Past Speaker Faculty

Speakers at The FALL Investment Institute Forum 2019

David Atterbury

Portfolio Manager & Managing Partner
Whetstone Capital Advisors


Ryan Bell

Managing Director

Mark Blyth

Author, Teacher, Political Commentator, The William R. Rhodes ’57 Professor of International Economics
The Watson Institute for International & Public Affairs, Brown University

Jason Bonanca

Partner & Portfolio Manager
MKP Capital Management

*David Brief

Senior Managing Director
Angeles Investment Advisors


Greg Brown

Executive Director / Sarah Graham Kenan Distinguished Professor of Finance
Kenan Institute of Private Enterprise

Angelo Calvello, Ph.D

Rosetta Analytics


*Mike Condon

Head of Portfolio Management
Fund Evaluation Group (FEG)


Mark Corigliano

Private Capital Team Head
DUMAC (Duke University)


Philip S. DeSantis

Senior Vice President, Head of Product Management
Westwood Holdings Group, Inc.

*Jim Dunn

Chief Executive Officer & CIO
Verger Capital Management

*Vanita Gaonkar

Senior Investment Officer
Robert Wood Johnson Foundation

*David Gilmore

Managing Director
The Harry and Jeanette Weinberg Foundation

*Susanne Gealy

Senior Director, Investments
Dignity Health

Fred Greear

Director of Investments
Carilion Clinic

*Libby George

Director of Investments
NC State University

Constance Hunter

Principal & Chief Economist

Meredith Jones

Alternative Investment Consultant & Author
Women of the Street: Why Female Managers Generate Higher Returns


*Beth Johnson

Partner; US Segment Leader for Family Offices & Senior Investment Consultant
Pavilion, a Mercer Practice


