partner and Chief Investment Officer, BlockTower Capital
10: 10 Private Equity Investments
Moderator:
Devin Banerjee, Sr. Editor, Financial Services, LinkedIn
Panelists:
J. Christopher Kojima, Managing Director & Partner, Alternative Investments, Goldman, Sachs & Co.
Matthew Nord, Senior Partner, Private Equity, Apollo Asset Management
Bei Saville, Senior Endowments & Foundations Chief Investment Officer, Northern Trust
Ju-Hon Kwek, Partner, McKinsey & Company
11:00 Special Presentation by Ray Dalio
Presenter:
Ray Dalio, Founder, Co-Chief Investment Officer & Co-Chairman, Bridgewater Associates
11:30 The Future of Alternative Investing in a Changing World
Moderator:
Leslie Picker, Reporter—Hedge Funds and Private Equity, CNBC
Panelists:
Michelle Seitz, CFA, Chairman, Chief Executive Officer, Russell Investments
Troy Gayeski, CFA, Partner, Senior Portfolio Manager, SkyBridge
Theodore Enders, CFA, Managing Director, Strategic Advisory, Goldman Sachs Asset Management
Robert Hetu, Head of Private Debt – United States, CDPQ
12:05 Host’s Closing Remarks
Peter Tesei, First Selectman, The Town of Greenwich
Bruce McGuire, Co-Founder, Greenwich Economic Forum
Jim Aiello, Co-Founder, Greenwich Economic Forum
2018 SPEAKERS
RAY DALIO, FOUNDER, CO-CHIEF INVESTMENT OFFICER & CO-CHAIRMAN, BRIDGEWATER ASSOCIATES
In 1975, Mr. Dalio founded an investment firm, Bridgewater Associates, out of his two-bedroom apartment in New York City. Over forty years later, Bridgewater has grown into the fifth most important private company in the United States, according to Fortune magazine, and Dalio himself has been named to Time magazine’s list of the 100 most influential people in the world. Along the way, Dalio discovered a set of unique principles that have led to Bridgewater’s exceptionally effective culture, which he describes as “an idea meritocracy that strives to achieve meaningful work and meaningful relationships through radical transparency.”
PAUL TUDOR JONES, II, FOUNDER, TUDOR INVESTMENT CORPORATION
Paul Jones is founder, Co-Chairman, Chief Investment Officer and the controlling principal of Tudor Investment Corporation which he formed in 1980. Mr. Jones is a member of the Commodity Exchange, Inc., the ICE Futures U.S. (formerly the New York Board of Trade) and the New York Fed Investor Advisory Committee on Financial Markets. Mr. Jones served as a member of the Treasury Borrowing Advisory Committee of the Securities Industry and Financial Markets Association from May 2010 through December 2011, served as Chairman of the then New York Cotton Exchange from August 1992 through June 1995 and was instrumental in the creation of its Financial Instrument Exchange (FINEX). Mr. Jones’ philanthropic associations include, among others, founder and current board member of the Robin Hood Foundation, former Chairman and current Director of the National Fish and Wildlife Foundation, Chairman of JUST Capital Foundation, Inc., former Chairman and current board member of The Everglades Foundation Inc. and Trustee of NYU Langone Medical Center. He holds a B.A. in Economics from the University of Virginia.
Dmitry Balyasny, Chief Executive Officer, Managing Partner, Balyasny Asset Management
Mr. Dmitry Balyasny is the Chief Executive Officer and Managing Partner at Balyasny Asset Management L.P. since December 2001 and serves as Chief Investment Officer. Mr. Balyasny founded the firm in December 2001 focused on delivering consistent, alpha-driven returns in all market environments through a multi-strategy, multi-PM approach. He is actively involved in daily firm investing. Previously, Mr. Balyasny was a Principal at Fountainhead Capital Investment Partners, LLC. He began his career as a Trader at Schonfeld Securities, LLC in 1994 and has been an active investor in hedge funds since 1999. Mr. Balyasny serves as a Board Member of Teach for America-Chicago.
