Cheryl Alston is the Executive Director for the Employees’ Retirement Fund of the City of Dallas, Texas (“ERF”).  Cheryl began her term as Executive Director in October 2004 and provides leadership for the Fund’s staff in implementing the programs necessary to achieve the mission, goals and objectives established by the Board of Trustees.   In 2010, Cheryl was selected as one of the Rising Stars of Public Funds by the editors of Institutional Investor News, in recognition of her status an up-and-coming professional poised to be a future leader of the industry.

In addition to serving as Executive Director for the Fund, she is a member of the Council of Institutional Investors (CII), the National Council of Public Employee Retirement Systems (NCPERS), the Texas Association of Public Employee Retirement Systems (TEXPERS) and the National Association of Securities Professionals (NASP). Cheryl is also Board Vice-President of the Volunteer Center of North Texas, Chair of the Investment Committee for CHRISTUS Health, and a speaker at multiple industry conferences.

Cheryl has over twenty years of expertise in the financial services industry. She served as an Executive with CIGNA Retirement & Investment Services.  Prior to CIGNA, Cheryl has served as a Corporate Banking Officer at Chase Global Services, providing investment banking services for Fortune 500 clients.  Cheryl has an M.B.A. in Finance from the Leonard N. Stern School at New York University and an undergraduate degree from the Wharton School at the University of Pennsylvania.

 

Tim Atkinson serves as the Chair of the City of Austin’s Deferred Compensation Plan and a Trustee on the City of Austin Police Retirement System. Tim has recently completed a two year Request for Proposal (RFP), transition, and implementation between 457 record keepers involving 10,500 participants and $250,000,000.00 in funds. The City’s Deferred Compensation Program is voluntary and in addition to the three mandatory civilian and civil service retirement systems. The City’s 457 is an innovator in the government market with high participation, high participant values, and sound investing. The City offers account mixes including self-managed via brokerage, advised, lifestyle, fixed, mutual fund selections, and in the coming months Roth. As a Trustee on the Police Pension, Tim has worked with the Board to maintain a 3.2 multiplier after 23 years of service while reducing the maximum unfounded liability.

Tim is a Police Officer for the City of Austin entering his 18^th year of service. Currently assigned to Dignitary Protection, he has a long tradition of community involvement and union work to include that of Treasurer of the Austin Police Association. Because of his numerous fiduciary duties Tim’s goals are directly related to increasing the retirement performance and benefits for governmental employees.

 

Mike Condon is the Treasurer and Chief Investment Officer of Southern Methodist University (SMU), where he is responsible for the investment of the University’s $1.2 billion endowment.  Prior to joining SMU, he served as the Chief Investment Officer for the University of Arkansas Foundation and the Georgia Tech Foundation.  Mike’s career includes management positions with the investment department of regional bank and a real estate development firm.  He received the CFA designation in 1989. 

 

Anthony “Tony” Horton assumed the position of Senior Vice President and Treasurer of Energy Future Holdings Corp. in 2004.  Previously, he served as Assistant Treasurer and Director of Finance for EFH, responsible for financing and financial risk management activities for the unregulated businesses including EFH Corp.  Horton has been with EFH for 20-plus years and has served in a variety of roles including field operations, marketing, public policy, corporate development and finance.

Horton’s accountabilities include:

• Overseeing corporate financing and financial risk management of both the regulated and unregulated businesses to maintain sufficient liquidity and capital for the businesses
• Maintaining relationships with the banking industry, financial institutions and rating agencies in order to retain access to the capital and bank markets
• Ensuring the effective operation of cash management, treasury operations and compliance requirements
• Overseeing the trust and investments of the company including policies and investments
• Maintaining effective risk and insurance coverage to limit liability and losses related to property and other corporate risks
• Managing business development transactions involving corporate assets and businesses

 

John Keane has served as the Executive Director-Administrator of the Fund since 1990. Joining the Sheriff’s Office in 1962 and transferred to the re-organized Fire Rescue Department on February 1, 1969, Mr. Keane also earned AA and AS degrees from FCCJ and a BS degree from Southern Illinois University majoring in Workforce Education and Training. He was an active member of the Fraternal Order of Police (Lodge 30), an elected Board Member of the Jacksonville Association of Firefighters, the Pension Advisory Committee, and the Pension Board of Trustees.  John was elected to the first independent Police and Fire Pension Fund Board of Trustees. 

