Actor, Producer, Rapper, Comedian & Songwriter
As an actor, producer, and musician, two-time Academy Award nominee and Grammy Award Winner Will Smith has enjoyed a diverse career encompassing films, television, and multi-platinum records.
Smith’s vast filmography includes transformative portrayals of true-life icons in Ali, The Pursuit of Happyness and Concussion. He has headlined an extraordinary list of films including Hitch, I am Legend, I, Robot, Independence Day, and Men in Black I ,II, & III, Suicide Squad and most recently appeared in the Collateral Beauty.
He began his career as a musician selling millions of records worldwide before crossing over into television with the beloved Fresh Prince of Bel Air. In 1998 he, and partner James Lassiter, founded production and management company Overbrook Entertainment, which has produced numerous top film and television projects.
In addition to his artistic achievements, Smith is dedicated to working toward the advancement of communities and individuals through areas of Education, Sustainability, Empowerment, and Health through the Will and Jada Smith Family Foundation.
“The Cayman Islands are beautiful. But the main thing is to have the opportunity to talk to people who come from a wide range of the financial community. We’ve had an incredible selection of people covering private equity and traditional investment. It’s just an opportunity to listen and learn as much as it is to talk and to promote what your own views are.”
Dr. Philippa Malmgren
Founder, DRPM Group
Chief Innovation Officer
Maurice is a designer, futurist and innovator. He’s worked with startups, government agencies, artists and corporations to explore the things that will matter to us in the future, and to design solutions to get us there.
Maurice is currently Chief Innovation Officer at Alpha- Europe’s first moonshot factory, a Telefónica company. He and his team are responsible for coming up with the ideas, prototypes and proofs of concepts that will go on to become full-blown moonshots at Alpha: projects that will affect 100 Million people or more, be a force for good on the planet, and grow into Billion euro businesses.
Previously, Maurice was Director of Applied Research & Innovation at Autodesk where built and led Autodesk’s Applied Research Lab.
Maurice’s work focuses on applied machine learning, advanced robotics, augmented and virtual realities, and the future of work, cities and mobility.
Maurice is also an explorer of geographies and cultures. He has circumnavigated the globe once and been half-way around twice. In 2009 he was awarded the Medal for Exceptional Bravery at Sea by the United Nations, the New Zealand Bravery Medal and a U.S. Coast Guard Citation for Bravery for risking his own life to save three shipwrecked sailors.
Maurice is a fresh transplant from the Silicon Valley to Barcelona, Spain, and travels around the world speaking to groups about innovation, technology trends, the future, and high adventure.
Former Minister of Finance, Greece, Professor of Economics, Co-founder, DiEM25
Yanis Varoufakis served as Minister of Finance of Greece in 2015.
Varoufakis taught economics and econometrics at the University of Essex and the University of East Anglia. In 1988, he spent a year as a Fellow at the University of Cambridge. From 1989-2000 he taught as senior lecturer in economics at the Department of Economics of the University of Sydney and in 2000 he accepted the offer to become Professor of Economic Theory at the University of Athens. From 2004-06, Varoufakis served as economic advisor to George Papandreou, then Prime Minister of Greece.
In 2012 Varoufakis became Economist-in-Residence at Valve Corporation. He researched the virtual economy on the Steam digital delivery platform, specifically looking at exchange rates and trade deficits. From 2013-14 he taught at the Lyndon B. Johnson School of Public Affairs at the University of Texas at Austin as a visiting professor.
On 25 January 2015, Varoufakis was appointed finance minister by Prime Minister Alexis Tsipras after the election victory of Syriza in the parliamentary election. Varoufakis resigned as Finance Minister on 6 July 2015. In February 2016 he announced the Democracy in Europe Movement 2025 “DiEM 25”. Varoufakis studied economics in the UK, first at the University of Essex and secondly mathematical statistics at the University of Birmingham. He has a PhD in economics. Varoufakis is the author of several books on game theory, he also is a recognised speaker and often appears as analyst for national news media.
Stanford University, Department of Communication
Virtual reality is now reality – for businesses and society. Jeremy Bailenson, a pioneering expert in the field, is helping navigate today’s virtual reality storm while examining where radical new developments in the digital technology will lead us in the next 5, 50 and even 500 years.
A professor in Stanford University’s Department of Communication, he is also the founding director of the school’s Virtual Human Interaction Lab, faculty director the Digital Learning Forum, and a faculty leader at the Center for Longevity. Professor Bailenson focuses on the phenomenon of digital human representation, especially in the context of immersive virtual reality. He also designs and studies collaborative virtual reality systems, which allow physically remote individuals to meet in virtual space, and explores how these systems change the nature of verbal and nonverbal interaction.
He is the co-author of “Infinite Reality,” (William Morrow, 2011), the canonical book on the psychology of virtual reality, which has had a major impact in many contexts, including corporate strategy and national security, and was recently quoted by the Supreme Court outlining the effects of immersive media. Professor Bailenson’s findings have been published in nearly 100 academic papers in the fields of communication, computer science, education, law, political science and psychology. A senior fellow at the Woods Institute for the Environment, his work has been consistently funded by the National Science Foundation for more than a decade, and he also receives grants from various Silicon Valley and international corporations. Professor Bailenson consults regularly for government agencies, including the Army, Department of Defense, National Resource Council and the National Institute of Health on policy issues surrounding virtual reality.
Professor Bailenson earned a Bachelor of Arts cum laude from the University of Michigan and a doctorate in cognitive psychology from Northwestern University. He spent four years at the Research Center for Virtual Environments and Behavior at the University of California, Santa Barbara as a post-doctoral fellow and then an assistant research professor.
Driver in the Monster Energy NASCAR Cup Series
There are plenty of well-known athletes throughout the world, but those who command mainstream attention are simply known by one name. Babe, Wilt, Mickey, LeBron, Kobe, Shaq…and Danica.
Danica Patrick, driver of the No. 10 Aspen Dental Ford Fusion for Stewart-Haas Racing (SHR) in the Monster Energy NASCAR Cup Series, joined the mainstream ranks by going against the current, immersing herself and succeeding in the male-dominated world of professional motorsports.
Patrick burst onto the scene in May 2005 when she stunned the world by leading 19 laps and finishing fourth in her first Indianapolis 500, becoming the first woman to lead laps and score a top-five finish in the historic race. One week later, she graced the cover of Sports Illustrated, becoming the first Indy car driver to be featured on the front page in 20 years.
Three years later, in April 2008, Patrick became the first woman to win a major-league open-wheel race in a North American series with her victory in the IndyCar Series Indy Japan 300 at the Twin Ring Motegi oval in Japan.
One of the most recognizable athletes in the world, Patrick has graced the cover of ESPN: The Magazine and TV Guide and was featured in pictorials in the 2008 and 2009 Sports Illustrated Swimsuit Issue. She has appeared in 14 Super Bowl commercials, more than any other celebrity.
Latest and Most Advanced Robot
Sophia defies conventional thinking of what a robot should look like. Designed to look like Audrey Hepburn, Sophia embodies Hepburn’s classic beauty: porcelain skin, a slender nose, high cheekbones, an intriguing smile, and deeply expressive eyes that seem to change color with the light. If ever there were a robot with a simple elegance people can’t help but appreciate, it would be Sophia.
Her creator is Dr. David Hanson, founder of Hanson Robotics and a modern-day renaissance man who has built a worldwide reputation for creating robots that look and act amazingly human. After working at Disney as one of its “Imagineers,” Dr. Hanson aspired to create genius machines that are smarter than humans and can learn creativity, empathy and compassion—three distinctively human traits Hanson believes must be developed alongside and integrated with artificial intelligence for robots to solve world problems too complex for humans to solve themselves.
Sophia is Hanson Robotics’ latest and most advanced robot. She has also become a media darling, having given numerous interviews to multiple media outlets, sang in a concert, and even graced the cover of one of the top fashion magazines. One of her interviews has generated billions of views and social media interactions. She has also shown her potential in business, having met face-to-face with key decision makers across industries including banking, insurance, auto manufacturing, property development, media and entertainment. In addition, she has appeared onstage as a panel member and presenter in high-level conferences, covering how robotics and artificial intelligence will become a prevalent part of people lives.
Sophia is an evolving genius machine. Her incredible human likeness, expressiveness, and remarkable story as an awakening robot Over time, her increasing intelligence and remarkable story will enchant the world and connect with people regardless of age, gender, and culture.
Anchor & U.S. head of programming
Gillian Kemmerer is the anchor and U.S. head of programming for Asset TV, a financial news & research platform broadcast online and via the Bloomberg Terminal network. She has reported around the globe from the World Economic Forum in Davos to the Rio 2016 Olympics, and co-hosted with CNBC’s Larry Kudlow and Liz Claman of Fox Business. Gillian was appointed to the National Academy of Television Arts & Sciences (The Emmys) in 2017, and is a voting member of the New York chapter. She started her career in journalism as a hedge fund reporter for Absolute Return Magazine, then a division of Institutional Investor. Gillian holds a Master’s in International Management with distinction from the London School of Economics, and a Bachelor’s in Economics from Columbia University.
Chairman & CEO
Roubini Macro Associates
Nouriel Roubini is the Chairman and CEO of Roubini Macro Associates, LLC, his own global macroeconomic consultancy firm. He is also a professor of economics at New York University’s Stern School of Business. Dr. Roubini has extensive policy experience as well as broad academic credentials. From 1998 to 2000, he served as the senior economist for international affairs on the White House Council of Economic Advisors and then the senior advisor to the undersecretary for international affairs at the U.S. Treasury Department, helping to resolve the Asian and global financial crises, among other issues. The International Monetary Fund, the World Bank and numerous other prominent public and private institutions have drawn upon his consulting expertise.
He has published numerous theoretical, empirical and policy papers on international macroeconomic issues and coauthored the books “Political Cycles: Theory and Evidence” (MIT Press, 1997) and “Bailouts or Bail-ins? Responding to Financial Crises in Emerging Markets” (Institute for International Economics, 2004) and “Crisis Economics: A Crash Course in the Future of Finance” (Penguin Press, 2010). Dr. Roubini’s views on global economic issues are widely cited by the media, and he is a frequent commentator on various business news programs. He has been the subject of extended profiles in the New York Times Magazine and other leading current-affairs publications. The Financial Times has also provided extensive coverage of Dr. Roubini’s perspectives.
Dr. Roubini received an undergraduate degree at Bocconi University in Milan, Italy, and a doctorate in economics at Harvard University. Prior to joining Stern, he was on the faculty of Yale University’s department of economics.
Robert J. O’Neill
Former SEAL Team Six Leader
Naval Special Warfare Development Group
Rob O’Neill is one of the most highly-decorated combat veterans of our time and the author of the New York Times best-selling memoir The Operator: Firing the Shots That Killed Osama bin Laden and My Years as a SEAL Team Warrior. A former SEAL Team Six leader with the Naval Special Warfare Development Group, he deployed more than a dozen times and held combat leadership roles in more than 400 combat missions in four different theaters of war. A highly-trained Navy SEAL, he led the military’s most elite and was involved in our nation’s most important campaigns. With most of his career shrouded in a classified cloak, O’Neill was the man on the ground we have never heard of but know exists. He was one of the quiet professionals performing the most difficult tasks in the most difficult circumstances, serving his remarkable career in the shadows and keeping America safe in the process. He is currently a contributor to Fox News.
