Cristina Alesci is a Private Equity reporter for Bloomberg News.  In addition to her print pieces, which appear in Bloomberg News, Bloomberg Markets Magazine and Bloomberg Businessweek, Cristina also is a reporter for Bloomberg TV and a regular guest on Deal Desk, a short weekly TV segment that analyzes trends and breaking news in M&A and private equity. Cristina is a 2008 graduate of the City University of New York's Graduate School of Journalism.

 

Juan Carlos Artigas leads Investment Research in the US for the World Gold Council. In this position, he is responsible for conducting proprietary research for the organization and publishing research notes on the role of gold in investor’s portfolios, its risk management characteristics and the fundamental drivers of gold’s supply and demand. He is a regular presenter at industry conferences and is a sought after speaker by institutional and private investors who seek his expertise on the strategic case for gold.

Juan Carlos previously worked for JPMorgan Securities, as a US and Emerging Markets fixed income strategist, where he oversaw the US cross-sector strategy first and he later led the Latin American sovereign debt and Mexico local market strategy effort. In this role he created a Latin American sovereign debt monitor and contributed to leading US and Emerging Markets strategy publications. Prior to his work at JPMorgan, Juan Carlos acted as Lecturer and Consultant at the University of Chicago, and before that he served as an Advisor to the General Director of Planning, Programming and Budgeting at the Ministry of Education in Mexico City.

Juan Carlos holds a BS in Actuarial Sciences from ITAM (Mexico), and an MBA and MS in Statistics from the University of Chicago. He is also a candidate for Doctor of Philosophy in Econometrics and Statistics from the University of Chicago.

 

Susan is based in Chicago and has been writing about institutional investors for nearly 15 years. Prior to joining InvestHedge, a HedgeFund Intelligence publication, she was at Lipper HedgeWorld whre she covered the growing institutionalization of the hedge fund industry since 2000. Prior to HedgeWorld, she began her finance writing career at Pensions & Investments writing about healthcare funds, investment technology and pension fund mandates. Susan's work has also appeared in Investment Advisor, The Deal, Worth.com, Plan Sponsor.com, Investment News and Crain's Chicago Business and Crain's Cleveland Business.

 

Mr. Burns joined PCA in 2008 as a Managing Director. Previously, Mr. Burns was the Director of Public Equity for the North Carolina Retirement Systems in Raleigh, NC. In that capacity he was responsible for equity portfolio structure, investment manager monitoring and due diligence and equity portfolio transitions. 

Prior to joining NCRS, Mr. Burns spent twenty four years at the New York City Retirement Systems where he was responsible for overseeing the $85 billion publicly traded Equity and Fixed Income portfolios. In addition, he developed and recommend asset allocation strategy and investment policies for the five NYC Pension Funds and four Variable Supplements Funds.

Mr. Burns, a Chartered Financial Analyst, received his BS Business Administration from Manhattan College and his Masters of Business Administration from Pace University’s Graduate School of Business Administration. 

 

Kevin manages investment portfolios (endowed and non-endowed), cash, debt compliance, and deferred gift administration for The University of Connecticut Foundation, Inc. The Foundation has assets of over $325 million and is an affiliated 501(c)(3) corporation with the sole mission of providing private financial support and management of privately raised funds for the benefit of the University of Connecticut. Prior to joining the Foundation, Kevin worked as a hedge fund manager at George Weiss Associates, Inc., and started his career in public accounting at Blum, Shapiro LLC. He is a CFA charterholder and received a BS, cum laude, in accounting from the University of Connecticut. He is a member of the CFA Institute and the Hartford Society of Financial Analysts. He sits on the steering committee of the Student Managed Funds program within the UConn School of Business. He is on the board of directors and Treasurer for the Connecticut Hedge Fund Association and The Granby Education Foundation, Inc.

 

Nathan E. Fischer most recently served as Chief Investment Officer for the $1.1 billion Lumina Foundation, gaining recognition as an early adopter of several techniques to efficiently manage flexible policy portfolios, including the use of asset groups as the primary building blocks for portfolio diversification. Prior to joining Lumina, he served as an institutional client service representative for Nicholas-Applegate Capital Management in San Diego.

From 1995 to 1999, he worked as chief investment officer for the State of Hawaii Employees’ Retirement System and the San Bernardino County Employees Retirement Association. Prior to 1995, Fischer served as head trader for a division of Chicago Title and Trust of California, and as a senior financial analyst for a private investment firm.

