Past Speaker Faculty

Please click here to review a complete listing of our Past Speakers

Speakers at The Fall Investment Institute Forum 2017

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

Past Speaker Faculty List

Travis K. Angevine, Managing Director of Public Markets, Alfred I. DuPont Testamentary Trust
Alberto Antonini, VP, Dir. of Flow of Funds Research & Trading, Tudor Investment Corporation
Dan Ariely, James B. Duke Professor of Psychology & Behavioral Economics, Duke University
Kyle Bass, Principal, Hayman Capital Management L.P.
Nolan Bean, Managing Principal / Head of Inst. Investments, Fund Evaluation Group (FEG)
John L. Bellows, Portfolio Manager, Western Asset Management Company
Jeffrey A. Bersh, Co-Chief Investment Officer, Venor Capital Management
Charlotte B. Beyer, Founder, Institute for Private Investors (IPI) & Principle Quest Foundation
Greg Bohlen, Founder, Union Grove Partners
Brad B. Briner, Director of Real Assets, Willet Advisors
David Brief, Chief Investment Officer, Jewish United Fund/Jewish Federation of Metropolitan Chicago
Chris Brightman, Chief Investment Officer, Research Affiliates
Gregory W. Brown, Sarah Graham Kenan Distinguished Scholar and Professor of Finance, UNC Kenan-Flagler Business School & Director of Research, Amundi Smith Breeden
John Burbank III, Founder, Managing Member & CIO, Passport Capital
Baker Burleson, Chief Investment Officer, Banbury Partners
Mary Cahill, Former VP of Investments & CIO, Emory Investment Management (Emory University)
Mark Carhart, Chief Investment Officer, Kepos Capital LP
James Challen, Senior Vice President / Principal, LCG Associates
Gerald Alain Chen-Young, VP & Chief Investment Officer, UNCF, Inc.
Dan Clifton, Partner ‐ Head of Policy Research, Strategas Research Partners
Mike Condon, SVP / Institutional Investments, Fund Evaluation Group (FEG)
Andrew Conner, Deputy Chief Investment Officer, Johns Hopkins University
Julia Coronado, President & Founder, MacroPolicy Perspectives LLC
Janet Cowell, State Treasurer of North Carolina
Adrian Cronje, Ph.D., Partner & Chief Investment Officer, Balentine
Celia Dallas, Chief Investment Strategist, Cambridge Associates
Thomas Delatour, Chief Executive Officer, Century Bridge Capital
Paul Dimitruk, Co-Founder, Chairman, Partners Capital
Jamie Dinan, Founder, Chairman & CEO, York Capital Management
Chris Duggan, Director / VP, Kenneth B. Dart Foundation / Dart Enterprises Ltd
Jim Dunn, CEO & Chief Investment Officer, Verger Capital Management
David Dupree, Founder, CEO & Managing Director, The Halifax Group
Robert Durden, Chief Investment Officer, Texas Children’s Hospital
Daniel C. Dektar, Principal, Chief Investment Officer, Smith Breeden Associates, Inc.
Luke Ellis, CEO, Man Group
Luke Essman, President & CEO, Canyon Creek Energy
Brian Forde, Director of Digital Currency, MIT Media Lab
Eric Freedman, Chief Investment Officer, CAPTRUST
Michael Freno, Managing Director, Head of US High Yield, Babson Capital Management
Vanita Gaonkar, Investment Officer, Robert Wood Johnson Foundation
Dennis Gartman, Editor/Publisher, The Gartman Letter
Libby George, Director of Investments, NC State University
Patricia Gerrick, Chief Investment Officer, Howard University
Robert Gibbins, Founder, Chief Investment Officer, Autonomy Capital
David Gilmore, Managing Director of Investments, The Harry and Jeanette Weinberg Foundation
Jeffrey R. Glattfelder, Director/Product Strategist, BlackRock’s Alternative Investors Group
Alex Greyserman, Chief Scientist, ISAM
Sam Gupta, CEO & CIO, Grand Trunk Capital Management
Jacob Haar, Managing Partner, Community Investment Management, LLC
Patrick G. Hartley, SVP-Institutional Consulting Director & Financial Advisor, Graystone/Morgan Stanley
O. Mason Hawkins, Chairman and CEO, Southeastern Asset Management, Inc.
Michael P. Hennessy, Managing Director of Investments, Morgan Creek Capital Management
Bryan High, Director and Senior Research Analyst for Special Situations, Babson Capital
Cameron Hight, President and Founder, Alpha Theory
Christopher Holt, Senior Advisor,  CAIA Association
Phil Houston, Chief Executive Officer, QVerity Inc.
Constance L. Hunter, Chief Economist, KPMG
Ben Inker, Co-Head of Asset Allocation, GMO
Ray Jacobson, Chief Investment Officer, Davidson College
Sid Jajodia, Chief Investment Officer, Lending Club
Kris Kapoor, Chief Investment Officer, Furman University
Geoff Keegan, Managing Partner & CIO, Creciente Partners Investment Management
Christine Kelleher, Managing Director, Avec Capital
William J. Kelly, Chief Executive Officer, Chartered Alternative Investment Analyst “CAIA” Association
Kevin Kenny, Founder, Chief Investment Officer, Emerging Sovereign Group
Anthony Kettle, Portfolio Manager, Long-Only & Alternative Strategies, BlueBay Asset Management
Jonathon King, Chief Executive Officer, UNC Management Company
Mark E. Kingdon, President & Founder, Kingdon Capital Management
Dan Kingston, Managing Director, Morgan Creek Capital Management
