Annual Institutional Investor Summit

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About The Conference

The iGlobal Annual Institutional Investor Summit continues with a new format of senior level business education and discussion and networking conversation.   The primary focus of this years’ program is to illuminate what has happened in the US and global economy.  The event will examine investment decisions delivered by a team of key institutional investors and select experts known for sound strategies and leadership inside their respective organizations. We will discuss and we will debate; plan and educate.  The event will examine the substance of the internal discussions and subsequent decisions that investment officers are making on behalf of their organizations and their beneficiaries.  It will offer a platform and a think tank of ideas, strategies and, of an opportunity to make sense of a new challenging economy and how to make the very best allocation of your investment resources that satisfies plan sponsors, board members, and, in the end, the recipients of that intelligence.

Key Topics Covered

  • Hedge Fund Allocation discussion; is this allocation secure or is there too much risk?
  • Analyzing the institutional result of the economic crises
  • The difference between the Wall Street bank bailout and the GM /Washington micro management situation - the effects on public & corporate pensions 
  • New thoughts on Endowment and Foundation portfolio construction
  • The winds of change in asset allocations inside pension funds and the ramifications of that change on future capital returns
  • Negotiating Management Fees: freedom and rationalization for permanent reduction
  • The top 5 strategies that can bring in a reasonable near term return
  • Mining the Alternative Investment Space for sound capital returns
  • Risk Management: Ideas, Strategies and New Thinking
  • A case for Private Equity after the crash
  • Identifying systemic differences between larger and smaller endowments
  • Managing the internal staff of Endowments with assets under 1B
  • Asset Allocation Decisions
  • Conducting sound and methodical operational and managerial Due Diligence
  • Communicating or consulting with the Investment Board
  • The role of the Consultant in management and investment decisions
  • What role will alternatives play in endowment and foundation portfolios going forward?

Network With Leading

  • Pension Fund Managers
  • Pension Fund Trustees
  • Corporate Treasurers
  • Pension Fund Advisors
  • Endowments & Foundations
  • Family Offices
  • Insurance Companies
  • Offshore Funds/Trust Managers
  • Hedge Fund Managers
  • Directors of Fixed Income/Equity
  • Directors of Investments
  • Compliance Officers
  • Due Diligence Experts
  • Hedge Fund Investigative Teams
  • Directors of Investment Research
  • CIO’s & CEO’s
  • Finance Directors
  • Head of Alternative Investments
  • High Net Worth Individuals
7:30 am - REGISTRATION & NETWORKING BREAKFAST
8:15 am - CHAIRPERSON’S WELCOME AND OPENING REMARKS
8:30 am - THE STATE OF INSTITUTIONAL INVESTING: CORPORATE AND PUBLIC PENSIONS

In this classroom format we will identify where we are and what the best direction is to pursue now that there seems to be a new investment world order.

From Bear Sterns to Madoff to Paulson to Bernanke, to Geithner and to the leadership of President Obama, we will not only relive the discomfort and confusion of the past 12 months fiscally and politically but, in this dynamic conversation lead by a best in class group of the country’s leading pension fund investment officers, we hope to offer some comfort and some tangible and measurable goals to take us to December 31st and into 2010.


The Issues:

  • Analyzing the institutional result of the economic crises
  • An examination of the mortgage and housing collapse, the TARP money received and promised, and the stimulus package created in relation to measuring what the future holds for institutional investment leadership and for investment decisions?
  • The evolution and history and future of asset allocation in pensions
  • An early case study
  • The winds of change in asset allocations inside pension funds and the ramifications of that change on future capital returns
  • Negotiating Management Fees: freedom and rationalization for permanent reduction
  • The top 5 strategies that can bring in a reasonable return
  • Mining the Alternative Investment Space for sound capital returns
  • Risk Management: Ideas, Strategies and Thoughts
Donald Steinbrugge

Donald Steinbrugge

Chairman of Alternative Investment Committee

CITY OF RICHMOND

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Mark O'Hare

Mark O'Hare

Managing Director

PREQIN

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Bradley Rotter

Bradley Rotter

Chairman

AIR PATROL COPR

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9:00 am - THE STATE OF INSTITUTIONAL INVESTING: ENDOWMENTS AND FOUNDATIONS

The Foundations and Endowment division of Institutional Investing is a branch of investment all on its own; with differences in investment approach, strategy and management philosophy. Endowments and Foundations that have assets under 1B are managed quite differently than their more affluent cousins.