Fischer has served on the Greenwich Roundtable’s Education Committee for the production of “Best Practices in Portfolio Management” and has served a number of years on the Commonfund Benchmarking Committee for Foundations.

Fischer earned a master of science in business administration from San Diego State University and a bachelor’s degree in finance from the University of Hawaii.

 

Mr. Groden is the Executive Director of the New England Teamsters & Trucking Industry Pension Fund, the third largest Teamsters pension fund in the United States. He joined New England Teamsters in 2004 to oversee, coordinate and implement the strategic direction developed by the Board of Trustees, specifically with respect to pension benefit design and policy, as well as investment allocation, rebalancing and restructuring. In addition, his responsibilities include managing the activities and personnel of the Fund Office; coordinating the use of various Pension Fund advisors and consultants; optimizing Fund Office functionality and minimizing Fund Office expenses; and monitoring Pension Fund investments, including monthly cash flow, investment manager performance and the funding of new investments. Prior to joining New England Teamsters, Mr. Groden was a Consulting Actuary in the Boston Office of Watson Wyatt Worldwide (now Towers Watson) for twenty two years, specializing in the design, administration, funding, investment strategies and compliance of qualified and non qualified retirement plans. He is an Associate of the Society of Actuaries, an Enrolled Actuary under ERISA and a Member of the American Academy of Actuaries. Mr. Groden holds a BS in Chemistry from Rensselaer Polytechnic Institute.

 

Jeffry Haber is Professor of Accounting and Chair of the Accounting Department at Iona College, teaching undergraduate and graduate classes in a variety of accounting areas. He publishes in the areas of investments, anti-money laundering and terrorist financing, earnings quality, ethics, bankruptcy prediction and other areas of financial and managerial accounting. Haber received a BS and MS from Syracuse University, a PhD from Rensselaer Polytechnic Institute and a CPA license in New York. He is a frequent speaker at academic, professional, investment and accounting conferences.

Haber is also Controller of the Commonwealth Fund, a private foundation seeking to move the United States towards a high performance health care system that achieves better access, improved quality, and greater efficiency. The Fund is a value-added foundation – conducting intramural research, working closely with grantees in designing, publishing, and communicating the results of projects, and conducting a web-based and media-oriented communications program aimed at reaching influential health policy and practice audiences. The Commonwealth Fund has $600+ million under investment. 

 

Stacy-Marie Ishmael is a New York-based reporter for the Financial Times and blogger for FT Alphaville, the award-winning markets blog. Her beats include credit derivatives, structured finance, capital markets and emerging markets.

Ishmael joined the FT as a graduate trainee in 2006 after attaining a BSc in International Relations from the London School of Economics and Political Science.

During her two-year stint as a trainee in New York and London, she wrote for both the paper and for FT.com, including FT Alphaville, with a particular focus on capital markets.

Ishmael is fluent in French.

 

Cathy joined NEPC in 1991 and has over twenty-nine years of broadly based consulting and investment experience. At NEPC, Cathy is a senior consultant to primarily endowment and foundation clients and is the team leader for the endowment/foundation consulting group. Cathy is also a member of NEPC’s Alternative Assets Due Diligence Committee and a member of the Global Asset Allocation Advisory Group. Cathy's background includes actuarial experience at an employee benefit firm, Meidinger, Inc. (now Mercer), client servicing of performance measurement products at State Street Bank and investment manager research at an independent consulting firm.

Cathy is a member of Phi Beta Kappa and has B.S. and M.B.A. degrees from Boston College (1980 and 1985). Cathy is a CFA charter holder and is a member of the Boston Security Analysts Society and the CFA Institute. Cathy also became a Chartered Alternative Investment Analyst designee in 2007.

 

Orin S. Kramer is a general partner of Boston Provident, L.P., which manages investment vehicles focusing on the financial services industry. He is a director of Ariel Holdings Ltd., a Bermuda reinsurance company, and has served on the boards of other financial services firms, public and private. He is Chairman of the New Jersey State Investment Council. He is President of the Robert F. Kennedy Center for Justice and Human Rights Leadership Council. He is a member of the executive committee of the board of directors of the Alliance for Climate Protection, the organization founded and chaired by former Vice President Al Gore to pursue his global warming agenda. He is also on the advisory board of the Toigo Foundation, which promotes opportunities for minorities in the financial services industry. He is a member of the Samsung Advisory Council.

