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.

 

Mr. Benham is in his thirteenth year at Meketa Investment Group.  As Director of Research, Mr. Benham oversees all research projects, including white papers and the firm’s annual asset study.  Mr. Benham leads the design of the firm’s model portfolio initiative and he is key in constructing customized alternative investment programs. 

Mr. Benham is a member of the firm’s Private Markets Investment Committee, Infrastructure Investment Committee, and Natural Resources Investment Committee.

Mr. Benham received an undergraduate degree in Finance from Bentley College.  He holds the Chartered Financial Analyst designation, and he is a member of the CFA Institute and the Boston Security Analysts Society.  Mr. Benham also holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CAIA Association.

Prior to joining Meketa Investment Group, Mr. Benham was employed at State Street Bank, performing operations analysis and developing process improvements.  Mr. Benham has served as a frequent speaker at industry events, including:  the International Foundation of Employee Benefit Plans Annual Conference, the Endowment and Foundation Forum, the NCPERS Annual Conference, the Made in America Conference, the Institutional Investor Infrastructure Investment Forum, the Institutional Investor Public Funds Roundtable, the Institutional Investor Global Real Assets Forum, the SuperReturn Latin America conference, the Institutional Real Estate VIP conference, and the Investing in Infrastructure Assets Europe and Americas conferences.

 

As Chief Investment Officer, Brown leads a team of professionals responsible for managing all investment activities including pension funds, nuclear decommissioning trusts, defined contribution plans and other employee benefit trusts totaling $23 billion.  He is a member of Exelon’s Corporate Investment Committee, Risk Management Committee and is a member of the Exelon Foundation Board of Directors.

Professional History
Prior to joining Exelon in November 2009, Brown was Chief Investment Officer at Chrysler LLC with responsibility for all asset management activities globally, including pension funds, defined contribution plans and other employee benefit trusts totaling $30 billion.  Chrysler’s $20 billion U.S. pension fund has been consistently among the top performing funds.

Brown’s career with Chrysler and its affiliates began in 1983.  He was advanced to positions of increasing responsibility, including manager, financial planning and control for Chrysler Financial Corporation; Treasurer for DaimlerChrysler Canada; and Director, Corporate Finance and Capital Markets for DaimlerChrysler Corporation.  He was a member of the Chrysler LLC Investment Committee and previously served on the DaimlerChrysler Investment Committees in the United States, Germany and Canada and on the Board of Directors and Investment Committee for the DaimlerChrysler Insurance Company.

Education
Brown was born in Paterson, N.J., and holds a B.A. degree in economics from Albion College and an MBA from the University of Detroit.

 

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. 

 

Cheryl Casone joined FOX Business Network (FBN) in September 2007 as an anchor.  Prior to FBN, Casone served as a correspondent for FOX News Channel’s (FNC) business unit and was a regular guest on FNC’s Your World with Neil Cavuto.

Casone brings years of experience covering finance, business, and consumer news to FBN.  She has reported on the economic impact of war on the economy, consumer fraud, global markets, foreign investment, and corporate governance in addition to her work covering the U.S. markets. 

Prior to FNC she worked as a freelance business correspondent for CNN primarily reporting from the New York Stock Exchange, and CBS Newspath as a general assignment reporter. Casone moved to New York to work as an overnight and early morning news anchor for MSNBC and NBC.  Prior to that she anchored a business show for San Francisco’s KRON-TV, and served as a business and general assignment reporter.  She began her career at CNX Media on the nationally syndicated program Travel Update.

Casone has served on the boards of the Associated Press Television and Radio Association, California and Nevada Regional Chapter, and American Women in Radio and Television, San Francisco Chapter.

A native of Dallas, TX, she graduated from Northern Arizona University.

 

Dick's investment experience dates back to 1972 when he initiated Michigan Bell’s Pension Oversight District in anticipation of the requirements of ERISA.  Dick also prepared risk, return and capital structure regulatory testimony, and wrote his master's seminar on pension fund performance evaluation.  He was elected Assistant Treasurer in February 1976, overseeing the financial modeling, market research, corporate economics, pension, and math research districts.

After an assignment at AT&T, Dick joined Merrill Lynch Capital Markets in 1981, assuming the investment consulting responsibility for over $25 billion in assets.  With Merrill Lynch's decision to leave the institutional investment consulting market at the end of 1985, Dick formed his own firm, New England Pension Consultants, converting 100% of his clients in this process.  During the ensuing 25 years, NEPC has become one of the largest investment consulting firms in the industry, earning wide acclaim for its superior client ratings in national independent surveys, its unconflicted revenue model and its ability to add value to client investment programs.