In the world of high-pressure Navy SEAL missions, instant, critical decision-making is a necessity for success. He has proven experience in exceptionally high-risk and fluid environments. Having trained more than 800 special operations and tactical operators, O’Neill brings this unique expertise to organizations and translates his elite SEAL team training into high-impact, actionable insights on leadership, decision-making, operating in uncertain environments, and how to become the ‘best of the best.’ Exclusively represented by Leading Authorities speakers bureau, his mantra is “never quit,” and he believes this is the single most important factor in determining success. O’Neill reminds us that the servicemen doing the dirtiest work are often making the hardest sacrifices.
Decorations. One of the nation’s most decorated veterans, O’Neill has been decorated more than 52 times with honors, including two Silver Stars, four Bronze Stars with Valor, a Joint Service Commendation Medal with Valor, three Presidential Unit citations, and two Navy/Marine Corps Commendations with Valor. Silver Stars, the military’s third highest honor, are awarded for extraordinary gallantry in action against an enemy of the United States. Bronze Stars with Valor are awarded for merit, with Valor signifying a heroic act and direct participation in combat operations. It is the fourth-highest combat award of the U.S. Armed Forces and the ninth highest military award overall. Joint Service Commendation Medals are given for senior service on a joint military staff and is the most senior of the commendation medals.
Military History. O’Neill rose to the rank of senior chief petty officer in the United States Navy and served as a team leader at DEVGRU, positions not come by easily. O’Neill has a laundry list of certifications, including instructor, physical trainer, master training specialist, special warfare sniper and breacher, diving supervisor, and survival expert. He was also an officer in charge of small arms, demolition, close quarters combat, explosives breaching, fire and maneuvers, and laser systems safety. His military air operations qualifications include high-altitude and high-opening free fall jump master, tandem and bundle master, parachute rigger, master naval parachutist, drop zone safety officer, and air operations trainer/examiner and quality assurance inspector. He has completed more than 1000 jumps.
Since leaving active duty, O’Neill is a co-founder of Your Grateful Nation, which provides individualized transition support for Special Operations heroes and their families. They provide executive-level mentoring, transition services, and family stabilization support.
“You have opportunities to hear people like Richard Branson talk about corporate responsibility at the same time that you can hear a whole panel of macro thinker’s talk about what they think is going on in the world.”
Mark Yusko, CEO and CIO, Morgan Creek
Chief Investment Officer
Mark Carhart is the Chief Investment Officer and a founding partner of Kepos Capital. Prior to founding Kepos in 2010, Mark was a Partner and the Co-Chief Investment Officer of the Quantitative Investment Strategies Group at Goldman Sachs Asset Management, and prior to GSAM he was an Assistant Professor at the Marshall School of Business at USC and a Senior Fellow at The Financial Institutions Center at The Wharton School. Mark’s publications include articles in The Journal of Finance, The Review of Financial Studies and the Financial Analysts Journal, and he received the FAJ’s Graham and Dodd Award in 2014. He is also a co-author of Modern Investment Management: An Equilibrium Approach. Mark earned a B.A. from Yale University in 1988, became a CFA Charterholder in 1991 and received his Ph.D. from the University of Chicago Booth School of Business in 1995. He serves on the MSCI Editorial Advisory Board and the boards of InTandem Cycling, The International Charter School of NY and TIME Advisory Council.
Vice President, Chief Investment Officer
Ron Barin is Vice President, Chief Investment Officer, Pension Investments for Alcoa Corporation. He held a similar position at Alcoa Inc. prior to the company separation. He is responsible for the investments of assets totaling $7 billion in Alcoa Corporation’s retirement benefit plans and the Alcoa Foundation, the philanthropic arm of the company.
From 2012 until the separation of Alcoa Inc. into two independent, publicly-traded companies, he was a Vice President, Chief Investment Officer, Pension Plan Investments. From 2008 until 2012 he was an Assistant Treasurer, Chief Investment Officer.
Prior to joining Alcoa Inc., Ron served as Senior Director, Pension Investments for Pfizer Inc. where he was responsible for assets totaling $22 billion in Pfizer’s benefits plans and Foundation. Before this assignment, Ron was Director, Financial Risk Management for Pfizer. Earlier in his career, he worked for Emcor Risk Management Consulting, Estee Lauder, and Unilever in various treasury-related roles.
Ron earned his B.S. in Finance and MBA from New York University. He is the co-founder and member of the Board of Directors of Smile in a Bag Inc, a nonprofit organization that collects and donates toy-filled activity bags each month to two Long Island, New York hospitals to help brighten a hospitalized child’s day. The organization has delivered more than 23,000 bags (and counting) since Smile in a Bag was founded in 2002.
Ron and his wife, have two sons. In his free time, Ron enjoys playing tennis and basketball.
Founder, Chairman and CEO
Igor Tulchinsky is Founder, Chairman and CEO of WorldQuant LLC, a global quantitative investment management firm with over $5 billion in assets under management and 20 offices in 15 countries. Prior to founding WorldQuant in 2007, Igor spent 12 years as a statistical arbitrage portfolio manager at Millennium Management LLC. Igor is the Founder of WorldQuant University, a nonprofit that offers a tuition-free master’s degree in Financial Engineering, and is committed to making higher-quality education more accessible worldwide. He also founded WorldQuant Ventures, an angel investment firm focused on technology and data companies. Igor previously worked as a venture capitalist, scientist at AT&T Bell Laboratories, video game programmer and author. Igor holds an M.S. in computer science from the University of Texas, completed in a record nine months, and an M.B.A. in finance and entrepreneurship from the Wharton School.
PHF Capital Inc.
Peter Fletcher is the Managing Director of PHF Capital Inc., based in Canada.
PHF Capital Inc. advises family offices on international investments, asset allocation and family office related issues.
Mr. Fletcher has garnered over forty years of successful international experience that covers a broad spectrum of financial management functions in the trust and banking industry in Canada, Australia, Bermuda, Hong Kong and Switzerland.
In addition to holding numerous directorships of investment funds and companies, he has served on various international governments’ financial regulatory bodies and holds the professional designation of Chartered Financial Analyst.
Mr. Fletcher is also founder and chair of the renowned Club B – a non-profit international investment forum for family offices. Club B is devoted to providing authoritative insight on global market trends and asset allocation through its annual events, as well as introducing family offices to one-another to exchange investment ideas in a non-commercial, private and confidential environment.
Chief Executive Officer
Principal Global Investors
Jim McCaughan – Chief Executive Officer Jim McCaughan is an executive with the Principal Financial Group®. He is president, global asset management, and chief executive officer of Principal Global Investors. Jim oversees all global asset management activities, including developing global strategies and identifying and analyzing market opportunities. McCaughan has over 35 years of experience in the investment business. He also speaks around the world, is frequently quoted by the financial news media, and appears regularly on CNBC and Bloomberg Television, among others. McCaughan earned a degree in mathematics from the University of Cambridge in England. He is a Fellow of the Institute of Actuaries.
Alain De Coster
Managing Member & Portfolio Manager
Alain De Coster is a managing member and portfolio manager at ABS. Before co-founding ABS, Mr. De Coster was Managing Director and head of Credit Suisse Asset Management’s (CSAM) Alternative Investments Group. Mr. De Coster joined CSAM in 1998 as a result of Credit Suisse Group’s acquisition of Banco de Investimentos Garantia, a Brazilian investment bank. Mr. De Coster originated the Alternative Asset Management Group at Garantia in 1994, when he formulated and implemented the investment strategies for the Garantia Fund of Funds. Before joining Garantia in 1992, he was co-responsible for the treasury activities of Société Générale de Belgique. From 1986 to 1989, Mr. De Coster had several financial responsibilities at Dow Chemical Co., culminating as manager of all foreign exchange operations at the corporate headquarters. From 1984 to 1986, he was a corporate foreign exchange dealer at Continental Illinois. Mr. De Coster started his career in 1982 at Credit Général in Belgium and was responsible for the domestic treasury of the Bank. Mr. De Coster holds a Licentiate’s degree in Economics from the Institut Catholique des Hautes Etudes Commerciales, Brussels, Belgium.
Mr. Katzman has advised a family office on its US hedge fund investments since 2008. He was previously President and Chief Executive Officer of J.P. Morgan Alternative Asset Management, Inc. from its inception in 1995 until his retirement in 2005. In that role he was responsible for developing and managing hedge fund of fund products for J.P. Morgan Chase’s institutional and private banking clients. During his tenure the group grew from $7 million to over $9 billion in assets under management with over 70 staff and investments in over 120 hedge funds. Mr. Katzman joined J.P. Morgan Chase in 1975. He was involved in the firm’s alternative investment business beginning in 1988 and became head of the group in 1993. Prior to his responsibilities in alternative investments he was involved in the bank’s strategic planning, financial management and treasury functions, both domestically and overseas. Mr. Katzman received a B.S. in Finance from the University of Connecticut and an M.B.A. from New York University.
Northern Trust Corporation
Steve Potter is Vice Chairman of Northern Trust Corporation, a role he assumed in 2017. In this role, Steve is responsible for initiating and engaging with major strategic partnerships and client relationships; providing advice and input into corporate business strategy and execution; recruiting and mentoring talent; and serving as the firm’s representative in a wide array of community and industry settings.
From 2008 until 2017, Steve served as President, Asset Management leading Northern Trust’s asset management business which has grown to over $1 Trillion of assets under management. In this capacity, he served as Chairman and Chief Executive Officer of Northern Trust Investments, Inc., Northern Trust’s principal investment subsidiary, and as the Interested Trustee of The Northern Funds and Northern Institutional Funds.
From 2001 until 2008, Steve was based in London and served as the Chief Executive Officer of Europe, Middle East and Africa overseeing all of Northern Trust’s businesses in the region. He also served as Chairman and Chief Executive Officer of Northern Trust Global Services, Ltd. and Chairman of Northern Trust Global Investments, Ltd. He previously served in London as Segment Head of International and Global Fund Services.
Prior to moving to London, Steve served in Chicago as Managing Director of the Institutional Group within Northern Trust Asset Management. In this role he was responsible for global strategic planning, marketing, product development, client servicing and sales related to the institutional asset management business.
Steve holds a B.A. in economics and history from Duke University and an MBA with concentrations in marketing and finance from the J. L. Kellogg Graduate School of Management at Northwestern University.
He is a member of the board of Miami Corporation, and of the board and the executive committee of Rush University Medical Center. He also serves on the Duke University Trinity College Board of Visitors and the boards of the Solti Foundation, and the British American Business Council. He is a member of the Financial Services Roundtable and serves as the Chairman of the Retirement Security Coalition. He is also a member of the Economic Club of Chicago, the Chicago Commonwealth Club, the London Capital Club and the Worshipful Company of International Bankers.