In 2007, he was appointed by the Pennsylvania State Treasurer as a member of the Financial Asset Management Commission, which reviewed the State’s investment practices. He was named by President Clinton as a member of the Commission to Study Capital Budgeting. In 1995, he was designated by the Secretary of Treasury to serve as a member of the Advisory Commission on Financial Services. In 1992, he served as a coordinator of President-elect Clinton’s transition team on financial services issues. In 1990, he was appointed by the Governor of California as executive director of the California Commission on Ratemaking for Workers Compensation Insurance. In 1986, he served as vice-chairman and executive director of a special commission appointed by Governor Cuomo to study the liability insurance crisis and civil justice reform, and he co-authored the New York DeWind Commission report on product deregulation for banks. Mr. Kramer has published two books and a number of studies on the financial services industry. He has taught financial institutions law at Columbia Law School.

From 1981 to 1983, Mr. Kramer was a member of the financial institutions group at the management consulting firm of McKinsey & Co. From 1977 to 1981, he served as Associate Director of the White House Domestic Policy Staff. Previously, Mr. Kramer had been an associate with the law firm of Simpson Thacher & Bartlett and executive director of the New York State Commission on Living Costs and the Economy. He received his B.A. from Yale College and J.D. from Columbia Law School.

 

As the chief legal adviser to the Honorable Denise L. Nappier, Treasurer of the State of Connecticut, Attorney LaMarr is responsible for managing all legal matters for the 6 divisions of Connecticut’s Treasury.  Treasurer Nappier manages a $23 billion pension fund; $18 billion of outstanding state debt as well as annual issuances; the state’s $183 billion annual cash flow; the collection, safeguarding and return of escheated assets; and a small insurance pool established for the benefit of previously injured workers.  Additionally Treasurer Nappier has undertaken several important policy initiatives, including (1) the aggressive recovery of all assets lost through the malfeasance of others, (2) enhancing opportunities for minority, women, emerging and Connecticut based businesses in the financial services industry, (3) improving the governance of the public companies in which Connecticut pension dollars are invested and (4) promoting financial literacy in the State of Connecticut.  

Attorney LaMarr is responsible for the development and implementation of the Treasurer’s Asset Recovery and Loss Prevention Program, which netted more than $1.4 billion in Treasurer Nappier’s first term.  Ms. LaMarr designed and heads the office’s first law department, delivering the various legal services for the Treasury.  Ms. LaMarr manages relationships with outside counsel, including those with the Office of the Attorney General, the United States Attorney, the Securities Exchange Commission and more than a score of law firms engaged to provide a wide range of services.  Attorney LaMarr led the Treasury’s investigation of certain criminal activities of the former treasurer and successfully recovered significant amounts of improperly placed pension dollars.  Ms. LaMarr is also materially involved in the Treasurer’s corporate governance and other policy initiatives.

Attorney LaMarr joined Treasurer Nappier’s administration from a career in private law practice, emphasizing securities law, taxation and general business and commercial and real estate investment matters.  Prior to opening her own law office, Ms. LaMarr was Of Counsel to Bingham Dana & Gould and was formerly associated with the law firms Levy & Droney and Murtha Cullina.

Attorney LaMarr holds a BA from Cornell University and a JD from the Howard University School of Law.  

 

David Long is Vice President, Derivatives and Fixed Income at Hospitals of Ontario Pension Plan. He oversees the Plan’s fixed income exposures, its equity index derivatives and various absolute return strategies. He holds a Ph. D. in Statistics from the University of Waterloo and is a CFA charter holder.

 

Mr. Manieri received a Bachelor’s Degree in Electrical Engineering, Suma Cum Laude, from the City College of the City University of New York. After graduating, he took a position with Data General designing computer hardware. He then left the computer industry to pursue a PhD at Columbia University. After completing his doctorate, Mr. Manieri was recruited by Goldman Sachs to be an equity analyst. While at Goldman, he completed the CFA program. He subsequently moved to the buyside to manage US and non-US equity portfolios. From the buyside, he moved to the Federal Reserve to become the Investment Officer for the System’s defined benefit and defined contribution pension plans.

