Keynote speaker to be confirmed.
“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
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.
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.
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. Kemmerer started her career in journalism as a hedge fund reporter for Absolute Return Magazine. She 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.
Bettina Warburg is Co-Founder of Animal Ventures, an agency of innovation that partners other “Animals” to create, implement, and invest in some of the most exciting and transformative technologies. AV educates the world’s leading executives and together they rapidly design, prototype,and build new ideas. They live to nurture, from the ground up, some of the greatest companies on earth. Animal Ventures focuses on verticals such as Blockchain, Digital Media, Artificial and Augmented Intelligence, Supply Chain Technologies, and Connected Devices.
Bettina is passionate about the convergence of technology and politics and the impact it will have on our future. She is the Executive Producer of a new tech show called Tech on Politics, interviewing some of the greatest minds in technology, media, venture capital, and government about the convergence of technology and politics.
In 2016, Bettina was invited by TED to be one the first speakers ever to unpack the topic of blockchain to a global audience. Her TED Talk has been viewed by over 2 Million people. She has given talks at and curated for conferences such as TED, Credit Suisse Latin American Investment Conference, Smart Cities, Merck & Co’s Annual Technology Innovation Conference, The Skoll World Forum, Salzburg Global Seminar, San Francisco’s City Innovate Summit, and numerous other conferences and universities around the world. Bettina’s work has been cited in publications such as Wired Magazine, BBC News, The Atlantic, Center for Public Impact, ICMA.org, and the San Francisco Chronicle.
Prior to Animal Ventures, Bettina received her MSc from Oxford University and BS from Georgetown University’s School of Foreign Service, and developed a keen interest in global governance and cultural diplomacy. As a Public Foresight Strategist at the Institute for the Future, a Silicon Valley think tank, Bettina brought a futures lens to a variety of strategic initiatives with top corporations, foundations, education institutions, and city governments. While at IFTF, she also developed its future of philanthropy and future of governance research practices, looking to reimagine society for an age of planetary challenges and human responsibility.
Robert J. O’Neill
Naval Special Warfare Development Group
Rob O’Neill is one of the most highly-decorated combat veterans of our time. He was a team leader with the Naval Special Warfare Development Group. He has deployed more than a dozen times, and he 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.
In his line of work, instant, critical decision-making is a necessity for success, and 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.’ His mantra is “never quit,” and O’Neill 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. He is also a contributor to Fox News.
“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.
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
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.
Tom Serres is a seasoned entrepreneur, public speaker, and technology executive. He is Co-Founder of Animal Ventures, an agency of innovation that partners other “Animals” to create, implement, and invest in some of the most exciting and transformative technologies. AV educates the world’s leading executives and together they rapidly design, prototype,and build new ideas. They live to nurture, from the ground up, some of the greatest companies on earth. Animal Ventures focuses on verticals such as Blockchain, Digital Media, Artificial and Augmented Intelligence, Supply Chain Technologies, and Connected Devices.
Tom is the host of a new tech show called Tech on Politics, a personal experiment to interview some of the greatest minds in technology, media, venture capital, and government about the convergence of technology, politics, and government.
Tom’s first company, Rally, was the largest political fundraising platform in the United States. He is considered one of country’s leading thinkers on entrepreneurship, corporate innovation, technology, politics and online fundraising. In 2013, Tom was named one of America’s Most Promising CEO’s under 35 by Forbes Magazine for his work with Rally. Tom has helped millions of users connect with nonprofits, advocacy groups, political campaigns, and individual causes to raise awareness and money online. Over a few short years, Rally hosted 70,000 organizations and grew to nearly a billion dollars in fundraising volume.
In June 2012, Tom made history by raising Rally’s $7.9 million Series A venture capital round — the largest ever — entirely online. As one leading tech publication put it, Rally’s founder decided “to put his desired-money where his mouth was and raise the cash online.”Tom’s been recognized by Campaigns and Elections Magazine with their Innovator Award in 2012 and as a Rising Political Star. He has discussed online fundraising, the cause economy, and entrepreneurship on CNN, ABC News, CNBC, and Fox News.
Forbes Magazine also named Rally one of America’s Most Promising Companies of 2013. Rally raised venture capital from some of the first investors in Facebook, Twitter, LinkedIn, and PayPal
Bordier & Cie
Mr. Grégoire Bordier joined Bordier & Cie, Private Bankers in Geneva, at the beginning of 1997 and heads the bank’s research and marketing department, as well as new business development.
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.
Partner, Head of Alternative Investments
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.
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
Michael Hastings is KPMG International’s Global Head of Citizenship. He was previously the BBC’s Head of Public Affairs 1996 to 2003 then the first Head of Corporate Social Responsibility 2003 to 2006.
Michael is a Trustee of the Vodafone Group Foundation and previously served for 9 years on the Board for Responsible and Sustainable Business at British Telecom. He first represented KPMG International on the Global Corporate Citizenship Committee of the World Economic Forum 2008 to 2010 and was a Board Director of the Global Reporting Initiative (GRI) 2010 to 2012. 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 until July 2014 he led the WEF Agenda Council – The Future of Civil Society, as Vice Chairman.
In 2005, Michael was awarded the honour of an independent peerage to the House of Lords by Her Majesty The Queen. In the same year he also received the UNICEF award for his ‘outstanding contribution to understanding and effecting solutions for Africa’s children’. Michael is President of ZANE – a development aid agency focussed on Zimbabwe.
