Co-Founder & Long-Term Investment Strategist, GMO & Co-Founder, The Grantham Foundation for the Protection of the Environment

Mr. Grantham co-founded GMO in 1977 and is a member of GMO’s Asset Allocation team, serving as the firm’s long-term investment strategist. He is a member of the GMO Board of Directors and has also served on the investment boards of several non-profit organizations. Prior to GMO’s founding, Mr. Grantham was co-founder of Batterymarch Financial Management in 1969 where he recommended commercial indexing in 1971, one of several claims to being first. He began his investment career as an economist with Royal Dutch Shell. Mr. Grantham earned his undergraduate degree from the University of Sheffield (U.K.) and an M.B.A. from Harvard Business School. He is a member of the Academy of Arts and Sciences, holds a CBE from the UK and is a recipient of the Carnegie Medal for Philanthropy.

Founder & Podcast Host

Capital Allocators

Ted Seides, CFA, is the Founder of Capital Allocators LLC, which he created in 2016 to explore best practices in the asset management industry from the perspective of asset owners, asset managers, and other relevant players. He hosts the Capital Allocators podcast, serves as an advisor to allocators and asset managers, helps asset managers convey their story through private podcasts, and educates investors.

Ted launched the podcast in 2017 and the show reached three and a half million downloads in June 2020. Barron’s, Business Insider, and Value Walk each named it among the top investing podcasts.

From 2002 to 2015, Ted was a founder of Protégé Partners LLC and served as President and Co-Chief Investment Officer. Protégé was a leading multibillion-dollar alternative investment firm that invested in and seeded small hedge funds. In 2010, Larry Kochard and Cathleen Rittereiser profiled Ted in the book Top Hedge Fund Investors. In 2016, Ted authored So You Want to Start a Hedge Fund: Lessons for Managers and Allocators to share lessons from his experience.

Ted began his career in 1992 under the tutelage of David Swensen at the Yale University Investments Office. During his five years at Yale, Ted focused on external public equity managers and internal fixed income portfolio management. Following business school, he spent two years investing directly at two of Yale’s managers, Stonebridge Partners and J.H. Whitney & Company.

With aspirations to demonstrate the salutary benefits of hedge funds on institutional portfolios to a broad audience, Ted made a non-profitable wager with Warren Buffett that pitted the 10-year performance of the S&P 500 against a selection of five hedge fund of funds from 2008-2017.

Ted writes for Institutional Investor, and previously wrote a blog for the CFA Institute’s Enterprising Investor and guest publications for the late Peter L. Bernstein’s Economics and Portfolio Strategy.

He is a Trustee and member of the investment committee at the Wenner-Gren Foundation, a member of the Advisory Council for the Alliance for Decision Education, and an active participant in the Hero’s Journey Foundation. He previously served as a Trustee and head of the Programming Committee for the Greenwich Roundtable and as a Board member of Citizen Schools-New York.

Ted holds a BA, Cum Laude, from Yale University and an MBA from Harvard Business School.

Consultant & Author

Women of the Street

Meredith Jones is an internationally-recognized researcher, writer, and speaker. She is an expert in the alternative investment industry with over 20 years of experience. Meredith is an alternative investment consultant and author of Women of The Street: Why Female Money Managers Generate Higher Returns (And How You Can Too), which won an Axiom Award Gold Medal in 2016. She was named one of Inc. magazine’s “17 Inspiring Women To Watch in 2017” and was named a Distinguished Author by the Securities and Exchange Commission in 2018. She has been a regular columnist for Institutional Investor and is currently a contributor for Market Watch. A sought-after speaker, Meredith has presented research in Tokyo, London, Paris, Hong Kong, Cape Town, Johannesburg, Sydney, Geneva and more. She wrote and delivered a TEDx talk at TEDxUIUC in 2018 and testified before the U.S. House of Representatives Financial Services Committee on Diversity and Inclusion in June 2019. Meredith also serves on the Board of Directors for Rock the Street, Wall Street a non-profit that provides financial and investment literacy courses for high school girls. She began her alternative investment career at Van Hedge Fund Advisors International (VAN), where she was Director of Research. At VAN, Meredith was responsible for manager selection, due diligence, index construction and aggregate industry research for the $500 million fund of funds. Meredith was then recruited by hedge fund analytics provider PerTrac Financial Solutions. There she focused on industry trends with an eye to providing actionable insights and information. Her research on emerging managers, initiated in 2006, and women and minority-owned funds created new investment categories. It has changed the way investors and money managers behave – both in the way investors allocate and how money managers market to and seek investors. Meredith then went on to be Director at Barclays 13 Capital Strategic Consulting Group. There she consulted for clients and authored white papers, including her first white paper on women and minority-owned investing. She was recruited to Rothstein Kass, a professional services firm with a focus on alternative investments, from Barclays. Until the acquisition of Rothstein Kass by KPMG, Meredith served as Director of the Rothstein Kass Institute, an Alternative Investment Think Tank. At the institute she created the first Women in Alternative Investments Hedge Fund Index to measure performance of female hedge fund and private equity managers. Meredith is a foodie and wine lover and maintains a love of charcoal and open flames when it comes to her own cooking. She is a figure skater and skates regularly, relying on an inexplicable addiction to decaffeinated coffee to survive her early morning ice times.