NEPC’s pioneered the use of alternative assets in client investment programs, making its first placement in 1988.  Our work in that regard has been recognized by PLANSPONSOR Magazine, which accorded NEPC its prestigious ALTIES Award as the 2008 Alternative Asset Consultant of the Year.  Additionally the Arizona Public Safety Personnel Retirement System and the City of Orlando Florida Pension Funds were named Money Management Letter’s 2011 Mid-Size Public Fund of the Year and Small-Size Public Fund of the Year, respectively; Dallas Police and Fire Pension System was chosen as MML’s 2010 Mid-Size Public Fund of the Year; and, the State of South Carolina and San Jose Police and Fire, as their respective 2009 Large Public Fund of the Year and Mid-Size Public Fund of the Year.

NEPC currently services 300 full retainer relationships with over $530 billion in overall assets and $61 billion invested to alternatives.

Dick is a frequent speaker at national industry conferences and seminars.  He also served as the Co-Chairman of the Consultant's Performance Presentation Standards Task Force, a two-year effort by the investment consulting industry to develop standards for performance documentation, presentation and disclosure. 

Dick’s undergraduate degree is in Mechanical Engineering from the University of Detroit (1965) and his M.B.A., with emphasis in Statistics and Finance, is from Wayne State University (1972).  He is also a past director of IMCA, the Investment Management Consultants’ Association.

 

Mr. Davila is recognized for building a strong team of finance and technology professionals that have developed one of the most robust class action data analytic platforms in the world.

Under Mr. Davila’s leadership, Liquid Claims has grown into a profitable, customer-focused company that is changing the way firms approach the recovery process for class action claims. Recognizing the growing importance of fiduciary responsibility and lack of responsiveness by eligible claimants, Luis has created a strategy and vision for Liquid Claims that leverages best of breed business intelligence software with class action legal expertise. Mr. Davila has held executive roles at several financial service and technology firms over the last decade; empowering organizations to grow rapidly and provide bottom-line driven results to their client base. His most recent venture was leading the consultant services team for a US-based data analytic firm. Mr. Davila was integral in growing the company from 50 employees to 700 employees in less than 3 years. His efforts also helped to spur revenue growth from $25 million annually to $150 million annually in just 2 years. Mr. Davila received a dual degree in economics and business management from Bucknell University.

 

Julie Dellinger is currently Managing Vice President, Investments for ICMA-RC.  She works directly with the Chief Investment Officer on all aspects of investment program oversight, including product development and management, investment communications, compliance, Board liaison work and staff development.  She also directly manages the Mutual Fund team responsible for mutual fund investment research and due diligence.

Ms. Dellinger has more than 35 years of experience in the investment industry. Prior to joining ICMA-RC in 1998, Ms. Dellinger was the Executive Director of the Montgomery County, Maryland Board of Investment Trustees, where she was responsible for oversight of the County’s defined benefit and defined contribution plans beginning in 1990. From 1976 through 1990, Ms. Dellinger held various senior pension investment positions in the industry.

Ms. Dellinger is a Chartered Financial Analyst, and is a member of the CFA Institute and CFA Society of Washington, DC.  She has held various leadership positions in the industry, including participation on the CFA Institute’s Council of Examiners, the Board of Directors of the CFA Society of Washington, DC, and the Washington Area Investment Forum.

Ms. Dellinger received her BA with honors in Economics from Duke University and her MBA in Finance and Investments from George Washington University.

 

Christopher DeMeo is the Head of Investment for North America and has been with the firm since 2008.  He is also responsible for the delivery of investment consulting to a number of the firm's major clients.  Chris has over 20 years of experience in the investment and pensions marketplace and is a CFA charter holder and Fellow of the Society of Actuaries.  He graduated from Syracuse University with a bachelor’s degree in Mathematics & Philosophy.

Prior to joining Towers Watson, Chris was Director of Investment Strategy for Russell Investments where he led the Strategy Implementation team for Russell’s North America Institutional Investment group.  He & his team delivered advice, recommendations & implementation strategies to a wide range of Institutional clients.

Chris also worked as Director of Retirement Capital solutions at Merrill Lynch and Vice President, Global Structured Products at Bank of America.  Prior to this, Chris spent five years as a Consultant at Towers Perrin.

