Investment Institute Forum 2018 Speaker Faculty

*Denotes Editorial Committee

The Fall Investment Institute Forum
October 22-23, 2018
The Carolina Inn, Chapel Hill, NC

Philip Bartow

Portfolio Manager 
RiverNorth Capital Management

Frank Brosens

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

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 

Russell M. Niemie

Chief Risk Officer
White Oak Global Advisors, LLC

*Dan Parker

Deputy Chief Investment Officer
Texas Tech University System

Anthony Pompliano

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

Morgan Creek Capital Management