Bordier & Cie
Mr. Grégoire Bordier joined Bordier & Cie, Private Bankers in Geneva, at the beginning of 1997.
Prior to joining Bordier & Cie, Mr. Grégoire Bordier worked for the Credit Suisse First Boston Group as a merger & acquisition specialist. In both New York and London, he focused on merger & acquisition of financial institutions, in particular asset management companies.
Before joining Credit Suisse First Boston, Mr. Grégoire Bordier worked for several years with Donaldson, Lufkin & Jenrette’s merchant banking group.
Mr. Grégoire Bordier graduated with a Master of Arts in Economics from Geneva University and an MBA from the Amos Tuck School at Dartmouth, USA.
Grégoire Bordier is active with various organisations and leads the presidency of the Swiss Private Bankers Association.
Chief Investment Officer
Jewish Federation of Metropolitan Chicago
David R. Brief, CFA established the Jewish Federation of Metropolitan Chicago Investment Office in 2002. Under his leadership as Chief Investment Officer, the endowment portfolio evolved from a $350 million internal investment program into a $1.1 billion pool that invests assets belonging to the Federation and 42 other 501(c)(3) organizations. In addition to guiding every aspect of the investment process, David engages regularly with the Federation Board and investment committee and works closely with the volunteer and professional leadership of current and prospective outside investors. He also has taken a leading role in structuring and speaking at eight bi-annual investment conferences run by Jewish Federations of North America (JFNA) and focused on educating small and mid-sized organizations about the benefits of outsourced investment management. David is frequently asked to speak on a wide range of topics at various industry events.
Earlier in his career, David spent eleven years as an investment consultant for three Chicago-based firms: Ibbotson Associates (now part of Morningstar Inc.), Ennis Knupp + Associates (now part of Aon Hewitt Investment Consulting, Inc.), and Capital Resource Advisors (now part of Segal Marco Advisors). Born and raised in New Jersey, David earned a BA degree in Economics from Cornell University, an MBA degree with honors from the University of Chicago, and is a CFA® charterholder. He is the proud parent of Sam, a budding sports journalist studying at Northwestern University’s Medill School.
Dr. Kathryn Crecelius
Vice President, Investments, and CIO (retired)
Johns Hopkins University
Kathryn Crecelius retired from The Johns Hopkins University in June 2016 after eleven years as Vice President, Investments, and Chief Investment Officer. Prior to becoming the first CIO at Johns Hopkins, she was a Managing Director at the MIT endowment. She serves on the investment committees of Bryn Mawr College and the France-Merrick Foundation.
The Harry and Jeanette Weinberg Foundation, Inc.
David Gilmore joined The Harry and Jeanette Weinberg Foundation in 2014 to help start and build their investment office. The Foundation has $2.2 billion in assets and makes over $100 million in grants each year. The portfolio is invested across all asset classes including hedge funds, private equity, venture capital and real assets. David is responsible for the design and implementation of the Foundation’s strategic and tactical asset allocation, investment manager selection, risk management, and market research.
Prior to joining the Foundation, David helped start The Ohio State University investment office in 2009 and served in several senior roles. The investment office was responsible for the investment management of the University’s $3.4 billion long-term investment pool. David was previously a partner at Gerber/Taylor Capital Advisors, Gerber/Taylor is an independent investment advisory firm. During his tenure the firm consulted on over $20 billion in assets and managed over $3 billion in discretionary fund of funds mainly focused on hedge funds and private equity investments. David earned his BBA from Baylor University and an MBA with a concentration in Finance from the University of Memphis. David holds the Certified Financial Planner™ professional (CFP®) designation and the Chartered Alternative Investment Analyst (CAIA) designation.
Asset management editor/FTfm editor
Peter Smith has worked as a journalist for the Financial Times for more than two decades.
He is the FT’s Asset Management editor and editor of FTfm. Prior to returning to London earlier this year, Mr Smith was Deputy US news editor. He was also the FT’s Australia Pacific correspondent and Private Equity correspondent.
Managing Partner and Chief Investment Officer
Alignvest Investment Management
Don Raymond is the Managing Partner and Chief Investment Officer at Alignvest Investment Management. He is Chair of the Board of Trustees of Queen’s University and past Chair of its Investment Committee. Don is also an Adjunct Professor of Finance and Chair Emeritus of the International Centre for Pension Management, both at the University of Toronto’s Rotman School of Management. Don is also a member of the Investment and Risk Advisory Panel of the Monetary Authority of Singapore and serves on the Board of Directors of Great-West Lifeco Inc.
Prior to joining Alignvest in 2014, Don was the Chief Investment Strategist for the $220 billion CPP Investment Board (CPPIB) where he devoted 12½ years of his career to helping build CPPIB into a leading global investment organization. Don built CPPIB’s Public Market Investments department from inception and was also its first Chief Investment Strategist. He was also the principal architect of CPPIB’s innovative Total Portfolio Approach, and was instrumental in the development of the United Nations’ Principles of Responsible Investing (UNPRI), as well as their adoption by CPPIB in 2005.
Prior to joining CPPIB in 2001, Don worked for Goldman Sachs for 7 years. Prior to developing an interest in finance, Don worked for Schlumberger in China and trained as a pilot in the Canadian military. He holds a Ph.D. in Electrical Engineering from Queen’s University and a CFA charter.
Senior Vice President, Global Head of Alternative Fund Services
Brown Brothers Harriman
Chris McChesney is a Senior Vice President and Global Head of Alternative Fund Services at Brown Brothers Harriman. Mr. McChesney is based in Boston and is responsible for leading BBH’s alternative fund servicing business which provides banking, administration, and technology services to private equity, real estate, hedge, and other alternative funds. As of June 2017 BBH operates approximately $300 billion in alternative assets.
Over the past 15 years at BBH, Mr. McChesney has held a variety of senior roles in technology, global markets, and business development. Early in his career at BBH Mr. McChesney was part of the BBH team that launched Infomediary™, a widely successful business-to-business communications platform. Mr. McChesney also has had product management responsibility for BBH’s $1.5 trillion global Foreign Exchange trading operation. Prior to his current role, Mr. McChesney was involved in sourcing and operating investments for BBH Capital Partners, a private equity investor in middle market growth companies.
Before joining BBH, Mr. McChesney worked for The Boston Consulting Group and Coopers & Lybrand.
Mr. McChesney is a graduate with honors from Middlebury College and has an MBA from the Tuck School of Business at Dartmouth College.
Dr. Anthony Atala, MD
Director of the Wake Forest Institute for Regenerative Medicine
Wake Forest School of Medicine
Dr. Atala is the Director of the Wake Forest Institute for Regenerative Medicine at the Wake Forest School of Medicine. He is a practicing surgeon and a researcher in the area of regenerative medicine. His current work focuses on growing new human cells, tissues, and organs. He is Editor-in-Chief of Stem Cells Translational Medicine and Current Stem Cell Research & Therapy. In 2011 he was elected to the National Academy of Medicine. He was featured in U.S. News & World Report as 1 of 14 Pioneers of Medical Progress in the 21st Century. He has received many awards for his work, including the 2013 Edison Science Award, the 2016 Smithsonian Ingenuity Award, and the R&D 2016 Innovator of the Year Award. More than 14 applications of technologies developed in his laboratory have been used clinically. He is the editor of 20 books, has published more than 500 journal articles, and has applied for or received more than 200 national and international patents.
Chief Executive Officer
Alternative Investment Management Association
Jack Inglis is the Chief Executive Officer of the Alternative Investment Management Association (AIMA*). He has been in the financial services industry and closely involved with hedge funds for over 30 years. He has held senior management positions at both Morgan Stanley, where he served for 16 years, and Barclays, where he was prior to joining AIMA. From 2007 to 2010 he was CEO of London based hedge fund manager, Ferox Capital Management. He served as a non-executive director of London Capital Group plc from 2007 to 2010 and currently sits on the board of the Chartered Alternative Investment Analyst Association (CAIA). He began his career in 1983 at UK stockbrokers James Capel (which was subsequently acquired by HSBC) and has extensive experience in origination, distribution, financing and trading across the fixed income and equity capital markets. He holds a Master of Arts in Economics from Cambridge University.
*AIMA is a not-for-profit global trade association that represents the mutual interests of the alternative funds industry, including hedge funds and private debt funds. It has over 1,900 corporate members across more than 60 countries. AIMA operates out of offices in London, New York, Hong Kong, Shanghai, Singapore, Sydney, Tokyo & Toronto.
Founder, CEO and CIO
Light Sky Macro LP
Ben Melkman is the Founder, CEO and CIO of Light Sky Macro LP, a thematic and concentrated discretionary global macro investment company. Previously, Mr Melkman was a Senior Portfolio Manager of the Brevan Howard Master Fund. He also launched and was the CIO of the Brevan Howard Argentina Opportunity Fund. He began his career at Deutsche Bank, later joining Morgan Stanley where he launched and led the Macro Cross Asset team. Mr Melkman graduated from the London School of Economics with a First Class Hons BSc. Mr Melkman serves on the Board of Trustees for the United World College.
Daniel A. D’Aniello
Co-Founder, Chairman Emeritus, and member of the Executive Committee and Board of Directors
The Carlyle Group
Daniel A. D’Aniello is Co-Founder, Chairman Emeritus, and member of the Executive Committee and Board of Directors of The Carlyle Group.
Prior to forming Carlyle in 1987, Mr. D’Aniello was Vice President for Finance and Development at Marriott Corporation (“Marriott”) where he was responsible for valuation of all major mergers, acquisition, divestitures, debt and equity offerings, and project financings. Before joining Marriott, Mr. D’Aniello was a financial officer at PepsiCo, Inc. and Trans World Airlines.
He is a 1968 magna cum laude graduate of Syracuse University, where he was a member of Beta Gamma Sigma, and a 1974 graduate of the Harvard Business School, where he was a Teagle Foundation Fellow.
He served in the United States Navy from 1969 through 1971 during which time he was a Distinguished Naval Graduate of Officer Candidate School, Newport R.I.; a Supply Officer (LTJG) aboard the USS Wasp (CVS 18); and in 2016, awarded the designation of Lone Sailor by the U.S. Navy Memorial Foundation.
Mr. D’Aniello is Co-Chairman of the American Enterprise Institute; Co-Chairman of the Institute for Veterans and Military Families; a member of the U.S.–China CEO and Former Senior Government Officials’ Dialogue of the U.S. Chamber of Commerce; an advisor to the John Templeton Foundation; Chairman of the Wolf Trap Foundation for the Performing Arts; a founding Trustee of the Lumen Institute; a Lifetime Board Trustee of Syracuse University where he is an Arents Alumni Award recipient, a member of the Chancellor’s Council, and the Corporate Advisory Council to the Martin J. Whitman School of Management.