AFSANEH BESCHLOSS, FOUNDER, CHIEF EXECUTIVE OFFICER, ROCKCREEK
Ms. Beschloss is Founder and CEO of RockCreek. Previously, she was Managing Director and Partner at the Carlyle Group and President of Carlyle Asset Management. She was Treasurer and Chief Investment Officer of the World Bank and worked at Shell International and J.P. Morgan. Ms. Beschloss has advised governments, central banks, and regulatory agencies on global public policy and financial policy. She led the World Bank’s energy investments and policy advisory work on oil, natural gas, renewable and clean energy and power projects to reduce carbon emissions. She founded its natural gas investment and policy group to replace coal in many emerging markets./p>
KIPP DEVEER, DIRECTOR, CHIEF EXECUTIVE OFFICER, ARES CAPITAL CORPORATION
Mr. deVeer has served as a Director of ARCC since 2015 and currently serves as Chief Executive Officer of ARCC. He previously served as President of ARCC from May 2013 to July 2014. He joined Ares in May 2004 and currently serves as a Partner of Ares Management GP LLC, Ares’ general partner, and serves on the Board of Ares Partners Holdco LLC, the 7-member governing body which controls the firm. He is also a Partner in and Head of the Ares Credit Group, and a member of the Management Committee of Ares.
JOSH WOLFE, CO-FOUNDER, LUX CAPITAL
Josh co-founded Lux Capital to support scientists and entrepreneurs who pursue counter-conventional solutions to the most vexing puzzles of our time in order to lead us into a brighter future. The more ambitious the project, the better—like, say, creating matter from light. Josh is a Director at Shapeways, 3Scan, Lux Research and Kallyope and helped lead the firm’s investments in Planet, Echodyne, Clarifai and Authorea. He is a founding investor and board member with Bill Gates in Kymeta, making cutting-edge antennas for high-speed global satellite and space communications. Josh is a Westinghouse semi-finalist and published scientist
TIM ARMSTRONG, STRATEGIC ADVISOR TO THE CHAIRMAN, VERIZON COMMUNICATIONS
Tim Armstrong is a strategic advisor to the Chairman of Verizon and former CEO and Founder of Oath, a global digital and mobile company that reaches more than one billion consumers and partners with the world’s leading global brands. Oath owns more than 50 media brands, including Yahoo, AOL, HuffPost, TechCrunch, Tumblr, as well as ad-tech and distribution platform. Oath is a Verizon-owned company formed after Verizon’s acquisition of AOL Inc. in 2015, where Armstrong was chairman and CEO and the 2017 acquisition of Yahoo. Prior to Oath and AOL, Armstrong spent almost a decade at Google, where he was president of the North and South America and a member of the global operating committee. Armstrong has over 20 years of Internet investing and operating in companies including Starwave (creators of ESPN.com, NFL.com, NBA.com), Disney Internet Ventures, Snowball (NYSE company), and America’s Health Network (acquired by News Corp).
PAUL BRITTON, FOUNDER, CHIEF EXECUTIVE OFFICER, CAPSTONE
Mr. Britton is the founder and Chief Executive Officer of Capstone. Mr. Britton runs the overall strategy and direction of Capstone. Mr. Britton began his career with Saratoga Limited trading options on London’s LIFFE exchange in 1994 and co-founded the private trading partnership Mako Global Derivatives in 1999 in the U.K. In 2001, he moved to New York to set up and manage their U.S. operations. Subsequently, Mr. Britton bought the U.S. operations of the Mako Group to form Capstone in 2004.
MICHELLE SEITZ, CFA, CHAIRMAN, CHIEF EXECUTIVE OFFICER, RUSSELL INVESTMENTS
Ms. Seitz is chairman and chief executive officer of Russell Investments, a global asset manager with more than $296 billion in AUM offering multiasset portfolios and services which include advice, investments and implementation. She previously spent 22 years with William Blair, 16 of which were on the firm’s executive committee and as head of William Blair Investment Management (WBIM).
PETER TESEI, FIRST SELECTMAN, THE TOWN OF GREENWICH
Mr. Tesei was elected Greenwich First Selectman in November 2007. A fifth-generation Greenwich resident, Peter has long had an interest in government and politics. Peter was elected the youngest member in the history of the Representative Town Meeting in November 1987 at the age of 18. He served as the District 9 (Pemberwick/Glenville) Delegation Vice Chairman and Chairman during his tenure until 1997. His service to the Town of Greenwich continued with his election to the Board of Estimate and Taxation in 1997. He served that finance board for 10 years, including six as Chairman.