 

Adam Farstrup is a Product Manager with the Global and International Equity team and is based in New York. The team manages over $16 billion across a range of large cap, small cap and thematic strategies. Adam takes responsibility for communicating information about these products to our clients, consultants and potential clients in the US. He joined Schroders in 2007.

Adam joined Schroders from the investment consulting firm Rogerscasey, where he was most recently Chief Investment Officer for the Multi-Manager Solutions Group. In his role as CIO, Adam was a leader on the team responsible for designing and establishing Rogerscasey’s MasterManager capabilities, which were developed to offer a unique and customizable approach to multi-manager and outsourced investment solutions for small and mid-sized institutional investors. Adam was also responsible for overseeing manager selection and portfolio construction across all asset classes covered by Rogerscasey’s multi—manager solutions platform.

Prior to his CIO role, he was Director of International Equity Manager Research with Rogerscasey. In that role, Adam was responsible for overseeing Rogerscasey’s Global, International and Emerging Markets Equity manager research effort, which was accountable for rating and recommending international equity managers and portfolio structures for the firm’s consultants and clients. Adam first joined Rogerscasey in 1997 as an analyst in the investment consulting group.

 

Oliver Fratzscher is Executive Vice-President and Strategic Advisor with focus on emerging markets. He contributes to strategic asset allocation and investment decisions and also acts as a spokesperson for the Caisse in its dealings with partners, the financial media and various stakeholders. Mr. Fratzscher is also a member of the Sovereign Wealth Funds Advisory Board and a frequent speaker at global leadership events.

Mr. Fratzscher has two decades of experience on global capital markets, both from policy and investment perspectives, having served in senior roles at the World Bank (IFC), the International Monetary Fund, ABN AMRO Bank and Deutsche Bank. He holds a Ph.D. from Harvard University as well as M.Sc. in economics (U Montréal) and B.Sc. in industrial engineering (U Karlsruhe).

As an expert on emerging markets, Mr. Fratzscher has been widely quoted in the financial press. He has led several research studies, including at the Brookings Institution, the EU Commission, and the Polish Council of Ministers, and has been invited to speak at various central banks, finance departments and leading academic institutes. He holds distinctions and awards from the German National Science Foundation, Konrad Adenauer Foundation, and Harvard University..

 

John oversees the investment strategy and implementation for the North Dakota Public Employees Retirement Plan, the Teachers Fund for Retirement Plan, retirement trusts for political sub-divisions, and insurance trusts and non-pension investment vehicles for the State of North Dakota.

John began his investment career in 1983 with Aetna Life and Casualty where he became the Director of Fixed Income Quantitative Research.  He subsequently held senior fixed income portfolio management positions at Putnam Investments, Chancellor Capital Management and Bear Stearns Asset Management.  He was appointed Chief Investment Officer for Bear Stearns Asset Management in 2004 where he was responsible for the asset allocation for the firm’s multi-asset client assignments.  Most recently, John was the Chief Risk Officer for Natsource, LLC, a manager of funds focused on the carbon and environmental cap and trade marketplace.

John is a Chartered Financial Analyst and received his Bachelor of Science degree in Mathematics and Economics from Wake Forest University, and his Master of Business Administration degree with a concentration in Statistics from New York University.

 

Jonathan Grabel is the Chief Investment Officer for Montgomery County Public Schools (MCPS). Mr. Grabel manages the MCPS pension plan on behalf of its 35,000 active and retired beneficiaries. In addition, he oversees the MCPS defined contribution plans with over 11,000 participants.

Prior to his appointment with the Montgomery County Public Schools, Mr. Grabel was a general partner at Baker Capital, a private equity firm with $1.5 billion in assets under management. Mr. Grabel had been with the firm since 1998 and became a general partner, lead investor and member of its investment committee in 1999. While at Baker, Mr. Grabel successfully managed investments through multiple economic cycles. His portfolio investments ranged from pre-revenue startups to management buyouts. Mr. Grabel was an active investor with significant corporate governance experience having served on the boards of directors for both public and private companies.

Mr. Grabel’s background includes time spent as an investment banker at SBC Warburg and with Nomura Securities International. He also worked in public accounting at Arthur Andersen.

Mr. Grabel received his BS in Economics from the Wharton School of the University of Pennsylvania and his MBA from the University of Chicago Booth School of Business. He is a CPA.