Dr. Johann Koss
President of Waratah Impact & Executive Vice President of Waratah Capital Advisors
Waratah Capital Advisors
Johann joined Waratah in October 2017 and will be leading Waratah’s ESG initiative. This includes the upcoming launch of a dedicated strategy seeking to generate risk-adjusted returns by emphasizing environmental and social impacts as risk and return factors. Prior to joining Waratah, Johann led the growth of Right to Play as its founder and CEO, reaching millions of children worldwide. He has an MBA from Rotman Business School, a medical degree from University of Queensland, and is a four time Olympic Speed Skating Champion from Norway. Johann is a member of Order of Canada for all the work he has done through Right to Play.
ME to WE
When she first travelled to Kenya as a teenage volunteer, Roxanne was struck by the profound beauty, wretched poverty and the strong and resourceful women she met.
Her task was to start a fair trade program so women in the impoverished communities could sell their beadwork to visitors. Inside their small huts, the mamas showed Roxanne their exquisite handiwork, objects they used in rituals surrounding birth, marriage, warriorhood and death. Thinking of their craft as not art but necessity, these women could not believe that Roxanne wanted to sell their work and return the profits to them and their families.
In helping empower these women, Roxanne found her calling.
She went on to graduate from Stanford University with a degree in international relations, earn a coveted Rhodes scholarship and a law degree at Oxford, and clerk for the Supreme Court of Canada. But rather than pursue a conventional career, she chose to bring her training back to the communities that first inspired her.
As founder of ME to WE Artisans, Roxanne now leads social and economic empowerment initiatives for women in Kenya’s Maasai Mara and in Ecuador. Infusing centuries-old traditions with modern elements, ME to WE collections share the artistry of indigenous cultures with North American consumers looking to make a positive impact through their purchase.
A beading project that started with 25 women now provides fair wages to more than 1,500. By joining Artisans, each woman is able to build her savings to do things that were previously impossible: improve her home, buy food and medicine for her family, send her children to school, and emerge as a leader in her own right.
Roxanne’s continued commitment to the Artisans program has led to widespread retail traction, with ME to WE products now being sold in over 12,000 locations across North America through partnership with influential retailers.
As CEO of ME to WE, Roxanne has led the creation of its unique volunteer offerings, allowing travellers to break free from a touristic experience and find meaningful connections in communities where ME to WE’s charitable partner, WE Charity, puts its 20-year history of sustainable development to work. She established Bogani Cottages and Tented Camp, a first-of-its-kind facility designed as a rejuvenating home base for youth, adults, families and corporate groups volunteering in Kenya. The success of Bogani led Roxanne to expand this niche experience with the creation of Araveli Cottages and Tented Camp in Rajasthan, India, and the Minga Lodge in the Ecuadorian Amazon.
Roxanne was awarded an honorary doctorate from Nipissing University in 2012 and received the Order of Canada in May 2017. ME to WE is a certified B Corporation, an indication of high social and environmental performance, transparency and accountability.
Chairman and Managing Partner
Michael is Chairman, Managing Partner and Co-Founder of Comvest Partners. Michael chairs Comvest’s Executive Committee, which oversees firm-wide management and the strategic direction of the firm. He is a member of both Comvest’s equity and lending investment committees. Under Michael’s leadership, Comvest has grown to manage over $3 billion. He has played active board roles with many of Comvest’s noted investments. Michael co-founded Comvest Partners’ predecessor firm, Commonwealth Associates, in 1988. Under his direction, Commonwealth led investment or financing transactions to finance operations, acquisitions and/or restructuring of more than 100 technology, healthcare and service-related lower middle market businesses. While focused on middle market businesses, Michael’s experience has been broad based and multi-faceted. He has launched two successful investment businesses by focusing on building great teams of investment professionals and utilizing insights gained from close relationships with operational executives to improve and grow businesses.
Michael is Co-Trustee of the Michael and Annie Falk Foundation which supports children, the environment and the arts. He is a member of the Board of Visitors of the Duke Nicholas School of the Environment.
Michael received a B.A. in Economics from Queens College and has pursued further education through Stanford University’s Executive Program for small businesses and Harvard Business School’s CEO program.
Director - Capital Solutions
Elise Rosenberg is Director – Capital Solutions at Barclays where she leads the Endowment & Foundation channel and is a senior member of the Capital Introductions team. She is responsible for leveraging her knowledge of hedge funds and markets to share insights into industry allocation trends, build relationships with institutional investors and introduce them to the firm’s Prime Services hedge fund clients.
Prior to joining Barclays, Ms. Rosenberg was Head of Account Management – North America for Markit, where she led a team covering key buy-side and sell-side accounts across their full product suite. Previously, she was Senior Managing Director -Structured Equity Products at Bear, Stearns & Co., where she was a top producer specializing in customized derivative solutions for hedge funds and other institutional investors across asset classes, and joined J.P. Morgan with the merger in 2008. Ms. Rosenberg started her career at Lord, Abbett & Co., an investment management firm, as a product specialist and marketer.
Ms. Rosenberg serves on the Advisory Board of Reading Partners New York, Cornell Dyson School Undergraduate Program Advisory Council, President’s Council of Cornell Women, and is an active member of 100 Women in Finance. She is a former member of the Cornell University Board of Trustees and its Investment Committee and the Board of Directors of the Cornell Club of New York.
Ms. Rosenberg earned a B.S. in Applied Economics and Business Management from Cornell University and a M.B.A at New York University’s Stern School of Business.
Co-founder & CEO
Kwami is a Ghanaian born, MIT and NASA trained rocket scientist, turned social entrepreneur. In 2013, he went from aerospace to agriculture to co-found MoringaConnect, a vertically integrated supply chain improving the livelihoods of smallholder farmers. MoringaConnect turns the leaves from their moringa trees into superfood tea and green protein powder, branded Minga Foods, and the oilseeds from their trees into moringa oil based hair, face, and body beauty products, branded True Moringa. It has provided over $460K of income to 2,900 farming families growing the moringa tree across Ghana. Kwami is a Forbes 30 Under 30, Quartz Top 30 Africa Innovator, Echoing Green Fellow, MIT D-Lab Scale-Ups Fellow, Harambe Entrepreneur Associate, MassChallenge Alumnus, and Black Engineer of the Year Awardee.
Ms. Mary Cahill recently retired from Emory University where she served as Vice President and Chief Investment Officer for almost 17 years. During her tenure, Ms. Cahill led the investment programs for Emory University’s endowment ($6.7 billion), defined benefit and defined contribution retirement plans ($2.3 billion), operating bank ($1.5) billion, hospital reserves, trusts, and insurance assets. She created Emory Investment Management and built the foundation that propelled the portfolio to generate growth, shifting from a highly concentrated holding to a global multi-asset class portfolio. Ms. Cahill implemented a disciplined and structured investment and operating process with world-class risk management.
Ms. Cahill has 40 years of investment experience, with prior positions including Xerox, the Virginia Retirement System, SmithKline, BellSouth and Merck pension plans. Ms. Cahill has overseen internal equity portfolios, invested fixed income and futures portfolios, developed performance measurement systems, and designed investment options. She has served as a board member of the Emory Center for Alternative Investments, The Institute for Quantitative Research in Finance, The Woodruff Arts Center, and the Robert Toigo Foundation. Additional affiliations included a member of the NCAA Investment Committee, President of Pension Group East, President of Pension 21, an executive member of the Financial Executive Institute’s Committee on Investment of Employee Benefit Assets, and a member of the NYSE Pension Managers Advisory Committee.
She is an advisor to the Zeist Foundation and Marto Capital, and a member of the Economic Club of New York. Ms. Cahill has an MBA specializing in Finance from St. John’s University and the Chartered Financial Analyst designation.
Senior Finance Correspondent
Linette is the senior finance correspondent at Business Insider, writing a combination of opinions and analysis on Wall Street, markets and politics.
She joined BI in the summer of 2011 after graduating from Columbia University’s School of Journalism. There she concentrated her studies on business and international journalism as well as audio production.
She also holds a BA from Columbia University, where she finished her undergraduate education in 2008.
She contributes to “Marketplace,” a radio show from American Public Media, and teaches as an adjunct professor at the Columbia School of Journalism.
Capricorn Investment Group
Dipender Saluja is Managing Director at Capricorn Investment Group, an investment firm founded to demonstrate that it is possible to invest profitably while driving sustainable positive change. Capricorn manages about $5 billion in assets and strives for extraordinary investment results by leveraging market forces to accelerate large scale impact. Capricorn’s past and current investments include Tesla, Planet Labs, QuantumScape, Innovium, SpaceX, Twitter, and Saildrone. Prior to Capricorn, Dipender was Chief of Staff at Cadence, a global market leader in electronic design, where he built and managed businesses that worked closely with electronics companies around the world. Prior to that he was at Data General (EMC), Honeywell, ROLM (IBM), and the GF Energy Research Center. He is an electrical engineer by training, and attended UND, Univ of Minnesota and Stanford. Dipender serves on the boards of AST, Automatiks, Innovium, Joby Aviation, Navitas Semi, QuantumScape, RayVio, Saildrone, Sense and Sunpreme, and on the investment committee of PRIME. He is based in Palo Alto, CA.
Founder and Principal
OxFORD Asset Management
André Stern is Founder and Principal of OxFORD Asset Management, an investment firm based in Oxford, UK. OxFORD is the investment adviser to OxAM Quant Fund, a process-driven, quantitative multi-strategy fund that was launched in 2004. He holds a PhD in Mathematical Sciences from the University of Oxford. He serves on several University of Oxford committees and boards, including the Oxford University Endowment. He also serves on the advisory boards of the MIT Sloan Finance Group and the MIT Center for Finance and Policy.
Chief Executive Officer
Global Impact Initiative (GII)
Giles is the Founder and CEO of Global Impact Initiative (GII). GII works with a variety of organisations to create Impact Investments; seeking both a positive financial return and positive social or environmental impact. The business creates bespoke investment solutions that map the UN Sustainable Development goals. He has over 20 years’ experience of building and developing teams, businesses and distribution strategies for global enterprises and has held senior roles spanning recruiting, training, product, distribution and leadership.
Giles has received an Outstanding Alumnus award from Oxford for creating an innovative, sustainable business that generates positive social impact. Giles is a Senior Fellow of the Financial Services Institute of Australia, Fellow of the School of Social Entrepreneurs, Associate Fellow of the Australian Institute of Management and Member of the Australian Institute of Training and Development.
Giles has a unique blend of leadership and business skills gained in the corporate environment married with financial and governance skills gained in the Not for Profit sector. Giles holds numerous Volunteer Not-for-Profit Directorships ranging from Human Rights, Disabilities, Arts and Sports.
Giles has formal academic qualifications from Melbourne University, Monash University, Financial Services Institute of Australia and Oxford University.