CATHERINE SMITH, COMMISSIONER, CONNECTICUT DEPARTMENT OF ECONOMIC AND COMMUNITY DEVELOPMENT (DECD)
Ms. Smith is the Commissioner of the Connecticut Department of Economic and Community Development (DECD), the lead state agency responsible for attracting and retaining businesses and jobs, revitalizing neighbourhoods and communities, and fostering appropriate development in Connecticut’s towns and cities. Commissioner Smith has spearheaded a variety of programs to generate economic activity and expand business across Connecticut. She orchestrated the creation of the Small Business Express program and the Manufacturing Innovation Fund, as well as securing funding for the Connecticut Bioscience Innovation Fund. She also coordinated the agreements that brought Jackson Laboratory to the state and re-committed UTC to Connecticut.
MICHELLE MCCLOSKEY, PRESIDENT OF AMERICAS, MAN GROUP
Ms. McCloskey is President of Americas at Man Group and President of Man FRM. She is based in New York, and a member of Man Group’s Executive Committee. Prior to being named President of Man FRM, Michelle was Head of Manager Research at Man FRM and before that, Head of the Commodities and New Alternatives teams within hedge fund research. Prior to joining Man Group in 2006, Michelle was a portfolio manager for more than twenty years in the commodities sector. She graduated magna cum laude with a B.S. in Chemical Engineering from Texas Tech University in Lubbock, Texas.
TIM BARRETT, CHIEF INVESTMENT OFFICER, TEXAS TECH UNIVERSITY SYSTEM
Mr. Tim Barrett is Associate Vice Chancellor and Chief Investment Officer for Texas Tech University System (TTUS). Mr. Barrett is responsible for day-to-day management of the Endowment Assets and responsible for Investment Strategy and Implementation of the nearly $1.2 Billion endowment and $800 Million in Operating Capital. Mr. Barrett began his relationship with TTUS in April of 2013. Prior to TTUS, Mr. Barrett served as Director of Pension Investments Worldwide at Eastman Kodak, overseeing more than $16 Billion in aggregate through approximately 77 plans globally. Mr. Barrett began his relationship with Kodak in November of 2010. Mr. Barrett began his career with San Bernardino County Employees’ Retirement Association (SBCERA) where he worked his way up the organization to become the Executive Director & Chief Investment Officer. Mr. Barrett began his career in 1996 with SBCERA and left in October of 2010.
MATT MCCOOE, CHIEF EXECUTIVE OFFICER, CONNECTICUT INNOVATIONS- CT’S STRATEGIC VENTURE CAPITAL ARM
Mr. McCooe manages Connecticut Innovations’ venture capital funds, loans and programs to support entrepreneurs and startups. CI has over 175 portfolio companies and $300M in assets under management. Matt comes to CI from Chart Venture Partners (CVP), a NYC technology venture capital firm. At CVP, Matt led investments, sat on the boards of directors and played an operating role in turnarounds for several high growth technology companies. Prior to CVP, Matt was the Managing Director of Columbia University Science and Technology Ventures (STV), where he helped launch a portfolio of spinout companies, as well as the deployment of STV’s profitable seed fund.
ANNE LAMONT, CO-FOUNDER, MANAGING PARTNER, OAK HC/FT
Annie Lamont has more than 30 years of experience as a venture capitalist investing in transformative companies and entrepreneurs. In 2014, Annie, along with Patricia Kemp and Andrew Adams, launched Oak HC/FT, a venture capital fund investing in early to growth stage tech-enabled companies shaping the future of healthcare information and financial services. Prior to founding Oak HC/FT, Annie served as a Managing Partner at Oak Investment Partners. Annie has been ranked as a top healthcare and fintech investor on the Forbes Midas List, a Top 100 Venture Capitalist by CB Insights and The New York Times and recognized as a top fintech investor by Institutional Investor’s FinTech Finance 40 ranking.
