Past Speaker Faculty

Speakers at The Fall Investment Institute Forum 2018

Philip Bartow

Portfolio Manager 
RiverNorth Capital Management

Frank Brosens

Co-Founder  
Taconic Capital

Albert Cha, M.D., Ph.D.

Managing Partner
Vivo Capital

Dan Clifton

Partner / Head of Policy Research
Strategas Securities

*Mike Condon

SVP / Institutional Investments  
Fund Evaluation Group (FEG)

*Celia Dallas

Chief Investment Strategist 
Cambridge Associates

Max Darnell

Managing Partner & CIO
First Quadrant

Annie Duke

Author, Decision Strategist 
Former Professional Poker Player

David Ford

Co-Founder & Portfolio Manager
Latigo Partners

Dennis Gartman

Editor / Publisher  
The Gartman Letter

*Libby George

Director of Investments  
NC State University (Fall Forum Co-Chair)

Terry D. Gottberg

President & CEO 
Merit Energy Company

Alice Handy

Founder
Investure, LLC

*Ray Jacobson

Chief Investment Officer
Davidson College

*Kris Kapoor

Chief Investment Officer
Furman University

Craig L. Klein

Founder & Chief Investment Officer 
Parquet Capital

Adrian F. Lee

President & CIO
Adrian Lee & Partners

*Don Lindsey

Chief Investment Officer 
American Institutes for Research

Jose Marques

Founder & CEO  
Inferent Capital

Mina Pacheco Nazemi

Managing Director 
Barings

Russell M. Niemie

Chief Risk Officer
White Oak Global Advisors, LLC

*Dan Parker

Deputy Chief Investment Officer
Texas Tech University System

Anthony Pompliano

Partner
Morgan Creek Digital Assets

Jonathan Prin

Portfolio Manager and Director of Research
Greylock Capital Management, LLC

*Mark E. Roberts

Chief Investment Officer
Ironsides Asset Advisors

The Honorable James S. Rosebush

Founder & CEO 
GrowthStrategy / Author of Best-Seller TRUE REAGAN / Manager of Reagan White House Office on Impact / Founder and Managing Director, Intersection Impact Fund One

Ted Seides

Founder & Podcast Host   
“Capital Allocators” & Hidden Brook

Bill Thatcher

Portfolio Manager
AZ Public Safety Personnel Retirement (PSPRS)