 

Daisy Maxey is a special writer at Dow Jones Newswires, where she writes commentary and news on the asset-management industry, including mutual funds, exchange-traded funds, annuities and pensions. She also writes on various other issues concerning independent and regional broker-dealers. Her stories appear regularly in The Wall Street Journal. 

Ms. Maxey has been with Dow Jones Newswires 14 years, and previously managed the consumer-products and mutual-fund reporting groups and several U.S. bureaus. She also spent two years in Singapore managing Dow Jones Newswires' coverage of Asian equities. She has 23 years of experience in the newswire, newspaper and new media industries, and previously worked for the online news service Prodigy and Newsday, where she helped launch the newspaper’s online news service.

Ms. Maxey holds an MS with a newspaper reporting concentration from Columbia University’s Graduate School of Journalism and received a BA, summa cum laude, in Communication Arts from Marist College.

 

Stephen W. McCaffrey is a Senior Counsel of National Grid U.S., a subsidiary of National Grid UK plc. Steve was previously Senior Counsel with KeySpan Corporation. In August 2007, KeySpan was acquired by National Grid UK and it is now part of the National Grid Family.. KeySpan Corporation is a holding company that was created when Long Island Lighting Company merged with Brooklyn Union. Steve is responsible for practice areas involving all aspects of Employee Benefits related to defined benefit, defined contribution plans, executive compensation and SEC disclosures as well as any IRS and DOL matters regarding the benefit plans. Steve is plan counsel to the National Grid U.S. Fiduciary Committees. He is also responsible for legal matters related to National Grid’s U.S. Treasury and Finance department.. Steve became a member of the Long Island Lighting Company Legal Department in 1986. Before joining the Legal Department, Steve was a Senior Tax Analyst in the Long Island Lighting Company’s tax department.

In 2007, Steve was appointed to the United States Department of Labor’s Advisory Council on Employee Welfare and Pension Benefit Plans (the ERISA Advisory Council), and served on the Council from 2007 through 2009 representing employers and their plans. 

Steve is on the Board of Directors of the Profit Sharing Council of America and is also a member of its Legal and Legislative Committee. Steve also serves on the Board of Directors of the American Benefits Council.

Steve is admitted to practice before the Courts of the States of Connecticut, New Jersey and New York, the United States District Court of New Jersey and the U.S. Tax Court. Steve received his B.S. and MBA from St. John’s University and his J.D. from St. John’s University School of Law. 

He is also Chief Counsel for the National Grid Foundation.

 

1983 – Graduated from the Adelphi School of Business with a BBA in Finance and Management.

1990 – Became a New York state licensed general real estate appraiser (can appraise any property in New York state). The course work needed to obtain this license is equivalent to a Masters Degree in real estate finance.

2001 – Elected Financial Secretary for the Theatrical Stage Employees Union Local Number One, I.A.T.S.E.

2007 – Present – Treasurer of Local One, I.A.T.S.E. Responsibilities include the management of investments within the general fund as well as the distribution of union benefits to the 3,100 members.

Co-chair of the Political Action, Benefit and Budget Committees.

Trustee to the Pension, Annuity, and Welfare Funds of Local One.

Has attended numerous international foundation pension, health, and welfare conferences around the United States.

 

Dr. Murenbeeld graduated from the University of California, Berkeley, in 1972 with a PhD in international finance. He then joined the Faculty of Management Studies at the University of Toronto to develop the international business curriculum in the MBA program. He left the Faculty in 1978 to start M. Murenbeeld & Associates Inc. The company moved from Toronto to Victoria in 1989, where it continued to consult international clients on developments in the gold, foreign exchange and credit markets, and international economic trends before it was acquired by DundeeWealth Inc. in July, 2004.

The principals of DundeeWealth Economics have over 60 years of combined experience providing independent analysis and advice on economic and financial developments, with special emphasis on North American interest rate and currency market trends – and on trends in the gold market. Their reports include the Economic Monitor, which forecasts general economic trends occurring in North America and abroad, the Gold Monitor, which forecasts gold market trends, the Financial Monitor, which forecasts economic, interest rate and foreign exchange market trends, and the Bond and Stock Monitor, which assists with decisions related to asset allocation.

Frequently quoted in the financial press and a regular speaker at international precious metals and foreign exchange market conferences, Dr. Murenbeeld has over 30 years of independent consulting experience in the gold, currency and credit markets and is currently also an adjunct professor (international finance) in the Faculty of Business at the University of Victoria.