KOLA OLOFINBOBA, MANAGING PARTNER, FAIRVIEW CAPITAL
Dr. Olofinboba is a managing partner at Fairview and is involved in a broad set of investment, business development and governance activities at the firm. Additionally, he serves on the advisory boards of several private equity partnerships in Fairview’s fund portfolios. Prior to joining Fairview, Dr. Olofinboba was an Engagement Manager at McKinsey & Company, serving U.S. and global clients in healthcare and private equity. He has also practiced medicine as a board-certified internist/hospitalist and assistant professor at the University of Connecticut Health Center in Farmington, CT.
WILLIAM MICHAELCHECK,FOUNDER, CHAIRMAN, CHIEF INVESTMENT OFFICER, MARINER INVESTMENT GROUP
Mr. Michaelcheck is Founder, Chairman and Chief Investment Officer of Mariner Investment Group, LLC. Mariner is a diversified alternative asset manager with a 25-year track record providing attractive, uncorrelated returns over many market cycles with particular focus on fixed-income relative value and private debt offerings. Formerly, Mr. Michaelcheck was Executive Vice President of Bear Stearns Companies and Senior Managing Director of Bear, Stearns & Co. Inc., where he Co-Headed the Fixed-Income Department and responsible for all proprietary trading activities and risk management. Mr. Michaelcheck is a graduate of Rhodes College and earned his Master’s degree from the Harvard Business School.
IAN MORRIS, SENIOR MANAGING DIRECTOR, BLACKSTONE
Mr. Morris is involved in top-down investment strategy, asset allocation and macroeconomic analysis for BAAM. Before joining Blackstone in 2010, Mr. Morris was Chief US Economist at HSBC in New York for ten years, managing the firm’s North American macroeconomic research team and providing advice and forecasts on macro trends and risks to clients, including financial institutions, non-financial corporations, central banks and sovereign wealth funds. Prior to that, Mr. Morris was a Global Economist with HSBC in London for three years and in Melbourne for two years. Prior to joining HSBC, Mr. Morris worked for PaineWebber in London.
ALIFIA DORIWALA, MANAGING DIRECTOR AND PARTNER, ROCKCREEK
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.
MARK ANSON, PHD, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, COMMONFUND
Mr. Anson is head of Commonfund, Chief Investment Officer, and the Chairman of the Boards of Commonfund Capital, Inc. and Commonfund Asset Management Company, Inc. Previously, he was the President and Chief Investment Officer for the Bass Family Office, which was recognized as Family Office of the Year for 2014 and 2015. He was the President of Nuveen Investments, a full-service asset management company with over $250 billion in assets under management. Prior to Nuveen, Mark served as the Chief Executive Officer and Chief Investment Officer for the British Telecom Pension Scheme (“BTPS”), the largest institutional investor in the UK with assets of £65 billion.
SCOTT STONE, CHIEF INVESTMENT OFFICER, PENTEGRA DEFINED BENEFIT PLAN FOR FINANCIAL INSTITUTIONS
Mr. Stone serves as the Chief Investment Officer at Pentegra Services, where he and his team are responsible for asset allocation and management of the investment processes governing over $13 billion in assets, comprised of both public and private holdings of fixed income, equity, real estate, hedge funds and other alternative investments. As Chief Investment Officer, he is responsible for developing short-term and long-term investment policies and processes for the organization’s various investment platforms. Before arriving at Pentegra in 2011, Scott spent much of his 30-year career working in insurance industry working under various Asset-Liability Management (ALM) and Liability-Driven Investment (LDI) programs.
NADER NAEIMI, HEAD OF DYNAMIC MARKETS, AMP CAPITAL
With over 23 years’ experience in Australian financial markets, including 18 years as part of AMP Capital’s Investment Strategy and Dynamic Markets, Nader’s responsibilities include analysis of key macro and market factors influencing global markets. As the Head of Dynamic Markets, Nader is responsible for leading the Dynamic Cross Asset strategy for the Multi Asset Group which is implemented across several portfolios totalling over A$85 billion. Nader is the lead portfolio manager for the AMP Capital Dynamic Markets Fund. In his capacity as AMP Capital’s Head of Dynamic Markets, Nader is a regular media commentator on major investment and financial market matters.