The internals staffs of these organizations need to work well together and as such, building this organization is a huge responsibility for the CIO and intuitive and cooperative board members. The importance of asset allocation as well as manager selection and the investment decisions themselves are sometimes very different from the larger counterparts.

The Issues:

  • New thoughts on Endowment and Foundation portfolio construction
  • Identifying systemic differences between larger and smaller endowments
  • Managing the internal staff
  • Asset Allocation
  • Conducting sound and methodical Due Diligence
  • Communicating with the Investment Board
  • The role of the Consultant
  • Developing new strategies and choosing strong and currently working ones
  • Understanding the difference between Portfolio Theory and Portfolio Construction
  • The role of the Consultant in management and investment decisions
  • What role will alternatives play in endowment and foundation portfolios going forward?
  • Managing investment return and cooperating with the 5% rule
Nathan E. Fischer

Nathan E. Fischer

Former Chief Investment Officer

THE LUMINA FOUNDATION FOR EDUCATION

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Patricia Meller

Patricia Meller

Vice President for Finance & Administration

THE PHILADELPHIA FOUNDATION

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9:30 am - MANAGING RISK IN PORTFOLIO CONSTRUCTION: THE PENSION PERSPECTIVE

In this conversation, we will not only share what is at work today but how do we reinvigorate the returns of not so long ago. In a roundtable workshop format, we want you to learn, to ask questions, and to intellectually contribute so that, at its conclusion, sound, sensible and challenging ideas for pension asset allocation and direction are delivered.

Are Hedge Funds and Fund of Funds a real sound alternative for asset allocation in the near term? Is there a risk rationale to the alternative space now that it competes with a new economic structure? Are we in a new evolution (or is it a revolution) of investment arithmetics that still seek alpha and yet reduce risk and is that an oxymoron?

The Issues:

  • The importance of capital returns on investment and securing a new generation of retiree’s work-life savings
  • Measuring potential returns and developing new strategies in this environment
  • Is the fund of funds a trustworthy strategy
  • Operational and Managerial Due Diligence: An Investment Strategy
  • Exploring risk averse strategies that pension funds can use in the short term; is this practical and smart or just conservative for the near term
  • How to: Managing and cooperating with plan sponsors, board members and other periphery investors
  • The best investment strategies that top level CIO’s and investment officers of the nation’s most successful corporate and public pension funds are employing today, this week, this year
Candice Workman Nonas

Candice Workman Nonas

Managing Director

NEWOAK CAPITAL MANAGEMENT

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Ernest A. Liebre

Ernest A. Liebre

Managing Director

CAMBRIDGE FINANCIAL SERVICES GROUP

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10:00 am - MORNING NETWORKING BREAK
10:30 am - MANAGING RISK IN PORTFOLIO CONSTRUCTION: THE ENDOWMENT AND FOUNDATION PERSPECTIVE

The investment decision-making process inside an endowment or a foundation is dissimilar in many ways to those of the pension fund or the larger endowment. Risk, and its subsequent consequences, can have lasting benefit if sound and intelligent thinking prevails. But can the investment officer who is adroit at understanding risk management also make a mark of increasing the return if intelligent strategies are employed? Who is the best management team to make those investment decisions? What strategies are being used now and what is the best way to get back into alternatives. Has there been a transformation of the hedge fund industry?


The Issues:

  • What role will alternatives play in endowment and foundation portfolios going forward?
  • Introduction and a rationale for allocating to alternative strategies
  • Evolution of the asset allocation process
  • Risk-Adjusted Asset Allocation
  • Hedge Fund / Private Equity Convergence: a new conversation
  • Going global: where do the next opportunities lie?
  • Current, near-term and future strategies
  • Constructing portfolios comprised of hedge funds: How to read through arithmetics and make smart choices
  • Considerations inherent in hedge fund manager selection
Brian S. O’Neil

Brian S. O’Neil

Chief Investment Officer

ROBERT WOOD JOHNSON FOUNDATION

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Michael Lent

Michael Lent

Treasurer

EDWARD HAZEN FOUNDATION

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Richard Horwitz

Richard Horwitz

President & CEO

RISK FUNDAMENTALS

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11:15 am - INVESTMENT IN US INFRASTRUCTURE AND URBAN REVITALIZATION FOR PENSION AND E&F INVESTMENT ALLOCATORS: Roads, Bridges, Airports, Housing Case Study and Best Practices

Redevelopment of distressed urban communities and state roads and bridges has, for the most part, primarily been a local or state government responsibility. Local governments use the states redevelopment programs in conjunction with other federal and local programs to help package deals for revitalizing distressed urban communities.