Crystal Kadakia

Author & Founder
The Millennial Myth & Invati Consulting


Christine Kelleher

Chief of Investments
National Gallery of Art


Steven Kim

Partner, Investment Strategy & Risk Management
Verdis Investment Management


Cory Lester

Managing Director
Morgan Creek Capital Management


Jared A. Levy

CNBC & FOX News Contributor

Kate Caldwell Nevin

Managing Director

Christopher Olson

Principal & Portfolio Manager
High Pointe Capital Management

Fernando Pontaza

Co-Founder & Managing General Partner
Invariantes Fund

Cathleen Rittereiser

Executive Director
Commonfund Institute

*Mark Roberts

Chief Investment Officer
Ironsides Asset Advisors


*Donna Snider

Managing Director
The Kresge Foundation


*Mark Steed

Chief Investment Officer
Arizona PSPRS Trust


Kevin Tunick

Vice President & Managing Director, Private Investments
UNC Management Company


Grant Williams

Things That Make You Go Hmm…

Eric Woo

Head of Institutional Capital

Veronica Wu

Managing Partner
Hone Capital


*Mark W. Yusko

CEO & Chief Investment Officer
Morgan Creek Capital Management

Peter Zeihan

Geopolitical Strategist & Author
The Accidental Superpower/Absent Superpower

Past Speaker Faculty List

Travis K. Angevine, Managing Director of Public Markets, Alfred I. DuPont Testamentary Trust
Colin Ambrose, Chief Investment Officer, Mother Cabrini Health Foundation
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
Cliff Asness, Ph.D., Managing & Founding Principal, AQR Capital Management
Anthony Atala, George Link Professor & Director, Wake Forest Institute for Regenerative Medicine
David Atterbury, Portfolio Manager & Managing Partner, Whetstone Capital Advisors
Kyle Bass, Founder & CEO, Hayman Capital Management
Philip Bartow, Portfolio Manager, RiverNorth Capital Management
Nolan Bean, Managing Principal / Head of Inst. Investments, Fund Evaluation Group (FEG)
Ryan Bell, Managing Director, Barings
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
Mark Blyth, Author, Teacher, Political Commentator, The William R. Rhodes ’57 Professor of International Economics, Brown University, The Watson Institute for International and Public Affairs
Patrick Bobbins, Director of Investments & Research, Carroll Financial
Jonathan Bock, Chief Financial Officer, Barings BDC
Greg Bohlen, Founder, Union Grove Partners
Jason Bonanca, Partner & Portfolio Manager, MKP Capital Management
Ed Bosek, Managing Partner and Portfolio Manager, BeaconLight Capital
Daniel Breslin, Director, Portfolio Manager/Analyst, Lazard Asset Management
David Brief, Senior Managing Director, Angeles Investment Advisors
Brad B. Briner, Director of Real Assets, Willet Advisors
Chris Brightman, Chief Investment Officer, Research Affiliates
Frank Brosens, Co-Founder, Taconic Capital
Gregory W. Brown, Executive Director / Sarah Graham Kenan Distinguished Professor of Finance, Kenan Institute of Private Enterprise
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
Andrew C. Burns, Jr., Founder, Conover Investment Advisory, LLC
Mary Cahill, Former VP of Investments & CIO, Emory Investment Management (Emory University)
Angelo Calvello, Co-Founder, Rosetta Analytics
Libby Cantrill, Managing Director & Head of Public Policy, PIMCO
Mark Carhart, Chief Investment Officer, Kepos Capital LP
Michelle Carson, Principal, Alefanz Capital
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
Rod Collins, Director of Innovation, Optimity Advisors
Mike Condon, Head of Portfolio Management, Fund Evaluation Group (FEG)
Andrew Conner, Deputy Chief Investment Officer, Johns Hopkins University
Mark Corigliano, Private Capital Team Head, DUMAC (Duke University)
Julia Coronado, President & Founder, MacroPolicy Perspectives LLC
Janet Cowell, State Treasurer of North Carolina
Robert Cresci, Senior Portfolio Manager, J.O. Hambro Capital Management (JOHCM USA)
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
Philip DeSantis, Senior Vice President, Westwood Holdings Group
Paul Dimitruk, Co-Founder, Chairman, Partners Capital
Jamie Dinan, Founder, Chairman & CEO, York Capital Management
Daniele M. Donahoe, CEO & Chief Investment Officer, McShane Partners
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
Tom Finke, Chairman & Chief Executive Officer, Barings
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
Susanne Gealy, Senior Director – Investments, Dignity Health
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, The Harry and Jeanette Weinberg Foundation
Jeffrey R. Glattfelder, Director/Product Strategist, BlackRock’s Alternative Investors Group
Rael Gorelick, Partner & Head of Investments, Biltmore Family Office
Terry D. Gottberg, President & CEO, Merit Energy Company
Fred Greear, Director of Investments, Carilion Clinic
Alex Greyserman, Chief Scientist, ISAM
Benjamin Grinnell, Partner, Blue Heron Asset Management
Sam Gupta, CEO & CIO, Grand Trunk Capital Management
Jacob Haar, Managing Partner, Community Investment Management, LLC
Alice Handy, Founder, Investure, LLC
Dana Hamilton, Senior Managing Director, Head of Real Estate, Pretium Partners, 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
Elizabeth Hewitt, Chief Investment Officer & Senior Vice President, Alfred P. Sloan Foundation