Director of Sustainable Investment and Climate Solutions

New York State Common Retirement Fund

Andrew Siwo is the Director of Sustainable Investments and Climate Solutions (SICS) at the New York State Common Retirement Fund and reports to the Chief Investment Officer. He is charged with providing leadership and oversight on sustainable investment efforts across the Fund’s $220 billion portfolio and is the portfolio manager for the Fund’s $20 billion commitment to SICS. Previously, Siwo was an Investment Director and served as the Head of Mission-Related Investments (MRIs) at Colonial Consulting, an investment consultancy to over 150 leading foundations and endowments with an aggregate of $40 billion in assets.

At Colonial Consulting, Siwo led the creation of client portfolios targeting MRIs, developed the firm’s MRI (SRI, ESG, impact) framework as well led sourcing, investment research, and due diligence across asset classes for related investment strategies.

Prior to joining Colonial Consulting, Siwo was a manager at the Global Impact Investing Networking (GIIN). In his capacity there, he was responsible for the operation, sourcing, and development of the largest and most widely used financial technology platform of impact investment funds globally, which he grew by $10 billion and validated over 100 impact funds. Siwo developed technology enhancements that improved user experience amongst investors and fund managers as well as educated institutional investors seeking exposure to socially/environmentally responsible investment portfolios.

Prior to joining the GIIN, Siwo spent five years in the investment banking division at JP Morgan—most recently in the Global Special Opportunities Group, a $3 billion proprietary portfolio of principal investments in private equity, debt, mezzanine, infrastructure, and real estate. He also held roles on the Rates Desk executing fixed-income financing transactions as well as the Securitized Products Group valuing collateralized mortgage obligations.

Before JP Morgan, Siwo was a member of the Corporate Finance and Real Estate Strategy Group at Victoria’s Secret leading project finance initiatives. He began his career at E*Trade Financial, a pioneer financial technology firm, managing a team of investment representatives serving active traders and high net-worth investors.

Siwo is also and Adjunct Assistant Professor of Public Service at New York University where he created and teaches and advanced ESG course. He is an Impact & Sustainable Finance Faculty Consortium member.

He completed an MPA in Finance and Fiscal Policy at Cornell University and holds a BA in Accounting from Morehouse College. He has held FINRA Series 7, 63, and 24 licenses. Siwo was selected into the 2020 Class of Crain’s New York Business “40 under 40.”

Assistant Treasurer/Director of Asset Management

Dominion Energy, Inc.

Liza Scott joined Dominion Energy, Inc. in January 2020 as the Director of Asset Management/Assistant Treasurer where she oversees over $20 billion of pension and other assets. Prior to joining Dominion, she spent 11 years at Spider Management Company, the investment office of the University of Richmond and outsourced investment office for over 25 other endowments and foundations. Before Spider Management, she was an Associate at J.P. Morgan Investment Management in New York. Prior to attending business school, Liza was a high school teacher at a New York City public school through the New York Teaching Fellows program. She holds a Bachelor of Arts in foreign affairs and Spanish from the University of Virginia and a Master of Business Administration from Columbia University. Liza serves on the Virginia College Savings Plan Investment Advisory Committee, the University of Virginia Foundation Board of Directors and the MCV Foundation Board of Trustees.