 

Sam Heller is the Senior VP and CFO for the Visiting Nurse Service of NY. He is responsible for the endowment, financial operations, materials management and real estate of this $1.3 billion home health, long term and managed care company – the largest non-profit home health care company in the country. He provides overall direction and guidance for financial operations, contract negotiations, third-party reimbursement and rate appeals, cash management, portfolio management, budget and general accounting, corporate risk.  Mr. Heller oversees three portfolios totaling over $1 billion.  He works closely with the Investment Committee and consultant to oversee asset allocation, manager due diligence and risk management.

Mr. Heller has an MBA from Baruch College and is on the board of several non-profit organizations.

 

Based in Darien, Connecticut, Beth Henderson leads a team of professionals that provide consulting services to a limited number of defined benefit and defined contribution plans, endowment and foundation funds, and financial advisors. She is responsible for the client relationship including asset allocation, investment structure, investment manager search, selection and monitoring, introduction of new investment ideas, investment education, etc. Beth is also a member of our Non-Traditional Manager Review Committee, which reviews private equity, hedge fund, and real estate recommendations.

Beth has over 20 years experience in the investment industry. Prior to joining the firm in 1997, Beth served as a consultant for 11 years at Bear Stearns Fiduciary Services, Inc. Her clients primarily consisted of high net worth individuals, Taft-Hartley Plans, and public plans. Her responsibilities included traditional investment consulting as well as fiduciary and governance reviews.

Beth received her B.A., with distinction, in History from the University of Virginia and her Juris Doctor degree, with faculty honors, from the Catholic University, Columbus School of Law. She is a former member of the District of Columbia and Virginia Bars.

 

Christine Hurtsellers is Chief Investment Officer, Fixed Income and Proprietary Investments for ING Investment Management, a position she accepted in January 2009. She joined the firm in 2005 and was a principal member of the senior management team that engineered the integration of the proprietary and public fixed income management teams at ING IM in 2008, and she has considerable experience directing portfolio and sector strategy across fixed income asset classes. In an earlier assignment as Head of Structured Finance, her mortgage-backed securities team was responsible for the highly successful track record of ING's proprietary mortgage derivatives portfolios from 2005-2008. Before joining ING IM, she had extensive mortgage portfolio management experience, most notably at the Federal Home Loan Mortgage Corporation ("Freddie Mac"), where she managed ARM, MBS, CMO and mortgage derivatives portfolios. Previously she had been a portfolio manager at Alliance Capital Management and Banc One. Christine received her undergraduate degree from Indiana University, and holds the Chartered Financial Analyst designation.

Total Years of Experience: 24

 

Julie Hyman is the senior markets correspondent for Bloomberg Television, based in New York City.

Hyman previously served as a morning markets editor for Bloomberg Television, covering breaking news and stock trends as well as reporting live from the New York Stock Exchange, the NASDAQ MarketSite and Chicago Board of Trade. Prior to that, she was a print journalist for Bloomberg News, based in Paris, where she covered European stock markets.

Earlier in her career, Hyman wrote for The Washington Times, reporting on local and national business stories.

She has interviewed investors and CEOs including Cliff Asness of AQR Capital, Mark Fetting of Legg Mason and John Lechleiter of Eli Lilly.

 

Stacy-Marie Ishmael is the editor of FT Tilt, an emerging markets-focused news and analysis subscription service from the Financial Times. Prior to co-founding FT Tilt, she was a a blogger for Alphaville, the FT’s multi-award-winning (and first-ever) blog. Stacy-Marie is (mostly) based in New York.

 

A nationally known figure in the world of investment banking, Fred Jager is president and chief executive officer of Hunter Wise Financial Group, LLC and Hunter Wise Securities, LLC, a FINRA broker-dealer.  For three decades he has represented public and privately held companies throughout North America, becoming one of the nation’s most successful leaders in middle-market corporate finance.  Formerly president of internationally renowned Geneva Corporate Finance, Inc., Jager also founded Denver-based Jager & Company, Inc., which was the largest corporate finance firm of its kind in the Rocky Mountain region.  He also was executive vice president of an investment-banking firm in Northern California, and chief operating officer of one of the largest vocational educational companies in the world.  A former intelligence officer, Jager has been a director of numerous public and private companies, is a highly acclaimed business speaker and author of more than 400 published articles.

A graduate of the University of Iowa, Jager is the former Chairman of the Advisory Board for the Center for Unconventional Security Affairs at the University of California, Irvine, and a past Chairman of the Forum for Corporate Directors, as well as the M&A Source. He additionally is a member of the International Business Brokers Association, the Alliance of Merger and Acquisition Advisors, and the Association for Corporate Growth.

