Fall 2017 Speaker Faculty

 

The Fall Investment Institute Forum

November 9-10, 2017
The Diplomat Beach Resort, Hollywood, FL

Travis Angevine John Bellows Charlotte Beyer Mary Cahill

Travis Angevine

Managing Director/Public MarketsAlfred I. DuPont Testamentary Trust

John Bellows

Portfolio ManagerWestern Asset Management Company

Charlotte Beyer

FounderInstitute for Private Investors (IPI) & Principle Quest Foundation

Mary Cahill

Former CIOEmory Investment Management

James Challen Mike Condon Julia Coronado Celia Dallas

James Challen

Senior Vice President/PrincipalLCG Associates

Mike Condon

SVP/Institutional InvestmentsFund Evaluation Group (FEG)

Julia Coronado

President & FounderMacroPolicy Perspectives LLC

Celia Dallas

Chief Investment StrategistCambridge Associates

Dennis Gartman Libby George David Gilmore Alex Greyserman

Dennis Gartman

Editor & PublisherThe Gartman Letter

Libby George

Director of InvestmentsNC State University

David Gilmore

Managing Director – InvestmentsThe Harry & Jeanette Weinberg Foundation

Alex Greyserman

Chief ScientistISAM

Jacob Haar Christopher Holt Constance L. Hunter Ben Inker

Jacob Haar

Managing PartnerCommunity Investment Management

Christopher Holt

Senior AdvisorCAIA Association

Constance Hunter

Chief Economist KPMG

Ben Inker

Head of Asset Allocation TeamGMO

Ray Jacobson Kris Kapoor William Kelly Nicholas Lee

Ray Jacobson

Chief Investment OfficerDavidson College

Kris Kapoor

Chief Investment OfficerFurman University

William Kelly

Chief Executive OfficerCAIA Association

Nicholas Lee

Managing DirectorMorgan Creek Capital Management (Shanghai)

Alan Lenahan Sam Masoudi Kevin Raidy Jesse Ro

Alan Lenahan

Chief Investment OfficerFund Evaluation Group (FEG)

Sam Masoudi

Chief Investment OfficerWyoming Retirement System

Kevin Raidy

Portfolio Manager, Managing DirectorCowen Healthcare Investments

Jesse Ro

Portfolio Manager, FounderTiger Legatus Capital Management

Mark Roberts Bob Sellers Shuaib A. Siddiqui Valerie Sill

Mark Roberts

Chief Investment OfficerIronsides Asset Advisors

Bob Sellers

Former AnchorCNBC & Fox News

Shuaib Siddiqui

Director of Impact InvestingSurdna Foundation

Valerie Sill

President & CEODuPont Capital Management

Martin Small John Smith Sally Staley Thomas Nicholas Trkla

Martin Small

Managing Director, Head of U.S. iSharesBlackRock

John Smith

Managing DirectorPaloma Partners (PPMC)

Sally Staley

“Retired” CIOCase Western Reserve University

Thomas Nicholas Trkla

Chairman & CEOBrookwood Financial Partners

Grant Williams Dominic Wilson Mark yusko Christie Zarkovich

Grant Williams

Co-Founder/AuthorThings That Make You Go…Hmmm

Dominic Wilson

Partner, Head of Strategy & ResearchMKP Capital Management

Mark W. Yusko

CEO & CIO Morgan Creek Capital Management

Christie Zarkovich

Managing Director, MRI PracticeCambridge Associates