Investment Director, Sustainable Investment & Stewardship Strategies

California State Teachers’ Retirement System (CalSTRS)

Kirsty is the Investment Director, Sustainable Investment & Stewardship Strategies for the California State Teachers’ Retirement System (CalSTRS), the largest educator-only public pension fund in the world with over $240 billion of assets under management. She joined CalSTRS in January 2019 and is responsible for managing over $6 billion placed with sustainability and activist managers, overseeing the fund’s stewardship activities including corporate engagement and proxy voting, and outreach with the fund’s stakeholders.

Prior to joining CalSTRS, Kirsty spent four years at Wespath Benefits and Investments in Chicago and four years as the director of the Markets and Enterprise Program at the World Resources Institute (WRI), a Washington, D.C.-based global research organization focused on the environment and economic development. Before moving to the U.S., Kirsty was a Director of Governance and Sustainable Investment at F&C Asset Management (now BMO Global Asset Management) and an Executive Director in the Fixed Income division of Goldman Sachs in London.

Kirsty sits on the board of the Business and Human Rights Resource Centre and is a member of WRI’s Sustainable Investment Advisory Council. She received an M.A. degree in International History from the University of Edinburgh, Scotland.

Chief of Investments

National Gallery of Art

Christine Zapotoczky Kelleher is chief of investments at the National Gallery of Art. Previously, Christine served as senior investment officer for Georgetown University. She assisted with the founding of Georgetown’s Investment Office in 2004 and served as acting chief investment officer in 2011. After Georgetown, Christine led investment strategy, sourcing, and evaluation for Avec Capital. Earlier in her career, she served on the executive team of the Central European University, founded by George Soros, in Budapest, Hungary. She received a BA in Russian and international relations from Bucknell University and holds MAs in Russian and East European studies and in Central European history from Georgetown University. Christine is a member of the finance committee of the YWCA National Capital Area, an executive officer for the Bucknell University Alumni Association Board of Directors, a board member of the NHS Scholarship Fund, and an advisor to the Kayo Conference Series. She lives in Washington, DC with her husband and son.

Chief Investment Officer

The J. Paul Getty Trust

Jim has been the Chief Investment Officer of the J. Paul Getty Trust since December 2002. Prior to this position, Jim spent 3 years as the President of Harbor Capital Advisors and President of the Harbor family of mutual funds. Prior to joining Harbor, he was manager of the Pension Asset Management department of Ford Motor Company.

Jim serves on the boards of trustees for Ariel mutual funds and for SEI mutual funds. And Jim is on the board of the Toigo foundation, which promotes opportunities for minorities in the financial services industry.

Jim has a BS in engineering from the University of Michigan and an MBA in finance from the University of Chicago.

Chief Investment Officer

Amherst College

Letitia Johnson is Chief Investment Officer of Amherst College. Prior to joining the College in 2019, Letitia worked at Cambridge Associates, where she partnered with endowment and foundation clients to invest their long-term assets, including developing strategy, selecting and diligencing managers, and formulating investment and spending policies. She has an MBA from the Yale School of Management and a BA in Mathematics from Brown University.

Partner; US Segment Leader for Family Offices & Senior Investment Consultant

Pavilion, a Mercer Practice

Beth is a Senior Investment Consultant at Pavilion, a Mercer Practice. She currently services 6 endowment, foundation and family office clients with over $9 billion in aggregate assets under advisement. For these clients, Beth focuses on projects relating to asset allocation, investment manager selection, performance evaluation, and fund operations and governance.

Beth’s prior professional experience includes work as an Investment Director for Vanderbilt University’s endowment, where she was responsible for investments across traditional equities and bonds, marketable alternatives, oil and gas and private equity. She started her investment career as an Investment Analyst at Duke Management Company, managing investment projects across all asset classes for Duke University’s endowment office.

Beth attended the University of North Carolina – Chapel Hill Graduate School where she completed coursework in Economics. She holds a BA in Economics, Mathematics, Computer Science, and German from Transylvania University in Lexington, Kentucky. Beth has also earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. She is a member of the CFA Institute and a past board member of the CFA Society of St. Louis and the Nashville Society of Financial Analysts.

