Investment Institute Winter Forum 2020 Speaker Faculty

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



Anthony Atala, MD

George Link Professor and Director
Wake Forest Institute for Regenerative Medicine


Patrick Bobbins

Director of Investments & Research
Carroll Financial

Jonathan Bock, CFA

Chief Financial Officer
Barings BDC

Daniel Breslin

Director, Portfolio Manager/Analyst
Lazard Asset Management

Andrew C. Burns, Jr

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

Wiki Management


Robert Cresci

Senior Portfolio Manager
J.O. Hambro Capital Management

Daniele M. Donahoe, CFA

CEO and Chief Investment Officer
McShane Partners

Tom Finke

Chairman & Chief Executive Officer

David Gilmore

Managing Director

The Harry and Jeanette Weinberg Foundation

Rael Gorelick

Partner & Head of Investments
Biltmore Family Office

Bryan High

Managing Director & Co-PM
Barings’ Global Special Situations Strategy

Stephen Johansen

Chief Investment Officer

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

Steve Marino, CFA

Managing Director, Private Markets
South Carolina Retirement System Investment Commission

Christopher R. Pavese, CFA

President & Chief Investment Officer
Broyhill Asset Management

Matthew Reiner

Co-Portfolio Manager
Adirondack Funds

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, CFA, CAIA

Senior Investment Manager
Gilder Office for Growth

James W. Sweetman

Managing Director, Senior Global Alternative Investment Strategist
Wells Fargo Investment Institute

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

Robert O. Weller

Executive Director
Sterling Capital Management

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