 

Graham Rennison is a Director and Head of Index Strategies research for the Americas. The Index Strategies group is responsible for the development, management and publication of Barclays Capital multi-asset class suite of tradable strategy indices, and is part of the Barclays Capital Index, Portfolio and Risk Solutions team.

Mr. Rennison joined Barclays Capital in 2005 to head the Quantitative Credit Strategy research group and moved to the Index Strategies team in 2009. Previously, Mr. Rennison spent five years at Lehman Brothers in the Global Quantitative Markets Strategy team in London and New York.

Mr. Rennison was voted one of Institutional Investor magazine’s “20 Rising Stars of Fixed Income 2008”. He earned his BA and Masters in Mathematics from Cambridge University in England. 

 

Jennifer Rossa is an editor at Bloomberg, where she is helping to launch a risk management product. Before Bloomberg, she was managing editor of Dow Jones Private Equity Analyst and wrote for the Private Equity Beat blog at wsj.com. She is a graduate of the University of Chicago and also spent time working for an English-language newspaper in Moscow.

 

Sheryl Schwartz is a Senior Managing Director of Perseus and works on mezzanine debt investments, private equity investments, and investor relations. Prior to joining Perseus in 2010, Ms. Schwartz was head of TIAA-CREF’s alternative investment team. She joined TIAA in 1988 and performed a variety of functions there, including three years investing in corporate private placements, two years trading secondary private placements, and four years investing in mortgage and asset-backed securities. Beginning in 1997, Ms. Schwartz was appointed to establish and develop TIAA’s alternative investment portfolio. During the following 13 years, Ms. Schwartz built a diversified portfolio of approximately $13 billion of commitments in alternative investments, including investments in buyouts, venture capital, distressed and turnaround, mezzanine debt, energy and infrastructure, and timber. As head of TIAA’s alternative investment team, Ms. Schwartz managed a team of 10 professionals and was responsible for all fund, direct private equity co-investment, and mezzanine debt opportunities sourced from TIAA’s relationships with fund managers. Ms. Schwartz has over 22 years of experience investing in fixed income and alternative investments. She serves on the Board of Directors of the Women’s Association of Venture and Equity, Inc. (WAVE), which is a nonprofit organization that is committed to the development and advancement of women in private equity and venture capital. She was also a long-time member of the Institutional Limited Partners Association (ILPA).

Ms. Schwartz holds both a B.S. and an M.B.A. in Finance from New York University.

 

Mr. Secter is a Senior Director in the Planned Giving & Endowments Department of The Jewish Federations of North America (JFNA) where he has worked since 2003. JFNA is the continental umbrella organization that serves 157 Jewish federations around the United States and Canada. At JFNA Mr. Secter staffs the Investment Committee and manages investment-related professional and volunteer development for a multi-billion dollar network of Jewish community foundations and endowment funds. Other responsibilities include consulting to Jewish federation planned giving programs, recruiting corporate partners for JFNA conferences, evaluating and managing technology solutions, and foundation relations. Mr. Secter is a graduate of the University of Toronto and the Harvard Kennedy School, where he received a Masters in Public Policy with a concentration in nonprofit strategy and finance. He has passed the CFA Level 1 Exam.

 

Wesley Sparks is the Head of US Taxable Fixed Income, joining Schroder Investment Management North America Inc. in 2000. Wes oversees a team of 18 professionals in the US Fixed Income group in New York. The team manages approximately $11 billion in assets across a number of institutional accounts including public and private pension funds, Taft-Hartley accounts, endowments, insurance companies, and mutual funds. Strategies include US aggregate, global and US credit, and high yield. Wes was the Head of US Credit Strategies prior to assuming the role of Head of US Taxable Fixed Income in September 2008.

Additionally, Wes is the lead fund manager for all of Schroders global high yield strategies, including the Schroder ISF Global High Yield Fund, our Luxemburg domiciled fund.

Prior to joining Schroders, Wes worked with Aeltus Investment Management as Vice President and portfolio manager. He worked at Trust Company of the West as Vice President and portfolio manager from 1996-1999. Prior to that, he worked at Fischer Francis Trees & Watts as an Assistant Portfolio Manager and trader on the proprietary trading desk. His investment career commenced in 1988 when he joined Goldman Sachs as a Financial Analyst in Chicago before transferring to GSAM in New York in 1989.