Throughout her career, Beth has remained active in her community, sitting on several not-for-profit boards of directors, previously serving as the Investment Committee Chair and then Chair of the Board for the Missouri Foundation for Health, a $1 billion healthcare foundation in St. Louis. In 2008, she received the Foundation and Endowment Money Management’s Non-Profit Consultant of the Year Award.

Founder & Chief Investment Officer

Pana LCE

Caroline founded Pana LCE in 2019 to meet the demand for sustainable climate investments that offer competitive returns. Her work in commodities and infrastructure investing spans 27 years at several premier institutions including Lazard Asset Management, Enron, Carlyle Group, BNP Paribas, Deutsche Bank, Credit Suisse, Kimura Capital, and Pana Advisory. She has significant Private Equity growth experience through arranged financing and IPO’s for the earliest “green companies”. Caroline has also advised on and taken GP ownership stakes in several green companies and platforms through Pana Advisory. Caroline was most recently Co PM for the Lazard Real Assets Fund (BBG ticker RALIX) and made growth investments into Infrastructure, Real Estate, and Commodity companies. Caroline was also co PM of the Lazard Commodity fund (BBG ticker COMDO). Caroline holds a Bachelor of Science and Arts in Management from Bucknell University.

Director of Vaccine Research Group

Mayo Clinic

Gregory A. Poland, M.D., is the director of Mayo Clinic’s Vaccine Research Group — a state-of-the-art research group and laboratory that seeks to understand genetic drivers of viral vaccine response and application of systems biology approaches to the generation of immunity, as well as the development of novel vaccines important to public health. The Poland lab has developed the field of viral vaccine immunogenetics, the immune response network theory, and the field of vaccinomics and adversomics.

Dr. Poland holds the academic rank of professor of medicine and infectious diseases and molecular pharmacology and experimental therapeutics. He also serves as the president of the Edward Jenner Vaccine Society and is the Editor-in-Chief for the journal Vaccine.

Dr. Poland has chaired or been a member of every Federal committee involved in vaccine decision-making, including the NVAC, VRBAC, and the ACIP. Dr. Poland advocated for and successfully persuaded the CDC to recommend annual influenza vaccine for all Americans age 6 months and older, and was the initial and primary advocate for requiring influenza immunization for all health care providers. Dr. Poland was the 2013 recipient of the Mayo Distinguished Investigator award by the Mayo Board of Trustees, and the 2012 recipient of the Mayo Clinic Department of Medicine Lifetime Research Achievement Award. In 2012, Dr. Poland was named in the top 25 list of vaccine influencers in the world. In February 2013, he was nominated for membership in the Institute of Medicine (IOM). In addition, he recently received an NIH MERIT Award, an honor accorded to less than 5% of the nation’s NIH-funded investigators. Dr. Poland was awarded the Secretary of Defense Award for Excellence in December 2008. In 2008, he was named a Master of the American College of Physicians. Dr. Poland received the Hsu prize in International Infectious Disease Epidemiology in 2007, and the Charles Merieux Lifetime Achievement Award in Vaccinology from the National Foundation for Infectious Diseases in May 2006. In December 2006, Dr. Poland was elected President of the Defense Health Board, serving two terms. In 2005 he was awarded an honorary Doctor of Humane Letters by Illinois Wesleyan University, his alma mater. He was appointed as the Mary Lowell Leary Professor in Medicine (the highest academic distinction for a faculty member) by Mayo Clinic’s Board of Trustees in 2004. In May 2003, he was awarded the Secretary of Defense Medal for Outstanding Public Service. Dr. Poland served on the Infectious Diseases Society of America (IDSA) Taskforce on Pandemic Influenza, and currently chairs the American College of Physician’s Adult Immunization Advisory Board. Dr. Poland received the inaugural Gold Medal from the Spanish Vaccinology Society in 2001. He is the immediate past president of the Department of Defense’s Defense Health Board and the Armed Forces Epidemiological Board.