Bryan High, Managing Director & Co-PM, Barings’ Global Special Situations Strategy
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
John Hoover, Chief Executive Officer, Chasbro Investments
Phil Houston, Chief Executive Officer, QVerity Inc.
Hans Humes, Chairman & Chief Executive Officer, Greylock Capital Management
Constance L. Hunter, Principal & 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
Stephen Johansen, Chief Investment Officer, Waypointe
Beth Johnson, Partner; US Segment Leader for Family Offices & Senior Investment Consultant, Pavilion, a Mercer Practice
Meredith Jones, Alternative Investment Consultant & Author, Aon Hewitt, Women of the Street: Why Female Managers Generate Higher Returns (And How You Can Too)
Elizabeth Jourdan, Deputy CIO, Mercy Health
Crystal Kadakia, Author / Founder, The Millennial Myth / Invati Consulting
Kris Kapoor, Chief Investment Officer, Furman University
Erika Karp, Founder & CEO, Cornerstone Capital Group
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
Steven Kim, Partner, Investment Strategy & Risk Management, Verdis Investment 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
Larry Kochard, Chief Investment Officer, Makena Capital Management
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
Angela Lee, Chief Innovation Officer, Columbia Business School & Founder, 37 Angels
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)
Cory Lester, Managing Director, Morgan Creek Capital Management
Jared Levy, Author, Fractl, CNBC & Fox News Contributor
Bryan Lewis, Chief Investment Officer, Pennsylvania State Employees’ Retirement System
Don Lindsey, Chief Investment Officer, American Institutes for Research
Bob Litterman, Chairman, Rick Committee, Kepos Capital
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
John Lykouretzos, Founder & Chief Investment Officer, Hoplite Capital Management
Stephanie Lynch, Managing Director, Global Endowment Management (GEM)
John Malloy, PM, Global Emerging Markets, RWC Partners
Vikram Mansharamani, Global Trend-Watcher, Harvard University Lecturer, & Portfolio Manager, Kelan Capital; Author, Boombustology: Spotting Financial Bubbles Before They Burst
Steve Marino, Managing Director, South Carolina Retirement System Investment Commission
Jose Marques, Founder & CEO, Inferent Capital
Michael Masters, Founder, CIO & Portfolio Manager, Masters Capital Management
John Mauldin, Chairman, Mauldin Economics
John McCarthy, Chief Investment Officer, Centaur Capital Partners
Bethany McLean, Contributing Editor, Vanity Fair
Leland Miller, Chief Executive Officer, China Beige Book International
Cheryl Mills, CEO, BlackIvy Group
Katherine Molnar, Chief Investment Officer, Fairfax County Police Officers Retirement Systems
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
Kate Caldwell Nevin, Managing Director, TSWII
Russell M. Niemie, Chief Risk Officer, White Oak Global Advisors, LLC
Christopher Olson, Principal & Portfolio Manager, High Pointe Capital Management, 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, President & Chief Investment Officer, Broyhill Asset Management
Scott Pittman, SVP & Chief Investment Officer, Mount Sinai Health System
David Piho, Director, Portfolio Manager, Gorelick Brothers Capital
Anthony Pompliano, Partner, Morgan Creek Digital Assets
Fernando Pontaza, Co-Founder & Managing General Partner, Invariantes Fund
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.
Matthew Reiner, Principal, Co-Portfolio Manager, Adirondack Funds
Charles L. Reinhard, Deputy Chief Investment Officer/ Managing Director, Morgan Stanley Smith Barney
Jack Rich, President & Chief Investment Officer, Abilene Christian Investment Management Co. (ACIMCO)
Cathleen Rittereiser, Executive Director, Commonfund Institute & Co-Author, Foundation and Endowment Investing
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, Trustee & Chair of Investment Committee, The College of Wooster; Former 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
Emily Sumner, Senior Investment Manager, Gilder Office for Growth
James W. Sweetman, Managing Director, Senior Global Alternative Investment Strategist, Wells Fargo Investment Institute
Mike Szalkowski, Chief Financial Officer, Schejola Partners
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
Raj Venkatesan, Founder & Chief Investment Officer, Trinity Alps Capital Partners
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
Robert O. Weller, Executive Director, Sterling Capital Management
Grant Williams, Co-Founder, Real Vision TV & Author, Things That Make You Go Hmmm…
Mel Williams, Co-Founder & General Partner, TrueBridge Capital Partners
Todd Williams, Chief Investment Officer, Grubb Properties
Campbell Wilson, Founder & Portfolio Manager, Old Well Partners
Dominic Wilson, Partner, Head of Strategy & Research, MKP Capital Management
Eric Woo, Head of Institutional Capital, AngelList
Catherine D. Wood, CEO/CIO, ARK Investment Management
Veronica Wu, Managing Partner, Hone Capital
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
Peter Zeihan, Geopolitical Strategist & Author, The Accidental Superpower/Absent Superpower
Mark Zinder, President, Mark Zinder and Associates