 

Nickolas Lioudis is a senior reporter for Nonprofit News, which he joined in August 2007. Nick is a graduate of Seton Hall University, where he obtained his degree in Journalism. He has extensive reporting experience with the Newark Star-Ledger, the Morristown Daily Record.

 

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 15 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.

 

Frank Melaccio is Director of Investments at EmblemHealth Inc, a New York based health insurance company with over $2 billion in corporate and pension investment assets. He is responsible for asset allocation, credit analysis, securities modeling, and the development of risk-based metrics.  Prior to joining EmblemHealth, Frank was a Manager in the Structured Finance Group at PricewaterhouseCoopers LLP, responsible for modeling new issue structured products, securities valuation, and consulting. He also worked for The Bank of New York Mellon in the Corporate Trust Division.
 
Mr. Melaccio holds an MBA in Finance from Hofstra University and a B.S. in Finance and Economics from Fordham University. He has been a guest lecturer on structured finance markets for classes at both Hofstra University and Yale University. Mr. Melaccio is a member of the New York Society of Securities Analysts and is a CFA Level III Candidate.
 

 

Joe Nankof is a founder of and partner at Rocaton Investment Advisors where he is a consultant working directly with institutional investors on a variety of issues, including asset allocation, investment structure design and investment manager selection and monitoring.  Joe also co-leads Rocaton’s capital markets/asset allocation research effort.  In this capacity, Joe is involved with client asset allocation and asset/liability studies and also has responsibility for tactical asset allocation investment strategies.  In addition, Joe is a member of the firm’s Board of Managers.   

Prior to founding Rocaton, Joe spent 7 years at Barra RogersCasey where he was a Managing Director and Head of Investment Consulting.  In addition to serving on the Management Committee at Barra RogersCasey, Joe also spent a number of years as part of the firm’s Capital Markets Research team, which supported client asset allocation and asset liability studies.  Joe spent the prior 8 years with Towers Perrin as a Consulting Actuary.

Joe is an Associate of the Society of Actuaries and a member of the American Academy of Actuaries.  Joe earned a B.S. in Economics and Applied Mathematics at the State University of New York at Stony Brook.

 

Dhvani Shah, CFA, is the Managing Director of Private Equity for the 430,000-member New York State Teachers’ Retirement System (NYSTRS). She oversees a program that includes 136 partnerships with 63 private equity firms and $13 billion in commitments, accounting for approximately 7% of the System’s invested assets. She has managed private equity for NYSTRS since March 2009.

Ms. Shah hAs more than 10 years of investing experience for institutional investors. Prior to joining NYSTRS, Ms. Shah was employed in the Chicago office of Bank of America, serving as Vice President of the bank’s Strategic Investment Group. Ms. Shah also spent five years at Northwestern University’s Investment Office where she was part of a team that managed the University’s $2.5 billion endowment fund. Her investment background includes managing a portfolio of over 100 Limited Partnerships (LPs), conducting all aspects of due diligence for new investments, presenting deals at pipeline meetings, preparing new investment memorandums, discussing deal merits with investment committee members, and conducting legal document negotiations with General Partners (GPs).

Ms. Shah is a member of several LP advisory boards and previously managed a portfolio of early stage direct investments. She received her MBA from the University of Chicago’s Booth School of Business and her BBA from Loyola University. Ms. Shah’s professional affiliations include:  Board Member and Chairperson of the Education Committee of ILPA (Institutional Limited Partners Association), the CFA Institute, New York Society of Security Analysts, and PE-WIN (Private Equity Women Investor Network).

NYSTRS is one of the 10-largest public pension funds in the nation and among the 25 largest in the world. The System administers the fund from which the state’s public school teachers and administrators, excluding those in New York City, receive retirement and ancillary benefits under a defined benefit plan. The System pays benefits of more than $5 billion annually to retirees and beneficiaries. NYSTRS serves more than 800 employers, including public school districts, charter schools and institutions of higher education.

 

Matthew (Matt) Stroud is Towers Watson Investment's Head of Strategy and Portfolio Construction.