Dr. Poland received his medical degree from the Southern Illinois University School of Medicine in Springfield, Illinois, and completed his residency and advanced post-graduate work at the University of Minnesota/Abbott-Northwestern Hospital, Minneapolis, MN. He has published over 500 professional papers, book chapters, and editorials. He is actively and regularly sought after by both scientific and lay print, TV, and radio media for his views on vaccine policy. Dr. Poland is a popular conference and seminar speaker on the topics of vaccines, scientific literacy, vaccine hesitancy, scientific writing and publication, and biodefense.

Founder & Chairman Geopolitical Futures and Founder of Stratfor & Author of Numerous New York Times Bestselling Books

George Friedman is an internationally recognized geopolitical forecaster and strategist on international affairs and the founder and chairman of Geopolitical Futures. Dr. Friedman is a New York Times bestselling author. His most recent book, THE STORM BEFORE THE CALM: America’s Discord, the Coming Crisis of the 2020s, and the Triumph Beyond, published February 25, describes how “the United States periodically reaches a point of crisis in which it appears to be at war with itself, yet after an extended period it reinvents itself, in a form both faithful to its founding and radically different from what it had been.” The decade 2020-2030 is such a period which will bring dramatic upheaval and reshaping of American government, foreign policy, economics, and culture.   His most popular book, The Next 100 Years, is kept alive by the prescience of its predictions. Other best-selling books include Flashpoints: The Emerging Crisis in Europe, The Next Decade, America’s Secret War, The Future of War and The Intelligence Edge. His books have been translated into more than 20 languages. Dr. Friedman has briefed numerous military and government organizations in the United States and overseas and appears regularly as an expert on international affairs, foreign policy and intelligence in major media. For almost 20 years before resigning in May 2015, Dr. Friedman was CEO and then chairman of Stratfor, a company he founded in 1996. Friedman received his bachelor’s degree from the City College of the City University of New York and holds a doctorate in government from Cornell University.

Chief Investment Officer

Ironsides Asset Advisors

Mark E. Roberts, CFA serves as the Chief Investment Officer for Ironsides Asset Advisors, LLC, as well as a Managing Director for the Tuscarora Company (a family office). Immediately preceding that, Mr. Roberts was the Director of Global Equities and Hedged Strategies for the North Carolina Retirement Systems where he and his team were responsible for the management of the $33 billion Global Equity and Hedge Fund portfolios for the State of North Carolina. Additionally, Mr. Roberts has served as Chief Investment Officer for families and provided consulting services for endowments and foundations in both asset allocation, manager due diligence and portfolio construction. Earlier in his career, Mr. Roberts served as Director of Risk Management for Centura Bank and had asset – liability management responsibilities. Mr. Roberts received his Master of Science degree in finance from Virginia Commonwealth University and a Bachelor of Science degree from the Calloway School of Business at Wake Forest University. Mr. Roberts serves on the Wake Forest Institute for Regenerative Medicine Philanthropic Advisory Board. Mr. Roberts is the past Chairman of the Board for the NC State Investment Fund and still serves on the fund’s board. He is a member of the North Carolina Society of Financial Analysts and the American Finance Association. Mr. Roberts has served on multiple non-profit boards.

Chief Investment Officer

Fairfax County Police Officers Retirement System

Ms. Molnar joined Fairfax County Retirement Systems in 2013 and currently serves as Chief Investment Officer of the Fairfax County Police Officers Retirement System, a $1.5 billion plan. Her responsibilities include all aspects of portfolio management and oversight, including strategic and tactical asset and risk allocation, selection and supervision of external investment managers and risk management. From 2001 until 2012, Ms. Molnar was Vice President, Senior Research Analyst at AIG Investments’ Hedge Fund Solutions Group – both in London and New York. At AIG Investments, Ms. Molnar was responsible for due diligence procedures and research including: sourcing new managers, monitoring current hedge funds, analyzing portfolio risk and performance, making new investment recommendations to an investment committee as well as hedge fund asset allocation recommendations for portfolio construction. She was additionally responsible for portfolio reviews and overall asset allocation recommendations for external client portfolios. Previously, she was Vice President, Market Research Analyst at Citigroup Investments’ Alternative Investment Strategies group. Prior investment management experience includes positions at Paribas Asset Management as well as Trevor Stewart Burton & Jacobsen. Additionally, Ms. Molnar spent one year in Warsaw, Poland launching the first retail mutual funds available to the Polish market as well as two years in Frankfurt, Germany as an intern with J.P. Morgan. Ms. Molnar received a B.S. in Business Administration/Finance from the University of North Carolina at Chapel Hill. She is a CFA charterholder.