Wes brings over 20 years of investment experience to his role at Schroders and is a CFA Charterholder. Wes holds an MBA in Finance from the Wharton School at the University of Pennsylvania, and graduated magna cum laude with a BA in Economics from Northwestern University. At Northwestern, Wes was elected to the Phi Beta Kappa honor society, he was awarded Honors in Economics, and he received the Frederick Deibler Award for Excellence in Economics for Superior Honors Thesis, 1988.

 

As the Woods Hole Oceanographic Institution’s first investment officer, Mr. Stark has primary responsibility for all of the Institution’s endowment and pension assets. Working in close collaboration with the Institution’s trustees, Chief Financial Officer and external advisers, Mr. Stark is responsible for executing investment strategy, opportunity analysis, monitoring investment managers, conducting due diligence, and audit compliance.

Timothy holds a BS in Accounting from the University of Massachusetts and an MBA from the Massachusetts Institute of Technology.

 

Alix Steel is a multi-media reporter for TheStreet, Jim Cramer’s financial analyst website, where she covers gold and precious metals. Alix has been a journalist for 3.5 years and was lucky enough to land the gold beat back in March of 2009 when gold was trading around $900 an ounce. Since then Alix has interviewed famed gold bugs like James Rogers, Peter Schiff and David Tice as well as report on record high four-digit gold prices. Alix’s daily gold briefs and videos can be found on Kitco.com as well as TheStreet. Alix has a BS in Communications and a minor in History from Northwestern University. You can find Alix on Facebook and follow her on Twitter @adsteel.

 

David Turner is Managing Director and Head of Private Equity for the Guardian Life Insurance Company of America.  He joined Guardian's Investment team in June 2007 to lead the roll-out and development of their private equity investment initiative.  With over 25 years experience in private equity investing and portfolio management, David has originated and led 95 investments valued at $4.8 billion and managed portfolios totaling $17.5 billion in cumulative commitments.  These investments include venture capital, buyout and special situation partnerships and direct and co-investments in early, growth and later stage middle market companies.  David has led investments in the U.S. domestic market as well as developed and emerging international markets.  Previously, David spent five and one-half years at WestLB Mellon Asset Management as a General Partner and later as CEO and CIO of their Private Equity Group.  Prior to WestLB Mellon, David was Director of the Alternative Investments Division and Senior Portfolio Manager for the State of Michigan Retirement System's Alternative Investment Division.  David has presented and spoken at many private equity industry seminars and conferences and earned a B.A. from SUNY at Geneseo.

 

Kim Vaccari joined New Jersey Transit in April of 2009 and currently serves as Chief Financial Officer and Treasurer. In this role she oversees all budget, finance, treasury and accounting functions as well as procurement, real estate, risk management, benefits, IT and project finance. In addition, she serves as Chairman of the Retirement Committees for 5 separate pension funds with a combined asset value of over $1 billion. Proper to joining NJT, she served as Head of the Transportation Group in the Public Finance Department of Banc of America Securities. Ms. Vaccari also served as the Director of Finance of the New York Metropolitan Transportation Authority where she oversaw all MTA bond issuances to fund the Authority’s extensive capital program. She is a past President of the Municipal Forum of New York, serves as a member of the Financial Management Committee of the American Public Transportation Association and was named by Governor David Paterson to the Ravitch Commission on MTA financing.

 

Dennis holds a bachelor’s degree in Banking and Finance cum laude from Hofstra University.   He joined Visiting Nurse Service of NY in 2002 and has over sixteen years of investment experience.  His responsibilities as a Director of Investments and Treasury include managing the organizations corporate and pension investment programs, totaling over $1 billion. Management of the investments includes strategic asset allocation modeling, portfolio risk management, tactical portfolio rebalancing, manager selection, research of new investment products and strategies, investment policy development, manager due diligence, financial reporting, audit compliance and ongoing analysis of the markets.  Dennis is also responsible for managing the organization’s Treasury & Banking functions, and was part a team which established the organization’s overall risk management program.

Prior to joining VNSNY Dennis spent nine years with Delta Funding Corporation, a mortgage-lending firm headquartered in Woodbury, N.Y. He oversaw the company's Treasury, Banking, and corporate investment programs.