In 2014, Michael was conferred with a Doctorate in Civil Law from the University of Kent, Canterbury in recognition for his leadership at KPMG, and the BBC on the work he has led towards International Development and Corporate Responsibility. In January 2003, Michael was awarded a CBE (Commander of the British Empire) in recognition of his services to crime reduction, including 15 years as Chairman of Crime Concern and 21years as a Trustee. He led the merger of Crime Concern with the Rainer Foundation to create Catch 22. He served on the Commission for Racial Equality for nine years as a Commissioner from 1993 to 2001. He is listed as one of the 100 most influential black people in Britain.
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
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.
Dr. Philippa Malmgren
Dr. Philippa Malmgren (@DrPippaM on Twitter and social media) founded DRPM Group, an economic advisory firm, whose clients include investment banks, fund managers and hedge funds as well as Sovereign Wealth Funds, pension funds, global corporations and family offices. She has an especially strong view on the importance of manufacturing in modern economies and cofounded H Robotics which manufactures commercial drones. In 2015 she won the Intelligence Squared Robotics debate that the BBC broadcast to 80m households.
In 2015 she crowd funded her book, Signals: the Breakdown of the Social Contract and the Rise of Geopolitics, raising 249% of her target in 15 days. After becoming an Amazon best seller four times, she was signed by WME as their third economics author after Gladwell and Freakonomics. A near record price has been paid for the book to be published in China in 2016. Her video series on Youtube, Fifty Shades of Economics,
Chairman, Mauldin Economics
President, Mauldin Solutions, LLC
President, Mauldin Securities, LLC
“Central bankers, businessmen, and investors continually try to beat History to a pulp, but History always wins the final rounds.”
—John Mauldin, Thoughts from the Frontline, 2001.
When investors, financial professionals, and discerning citizens need a big-picture view of what’s going on in the economy, they turn to John Mauldin.
And for good reason. John has dedicated more than 30 years to keeping people informed about financial risk.
John is a visionary thinker, a noted financial expert, a New York Times best-selling author, a pioneering online commentator, and the publisher of one of the first publications to provide investors with free, unbiased information and guidance—Thoughts from the Frontline.
Thoughts from the Frontline began as John’s way of sharing his thoughts with a few associates. Some 16 years later, it is one of the most widely read investment newsletters in the world. From his warning of an impending recession in 2000, to a polemic on the Obamacare “death spiral” in 2016, John has blazed his own trail as one of the most respected macroeconomic minds in the field.
He publishes Thoughts from the Frontline through Mauldin Economics, of which he is Chairman. Mauldin Economics publishes a growing number of investing resources, including both free and paid publications aimed at helping investors thrive in today’s challenging economy.
John is also President of Mauldin Solutions, LLC, an investment advisory firm registered with multiple states; and President and a registered principal of Mauldin Securities, LLC, member FINRA-SIPC.
Together with Mauldin Economics, John proudly hosts the Strategic Investment Conference, an annual gathering of some of the world’s most brilliant economists and analysts. Thanks to its blue-ribbon lineup of past speakers and growing reputation as an incubator of forward-thinking investment strategies, the SIC is fast becoming one of the most hotly anticipated economic events of the year.
Additionally, John’s books have appeared on the New York Times best-seller list four times. His current book count (because he always has at least one more in the works) is six:
• Bull’s Eye Investing: Targeting Real Returns in a Smoke and Mirrors Market
• Endgame: The End of the Debt Supercycle and How It Changes Everything
• Code Red: How to Protect Your Savings from the Coming Crisis
• A Great Leap Forward? Making Sense of China’s Cooling Credit Boom, Technological Transformation, High Stakes Rebalancing, Geopolitical Rise, & Reserve Currency Dream
• Just One Thing: Twelve of the World’s Best Investors Reveal the One Strategy You Can’t Overlook
• The Little Book of Bull’s Eye Investing: Finding Value, Generating Absolute Returns and Controlling Risk in Turbulent Markets
John is a frequent speaker at conferences around the world and is a sought-after contributor to numerous financial publications, as well as a regular guest on TV and radio.
He currently lives in Dallas, Texas and is the proud father of seven children, five of whom are adopted.
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.
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 of Financial Economics
Imperial College London
Tarun Ramadorai is Professor of Financial Economics at Imperial College London. He has a broad range of research interests in the areas of asset pricing, international finance, and household finance. He is greatly interested in finance and economics issues in emerging markets, with a particular focus on India. He has published on these topics in a number of scholarly journals in Finance and Economics. In addition to his academic work, Tarun has taken on several advisory roles in the area of financial regulation and policy in both India and Europe.
He has a BA in Mathematics and Economics from Williams College, an MPhil in Economics from the University of Cambridge, and a PhD in Business Economics from Harvard University. Prior to his role at Imperial, Tarun 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 Biltmore Family Office, as well as a Managing Director for Ironsides Asset Advisors and 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.
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.
Global Head of Investment Lab
Citi Private Bank
Philip Watson is Global Head of the Investment Lab and a Managing Director at Citi Private Bank.
Philip has over 16 years of financial experience,12 at Citi Private Bank. Prior to this, Philip has worked within Citi’s Investment Bank where he has held roles within Equity Derivatives, Risk Management and Warrants Trading.
Philip is a full member of the Chartered Institute for Securities and Investment and holds a Level 6 Certificate in Private Client Investment Advice and Management. Philip graduated from the University of Leeds with an honours degree in Economics and French.
Specializing in portfolio construction, risk analytics and investment strategy, Philip’s team provides holistic wealth management advice, tailored to meet clients’ financial needs and individual objectives across the globe.
Philip is a voting member of the Global Investment Committee which defines strategy for the Private Bank. He is also a member of the Multi Asset Class Committee responsible for informing decisions on the management of discretionary portfolios at Citi. He is also a regular contributor to the media, road shows, fund forums and Citi Private Bank’s Outlook.
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.