Renowned Cybersecurity and Fraud Prevention Expert, Bestselling Author & Subject of Catch Me If You Can

Frank Abagnale is one of the world’s most respected authorities on forgery, embezzlement, and secure documents. For over 40 years he has worked with, advised, and consulted with hundreds of financial institutions, corporations and government agencies around the world. Mr. Abagnale’s rare blend of knowledge and expertise began more than 50 years ago when he was known as one of the world’s most famous con men. His riveting story provided the inspiration for Steven Spielberg’s 2002 film, Catch Me If You Can, starring Leonardo DiCaprio as Abagnale and Tom Hanks as the FBI agent fast on his heels. The Tony-Award winning musical, Catch Me If You Can, directed by the legendary Jack O’Brien, opened on Broadway at the Neil Simon Theatre.

“I chose to immortalize him on film because of what he’s done for the country for more than 30 years.” -Steven Spielberg

Mr. Abagnale has been associated with the FBI for over 40 years. He lectures extensively at the FBI Academy and for the field offices of the Federal Bureau of Investigation. He is a faculty member at the National Advocacy Center (NAC) which is operated by the Department of Justice, Executive Office for United States Attorneys. More than 14,000 financial institutions, corporations and law enforcement agencies use his fraud prevention programs. In 1998, he was selected as a distinguished member of “Pinnacle 400” by CNN Financial News – a select group of 400 people chosen on the basis of great accomplishment and success in their fields. In 2004 Mr. Abagnale was selected as the spokesperson for the National Association of Insurance Commissioners (NAIC) and the National Cyber Security Alliance (NCSA). He has also written numerous articles and books including The Art of the Steal, The Real U Guide to Identity Theft and Stealing Your Life.

“Abagnale’s lecture may be the best one-man show you will ever see.” – Tom Hanks

Mr. Abagnale refuses to accept payment for any of his government work. Today, the majority of his income is derived from consulting with major corporate clients such as LexisNexis, Intuit, AARP, and Experian and his public speaking engagements. Mr. Abagnale has conducted over 3,000 seminars on identity theft, cyber crime and fraud worldwide. Mr. Abagnale works as an advisor to a number of print and technology companies around the world. He spent 20 years as an advisor to the Standard Register Company, creating security features for negotiable instruments, car titles, etc. He spent 10 years as an advisor to the 41st Parameter which developed fraud detection technology, now used in 80 countries around the world and recently purchased by Experian. In his latest book, Scam Me If You Can: Simple Strategies to Outsmart Today’s Ripoff Artists, Frank continues helping his audience by revealing what the world’s most skilled scammers are up to – and how you can stop them in their tracks.

Distinguished Professor of Finance

Duke University

Research Associate

National Bureau of Economic Research

Campbell R. Harvey is a Canadian economist. He is a Distinguished Professor of Finance at the Fuqua School of Business, Duke University and a Research Associate of the National Bureau of Economic Research in Cambridge, Massachusetts. He served as President of the American Finance Association in 2016.

Professor Harvey obtained his undergraduate degree from Trinity College at the University of Toronto. He obtained his doctorate at the University of Chicago in business finance where his thesis discovered the power of the yield curve to predict economic recessions. He has served on the faculties of the Stockholm School of Economics, the Helsinki School of Economics, and the Booth School of Business at the University of Chicago. He has also been a visiting scholar at the Board of Governors of the Federal Reserve System.

He has published over 140 scholarly articles on topics spanning investment finance, emerging markets, corporate finance, behavioral finance, financial econometrics and computer science. He has received numerous best paper awards. He is a Fellow of the American Finance Association.

Harvey is a Founding Director of the Duke-CFO Survey. This widely watched quarterly survey polls over 1,500 CFOs worldwide.

Harvey edited The Journal of Finance – one of the three leading scientific journals in his field and one of the premier journals in the economic profession from 2006-2012.