MARK BURGESS, CHAIRMAN, INVESTMENT COMMITTEE, HESTA
Mr. Mark Burgess is Chairman – Investment Committee, Director HESTA (AUM $50bn) and advisor to global asset owners. He was previously CEO – Future Fund, Australia’s $140bn Sovereign Wealth Fund. He has worked internationally including as London based Executive-Vice-Chairman and CEO of Credit Suisse Asset Management (EMEA) and Global CIO for Equities/Multi-Assets. Other global CIO roles for American Express Asset Management, Colonial First State and Bankers Trust. He is Chairman of Australian leading asset managers Yarra Capital and Jamieson Coote Bonds, Director Northern Territory Infrastructure Development and of OMFIF Foundation in London, Chairman of charity DB Foundation and a leading School Board.
MATTHEW GRANADE, CHIEF MARKET INTELLIGENCE OFFICER, POINT72
Matthew Granade plays three critical roles at Point72 Asset Management reflecting his expertise in finance, advanced analytics, and technology: He oversees the Firm’s efforts to develop unique information assets for its investors as Point72’s Chief Market Intelligence Officer. He directs the Firm’s central portfolio, which collects stock ideas from a broad array of sources and systematically monetizes them. He manages Point72 Ventures, which funds early-stage companies in financial technology, enterprise automation, artificial intelligence, and cybersecurity as the fund’s Managing Partner. Before joining Point72 in 2015, Mr. Granade co-founded Domino Data Lab, a data science platform that model-driven firms use to accelerate research, increase collaboration, and deliver high-impact models. Mr. Granade currently serves on its Board of Directors. Mr. Granade earned his A.B. from Harvard College, where he was President of The Harvard Crimson, and his M.B.A. from Harvard Business School, where he was a George F. Baker Scholar.
JIM AIELLO, CO-CHAIR, GREENWICH BUSINESS INSTITUTE
Jim is the Chairman of the Greenwich First Selectman’s Economic Advisory Committee and has 28 years of real estate and financial services advisory experience serving investors, banks, asset managers, real estate companies, and other for-profit and non-profit entities. Professionally, he is the Principal of MAC Advisors LLC, an advisory firm that works with investors and business owners on business strategy as well as real estate and investment opportunities in select markets in Connecticut, New York, and the rest of New England. Jim’s investment career began in management consulting, focusing on business strategy, operations, and profitability at First Manhattan Consulting Group, Citigroup, Goldman Sachs, and Salomon Brothers. Jim is currently also the co-President of the Greenwich Business Institute (GBI), a non-profit corporation established to promote the benefits of living and working in Greenwich, CT, and to produce the Greenwich Economic Forum. The Greenwich Economic Forum is an elite asset management and finance conference that annually gathers CEO’s and CIO’s from global financial firms and asset owners for peer to peer exchange, and to discuss global financial policy. Education: BA, Harvard College (Cambridge, MA)
BRUCE MCGUIRE, IS THE MANAGING PARTNER, GLOBAL ALPHA RESEARCH
Bruce McGuire, is the President of the Connecticut Hedge Fund Association, Co-Chair of the Greenwich Business Institute and Managing Partner of Global Alpha Research, LLC. Bruce is a member of the Greenwich Economic Advisory Committee, and a Director of the Connecticut-China Council. Bruce has been working with hedge funds and other asset managers for 24 years. Before starting Global Alpha, LLC, Bruce managed the New York office Mesirow Advanced Strategies, and held officer level positions with Merrill Lynch Alternative Investments, Goldman Sachs Asset Management, and MFS Investment Management. Bruce holds a JD and is licensed to practice law in Connecticut.
PABLO E. CALDERINI, PRESIDENT, CHIEF INVESTMENT OFFICER, GRAHAM CAPITAL MANAGEMENT
Mr. Calderini is the President and Chief Investment Officer of GCM and, among other things, is responsible for the management and oversight of the discretionary and systematic trading businesses at GCM. Mr. Calderini is also a member of the firm’s Executive, Investment, Risk and Compliance committees. He joined GCM in August 2010 and became an Associated Person and Principal of GCM effective August 13, 2010. Prior to joining GCM, Mr. Calderini worked at Deutsche Bank from June 1997 to July 2010 where he held positions of increasing responsibility, most recently the Global Head of Equity Proprietary Trading.