Jonathan Levi is the founder of HACERA. He is a very hands-on computer scientist, applied cryptographer and a mathematician who over the years specialized in building large scale, mission critical systems that had to be highly available, secure and fault-tolerant. Over the last 5 years Jonathan worked with several blockchain technology stacks. Started with Bitcoin, then worked on an innovative Bitcoin exchange (a start-up, with the mission to add smart contracts on top of Bitcoin’s blockchain before Ethereum was launched), then worked on Ethereum (helped to build the first Ethereum class with Prof. Dan Boneh, at Stanford University).
Jonathan was one of the two official release manager of Hyperledger Fabric 1.0 in July 2017, one of the early contributors to Hyperledger, he was nominated to become the first independent maintainer of Hyperledger Fabric back in July 2016 and was also nominated to Hyperledger’s TSC (Technical Steering Committee).
Jonathan brings a unique combination of the technical breadth, depth, experience not just technically, but also an experience that is combined with a deep understanding of the market forces, the various regulatory and business environments, combining a very hands-on background in cryptography and almost a decade of working in the financial sector (Standard & Poor’s, Barclays Capital and Goldman Sachs trading desks – working on global quantitative risk management systems).
CTO of Open Technology
Christopher Ferris is the Chair of Hyperledger’s Technical Steering Committee, an IBM Distinguished Engineer and CTO of Open Technology in the IBM Cloud organization. He is also a lead maintainer of the Hyperledger Fabric project. He has been involved in the architecture, design, and engineering of distributed systems for most of his 36+ year career in IT and has been actively engaged in open standards and open source development since 1999.
He has overall technical responsibility for all of IBM’s strategic open technology initiatives, including OpenStack, Cloud Foundry, Hyperledger, Open Container Initiative, Cloud Native Computing Foundation, Mesos, Node.js and Docker.
Ciconia & Co., LLC
Carl Stork is the manager of Ciconia & Co, a single family office located in Seattle. Mr. Stork joined Microsoft Corporation in its pre-IPO stage where he had a variety of technical and management positions. Among his positions, he oversaw the opening of Microsoft’s European offices and established product localization and internationalization and served as Bill Gates’s technical assistant. He oversaw Microsoft’s strategic relationships with the hardware industry and semiconductor companies, including the creation of the Universal Serial Bus (USB) and managed the Windows 98 development project. Since leaving Microsoft, Mr. Stork has made selected angel investments, served on several corporate boards, and overseen his family office. Mr. Stork is a minority partner in the Baseball Club of Seattle, owner of the Seattle Mariners in Major League Baseball. Mr. Stork received his undergraduate degree in Physics from Harvard University and a Masters of Business Administration from the University of Washington.
Vice President of Business Development
Anatola He is Vice President of Business Development at HyperScience, an AI company focused on using machine learning to automate and simplify office work. She is responsible for developing and implementing new ideas to grow the company and expand its business.
Ana began her career at J.P. Morgan, where she spent most of her time in corporate strategy and business development on a broad scope of projects. Initiatives included driving operational process efficiencies, creating balance sheet optimization models, and evaluating new technologies. Ana went on to join the founding investment team at Tusk Ventures, a New York venture capital firm focused on helping startups navigate regulated industries. She sourced, evaluated, and executed technology investments and helped raise the firm’s first outside capital.
Ana graduated from Harvard University with a degree in Economics and a minor in Environmental Science & Public Policy.
Harmonic Fund Services
Daniel (Danny) Santiago is an Executive Director at Harmonic Fund Services, one of the largest independent fund administrators, delivering a range of services and technology to hedge funds, fund of funds, private equity funds, private banks, pension funds and family offices. Daniel has been with Harmonic since the firm’s inception (2003), and serves as the Global Head of Business Development in addition to managing multiple engagement teams that provide fund administration, outsourced operations and technology to institutional asset managers.
Daniel began his career in New York with Arthur Andersen as an auditor in their capital markets division, focusing on hedge funds and private equity. He then joined Goldman Sachs as a controller in the Divisional Management Reporting group, supporting the fixed income, currency and commodity desks. Daniel relocated to the Cayman Islands in 2002, where he worked with Deloitte & Touche as an auditor, specializing in hedge funds and private equity.
Daniel is a Certified Public Accountant (CPA) and Chartered Alternative Investment Analyst (CAIA) with over eighteen years of experience in the investment industry. He received his BBA and MBA (with Honours) from Pace University – Lubin School of Business.
Partner, Head of Banking
KPMG in the Cayman Islands
With over nineteen years’ experience, Andrew has worked extensively in the Asset Management, Banking and Structured Finance sectors, and has the versatility to service a diverse range of clients.
Andrew has worked with structured products such as structured investment vehicles (“SIV”s), tender option bond / municipal arbitrage funds, leasing vehicles, CDOs/CLOs, segregated portfolio cell structures, CPPI structures and Islamic financing deals and funds.
As Head of Banking, he acts as lead Partner for a number of local and international banking audit clients.
Partner, Asset Management
KPMG in the Cayman Islands
Jonathan has more than fourteen years’ audit experience with financial services clients.
Jonathan‘s primary responsibilities and experience encompass the provision of audit services to a comprehensive variety of vehicles such as hedge funds, private equity funds and structured products.
In his role as a Partner, Jonathan serves as Partner on several key clients of KPMG in the Cayman Islands. Jonathan acted as the lead Global Senior Manager and more recently as a Director and Partner on one of the largest hedge fund complexes in the world as well as several other multi-billion dollar hedge fund groups.
Jonathan currently sits on the Committee of Hearts for Help for Children (Previously Hedge Funds Care).
Jonathan joined KPMG in the Cayman Islands in January 2008, from a large mid-tier firm in Sydney, Australia. In Sydney, Jonathan was responsible for the audit of ASX listed entities, as well as, a number of the top 20 private operating groups within Australia.
Managing Director / Family Office Head
Citi Private Bank
Bill Woodson is a Managing Director at Citi Private Bank, responsible for its North America Family Office Group.
Bill joined Citi from Credit Suisse where he was a Managing Director and Head of their Ultra High Net Worth and Family Office Business (1/2007 – 5/2014). A tax professional by training, Bill began his career as a CPA at Arthur Andersen, where he spent a decade providing domestic and international tax advice to wealthy executives, families and business owners (6/1989 – 12/1998). Bill left Andersen to run the family office for one of his largest clients; a Hong Kong based family with 40 employees and operations in Hong Kong, San Francisco and Vancouver (1/1998 – 6/1999).
Bill was a founding member and Managing Director with myCFO (6/1999 – 11/2001), an integrated wealth management and technology firm. At myCFO, Bill ran one of the firm’s largest multi-family, family office practices and served as the CFO for myCFO Securities, LLC. Shortly before the sale of myCFO to Harris Bank, Bill joined Merrill Lynch’s Private Banking and Investment Group in November 2001 and oversaw an integrated investment advisory practice for ultra-high net worth families ranging in net worth from $25 million to $2 billion.
Bill has a master’s degree in accounting from New York University’s Stern Graduate School of Business and a bachelor’s degree in economics from the University of California, Irvine.
General Counsel & CCO
Polar Asset Management Partners Inc.
Greg joined the executive leadership team at Polar Asset Management Partners in 2012 after a career in private practice with a focus on securities law, primarily at Goodmans LLP and as General Counsel of a Toronto-based investment fund manager. He has extensive experience in structuring, ongoing compliance and governance matters of investment funds, both public and private.
Greg earned a B.A.Sc. in Industrial Engineering from the University of Toronto in 2002 and a J.D. from the University of Toronto Faculty of Law in 2006. Greg became a member of the Law Society of Upper Canada in 2007.
Partner, Head of Insurance
KPMG in the Cayman Islands
David is an Audit Partner and Head of Insurance for KPMG in the Cayman Islands. He has worked with KPMG for over fifteen years as an accountant of which fourteen years’ experience has been focused within the insurance, operating company and public sector industries.
David specializes in advising and serving clients in the Insurance and Reinsurance industries and is very active within the Cayman Islands. David leads KPMG’s presence at the Cayman Captive Forum as well as a number of insurance industry conferences in the US. David supplemented his experience locally through a secondment in one of the US member firms, where he gained valuable public company audit experience and network connections.
Ms. Baker is a senior member of the Subscription Finance team within State Street’s Global Fund Finance, with nearly 20 years of banking experience. Clients include global regulated funds, private equity funds, funds of hedge funds and asset managers. Prior to joining State Street she was in a relationship management role at Citizens Bank, including structuring and underwriting credit for middle market and asset based lending clients. Ms. Baker holds a BA in Economics from the College of the Holy Cross.
Andrew Kenney is the Investment Manager for Aureum Re, a Class D licensed reinsurance company in the Cayman Islands which focuses on the reinsurance of fixed and indexed annuities. Andrew is also the Chief Investment Officer for the Delaware Life Insurance Company. Prior to joining the Delaware Life group of companies in September 2013, Mr. Kenney was a Managing Director and Private Placement Group Head for Guggenheim Partners LLC where he managed the firm’s cross-sector private fixed income investments. Mr. Kenney initially joined Guggenheim in 2005 as part of the corporate credit group, which invested in publicly syndicated bank loans, high yield bonds, structured products, and opportunistic credit across a variety of industries. Prior to joining Guggenheim, Mr. Kenney worked in the legal and compliance department at State Street Bank and Trust Company in Boston and later as a bankruptcy attorney for the U.S. Bankruptcy Trustee in the Eastern District of Massachusetts.
Adrian P. Lynch
Adrian currently leads AONs Captive Management and Insurance Brokerage operations in Cayman since 2014. Previously Adrian was CEO of a Private Client Group from 2006 to 2013 running Insurance, Reinsurance, Trust & Family Office subsidiaries. Adrian was with AON Cayman and New York as Director of Business Development from 1998 to 2006. He started his career in 1995 with London Reinsurance Group as an Underwriter. He is married with 5 children and the current Chairman of Special Olympics Cayman, Cayman Finance Insurance Committee and Insurance managers Association Executive chairing the marketing committee.
Catherine is a partner in the Mourant Ozannes Cayman Islands corporate and finance practice. She specialises in investment funds, advising hedge funds and hedge fund managers on structuring, formation, regulation and ongoing operational matters and advising private equity sponsors on the structuring and formation of closed-ended investment vehicles, secondary transactions and related deal work. Catherine also regularly advises on structuring and implementation of a wide range of corporate transactions, including joint venture arrangements and acquisitions.
President of Americas
Michelle McCloskey is President of Americas at Man Group and President of Man FRM. She is based in New York and a member of the Man Group Executive Committee. Michelle is responsible for overseeing a number of key strategic relationships across the business. Prior to being named President, Michelle was Head of Manager Research at Man FRM and before that, Head of the Commodities and New Alternatives teams within hedge fund research in Man Group’s multi-management business, where she was responsible for researching and defining new and innovative investment opportunities. Prior to joining Man Group in 2006, Michelle was a portfolio manager for more than twenty years in the commodities sector, for a variety of institutions including energy companies, investment banks, and private asset managers. She graduated magna cum laude with a B.S. in Chemical Engineering from Texas Tech University in Lubbock, Texas.