However, the playing field has evolved radically over the past 12 months and a determined effort; if somewhat under focused, is underway to help re-build the US infrastructure though the Obama Administrations’ and Congress’ affirmation of the stimulus package to solve the economic problems of this age.

The Issues:

  • Public pension fund best practice in urban investments
  • Asset allocation and urban investment
  • Measuring the financial and social returns against established benchmarks
  • What are Emerging Domestic Markets?
  • Defining Economically Targeted Investment
  • Pension Funds and US Infrastructure
Petra Todorovich

Petra Todorovich

Director

AMERICA 2050

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Kathy Martino

Kathy Martino

Director of Economically Targeted Investments

NEW YORK CITY COMPTROLLER'S OFFICE

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12:00 pm - NETWORKING LUNCHEON
1:00 pm - CRITICAL DUE DILIGENCE BOOT CAMP: Operational and Managerial Investigative Processes

Performing due diligence on hedge funds or management companies or consultants is NOT a onetime event one undertakes prior to making an allocation. Monitoring one’s investment and having open lines of communication with the manager is vital.

Due Diligence should be viewed as a never ending process. It is from this perspective that we have chosen to highlight the very process from the outside in and then see from the inside out via two case studies how it all works; from both sides; both from the operational AND from the management perspective in a very detailed examination. This will become a benchmark in the investigative processes.

This is a roll-up-the-sleeves PHD class.

Laurel FitzPatrick

Laurel FitzPatrick

Partner

ROPE & GRAY LLP

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Amy Hirsch

Amy Hirsch

CEO

PARADIGM CONSULTING SERVICES, LLC

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1:45 pm - LONG-TERM OPPORTUNITIES IN THE ALTERNATIVES
  • Is the Alternative space really an investment alternative or is it status quo
  • De-romanticizing derivative creativity
  • How will the hedge fund industry fair once regulation and transparency is in place
  • Will hedge fund fees become more affordable AND negotiable
  • What strategies can weather an economic storm
  • Legal issues arising from the economic turmoil
Peter Fell

Peter Fell

Senior Vice President

KENMAR GLOBAL INVESTMENT

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George Lucaci

George Lucaci

Senior Managing Director

CHANNEL CAPITAL GROUP INC.

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Christopher Atayan

Christopher Atayan

CEO & Chairman of the Board

AMCON DISTRIBUTING COMPANY

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2:30 pm - THE HISTORY OF PRICING LIQUIDITY AND ITS IMPACT ON CREDIT MARKETS: CONSEQUENCES ON ASSET ALLOCATION & THE NATURE OF CREDIT CYCLES

The biggest surprise of this cycle is the pricing of liquidity. This shift in liquidity price led to changes in volatility patterns and hence returns. The outcome is the shift in correlations and expected returns. If the three drivers of asset allocation: Volatility returns and correlations have shifted what are the implications on asset allocation? Another outcome is the increase in the dispersion of yields/ returns. Are we in a new era where means are not as significant but the nature of the distribution of yield / prices / returns are a defining asset characteristic?

Hrach Alexanian

Hrach Alexanian

Senior Investment Officer

BP AMERICA TRUST INVESTMENTS

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Bud Haslett

Bud Haslett

Head of Risk Management, Derivatives and Alternative Investments

CFA INSTITUTE

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3:15 pm - AFTERNOON NETWORKING BREAK
3:45 pm - REBALANCING THE INSTITUTIONAL PORTFOLIO
  • The case for Private Equity
  • The 5-year future of the PE Asset Class
  • The Private Equity Industry following the crash
  • Is now the right time or will making the move too early cause more losses
  • The increasing need for risk management as the complexity of the portfolio increases
  • Pros and cons of outsourcing risk management
  • How shifting staff and using technology can enhance risk management effort
  • Hot topics for CIO and Trustee): Proxy Voting and Executive Compensation
Timothy P. Cahill