MICHAEL LEVY, CHIEF EXECUTIVE OFFICER, CROW HOLDINGS
Mr Levy is the CEO of Crow Holdings, a privately owned real estate investment and development firm with nearly 70 years of continuous operating history. Crow Holdings invests and manages capital for leading global institutional and individual investors in value-add real estate strategies, develops multifamily and industrial logistics properties in major markets throughout the country and manages a diversified global multi-asset investment portfolio. Michael joined Crow’s senior leadership team in 2016 from Morgan Stanley where he served as COO for the Investment Management Division and was a member of the firm’s Management Committee.
BOB DIAMOND, FOUNDING PARTNER, CEO, ATLAS MERCHANT CAPITAL, FOUNDING PARTNER, CHAIRMAN, ATLAS MARA
Mr. Bob Diamond is Founding Partner and Chief Executive Officer of Atlas Merchant Capital (AMC) with offices in New York and London. AMC invests in financial services businesses and brings its deep operating experience to optimize business and financial performance. AMC has investments in the US and Europe through its private equity fund vehicle. Mr. Diamond is also the founder and Chairman of Atlas Mara which is focused on becoming a premier bank for retail and commercial lending in sub-Saharan Africa. Mr. Diamond was formerly Chief Executive Officer of Barclays and Barclays Capital its corporate and investment bank which included Barclays Global Investors (BGI) its asset management business.
SHIRLEY X. DENG, PH.D, EXECUTIVE VICE PRESIDENT, CHIEF RISK OFFICER, CHINA MERCHANTS SECURITIES
Ms. Shirley X. Deng, Executive Vice President of China Merchants Securities Co., Ltd, is in charge of Risk Management and Corporate Finance. She graduated from the State University of New York with a PhD degree in economics. After graduation from doctoral program in 1996, she worked in the Providian Financial and Citigroup in USA. In 2001, she joined China Merchants Securities Co., Ltd. as the General Manager of Risk Management Department. On January 1st 2004, she was assigned by China Securities Regulatory Commission to China Southern Securities Co., Ltd. as a member of the Administration Take-over Team. From November 2005 to date, she has been appointed as the Executive Vice President of China Merchants Securities Co., Ltd. Ms. Shirley X. Deng was appointed as the Director of China Merchants Fund Management Co., Ltd. in September 2006.
BRYAN KELLY, VICE PRESIDENT, AQR
Mr. Kelly is a vice president on the research team within AQR’s Global Alternative Premia group. In this role, he is responsible for research on asset risk premia, factor research, and research into statistical models, including machine learning techniques. Bryan is also a Professor of Finance at the Yale School of Management, a Research Fellow at the National Bureau of Economic Research and an Associate Director of SOM’s International Center for Finance, and was a professor of finance at the University of Chicago Booth School of Business from 2010 to 2017.
GEORGE WALKER, CHAIRMAN, CHIEF EXECUTIVE OFFICER, NEUBERGER BERMAN
Mr. George Herbert Walker has been the Chairman and Chief Executive Officer at Neuberger Berman Group LLC and Neuberger Berman LLC since 2009. Mr. Walker served as Global Head of the Investment Management Division at Neuberger Berman’s former corporate parent, Lehman Brothers. He served as the Head of Investment Management at Lehman Brothers Holdings, Inc. since May 18, 2006. Mr. Walker served as the Managing Director, and Chief Executive Officer of Goldman Sachs Princeton LLC at Hedge Fund Managers (Diversified) LLC, Managing Member of Goldman Sachs Hedge Fund Partners LLC.
SANDIP BHAGAT, CFA, CHIEF INVESTMENT OFFICER, WHITTIER TRUST COMPANY
Mr. Bhagat is in charge of policy, strategy and research for both alternative and traditional investment management for Whittier Trust. From 2009 to 2014, he headed global equity for Vanguard Group. He also worked for Morgan Stanley Investment Management and Travelers Insurance Group. He received a BS in Chemical Engineering from the University of Bombay and MS in Chemical Engineering and his MBA from the University of Connecticut. He is a CFA charter-holder.