He is also a member of the firm's Global Investment Committee, responsible for all the firm's views on the economy and the markets.  Matt has 19 years of capital markets and investment advisory experience. Prior to joining Towers Watson in 2003, Matt was an asset consultant at Towers Perrin for six years. He was responsible for helping clients to meet their goals and objectives with regard to asset allocation, asset class structure and investment manager selection, oversight, and performance evaluation. Prior to this Matt developed and assessed the NASD's first formal action against a NASDAQ market maker for trading ahead of customer limit orders (see: United States vs. Gruntal, 1996). Prior to this Matt was a Financial Consultant at Merrill Lynch & Co.

Matt received an M.B.A. from New York University's Stern School of Business, with concentrations in finance and statistics/operations research; a B.A. (cum laude) in Economics from New York University; and was awarded the William R. Salomon Scholarship from Salomon Bros. as well as the New York University Trustee Scholarship. Matt is a Chartered Financial Analyst (CFA) Charterholder and a member of the New York Society of Security Analysts.

 

Jeremy Tennenbaum helps invest on behalf of Main Line Health Systems, a consortium of five hospitals and six health and treatment centers located in suburban Philadelphia that has defined benefit plans, several 403(b) plans, endowments, and several foundations. He also serves on the investment committees for two families and one other non-profit institution. Mr. Tennenbaum is the CEO of Spouting Rock Consulting, an investment consultant serving UHNW individuals, single family offices, and multi-family offices.

Mr. Tennenbaum previously served as Chief Investment Officer of Arlon Group, the investment arm of Continental Grain, and head of Arlon Asset Management, where he was responsible for investing multiple hundreds of millions of dollars in taxable monies and performed manager selection for the firm's defined benefit and defined contribution plans. Prior to Arlon, he served as Executive Vice President, Business Development and Strategic Planning for Seagate Technology. Before Seagate, Mr. Tennenbaum was Vice President at Wellington Management Company for a decade where he was a global equity analyst with responsibility for the automotive and capital goods sectors. He began his financial services career with Salomon Brothers in New York. Mr. Tennenbaum received his AB in politics from Princeton University and an SM in finance from MIT’s Sloan School management.

 

Raj Vora is a Vice President in the Private Equity Group at Northern Trust Global Advisors (NTGA). He is responsible for sourcing and analyzing private equity partnership investment opportunities (buyouts, growth equity, venture capital, distressed, secondaries) in the U.S., Europe, and Asia. He also frequently communicates with both existing and prospective investors in Northern Trust's fund-of-funds and its customized programs. Prior to joining NTGA in 2007, Raj worked as an Associate at Wind Point Partners, a middle-market leveraged buyout fund based in Chicago.  At Wind Point, Raj was active in all aspects of the investment process, including deal sourcing, due diligence, capital raising, deal negotiation, and working with companies post-investment.  He served as the Head of Corporate Development for a Wind Point portfolio company, Citadel Plastics, immediately prior to joining Northern Trust's Private Equity Group.  Prior to Wind Point, Raj spent two years as an Analyst in the Investment Banking Group at Goldman Sachs in New York.  He worked in the Industrials Group, where he was focused on analyzing companies in various sectors including the automotive, paper and packaging, business services, homebuilding, transportation, and diversified industrials.  He worked on numerous transactions M&A, equity, and debt transactions while at Goldman.  Raj is originally from Chicago and he received his Bachelor of Science in Engineering from the University of Illinois, where he was a James Scholar.  He had a secondary concentration in Finance and a Minor in Spanish.

 

Speaker bio coming soon...

 

Tony currently serves as CIO for Sisters of Mercy Health System (St. Louis, MO) overseeing the health system’s investment fund and pension plan ($2 billion in assets of June 30, 2011).  In his capacity, Tony is responsible for establishing asset allocation, conducting manager search & selection and devising investment solutions using traditional and alternative investment products ranging from separate accounts, mutual funds & ETF’s, closed-end funds,  hedge funds, private equity funds, real estate funds and commodities.

Tony has over 22 years of institutional investment experience serving as an investment consultant and CIO for large, institutional clients including endowments, foundations, state and corporate pension plans, insurance funds, and commingled portfolios (multi-asset class L.P.’s and LLC’s).  Tony joined Mercy from Washington, DC where he previously served as an investment consultant for Mercer Investment Consulting and Morgan Stanley, Director for Evergreen Institutional Asset Management and as CIO/Head of Treasury for Clark Enterprises, Inc.  

Tony is a member of the CFA Institute, the Washington DC Society of Investment Analysts and the St. Louis Society of Investment Analysts.  Tony received his BA from Washington & Lee University (Lexington, VA) and his MBA from the Sellinger School of Business, Loyola College (Baltimore, MD). 

 

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.