Investment Institute Winter Forum 2020 Speaker Faculty

The Winter Investment Institute Forum
February 24-25, 2020
Barings Global Headquarters, Charlotte, NC

JUST A FEW OF THE WINTER FORUM 2020 CONFIRMED SPEAKER FACULTY

 

Anthony Atala, MD

George Link Professor and Director
Wake Forest Institute for Regenerative Medicine

 

Jonathan Bock, CFA

Chief Financial Officer
Barings BDC

Daniel Breslin

Director, Portfolio Manager/Analyst
Lazard Asset Management

Andrew C. Burns, Jr

Founder
Conover Investment Advisory, LLC

 

Mary Cahill

Investment Committee
Woodruff Arts Center, Community Foundation for Greater Atlanta & Zeist Foundation

Dan Clifton

Partner & Head of Policy Research
Strategas Securities

 

Rod Collins

Author
Wiki Management

 

Robert Cresci

Senior Fund Manager
J.O. Hambro Capital Management

Daniele M. Donahoe, CFA

CEO and Chief Investment Officer
McShane Partners

Patricia J. Gerrick

Chief Investment Officer
Progress Investment Management Company

David Gilmore

Managing Director

The Harry and Jeanette Weinberg Foundation

Rael Gorelick

Partner & Head of Investments
Biltmore Family Office

Stephen Johansen

Chief Investment Officer
Waypointe

Beth Johnson

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

Bob Litterman

Chairman, Risk Committee
Kepos Capital

Vikram Mansharamani

Global Trend-Watcher
Harvard University Lecturer, & Portfolio Manager, Author, Boombustology

Christopher R. Pavese, CFA

President & Chief Investment Officer
Broyhill Asset Management

Cathleen Rittereiser

Executive Director
Commonfund Institute

Mark E. Roberts

Chief Investment Officer
Ironsides Asset Advisors

Sally Staley

Trustee, Chair of Investment Committee & Former CIO
The College of Wooster & Case Western Reserve University

Emily Sumner

Senior Investment Manager
Gilder Office for Growth

David Thomas

Founder & Chief Investment Officer
Atalan Capital Partners

Raj Venkatesan

Founder & Chief Investment Officer
Trinity Alps Capital Partners

Daniel Ward

Chief Investment Officer
Virginia Tech Foundation

Campbell Wilson

Founder and Portfolio Manager
Old Well Partners

Mark W. Yusko

CEO & Chief Investment Officer / Managing Partner
Morgan Creek Capital Management / Morgan Creek Digital Assets