Timothy P. Cahill

State Treasurer & Receiver General

COMMONWEALTH OF MASSACHUSETTS

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4:15 pm - SPECIAL KEYNOTE ADDRESS – A Conversation with Bradley Rotter: Father, Futurist, Speculator
4:30 pm - CHAIRPERSON’S SUMMARY & NETWORKING RECEPTION

Speakers

Brian S. O’Neil

Brian S. O’Neil

Chief Investment Officer

ROBERT WOOD JOHNSON FOUNDATION

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Donald Steinbrugge

Donald Steinbrugge

Chairman of Alternative Investment Committee

CITY OF RICHMOND

Don is Chairman of Agecroft Partners, a global consulting and third party marketing firm for hedge funds. 

View More

Mark O'Hare

Mark O'Hare

Managing Director

PREQIN

View More

Laurel FitzPatrick

Laurel FitzPatrick

Partner

ROPE & GRAY LLP

Laurel FitzPatrick is a partner in the Corporate Department and head of the firm\'s Hedge Fund practice. Laurel

View More

Michael Lent

Michael Lent

Treasurer

EDWARD HAZEN FOUNDATION

Michael Lent, CIO: Michael brings extensive experience in aligning sound, investment planning with his clients’

View More

Nathan E. Fischer

Nathan E. Fischer

Former Chief Investment Officer

THE LUMINA FOUNDATION FOR EDUCATION

Nathan E. Fischer, Chief Investment Officer, directs the investment program for the foundation. Fischer brings 22

View More

Patricia Meller

Patricia Meller

Vice President for Finance & Administration

THE PHILADELPHIA FOUNDATION

Pat Meller is the Vice President for Finance and Administration at The Philadelphia Foundation, a community

View More

Peter Fell

Peter Fell

Senior Vice President

KENMAR GLOBAL INVESTMENT

Mr. Peter Fell is responsible for manager selection and due diligence and is a member of the Investment Committee.

View More

Petra Todorovich

Petra Todorovich

Director

AMERICA 2050

Petra Todorovich is Director of America 2050, a national urban planning initiative to develop an infrastructure

View More

Richard Horwitz

Richard Horwitz

President & CEO

RISK FUNDAMENTALS

View More

Ronald A. Lake

Ronald A. Lake

Co-Founder

LAKE PARTNERS, INC.

Ronald A. Lake co-founded Lake Partners, Inc. in 1989. As Co-Chairman and President of the firm, he is responsible

View More

Kathy Martino

Kathy Martino

Director of Economically Targeted Investments

NEW YORK CITY COMPTROLLER'S OFFICE

Kathy Martino is the Director of Economically Targeted Investments for the Office of the New York City

View More

Hrach Alexanian

Hrach Alexanian

Senior Investment Officer

BP AMERICA TRUST INVESTMENTS

View More

George Lucaci

George Lucaci

Senior Managing Director

CHANNEL CAPITAL GROUP INC.

Mr. Lucaci is the Senior Managing Director in the Capital Raising Group of Channel Capital Group, Inc. He joined

View More

Amy Hirsch

Amy Hirsch

CEO

PARADIGM CONSULTING SERVICES, LLC

View More

Bradley Rotter

Bradley Rotter

Chairman

AIR PATROL COPR

Bradley Rotter has been an investor since 1982. His first focus for personal investments was with hedge funds in

View More

Bud Haslett

Bud Haslett

Head of Risk Management, Derivatives and Alternative Investments

CFA INSTITUTE

Previously Haslett served as director of option analytics for Miller Tabak + Co., LLC and CEO of Miller Tabak

View More

Candice Workman Nonas

Candice Workman Nonas

Managing Director

NEWOAK CAPITAL MANAGEMENT

Mrs. Nonas has 17 years of combined experience; worked at Moody\'s Investors Service covering the entire spectrum

View More

Christopher Atayan

Christopher Atayan

CEO & Chairman of the Board

AMCON DISTRIBUTING COMPANY

Christopher Atayan is Chairman and Chief Executive Officer of AMCON Distributing Company (NYSE Amex: DIT) a $900

View More

Ernest A. Liebre

Ernest A. Liebre

Managing Director

CAMBRIDGE FINANCIAL SERVICES GROUP

Mr. Liebre is considered an innovator and expert in all phases of corporate financial services and employee

