Investment Institute Fall Forum 2019 Speaker Faculty

*Denotes Editorial Committee

The Fall Investment Institute Forum
October 24-25, 2019
The Umstead Hotel Cary, NC


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 & UNC Kenan-Flagler Business School

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