NEIL SHETH, PARTNER, DIRECTOR OF ALTERNATIVE ASSETS RESEARCH, NEPC
Mr. Sheth joined NEPC in 2009 with investment experience dating back to 1993, including thirteen years as a private equity and hedge fund investment professional. He has extensive investing experience across the U.S. and international public and private credit and equity markets. Neil oversees our alternative asset groups and is actively involved in all aspects of manager research, client portfolio design, construction and implementation as well as portfolio monitoring and risk assessment. He works with all of the firm’s client types. Neil is a member of the firm’s Executive, Alternative Asset, Audit and Retirement Plan Committees.
ROBERTA BRZEZINSKI, MANAGING PRINCIPAL, STRATEGIC PARTNERSHIPS, CAISSE DE DÉPÔT ET PLACEMENT DU QUÉB
Roberta Brzezinski is Managing Principal, Strategic Partnerships at CDPQ. Ms. Brzezinski joined CDPQ’s US operations in 2015 and is based in New York. Her primary role involves developing strategic partnerships in growth markets, with a focus on private equity and illiquid fixed income investments. Ms. Brzezinski has been involved in principal investing since the 1990s. She was one of the founding partners of Abris Capital Partners, a Central European-focus private equity fund manager, and prior to that was a managing director at the AIG Infrastructure Funds. She began her career as an investment officer at the World Bank’s International Finance Corporation. Ms. Brzezinski is a graduate of Harvard College and Georgetown’s McDonough Business School.
RICH NUZUM, CFA, PRESIDENT— WEALTH, MERCER
Mr. Nuzum is President of Mercer’s Wealth Business, and a member of Mercer’s Executive Leadership team. Rich is responsible for Mercer’s delivery of investment consulting, open architecture manager-of-managers investment management, and retirement actuarial consulting services and solutions globally. During the past 25 years Rich has provided investment advice to clients in more than 20 countries, including many of the world’s largest institutional investors. In prior roles, Rich was the President and Global Business Leader for Mercer’s investment management business, global Chief Investment Officer for Mercer’s investment management business, and held a variety of other leadership roles while based in Tokyo, Singapore and later New York.
TROY GAYESKI, PARTNER, SENIOR PORTFOLIO MANAGER, SKYBRIDGE
Mr. Gayeski is a Partner and Senior Portfolio Manager at SkyBridge. As Senior Portfolio Manager, Mr. Gayeski has oversight of the firm’s discretionary portfolios (SkyBridge Multi-Advisor Hedge Fund Portfolios – Series G, SkyBridge G II and Legion Strategies) and institutional separate accounts. A regular speaker and commentator, Mr. Gayeski appears as a frequent guest on various broadcast networks including Bloomberg News and Fox Business Network. Mr. Gayeski’s responsibilities include Portfolio Management, Manager Sourcing, Research, and Due Diligence across a wide variety of strategies. He oversees the Event Driven and Relative Value Arbitrage Strategies. Prior to this, he performed similar duties in the Hedge Fund Management Group at Citigroup Alternative Investments (CAI), Bank of America and Yankee Advisers. Mr. Gayeski received a B.S. in Chemical Engineering from MIT and is a CFA charterholder.
ERIC NIERENBERG, CHIEF STRATEGY OFFICER, MASSPRIM
Mr. Nierenberg, Ph.D. serves as Chief Strategy Officer, Senior Investment Officer and Director of Hedge Funds and Low Volatility Strategies for the Massachusetts Pension Reserves Investment Management Board (MassPRIM), where he oversees approximately $6 billion in investments. Eric also chairs the Investment Committee at The Sage School in Foxborough, MA, where he also sits on the Board of Trustees. He has volunteered his time through Harvard Business School Community Action Partners and the Worcester Regional Airport Commission.
JAE YOON, CHIEF INVESTMENT OFFICER, NEW YORK LIFE INVESTMENT MANAGEMENT
Mr. Yoon is the Chief Investment Officer (CIO) of New York Life Investment Management (NYLIM). He is responsible for the ongoing evaluation of the investment performance of the strategies managed by NYLIM’s boutiques and affiliate portfolio teams. Additionally, Mr. Yoon serves as the Chairman of the Investment Governance Committee and co-leads the Strategic Asset Allocation & Solutions (SAS) team which oversees the portfolio management of MainStay and third-party asset allocation strategies, including both retail and variable product risk-based funds and target date funds, enhanced return asset allocation funds, and asset allocation services for New York Life.