His publications can be found at http://people.duke.edu/~charvey/research.htm. Follow him on Linkedin: https://www.linkedin.com/in/camharvey/

CEO & Chief Investment Officer / Managing Partner

Morgan Creek Capital Management / Morgan Creek Digital Assets

Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. He is also the Managing Partner of Morgan Creek Digital Assets. Morgan Creek Capital Management was founded in 2004 and currently manages close to $2 billion in discretionary and non-discretionary assets. Prior to founding Morgan Creek, Mr. Yusko was CIO and Founder of UNC Management Company (UNCMC), the Endowment investment office for the University of North Carolina at Chapel Hill. Before that, he was Senior Investment Director for the University of Notre Dame Investment Office.

Mr. Yusko has been at the forefront of institutional investing throughout his career. An early investor in alternative asset classes at Notre Dame, he brought the Endowment Model of investing to UNC, which contributed to significant performance gains for the Endowment. The Endowment Model is the cornerstone philosophy of Morgan Creek, as is the mandate to Invest in Innovation. Mr. Yusko is again at the forefront of investing through Morgan Creek Digital Assets, which was formed in 2018. Morgan Creek Digital is an early stage investor in blockchain technology, digital currency and digital assets through the firm’s Venture Capital and Digital Asset Index Fund.

Mr. Yusko received a BA with Honors from the University of Notre Dame and an MBA in Accounting and Finance from the University of Chicago.

Co-Founder & Managing Partner

Impactive Capital

Lauren Taylor Wolfe is co-founder and Managing Partner of Impactive Capital, an impact focused active engagement fund. Prior to that she spent 10 years at Blue Harbour Group, a $3.5 Bn activist investment firm, where she was a Managing Director and Investing Partner. Focused primarily on select sectors including, Technology, Consumer, Business and Healthcare Services, Lauren led many of the firm’s investments. Prior to joining Blue Harbour in 2007, Lauren was a Portfolio Manager at SIAR Capital, where she invested in small capitalization public companies, private companies, as well as other outside investment managers. Lauren began her career at Diamond Technology Partners, a strategic technology consulting firm. Lauren received an M.B.A. from The Wharton School at University of Pennsylvania and a B.S. magna cum laude from Cornell University. Lauren is active on various boards including, HD Supply [Nasdaq: HDS], a $8.5 Billion enterprise value industrial distributor, 30% Club Steering Committee, an Angel Member of 100 Women in Finance.

Managing Director

Symphony Financial Partners

John Trammell is with Symphony Financial Partners as Managing Director, Global Strategic Relationships. Symphony is a Tokyo based Japanese deep value equity investor. John is currently the President of the NY Episcopalian Diocesan Trust. Trammell also serves on the Investment Committee of Episcopal Diocese of New York, is a member of the Investment Committee of Somerset Hills Learning Institute and St. James Parish. He is also a member of the Advisory Board at Tiedemann Investment Group. He was previously the Global Co-Head of Asset Management at Cantor Fitzgerald Investment Advisors from December 2011 until 2015. Prior to joining Cantor, Mr. Trammell was the CEO of Cadogan Management, LLC, an asset management firm, a position he held from September 2007. Prior to joining Cadogan, he spent seven years at Investor Select Advisors, a hedge fund investment platform, where he served as the Chief Executive Officer. Mr. Trammell joined Investor Select Advisors from Argonaut Capital Management in New York, a global macro hedge fund, where he was Chief Operating Officer. Mr. Trammell began his career with the Hudson Institute, a New York-based think tank, where he served as a primary economic research assistant to Herman Kahn, the founder and a noted strategist. Mr. Trammell received a BA in History and Economics from DePauw University and studied at Waseda University in Tokyo, Japan. Mr. Trammell has also spent time as a MD / Institutional Sales with Solovis, LLC., an institutional money management and analytics software platform. Prior to Solovis, Mr. Trammell was a member of the management committee at Novus Partners, a financial technology firm utilizing both public and private data for portfolio analytics. Mr. Trammell is the co-author of several books and has written numerous articles for publication.