View More

Timothy P. Cahill

Timothy P. Cahill

State Treasurer & Receiver General

COMMONWEALTH OF MASSACHUSETTS

View More

Post-Conference Workshop

INCORPORATING ALTERNATIVES INTO THE INSTITUTIONAL INVESTMENT PROGRAM: PRACTICAL APPROACHES TO BALANCING OPPORTUNITY, RISK AND LIQUIDITY

Tuesday September 15, 2009 | 5:00 pm to 7:00 pm

What will be covered:

  • Analyzing what role should alternatives play in your institution\'s investment program; Enhancing returns? Diversifying risk?
  • What types of "alternatives" are suitable for your investment program? Hedge funds? What types of Hedge Funds? Private Equity? Other investments?
  • How does your asset allocation model handle "alternatives"? What assumptions or expectations are realistic, especially after the Credit Crisis of 2008?
  • What are the most effective ways to implement alternatives? Go direct? Use intermediaries? How should you manage the process?
  • What are the strategic opportunities available across the spectrum of "alternatives" looking forward? How do these relate to your program\'s broader investment strategy?
  • What are the risks facing "alternatives"? How do these relate to your program\'s broader risk profile?
  • How can you address concerns about liquidity in "alternatives"? What are the alternative sources of liquidity available among "alternative" strategies, including mutual funds, separate accounts, replication, etc.?

How you will benefit:

  • Get up to date information and a post 2009 outlook on the Institutional Investment industry and its changing investment strategies. Develop a keen understanding of how the industry is adapting to change with the return of large scale lending and increased rate of returns in the markets. Above all, this workshop will focus on how to improve the management and monitoring of the investments from large pensions, endowments and foundations.
Ronald A. Lake

Ronald A. Lake

Co-Founder

LAKE PARTNERS, INC.

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Terms and Conditions - Payment Policy

  • Payment is due in full at the time of registration and includes lunches, refreshments and detailed conference materials.
  • Your registration will not be confirmed until payment is received and may be subject to cancellation.

iGlobal Forum Cancellation, Postponement and Substitution Policy

  • You may substitute delegates at any time. iGlobal Forum does not provide refunds for cancellations.
  • For cancellations received in writing more than seven (7) days prior to the conference you will receive a 100% credit to be used at another iGlobal Forum conference for up to one year from the date of issuance.
  • For cancellations received seven (7) days or less prior to an event (including day 7), no credit will be issued. In the event that iGlobal Forum cancels an event, delegate payments at the date of cancellation will be credited to a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance.
  • In the event that iGlobal Forum postpones an event, delegate payments at the postponement date will be credited towards the rescheduled date. If the delegate is unable to attend the rescheduled event, the delegate will receive a 100% credit representing payments made towards a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance. No refunds will be available for cancellations or postponements.
  • iGlobal Forum is not responsible for any loss or damage as a result of a substitution, alteration or cancellation/postponement of an event. iGlobal Forum shall assume no liability whatsoever in the event this conference is cancelled, rescheduled or postponed due to a fortuitous event, Act of God, unforeseen occurrence or any other event that renders performance of this conference impracticable or impossible. For purposes of this clause, a fortuitous event shall include, but not be limited to: war, fire, labor strike, extreme weather or other emergency.
  • Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such, iGlobal Forum reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.

Discounts

  • All discounts must require payment at time of registration and before the cut-off date in order to receive any discount.
  • Any discounts offered whether by iGlobal Forum (including team discounts) must also require payment at the time of registration.
  • All discount offers cannot be combined with any other offer
Embassy Suites Hotel Embassy Suites Hotel

Embassy Suites Hotel

102 North End Avenue

New York, NY

 

(212) 945-0100

www.newyorkcity.embassysuites.com

 

The Embassy Suites Hotel New York City stands directly across from The World Financial Center and steps from downtown Manhattan’s historic landmarks, popular attractions and hottest new residential area. Adjacent to the Battery Park Esplanade and anchoring a retail complex which includes multiple restaurants and a movie theater, the hotel also contains a dramatic sun-lit Atrium, is surrounded by parks and breathtaking views of the Hudson River, and is walking distance to the Statue of Liberty/Ellis Island Ferry and Wall Street.