Catherine D. Wood

Chief Executive Officer / Chief Investment Officer
ARK Investment Management LLC

*Mark W. Yusko

CEO & CIO 
Morgan Creek Capital Management

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.
Philip Bartow, Portfolio Manager, RiverNorth Capital Management
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, Senior Managing Director, Angeles Investment Advisors
Chris Brightman, Chief Investment Officer, Research Affiliates
Frank Brosens, Co-Founder, Taconic Capital
Gregory W. Brown, Professor and Research Director, UNC Institute for Private Capital
John Burbank III, Founder, Managing Member & CIO, Passport Capital
David Burke, Partner, MKP Capital Management
Baker Burleson, Chief Investment Officer, Banbury Partners
Chris Burniske, Partner, Placeholder, Author of Cryptoassets
Mary Cahill, Former VP of Investments & CIO, Emory Investment Management (Emory University)
Libby Cantrill, Managing Director & Head of Public Policy, PIMCO
Mark Carhart, Chief Investment Officer, Kepos Capital LP
Kieran Cavanna, Chief Investment Officer, Old Farm Partners
Albert Cha, M.D., Ph.D., Managing Partner, Vivo Capital
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 Securities
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
Max Darnell, Managing Partner & CIO, First Quadrant
Thomas Delatour, Chief Executive Officer, Century Bridge Capital
Paul Dimitruk, Co-Founder, Chairman, Partners Capital
Jamie Dinan, Founder, Chairman & CEO, York Capital Management
Amit Doshi, Managing Partner / Founder, Harbor Spring Capital
Chris Duggan, Director / VP, Kenneth B. Dart Foundation / Dart Enterprises Ltd
Annie Duke, Author, Decision Strategist & Former Professional Poker Player
Jim Dunn, CEO & Chief Investment Officer, Verger Capital Management
David Dupree, Founder, CEO & Managing Director, The Halifax Group
Robert Durden, CEO/CIO, UVIMCO
Daniel C. Dektar, Principal, Chief Investment Officer, Smith Breeden Associates, Inc.
Burland B. East III, Chief Executive Officer, Portfolio Manager, American Assets Capital Advisers
Luke Ellis, CEO, Man Group
Luke Essman, President & CEO, Canyon Creek Energy
David Ford, Co-Founder & Portfolio Manager, Latigo Partners
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
Terry D. Gottberg, President & CEO, Merit Energy Company
Alex Greyserman, Chief Scientist, ISAM
Sam Gupta, CEO & CIO, Grand Trunk Capital Management
Jacob Haar, Managing Partner, Community Investment Management, LLC
Alice Handy, Founder, Investure, LLC
Patrick G. Hartley, SVP-Institutional Consulting Director & Financial Advisor, Graystone/Morgan Stanley
O. Mason Hawkins, Chairman and CEO, Southeastern Asset Management, Inc.
Chris Heller, Partner & Co-Founder, Cordillera Investment Partners
Michael P. Hennessy, Managing Director of Investments, Morgan Creek Capital Management
Larissa Herczeg, Managing Partner, Oak Street Real Estate Capital
Bryan High, Director and Senior Research Analyst for Special Situations, Babson Capital
Cameron Hight, President and Founder, Alpha Theory
Joanne M. Hill, Ph.D., Chief Advisor for Research and Strategy, Cboe Vest Financial LLC
Seema R. Hingorani, Founder & Chair, Girls Who Invest
Christopher Holt, Senior Advisor,  CAIA Association
Phil Houston, Chief Executive Officer, QVerity Inc.
Hans Humes, Chairman & Chief Executive Officer, Greylock Capital Management
Constance L. Hunter, Chief Economist, KPMG
Ben Inker, Co-Head of Asset Allocation, GMO
Munib Islam, Partner & Head of Equity Research, Third Point
Ray Jacobson, Chief Investment Officer, Davidson College
Sid Jajodia, Chief Investment Officer, Lending Club
Elizabeth Jourdan, Deputy CIO, Mercy Health
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
Craig L. Klein, Founder & Chief Investment Officer, Parquet Capital
Ronald L. Klotter, Managing Director, Strategic Investment Group
Scott Kupor, Managing Partner, Andreessen Horowitz
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
Adrian F. Lee, President & CIO, Adrian Lee & Partners
Ken Lee, Director of Investments, Carnegie Corporation of NY
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)
Bryan Lewis, Chief Investment Officer, Pennsylvania State Employees’ Retirement System
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
Jose Marques, Founder & CEO, Inferent Capital
John Mauldin, Chairman, Mauldin Economics
John McCarthy, Chief Investment Officer, Centaur Capital Partners
Larisa Mueller, Senior Investment Manager, Ministers and Missionaries Benefit Board (MMBB)
Muthu Muthiah, Managing Director, Private Markets, Emory Investment Management
Mina Pacheco Nazemi, Managing Director, Barings
Russell M. Niemie, Chief Risk Officer, White Oak Global Advisors, LLC
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
Anthony Pompliano, Partner, Morgan Creek Digital Assets
Jonathan Prin, Portfolio Manager & Director of Research, Greylock Capital Management, LLC
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
The Honorable James S. Rosebush, Founder & CEO, GrowthStrategy; Author of Best-Seller TRUE REAGAN; Manager of Reagan White House Office on Impact; Founder & Managing Director, Intersection Impact Fund One
Michael Rosen, Principal & CIO, Angeles Investment Advisors
Marc Rosenthal, Co-Senior Portfolio Manager, MatlinPatterson Securitized Credit Partners
Chris Rudolph, Director, Public Investments, UNC Management Company
Richard M. Salsman, Founder, President & Chief Market Strategist, InterMarket Forecasting
Andrew Schofield, Partner, Head of Banking, KPMG in the Cayman Islands
Ted Seides, Founder & Podcast Host, Hidden Brook & “Capital Allocators”
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
Darsh Singh, Managing Partner, Hazoor Partners
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, Cowen Investment Management
Jeffrey Tarrant, Founder, Chief Executive Officer and CIO, Protégé Partners
Robert Teeter, Chairman Investment Policy & Strategy Group, Silvercrest Asset Management
Joel S. Telpner, Partner, Sullivan & Worcester LLP
Jonathan Tepper, Founding Principal, Variant Perception
Bill Thatcher, Portfolio Manager, AZ Public Safety Personnel Retirement (PSPRS)
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
Cullen Thompson, President, CIO & Co-Founder, Bienville Capital
Clay B. Thorp, General Partner, Hatteras Venture Partners
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
Ram S. Venkateswaran, Portfolio Manager, Managing Partner, Vernier Capital Partners
Mark N. Viviano, Managing Director & Energy Analyst, Wellington Management Company
Daniel Ward, Chief Investment Officer, Virginia Tech Foundation
Sean Warrington, Director of Private Markets, Alfred I. duPont Testamentary Trust
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
Catherine D. Wood, CEO/CIO, ARK Investment Management
Don Yaeger, Award Winning Leadership Speaker, New York Times Best Selling Author, Long Time Associate Editor for Sports Illustrated, Greatness, Inc.
Edward Yardeni, President, Yardeni Research, 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