Americas Select Portfolio Manager, Partner

Marshall Wace North America

Daniel Roberts is the Portfolio Manager of the Americas Select sub-strategy of the MW Eureka Fund. Daniel joined Marshall Wace in 2005 as an investment analyst on the MW Europa strategy, heading up the Fund’s research team from 2009. Daniel was made a partner of the firm in 2011 and played a leadership role in the development of the firm’s global research processes.

In 2013, Daniel re-located to the U.S. to manage his portfolio and to oversee the build out of Marshall Wace’s Fundamental strategies in the region. In 2017, Daniel spearheaded the development of Marshall Wace’s Quantamental capabilities, preparing the ground for the embedding and utilization of alternative data within the Fundamental investment processes of the Firm.

Before joining Marshall Wace, Daniel worked for 5 years as an equity analyst at Fidelity Investments in London covering a number of sectors on a Pan-European basis. Prior to this, he worked as an equity analyst and assistant strategist for Quilter & Co. and was also employed at Merrill Lynch & Co. as a graduate trainee.

Daniel graduated with a BSc (Econ.) Government from the London School of Economics.

Professor of Practice & Chief Innovation Officer / Founder

Columbia Business School / 37 Angels

Angela Lee is an educator & entrepreneur. She serves as Professor of Practice and Chief Innovation Officer at Columbia Business school where she teaches top-rated courses in venture capital and leadership. She was voted top three faculty by students in 2018. Angela started her career in product management and then was a strategy consultant at McKinsey. She has started 4 startups and is also the founder of 37 Angels, an investing network that has evaluated 12000+ startups, invested in 55, and activates new investors through a startup investment bootcamp. Angela has spoken at the White House and is regularly invited to advise decision-makers at the highest levels, including Prime Minister Trudeau. She is a sought-after expert on CNBC, Bloomberg TV, MSNBC and Fox Business. She was recognized by Inc. as one of 17 Inspiring Women to Watch in 2017, by Entrepreneur Magazine as one of 6 Innovative Women to Watch in 2015, and by Craine’s as a Notable Women in Tech in 2019. She serves on the boards of Fresco Education Fund and Cariclub.

Partner & Portfolio Manager

MKP Capital Management

Mr. Bonanca is a Partner and Portfolio Manager focusing on macro trading, working directly with the Chief Investment Officer. Prior to re-joining MKP in 2019, Mr. Bonanca worked as Chief Strategist at Venn Global Macro Advisors from 2017 to 2018. Preceding this role, Mr. Bonanca was a Senior Strategist at Quadratic Capital Management in 2016. For seven years before that role, Mr. Bonanca was Head of Strategy & Research at MKP Capital. Prior to joining MKP in 2007, he was a senior member of Credit Suisse’s FX Research and Strategy Team for seven years, and spent the last year of his tenure there as Chief Strategist. From 1998 to 2000, he was a Trader-Analyst on the Open Market Desk of the Federal Reserve Bank of New York, where he was responsible for analytical coverage of a variety of developed and emerging markets. Mr. Bonanca serves on the Investment Committee for HOPE Program and, prior to joining the committee in 2018, he served on the board from 2014 to 2016. Mr. Bonanca received his B.A. degree in International Relations, summa cum laude, from Tufts University. He was a Fullbright Scholar at the Institut d’Études Européennes de Université Libre de Bruxelles, and he holds an M.A. in International Economics and European Studies from the Johns Hopkins School of Advanced International Studies.

Support the 2020 Winter Forum

Support our Mission for Investor Education Through Collaboration, Contribution & Commitment to our TII Community!

The Winter Investment Institute Forum
February 24-25, 2020
Charlotte, North Carolina

For information on how to get involved as a supporter for the Winter Forum, please contact Andrea Szigethy at andrea.szigethy@theinvestmentinstitute.org

Dr. George Friedman

Ted Seides, CFA

Dr. Gregory Poland

Jeremy Grantham

Angela Lee

Frank Abagnale

Caroline Abramo

Kirsty Jenkinson

Letitia Johnson

Meredith Jones

Christine Kelleher

Katherine Molnar

Mark Roberts

Andrew Siwo

John Trammell

James M. Williams

Lauren Taylor Wolfe

Mark W. Yusko

The Investment Institute, LLC