John has served on both the Public Employee and Administrators Committee for the International Foundation of Employee Benefits Plans, served five years on the Executive Board of National Conference on Public Employee Retirement Systems, and four terms as a Member of the Board of Directors of the Coalition to Preserve Retirement Security.  He also is a member of the Government Finance Officers Association Focal Group, the Florida Government Finance Officers Association, and the American Legion Post 137. John is a member and past Chairman of the Fire Science Advisory Committee at Florida State College at Jacksonville, Chairman of the Jacksonville Fire Credit Union Executive Board, and the former Executive Director of the Badge of Honor Foundation.

Certified as a Chartered Pension Professional and Certified Retirement Administrator through INFRE.    

 

Philip Larrieu is an Investment Officer III within the Corporate Governance Unit of the California State Teachers’ Retirement System (CalSTRS). Philip is responsible for working with a dedicated governance team to further CalSTRS’ mission to secure the financial future and sustain the trust of California’s educators. Philip’s main areas of focus are geopolitical risk monitoring, selecting and monitoring managers in the activist manager portfolio, and the corporate engagement program.

Before joining CalSTRS in 2005, Philip worked as a research analyst with SunGard Advisor Technologies for three years. Prior to SunGard he worked as a fund accountant with Franklin Templeton. Philip has Bachelor of Arts degrees in Economics and Political Science from Allegheny College and received his CFA Charter in 2008.

 

Linda was appointed Vice President, Treasury Services of Catholic Health Initiatives in October 2002.  Prior to assuming this role, Linda served as Director of Capital Finance for CHI since April 1997.  Prior to joining Catholic Health Initiatives (CHI), Linda was with Holy Cross Health System Corporation, South Bend, IN for fourteen years and served in several finance roles, most recently as Manager, Debt and Capital.

In her role as Vice President, Treasury Services, Linda is responsible for the management of the national investment, cash management, capital finance and taxation functions for Catholic Health Initiatives.  Assets managed within the investment programs total $8.6 billion, outstanding debt is $4.0 billion and more than 600 tax returns are prepared and filed on behalf of CHI entities.

Linda holds a master of business administration degree from Indiana University, South Bend, Indiana and a bachelor of business administration degree in accounting from Western Michigan University, Kalamazoo, Michigan.  She has completed the level I exam for the chartered financial analyst designation.

 

Jacque Millard is Vice President and Chief Investment Officer for Intermountain Healthcare.  Ms. Millard received her B.S. in Finance from Weber State University in 1982 and her MBA from Westminster College in 1990.  She earned her Certified Cash Manager certification in 1994 and her Chartered Financial Analyst charter in 1999.

After five years with Blue Cross and Blue Shield of Utah as Manager of Cost, Budgets and Investments, she worked at Workers Compensation Fund of Utah as Investment Manager.  Ms. Millard joined Intermountain in 1993 and is currently responsible for investment portfolio management, cash management for all Intermountain entities and oversight for external investment managers.  Ms. Millard’s professional affiliations include the Utah Treasury Management Association, the Association for Financial Professionals, the Association for Investment Management & Research and the Salt Lake Society of Financial Analysts.   Ms. Millard has been a member of the Westminster College Investment Committee since 1991.   She served on the U.S. Bank of Utah Advisory Board for three years.  She currently serves on the Board of Directors for the Health Care Credit Union and the Investment Committee for Catholic Healthcare West.

 

As chief financial officer for Susan G. Komen for the Cure®, Mark E. Nadolny is responsible for all financial matters affecting the world’s largest breast cancer organization. Since inception, Komen for the Cure has invested more than $1.9 billion, making it the world’s largest source of private funds for breast cancer research and community programs involving awareness, education, screening, treatment and direct services for breast cancer. 

Prior to joining Komen, Nadolny spent more than 13 years at Blockbuster, Inc. Throughout his tenure at Blockbuster, Nadolny held several senior leadership roles, including store operations, financial planning, worldwide finance and accounting, supply chain and merchandising. Prior to Blockbuster, he served as controller for Santa Fe Minerals, general auditor for Santa Fe International and senior auditor for Arthur Anderson & Company.

A long-time passionate supporter of the breast cancer cause, Nadolny served as the Blockbuster team captain for the Susan G. Komen Dallas Race for the Cure® for many years. Additionally, he was a board member and officer of the Boys & Girls Clubs of Collin County.

Nadolny earned his Bachelor of Science in accounting from Marquette University in Milwaukee and is a certified public accountant. He is married and has three sons. In his spare time, Nadolny enjoys running, reading and travel.

 

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.