Co-Founder and Chief Operating Officer
Dutt Chintalapati is the Co-Founder and Chief Operating Officer of EZOPS, a FinTech firm that leverages artificial intelligence to drive productivity gains for the middle and back office. EZOPS offers a cloud based data aggregation, transformation, reconciliation and reporting platform that is powered by machine learning and natural language processing to maximize business value for end users. EZOPS is a pioneer in using A.I in the back office and offers a product suite that can drive 50-75% cost savings and turbo charge automation. EZOPS clients include major global banks, asset managers and hedge funds. The firm has offices in San Francisco, NJ, NY, Dublin and New Delhi. Dutt got his MBA from the University of Rochester and has more than 25 years of senior leadership experience building businesses and innovative products for buy and sell side firms.
Kirkland & Ellis LLP
Luc Jansen is a corporate partner in the Investment Funds Group at Kirkland & Ellis LLP. He has extensive experience representing U.S. and non-U.S. sponsors in the formation of private investment funds across a variety of strategies, including private equity and buyout funds, distressed funds, real estate funds, credit funds, infrastructure funds, funds of funds, and financial services funds.
Luc also counsels private equity sponsors on a wide range of matters, such as the establishment, documentation, and implementation of internal firm management, minority sale transactions, corporate governance, and succession planning arrangements.
Prior to joining Kirkland & Ellis LLP, Luc had significant experience working on fund formation teams in both New York and London counseling his clients in a variety of high-profile and complex transactions. His cross-border background in private investment funds makes him particularly qualified to address the global needs of his clients within the U.S. and the U.K.
Karl A. Cole-Frieman
Cole-Frieman & Mallon LLP
Prior to co-founding Cole-Frieman & Mallon LLP, Karl Cole-Frieman was General Counsel and Chief Compliance Officer of Standard Pacific Capital, LLC (“Standard Pacific”), an SEC registered hedge fund manager in San Francisco with offices in New York, Hong Kong, and a sub-advisor in Tokyo. In addition to managing the Legal and Compliance Departments at Standard Pacific, Karl was also responsible for Human Resources, IT, General Administration, as well as certain operations and strategic matters for Standard Pacific’s credit strategy. Before joining Standard Pacific, Karl was Associate General Counsel of Sagamore Hill Capital Management, L.P., a multi-strategy hedge fund in Greenwich, Connecticut, with an office in London. Prior to that, he was Vice President and Associate General Counsel at JPMorgan Chase & Co. (“JP Morgan”), where he was lead counsel for Loan Trading and Distressed Debt, and actively involved in the Loan Syndications and Trading Association. During his tenure at JPMorgan and predecessor firm, Hambrecht & Quist, Karl also supported the M&A, Corporate Finance and Private Equity Groups. He began his career in 1997 as an Associate in the Litigation Department of Shearman & Sterling.
Co-founder and CEO
The Picks and Shovels Co.
Matt Galligan is co-founder and CEO of The Picks and Shovels Co., makers of Interchange—an Institutional-grade cryptocurrency portfolio management solution for funds and professionals. Matt is a serial entrepreneur, passionate about building world-class products with great design and user experience. Prior to Picks & Shovels, he co-founded three companies: Circa (acquired by Sinclair Broadcast Group in 2015), SimpleGeo (acquired by Urban Airship in 2009), and Socialthing (acquired by AOL in 2008).
Matt was named in Forbes as one of their 30 Under 30, as well as one of Business Insider’s Silicon Valley 100 in 2010. He is active in the startup community and is a mentor for a number of TechStars accelerator programs, as well as an advisor to a number of companies.
Nathanaël Benzaken was appointed CEO of Lyxor Inc. in August 2014. Mr. Benzaken joined Lyxor S.A.S. in March 2001 as the Head of the Long/Short Equity Desk. He was promoted to Managing Director and Head of Hedge Fund Research and Selection in January 2005, where he was in charge of construction and management of the Managed Account Platform, including due diligence, selection, and risk management of hedge funds. Mr. Benzaken was appointed Head of the Managed Account Platform in June 2009. In July 2013, he was promoted to Deputy Head of Alternative Investments, and Head of Business Development for Managed Accounts. Prior to joining Lyxor S.A.S., Mr. Benzaken was a Manager of the Financial Risk Consulting Division at Andersen (Luxembourg) for two and half years and Treasurer at Crédit Agricole for three years.
Mr. Benzaken graduated from Marseille Business School (France) and holds a master’s degree in Finance from Toulouse University (France).
Partner, Head of the Cayman Islands Office
Conyers Dill & Pearman
Kevin Butler is the Head of the Cayman Office of Conyers Dill & Pearman. His practice focuses on structuring, formation and management of private equity funds and he represents a broad range of investment managers from the well-established to start-up managers. He also has extensive experience with project financing, aviation finance, mergers and acquisitions, private placements and public offerings. Kevin is well versed in insurance, reinsurance and alternative risk transfer including captives and insurance linked securities.
Kevin has been consistently ranked in Chambers Global since 2013. Clients highlight him as “someone who understands the client’s needs and delivers practical advice.” Kevin is also ranked in IFRL1000, Who’s Who Legal and Legal 500 Caribbean.
Chief Impact Officer and Leader, Impact Ventures
Tania Carnegie is Chief Impact Officer and Leader of the Impact Ventures practice at KPMG. Having created both these roles, she is responsible for KPMG’s Impact strategy, and for advising clients on developing strategies that leverage impact as a means to drive long-term value creation.
A business innovator, Tania integrates social, environmental, and governance impacts into business and investment decisions to maximize opportunities for differentiated growth, competitive returns, and public trust.
A regular speaker and contributor to the thought leadership on impact investing, Tania is a member of the Federal Steering Group developing the social innovation and social finance strategy for the Government of Canada, and was a member of Canada’s National Advisory Board to the G8 Social Impact Investment Taskforce. Tania is also a founding member of KPMG’s Global Impact Investing Steering Group.
An active member of her community, Tania is a Director of Business for the Arts, the Art of Time Ensemble, and The Lieutenant Governor of Ontario’s Service Fund. She is a Global Ambassador of WE Charity, and a Member of the Advisory Board of the Lee-Chin Institute at the Rotman School of Management. For over a decade, Tania was a Member of the Royal Household at Buckingham Palace, serving as Lady in Waiting to HRH The Countess of Wessex.
Tania is a Chartered Professional Accountant, and completed her MBA at the Rotman School of Management at the University of Toronto, and her Bachelor of Science at Western University. Tania is a recipient of the Queen’s Diamond Jubilee Medal.
Partner, Head of Asset Management
KPMG in the Cayman Islands
Anthony is a Partner with KPMG’s Alternative Investments Practice where his portfolio of clients includes fund of funds, private equity funds, venture capital funds, hedge funds and commodity pools. His experience in the area of capital markets involves a wide variety of financial derivative products and complex investment vehicles. He is the Global Lead Engagement Partner on the audit of several multi-billion dollar investment management firms which focuses on non-traditional fixed income based strategies (such as high-yield bonds, leveraged loans, ABS, CDS and structured credit investments) and also several independent global private equity funds, funds of funds and hedge funds.
Anthony is a member of KPMG’s Global Alternative Investments Leadership Team and KPMG’s European Council for Investment Management. In his role as Head Alternative Investments and Head of Corporate Social Responsibility for KPMG in the Cayman Islands, his responsibilities include strategic planning, thought leadership and business development. Anthony was on the Editorial Board for KPMG’s Global Thought Leadership ‘Renewing the Promise’ in 2009 and in 2010 was the principal author of KPMG’s Global Thought Leadership report entitled “Transformation: The Future of Alternative Investments”.
Anthony co-authored KPMG’s two part global thought leadership report in conjunction with AIMA. The first of these was the report “The value of the hedge fund industry to investors, markets, and the broader economy” which was then followed by a global hedge fund survey entitled “The evolution of an industry”.
Anthony is a Chartered Accountant and holds a BSc (Hons) in Management Sciences from Warwick University, England. He is also a member of the Institute of Chartered Accountants in England & Wales (ICAEW), the Alternative Investment Management Association Limited (AIMA) for which he served on their Research Committee and the Cayman Islands Society of Professional Accountants. In addition to his professional responsibilities, Anthony is actively involved in the community, both locally and internationally, and is a Rotarian.
Managing Partner & CIO
Max’s leadership style – carefully cultivating intellectual friction alongside truly constructive engagement – has made it possible for a group of talented, spirited individuals to come together and thrive as a team.
Max Darnell has served as First Quadrant’s Managing Partner since 2012, and Chief Investment Officer since 2002. Max is responsible for setting the strategic direction of the firm and for overseeing the firm’s investment products with emphasis on strategic research and development initiatives. Max began his career at First Quadrant in 1991, managing derivatives research throughout the decade. In 2000 he was named Director of Research. Max earned a Master’s degree in Economics from the University of California, Los Angeles, in 1991.
JP Morgan Private Bank
Chris Denune is an Executive Director and head of Alternative Funds Management within the Global Solutions Product Development and Management organization of J.P. Morgan Private Bank.
In his current role in the Alternative Funds Management team, Chris oversees the accounting, financial reporting, tax, product development, regulatory reporting and governance of over 225 hedge funds, private equity funds, FOFs, and multi-asset class funds totaling over $43 billing in AUM.
Prior to joining J.P. Morgan in 2010, Chris ran the fund accounting, tax and management company finances for a distressed-debt PE firm from 2006-2010, was a Controller for one of Harvard University’s graduate schools, and has a background in public accounting at Arthur Andersen.
Chris received a B.A. in Accounting from the University of Massachusetts at Amherst, and is a CPA licensed in the state of NY.
President & CIO
EA Global LLC
Adi Divgi has been President and CIO of EA Global, his family investment vehicle, since its 2005 inception. He is also Head of Alternative Investments at Catalina, a $3+bn AUM reinsurer. Prior to his current institutional investor role, Mr. Divgi oversaw the Opportunistic Fixed Income investment program at the New York City Bureau of Asset Management from March 2011 to April 2014. With approval from the 4 participating Boards of Trustees, he executed $3.6 billion in capital commitments.
Mr. Divgi began his credit career at Deutsche Bank, working in New York and Mexico City, and is a graduate of the Huntsman Program, with a BA in International Studies (Spanish minor) from the University of Pennsylvania and a BS in Economics and MBA in Finance from Wharton.
Vice President / Director
Dart Enterprises Ltd / Kenneth B. Dart Foundation
Chris Duggan is Vice President at Dart Enterprises and Director of the Kenneth B. Dart Foundation. He is responsible for the daily operations of the Kenneth B. Dart Foundation in addition to the development, implementation and management of the Foundation’s overall business strategy. Chris was previously Vice President of Investment Operations at Dart Enterprises and has been employed in the Cayman Islands Financial Services Industry for the last 15 years, primarily in Wealth Management leading the Private Banking division of one of the Cayman Islands leading banks where he worked for over 10 years prior to joining Dart Enterprises. In the community Chris’s philanthropic work is well known and he currently serves in leadership roles on numerous boards and committees. He is Chairman of the Board of Cayman HospiceCare, Commandant of the Royal Cayman Islands Police Service Special Constabulary, Deputy Chairman of Cayman Islands CrimeStoppers, and Director of the Young Caymanian Leaders Foundation. He is a Past President of the Cayman Islands Chamber of Commerce and has previously served as Chairman of the Grand Cayman Labour Tribunal Board and Chairman of a local Private School’s Board of Governors.