 

To secure a discounted guest room rate, please call reservations at 1-800-EMBASSY no later than September 1st, and simply reference the Annual Institutional Investor Summit.

Brian S. O’Neil

Brian S. O’Neil

Chief Investment Officer

ROBERT WOOD JOHNSON FOUNDATION

View More

Donald Steinbrugge

Donald Steinbrugge

Chairman of Alternative Investment Committee

CITY OF RICHMOND

Don is Chairman of Agecroft Partners, a global consulting and third party marketing firm for hedge funds.  Agecroft

View More

Mark O'Hare

Mark O'Hare

Managing Director

PREQIN

View More

Laurel FitzPatrick

Laurel FitzPatrick

Partner

ROPE & GRAY LLP

Laurel FitzPatrick is a partner in the Corporate Department and head of the firm\'s Hedge Fund practice. Laurel has

View More

Michael Lent

Michael Lent

Treasurer

EDWARD HAZEN FOUNDATION

Michael Lent, CIO: Michael brings extensive experience in aligning sound, investment planning with his clients’

View More

Nathan E. Fischer

Nathan E. Fischer

Former Chief Investment Officer

THE LUMINA FOUNDATION FOR EDUCATION

Nathan E. Fischer, Chief Investment Officer, directs the investment program for the foundation. Fischer brings 22 years

View More

Patricia Meller

Patricia Meller

Vice President for Finance & Administration

THE PHILADELPHIA FOUNDATION

Pat Meller is the Vice President for Finance and Administration at The Philadelphia Foundation, a community foundation

View More

Peter Fell

Peter Fell

Senior Vice President

KENMAR GLOBAL INVESTMENT

Mr. Peter Fell is responsible for manager selection and due diligence and is a member of the Investment Committee. He

View More

Petra Todorovich

Petra Todorovich

Director

AMERICA 2050

Petra Todorovich is Director of America 2050, a national urban planning initiative to develop an infrastructure and

View More

Richard Horwitz

Richard Horwitz

President & CEO

RISK FUNDAMENTALS

View More

Ronald A. Lake

Ronald A. Lake

Co-Founder

LAKE PARTNERS, INC.

Ronald A. Lake co-founded Lake Partners, Inc. in 1989. As Co-Chairman and President of the firm, he is responsible for

View More

Kathy Martino

Kathy Martino

Director of Economically Targeted Investments

NEW YORK CITY COMPTROLLER'S OFFICE

Kathy Martino is the Director of Economically Targeted Investments for the Office of the New York City Comptroller. The

View More

Hrach Alexanian

Hrach Alexanian

Senior Investment Officer

BP AMERICA TRUST INVESTMENTS

View More

George Lucaci

George Lucaci

Senior Managing Director

CHANNEL CAPITAL GROUP INC.

Mr. Lucaci is the Senior Managing Director in the Capital Raising Group of Channel Capital Group, Inc. He joined in

View More

Amy Hirsch

Amy Hirsch

CEO

PARADIGM CONSULTING SERVICES, LLC

View More

Bradley Rotter

Bradley Rotter

Chairman

AIR PATROL COPR

Bradley Rotter has been an investor since 1982. His first focus for personal investments was with hedge funds in the

View More

Bud Haslett

Bud Haslett

Head of Risk Management, Derivatives and Alternative Investments

CFA INSTITUTE

Previously Haslett served as director of option analytics for Miller Tabak + Co., LLC and CEO of Miller Tabak Capital

View More

Candice Workman Nonas

Candice Workman Nonas

Managing Director

NEWOAK CAPITAL MANAGEMENT

Mrs. Nonas has 17 years of combined experience; worked at Moody\'s Investors Service covering the entire spectrum of

View More

Christopher Atayan

Christopher Atayan

CEO & Chairman of the Board

AMCON DISTRIBUTING COMPANY

Christopher Atayan is Chairman and Chief Executive Officer of AMCON Distributing Company (NYSE Amex: DIT) a $900

View More

Ernest A. Liebre

Ernest A. Liebre

Managing Director

CAMBRIDGE FINANCIAL SERVICES GROUP

Mr. Liebre is considered an innovator and expert in all phases of corporate financial services and employee benefit

View More

Timothy P. Cahill

Timothy P. Cahill

State Treasurer & Receiver General

COMMONWEALTH OF MASSACHUSETTS

View More

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