Ronald L. Klotter, Managing Director, Strategic Investment Group
Jonny Lach, Partner, Albourne America
Kel Landis, Co-Founder and Partner, Plexus Capital
Laird R. Landmann, Group Managing Director, Co-Director Fixed Income, U.S. Fixed Income, TCW
Nicholas Lee, Managing Director, Morgan Creek Capital Management (Shanghai)
Rick Legon, President, Association of Governing Boards of Universities & Colleges (AGB)
Alan Lenahan, Managing Principal, CIO, Fund Evaluation Group (FEG)
Don Lindsey, Chief Investment Officer, American Institutes for Research
Eric Lloyd, CEO, Babson Capital Finance
Christian Lundblad, Edward M. O’Herron Distinguished Scholar & Professor of Finance, UNC Kenan‐Flagler Business School
Donald L. Luskin, Chief Investment Officer, TrendMacro
Stephanie Lynch, Managing Director, Global Endowment Management (GEM)
John Malloy, PM, Global Emerging Markets, RWC Partners
John Mauldin, Chairman, Mauldin Economics
John McCarthy, Chief Investment Officer, Centaur Capital Partners
Larisa Mueller, Senior Investment Manager, Ministers and Missionaries Benefit Board (MMBB)
Francesco Ossino, Senior Managing Director & Senior Portfolio Manager, Newfleet Asset Management
Kate Ottino, Director, Seven Bridges Advisors
Raoul Pal, Founder, Global Macro Investor & Real Vision Television
William Park, Head, Investment Risk & Strategy, UBS
Dan Parker, Deputy Chief Investment Officer, Texas Tech University System
Christopher Pavese, Chief Investment Officer, Broyhill Asset Management
David Piho, Director, Portfolio Manager, Gorelick Brothers Capital
Kevin Raidy, Portfolio Manager, Managing Director, Cowen Healthcare Investments
Matt Reeder, Partner and Head of Investor Service, Theorem
Patrick Reid, Portfolio Manager, Morgan Stanley Alternative Investment Partners (AlP)
Trey Reik, Senior Portfolio Manager, Sprott Asset Management USA, Inc.
Charles L. Reinhard, Deputy Chief Investment Officer/ Managing Director, Morgan Stanley Smith Barney
Cathleen Rittereiser, Co-Author, Foundation and Endowment Investing, Founder, Uncorrelated, LLC
Jesse Ro, Portfolio Manager, Founder, Tiger Legatus Capital Management
Mark Roberts, Chief Investment Officer, Ironsides Asset Advisors
William Rogers, Founder & Board Chairman, TexWest & American Timberlands Company
Michael Rosen, Principal & CIO, Angeles Investment Advisors
Marc Rosenthal, Co-Senior Portfolio Manager, MatlinPatterson Securitized Credit Partners
Richard M. Salsman, Founder, President & Chief Market Strategist, InterMarket Forecasting
Bob Sellers, Former Anchor, CNBC & Fox News
Rudina Seseri, Co-Founder & Managing Partner, Glasswing Ventures
Himanshu Shah, Founder, President & CIO, Shah Capital
Lisa Shalett, Head of Investment & Portfolio Strategies, Morgan Stanley Wealth Management
Jack Shaw, Executive Director, American Blockchain Council
Anne Shelton, Board/Investment Committee Member, YWCA NCA
Sallie Shuping-Russell, Managing Director, BlackRock
Shuaib A. Siddiqui, Director of Impact Investing, Surdna Foundation
Valerie Sill, President & CEO, DuPont Capital Management
Martin Small, Managing Director, BlackRock’s Head of U.S., iShares®
John Smith, Managing Director, Paloma Partners (PPMC)
Donna Snider, Managing Director, Kresge Foundation
Sally Staley, Retired CIO, Case Western Reserve University
Meir Statman, Glenn Klimek Professor of Finance, Leavey School of Business, Santa Clara University
Mark Steed, Deputy CIO and Chief of Staff, Arizona PSPRS Trust
Peter Stein, Formerly Senior Consultant, Angeles Investment Advisors
Thomas Strauss, Chairman & Vice Chairman, Ramius & Cowen Group, Inc.
Jeffrey Tarrant, Founder, Chief Executive Officer and CIO, Protégé Partners
Robert Teeter, Chairman Investment Policy & Strategy Group, Silvercrest Asset Management
Jonathan Tepper, Founding Principal, Variant Perception
Craig Thomas, Managing Director, Verger Capital Management (Wake Forest University)
David Thomas, Founder & CIO, Atalan Capital Partners
Tristan Thomas, Director of Portfolio Strategy, Northern Trust Alternatives
Neal Triplett, President & CEO, Duke Management Company (DUMAC)
Thomas Nicholas Trkla, Chairman & Chief Executive Officer, Brookwood Financial Partners, LLC
Kevin Tunick, VP & Managing Director of Private Investments, UNC Management Company
Mark N. Viviano, Managing Director & Energy Analyst, Wellington Management Company
Daniel Ward, Chief Investment Officer, Virginia Tech Foundation
Grant Williams, Co-Founder, Real Vision TV & Author, Things That Make You Go Hmmm…
Mel Williams, Co-Founder & General Partner, TrueBridge Capital Partners
Dominic Wilson, Partner, Head of Strategy & Research, MKP Capital Management
Don Yaeger, Award Winning Leadership Speaker, New York Times Best Selling Author, Long Time Associate Editor for Sports Illustrated, Greatness, Inc.
Mark W. Yusko, CEO & Chief Investment Officer, Morgan Creek Capital Management
Christie Zarkovich, Managing Director, MRI Practice, Cambridge Associates
Mark Zinder, President, Mark Zinder and Associates