Lord Michael Hastings
Global Head of Corporate Citizenship
Lord Dr (Michael) Hastings of Scarisbrick CBE is Global Head of Citizenship for KPMG International.
Michael began his career as a teacher moving into government service in 1986 supporting policy initiatives to bring employment and development to Britain’s inner cities. In 1990 he started working for TVAM on education programming and then GMTV as its Chief Political Correspondent. In 1994 Michael moved to the BBC as a presenter on the weekly Around Westminster programme before joining its Corporate Affairs division. In 1996 he became the BBC’s head of Public Affairs and then its first head of Corporate Social Responsibility in 2003 before becoming KPMG international’s Global Head of Citizenship in 2006.
Michael has represented KPMG International on the Global Corporate Citizenship Committee of the World Economic Forum from 2008 to 2010. In 2009 he became a Member of the World Economic Forum’s Global Council on Diversity and Talent, in 2010 served on the Global Agenda Council on the Next Generation and in 2011 became a member of the World Economic Forum’s Global Agenda Council on the Role of Business. In 2012-2014 he led the WEF Global Agenda Council, The Future of Civil Society and in 2016 joined the WEF Global Agenda Council on Migration.
Michael is also a Trustee of the Vodafone Group Foundation and a Vice President of UNICEF UK and Tearfund. He was previously a non-executive Director of British Telecom (on the Board for Responsible and Sustainable Business) for nine years and was a Global Board member of Millennium Promise until January 2016. In 2010 he was a leading adviser to the Chatham House enquiry into the Future Role of the UK in Foreign Affairs. Michael also sat on the Council of the Overseas Development Institute in the UK and previously on the Centre for Global Development in the USA. Michael has also been a Board Director of the Global Reporting Initiative (GRI) from 2010 to 2012 and is President of ZANE – a development aid agency focussed on Zimbabwe. He is also a Patron of Free the Children and a Director of Junior Achievement Worldwide.
In 2003, Michael was awarded a CBE (Commander of the British Empire) for services to crime reduction which includes 15 years as Chair of Crime Concern and nine years serving on the Commission for Racial Equality (1993-2001). In 2005, Michael was awarded an independent peerage to the House of Lords. In the same year he received the UNICEF Award from the then UK Chancellor for his outstanding contribution to understanding and effecting solutions for Africa’s children.
In 2014, Michael was conferred with a Doctorate in Civil Law from the University of Kent, Canterbury in recognition for his leadership at KPMG, the BBC and for his work in international development and corporate responsibility. In 2017 Michael was installed as the Chancellor of Regent’s University London.
Chief Economist, Principal
Constance Hunter is the Chief Economist of KPMG LLP. She is an economic thought leader focusing on how economic factors impact asset prices and business performance worldwide. In her role at KPMG Constance works closely with the firm’s leadership and clients to identify inflection points, risks and opportunities that arise in the constantly evolving economic landscape. She is known for correctly calling economic indicators that presage market turning points such as the Russian currency devaluation in 1998, the Dotcom bubble in 2001, the real estate and credit crisis in 2007-08, the recovery of the housing market and concurrent low bond yields in 2012 and the continued low bond yields through 2016.
Constance has held high level positions in asset management for nearly two decades. She has held the position of Chief Investment Officer or Chief Economist for the past ten years. Prior to joining KPMG, she served as Deputy Chief Investment Officer at AXA Investment Managers where she helped manage over $500 billion in fixed income assets. She graduated with a BA in Economics and Sociology from New York University and with a Master’s of International Affairs with a concentration on international economics from Columbia University’s School of International and Public Affairs. She holds the Certified Business Economist designation from the National Association for Business Economics.
Constance is a regular speaker at conferences on a wide variety of macroeconomic topics and a frequent guest on all major financial media channels. She is also actively involved with a number of economic and financial market associations including the National Association for Business Economics, New York Association for Business Economics, Money Marketeers, Women’s Bond Club and of 100 Women in Finance.
William J. Kelly
President & CEO
Chartered Alternative Investment Analyst Association (CAIA)
William (Bill) J. Kelly, CEO of the CAIA Association, is an asset management industry veteran with extensive managerial and boardroom experience gained through successive CFO, COO, CEO and Independent Board director roles. He has led both start-ups and full scale global organizations. Mr. Kelly is the former CEO of Robeco Investment Management, a subsidiary of the Netherlands-based global asset management organization with over $200 billion of assets under management, where he oversaw all aspects of United States business, including portfolio management, distribution and product development. He also was responsible for the strategic growth, introduction, and positioning of new managed products in the US and Europe, including alternative investments.
Kelly was a founder and former CEO of Boston Partners Asset Management, a self-funded partnership enterprise, which became one of the industry’s largest and most successful start-up money management organizations. Previous to that, he served as CFO of The Boston Company Asset Management and earlier in his career held various positions at Bear Stearns and was an auditor at PricewaterhouseCoopers.
Deputy Chief Investment Officer and Chief Executive Officer
Aptitude Investment Management
Jeff is a founding partner of Aptitude Investment Management LP. In his role as Deputy Chief Investment Officer and Chief Executive Officer, he is responsible for investment strategy and governance, hedge fund portfolio construction, and conducting asset allocation and asset liability studies. He is also responsible for Aptitude’s business strategy and overall operations. Jeff has 27 years of investment experience.
Prior to his role with Aptitude Investment Management LP, Jeff served in a similar role as the Portfolio Manager and Deputy Chief Investment Officer of Weyerhaeuser Asset Management LLC since 2004. In that capacity, he developed guidelines and conducted asset allocation and asset liability studies that led to pension trust investment structure and policy. He was responsible for integration, revision and development of the hedge fund portfolio from externally managed to internally managed.
Prior to joining Weyerhaeuser Company, Jeff was the National Practice Director for Watson Wyatt
Investment Consulting in Canada. He had previously served as a Senior Consultant and Practice Leader as well as a Pension and Investment Consultant with Watson Wyatt Investment Consulting in Canada. Before joining Watson Wyatt Investment Consulting in Canada, Jeff held positions with Southern Life Association in Cape Town, South African and with Legal and General Assurance Company in Johannesburg, South Africa.
Jeff holds a Bachelor of Business Science with Honours from the University of Cape Town, South Africa, a Certificate of Finance and Investment from the Institute of Actuaries, UK, and is a Fellow of the Institute of Actuaries, London, and Canadian Institute of Actuaries.
Managing Director and Co-Head Global Infrastructure & Power Global Investment Banking
CIBC Capital Markets
Laurie Mahon joined CIBC Capital Markets in August 2013 and is responsible for all infrastructure finance activities globally. She has had a multifaceted career as a banker, public sector manager, infrastructure executive, consultant and developer focusing on the development and financing of large infrastructure projects around the globe.
Before joining CIBC Capital Markets, Ms. Mahon was a senior expert in the Infrastructure practice of a well-known consulting firm. Previously, she spent 12 years as an independent advisor, helping numerous public and private entities develop transportation projects in the US, Latin America, China and the U.K.. From 1984 until 1999 she worked on Wall Street as an investment banker serving the infrastructure markets in both the US and abroad, concentrating on Latin America and the emerging markets. She started her banking career as a municipal banker.
Before entering the field of banking, Ms. Mahon spent five years at New Jersey Transit where she held various positions in planning and policy until becoming deputy chief financial officer. While there, she executed several innovative public / private financing structures.
Ms. Mahon holds a master’s degree in urban planning from Harvard University, and a BS summa cum laude from Boston University.
Abigail Noble is CEO of The ImPact, is a nonprofit network of families who commit to make more impact investments, more effectively. Prior Abigail was Head of Impact Investing Initiatives at the World Economic Forum and Head of Africa and Latin America for The Schwab Foundation for Social Entrepreneurship. She is a graduate of Harvard and Tufts, was a Fulbright Scholar in Uruguay, a World Economic Forum Global Leadership Fellow, and is a term member of the Council on Foreign Relations.
Director, External Fund Management
Alberta Investment Management Corporation
Alberta Investment Management Corporation (AIMCo) is one of Canada’s largest and most diversified institutional investment fund managers, with an investment portfolio of approximately 100 billion (CAD) as of Dec 31, 2017. AIMCo invests globally on behalf of our clients, 32 pension, endowment and government funds in the Province of Alberta.
Eric leads the six-person External Fund Management team at Alberta Investment Management Corporation. The External Fund Management team manages over $6.8 billion (CAD) of long-only equity mandates and $9.7 billion (CAD) of hedge funds and alternatives. Eric joined AIMCo on July 1st, 2006 from a major Canadian bank.
Eric holds a CFA designation, an MBA from McGill University, and a BCom from the University of Alberta. Eric is the Chair of the Finance Program Advisory Committee of the JR Shaw School of Business and a board member of the ICON student investment club at NAIT. Previously, Eric was involved with the Junior Achievement Program of North Alberta & NWT, the Pension Investment Association of Canada (PIAC), and was a Board Director of the Edmonton CFA Society from July 2010 to July 2016.
Professor Amin Rajan
Amin Rajan is the CEO of CREATE–Research, a UK based think tank that specialises in the future trends in global fund management. It works with prominent partners to publish much acclaimed annual reports on prospective challenges and potential responses in the industry. The reports always attract a long series of feature articles in Financial Times, Global Investor, Financial News and IPE. He also writes for these papers regularly.
Amin also offers strategic advisory and coaching services to CEOs and CIOs in fund management as they grapple with unfolding industry dynamics. He has developed special expertise in the emerging business models and their successful implementation. Since 2001, he has undertaken specialist advisory assignments for clients as diverse as Aviva Investors, Allianz Global Investors, Axa Investment Managers, BlackRock, Citigroup Asset Management, Credit Suisse Asset Management, Deutsche Asset Management, Invesco, JPMorgan Asset Management, M&G, Martin Currie Investment Management, Morgan Stanley Asset Management, Principal Global Investors, T. Rowe Price, and UBS Asset Management.
Amin has presented the results of his work at over 100 major events in North America, , Europe and Asia Pacific in the last five years. His expertise covers, amongst others, leadership, strategy and new business models in financial services. He is the author of 19 widely acclaimed research reports:
- Investment Innovations: Raising the Bar (2011)
- Exploiting Uncertainty in Investment Markets (2010)
- Future of Investment: the next move? (2009)
- DB& DC Plans: Strengthening their Delivery (2008)
- Global fund distribution: Bridging new frontiers (2008)
- Globalisation of fund business: a mixed blessing (2007)
- Convergence and divergence between alternatives and long only funds (2007)
- Towards enhanced business governance (2006).