ROBERT DILENSCHNEIDER, FOUNDER, DILENSCHNEIDER GROUP
Mr. Dilenschneider formed The Dilenschneider Group in October, 1991. Headquartered in New York and Chicago, the Firm provides strategic advice and counsel to Fortune 500 companies and leading families and individuals around the world, with experience in fields ranging from mergers and acquisitions and crisis communications to marketing, government affairs and international media. Prior to forming his own firm, Mr. Dilenschneider served as president and chief executive officer of Hill and Knowlton, Inc. from 1986 to 1991, tripling that Firm’s revenues to nearly $200 million and delivering more than $30 million in profit. Mr. Dilenschneider was with that organization for nearly 25 years.
BEI SAVILLE, SENIOR ENDOWMENTS AND FOUNDATIONS CHIEF INVESTMENT OFFICER, NORTHERN TRUST
Ms. Saville manages endowment and foundation investment programs at Northern Trust. She serves as a member of the Northern Trust’s Investment Oversight Committee and Endowment and Foundation Investment Committee. Previously she was the Director of Alternative Investments at the Helmsley Charitable Trust, where she developed and implemented the overall investment strategy for the foundation and was principally responsible for alternative asset classes. Prior to Helmsley, Ms. Saville managed the alternatives portfolio at Pfizer and Morgan Stanley. She is on the Board of the Victoria Foundation and the Knowles Foundation.
JOSH BAUMGARTEN, CO-CHIEF INVESTMENT OFFICER, ANGELO GORDON & CO
Mr. Baumgarten is co-Chief Investment Officer of Angelo, Gordon and a member of the Management Committee. He leads the Firm’s Credit business and is co-portfolio manager for AG Super Fund and multi-strategy portfolios. Prior to joining Angelo, Gordon in 2016, Josh was a Senior Managing Director at Blackstone and focused on Blackstone Alternative Asset Management, the firm’s hedge fund solutions business. At BAAM, which he joined in 2007, Josh oversaw credit investing and worked closely with some of the most well-regarded credit investors around the globe. He played a key role in Blackstone’s global co-investment business.
PETER ALEXANDER, FOUNDER, CHIEF EXECUTIVE OFFICER, Z-BEN ADVISORS (SHANGHAI)
Peter Alexander’s experience with China’s capital markets spans 25 years. Moving to Shanghai in 1996, Mr. Alexander initially worked as a Chief Representative for various US companies. It was during his time project managing the establishment of Everbright Pramerica – one of the first Sino-Foreign fund management joint ventures – when Mr. Alexander recognized the need for independent analysis of the rapidly growing Chinese investment management marketplace. To meet this need, Mr. Alexander founded Z-Ben Advisors and over the past 15 years the company has been the market leader in providing analysis, data and advice to the world’s largest financial services companies
JEREMY SWAN, MANAGING PRINCIPAL—FINANCIAL SPONSORS AND FINANCIAL SERVICES INDUSTRY, COHNREZNICK
Jeremy Swan is the National Director of CohnReznick’s Financial Sponsors & Financial Services Industry practice and also leads the efforts of the Firm’s M&A Consulting Services practice. Jeremy is responsible for management of CohnReznick’s Financial Sponsors and Financial Services Industry practice which includes all work conducted at the firm level, fund level, and across portfolio companies. With more than 20 years of experience advising financial sponsors and emerging private and large, multinational portfolio companies, Jeremy has extensive experience working with financial sponsors as both an investment banker and a consultant. He has expertise in mergers and acquisitions, IPO readiness, financing transactions, post-acquisition integration, and operational and financial due diligence.
ATHENA OLE, HEAD OF PRIVATE FUNDS, NASDAQ
Athena is responsible for driving business development of the Private Funds business at NPM. Athena joined Nasdaq in 2018, bringing over 20 years of experience in financial services. At Merrill Lynch, she was a leader across various roles in the Alternative Investments (AI) business for almost 10 years. In addition to managing relationships with the firm’s AI fund partners, she also hired and led a team who championed adoption of hedge funds and private equity with the largest and most sophisticated clients of the firm.
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