- Tomorrow’s products for tomorrow’s clients (2006)
- Comply and prosper: A risk-based approach to regulation (2006)
- Hedge funds: a catalyst reshaping global investment (2005)
- Raising the performance bar (2004)
- Revolutionary shifts, evolutionary responses (2003)
- Harnessing creativity to improve the bottom line (2001)
- Tomorrow’s organisation: new mindsets, new skills (2001)
- Fund management: new skills for a new age (2000)
- Good practices in knowledge creation and exchange (1999)
- Competing through skills (1999)
- Leading People (1996)
Amin has published numerous books and articles on leadership, business cultures, socio-economic forecasting, globalisation and new technologies.
He is a visiting professor at the Centre for Leadership Studies at Exeter University and a Fellow at Oxford University’s Said Business School. He is on the WHU Programme Advisory Board at Otto Beisheim School of Management in Germany. He is also fellow at the Windsor Leadership Trust, specialising in ethical dilemmas.
Professor Tarun Ramadorai
Professor of Financial Economics
Imperial College London
Professor Ramadorai’s research interests include asset pricing, international finance, and household finance. In addition to his roles within Imperial College Business School, Tarun is a nominated member of the UK-India Financial Partnership (IUKFP), a Research Fellow of the Centre for Economic Policy Research (CEPR) in London, a Founding Senior Fellow of the Asian Bureau of Finance and Economic Research (ABFER), and a non-resident Senior Fellow of the National Council for Applied Economic Research (NCAER). He is an associate editor for Management Science and the Review of Financial Studies, and has received several prizes for his academic papers, most recently the James A Lebenthal Memorial prize for excellence in Municipal Finance research. He has taught on a wide range of programmes, including consulting, invited lectures, and executive education for KPMG, the Man Group, OxAM, RioTinto, ICBC, CCB, and Norges Bank. Tarun has a PhD in Business Economics from Harvard University and prior to his role at Imperial, spent over a decade at the University of Oxford.
Mark E. Roberts
Chief Investment Officer
Ironside Asset Advisors LLC
Mark E. Roberts, CFA serves as the Chief Investment Officer for Ironsides Asset Advisors, LLC, as well as a Managing Director for the Tuscarora Company (a family office). Immediately preceding that, Mr. Roberts was the Director of Global Equities and Hedged Strategies for the North Carolina Retirement Systems where he and his team were responsible for the management of the $33 billion Global Equity and Hedge Fund portfolios for the State of North Carolina. Additionally, Mr. Roberts has served as Chief Investment Officer for families and provided consulting services for endowments and foundations in both asset allocation, manager due diligence and portfolio construction. Earlier in his career, Mr. Roberts served as Director of Risk Management for Centura Bank and had asset – liability management responsibilities. Mr. Roberts received his Master of Science degree in finance from Virginia Commonwealth University and a Bachelor of Science degree from the Calloway School of Business at Wake Forest University. Mr. Roberts serves on the Wake Forest Institute for Regenerative Medicine Philanthropic Advisory Board. Mr. Roberts is the past Chairman of the Board for the NC State Investment Fund and still serves on the fund’s board. He is a member of the North Carolina Society of Financial Analysts and the American Finance Association. Mr. Roberts has served on multiple non-profit boards.
Senior Director, Real Assets
Ascension Investment Management
Timothy J. Runnalls, CFA, is the Senior Director of Real Assets. He has oversight of the public and private securities making up the real asset and commodity strategies. His primary responsibilities include manager selection and ongoing portfolio management, and he has 17 years of investment industry experience.
Prior to joining Ascension Investment Management in 2011, Mr. Runnalls served as a Senior Research Analyst at Summit Strategies Group where he was responsible for analyzing, monitoring and recommending real asset and commodity investments. Prior to joining Summit Strategies Group in 2007, he was Assistant Vice President at Tortoise Capital Advisors where he was responsible for analyzing both public (MLPs) and private energy infrastructure-related investments. Prior to joining Tortoise Capital Advisors in 2006, he was Assistant Vice President at Stifel Nicolaus where he worked in the Energy Investment Banking Group and was responsible for new capital issuances and financial advisory services.
Mr. Runnalls earned his BSBA and MBA from Washington University in St. Louis and is a CFA charter holder.
Summerwood Group Inc.
Phil has been involved in the investment industry since 1980 and specifically in the hedge fund industry since 1992 when he co-founded a Canadian multi-strategy hedge fund. In 2005 Phil created Summerwood Group to offer a range of investment management, advisory and fund management services to Canadian alternative investment managers and investors. He has launched and managed a number of innovative funds including Canada’s first carbon reduction fund and an alternative beta fund.
Internationally, Phil works with three European based managers and one US based manager as a director on their Cayman funds; AUM approximately $18 b. In addition, Summerwood has over 60 engagements with institutional grade international alternative managers to act as the Canadian dealer for subscriptions by Canadian institutional investors.
Phil has been active over the years working on industry committees including twice serving on the Board of AIMA. He holds a Bachelor of Mathematics from the University of Waterloo and earned his CFA designation in 1986.
President, CEO and CIO
Dupont Capital Management
Valerie J. Sill, CFA, CAIA is President and CEO of DuPont Capital Management (DCM) and serves as its Chief Investment Officer. She is responsible for overseeing the investment of more than $25 billion in assets held by DuPont Company plans and external clients. DCM manages assets across nine different asset classes using a value-based investment approach that combines valuation and risk control disciplines designed to produce risk-efficient excess returns that satisfy its clients’ investment objectives.
Prior to joining DCM in April 2004, Ms. Sill was Executive Vice President at The Boston Company. There she chaired the Equity Policy Group and was the Director of Large Cap Value strategies. She was a dual officer with Dreyfus, also a Mellon company, where she managed the Dreyfus Premier Core Value mutual funds.
In addition to her work at The Boston Company and Dreyfus, Ms. Sill formed and chaired Mellon’s Research Forum to foster collaboration among investment professionals from each of Mellon’s investment management subsidiaries.
Ms. Sill started her career in asset management with State Street Research & Management Company as a Health Care and Utilities analyst and later joined Investment Advisors in Minneapolis as a senior analyst.
Ms. Sill is a member of the Board of Trustees of Longwood Gardens and chairs its Investment Committee. Ms. Sill is a Trustee of the Christiana Care Health System and chairs its Investment Committee. Ms. Sill served a three-year term on the Federal Reserve Bank of Philadelphia’s Economic Advisory Council.
Ms. Sill was awarded a Bachelor of Arts degree, magna cum laude, in Economics and Philosophy from Wellesley College. She was elected to Phi Beta Kappa and was a Durant Scholar. She holds an MBA from Harvard University and was awarded both the CFA and CAIA charters.
Mr. Darsh Singh is a co-founder and the Chief Investment Officer of Hazoor Partners. He is responsible for research, trading, and portfolio management. Previously, he served as Portfolio Manager and Investment Committee Member at Satori Capital, a multi- strategy alternative investment firm based in Texas. At Satori Capital, Mr. Singh’s primary role was to build the Satori Alpha platform, and was responsible for research, diligence, and creating the platform’s investment strategy. From 2009 to 2012, he oversaw the equity, fixed income, and hedge fund investments for a family office in San Antonio, Texas. There, he sourced, evaluated, and selected outside managers, in addition to managing internally traded portfolios. From 2008 to 2009, he served as a civilian and contract worker for the National Security Agency. There, he worked in signals intelligence, developing and testing various tools.
Mr. Singh received an M.S. in Financial Mathematics from John Hopkins University. He received a B.S. in Engineering Science from Trinity University.
Advisor, Trustee, Former CIO
Self-Employed, Investment Governance Advisor
Sally Staley is a board member, investment committee chair/member and advisor to the for-profit and not-for-profit sectors of institutional investment management. She retired in 2017 from Case Western Reserve University where she had worked for 15 years, serving since 2006 as CIO for $3 billion of endowment and retirement plan assets. She began her financial career in international bond market research and sales with Salomon Brothers and Merrill Lynch and transitioned to investment management at the State of Wisconsin Investment Board where she established the international fixed income program and managed an international bond portfolio. Sally later worked as Senior Consultant with the investment management consulting practice of PricewaterhouseCoopers. She holds a Master of International Affairs degree from Columbia University and a Bachelor of Arts degree from The College of Wooster where she currently serves as a trustee and investment committee member. She is also a board member and investment subcommittee chair for Great Lakes Theater Festival Inc., a member of the investment advisory board for Fairport Asset Management, a member of the advisory committee of the Certified Investment Fund Director Institute, and a former board member and investment committee chairperson for the Saint Luke’s Foundation of Cleveland.
Mark W. Yusko
CEO and CIO
Morgan Creek Capital Management, LLC
Mark W. Yusko is the CEO and Chief Investment Officer of Morgan Creek Capital Management, LLC, a registered investment adviser formed in July 2004 to provide investment management services based on the University Endowment Model of investing to wealthy families, individuals and institutional investors. Morgan Creek currently has $ 1.6 billion in assets under advisement in non-discretionary accounts and discretionary funds.
Prior to forming Morgan Creek, Mark served as the Chief Investment Officer for the University of North Carolina at Chapel Hill (UNC) from 1998 to 2004. Mark, and his team, founded the UNC Management Company (UNCMC) in July of 2002 to provide comprehensive investment advisory services to the University including strategic and tactical asset allocation, investment manager selection, manager performance evaluation, spending policy management and performance reporting. The Management Company was also responsible for providing Cash Management and Planned Giving Management services as well as aiding in the commercialization of University technology and real estate development projects. UNCMC also provided outsourced investment management services to select schools within the UNC System. Total assets under management were $1.5 billion, $1.2 billion of Endowment and $300 million of University working capital.
Prior to joining UNC, Mark was the Senior Investment Director for the University of Notre Dame Investment Office, where he joined as the Assistant Investment Officer, in October of 1993. He worked with the Chief Investment Officer in all aspects of Endowment Management including asset allocation, investment manager selection, manager performance evaluation, spending policy management and reporting to the Board of Trustees. Mark was primarily responsible for portfolio construction and was actively involved in establishing and building strong programs in real
estate, private equity and marketable alternatives. Mark is an Advisory Board member of a number of private capital partnerships and alternative investment programs and has served as a consultant on alternative investments to a select group of institutions. He is currently a Board member of the MCNC Endowment and President and Chairman of the Investment Committee of The Hesburgh-Yusko Scholars Foundation at the University of Notre Dame, and President and Head of Investment Committee of the Morgan Creek Foundation which he established with his wife Stacey in 2005. Mark is a highly sought after speaker for many industry conferences and events and is a frequent guest on shows such as FOX Business News, CNBC and Bloomberg.
Mark received his Bachelor of Science Degree, with honors, in Biology and Chemistry from the University of Notre Dame in 1985 and a Master of Business Administration in Accounting and Finance from the University of Chicago in 1987.