2019 Chief Investment Officer Summit

| Harvard Club of New York City

  • Patrick Adelsbach

    Head of Credit Strategies, Aksia

    Patrick is Head of Credit Strategies and has over 20 years of financial markets experience including 18 years focused on research and investment management. He oversees sourcing, research, and risk management for private credit, public credit and event driven investments. Patrick led the creation of Aksia’s private credit business and has worked closely with the institutional investor community to increase acceptance of private credit as an asset class. Prior to joining Aksia, he managed event driven and fixed income emerging markets investments at Credit Suisse and began his career in 1997 at Capital One Financial Corporation. Patrick graduated cum laude in 1997 from the Jerome Fisher Program in Management and Technology at the University of Pennsylvania, contemporaneously earning a BS in Economics from The Wharton School and a BAS in Systems Engineering from the School of Engineering and Applied Science.

  • Ralph Bassett

    Deputy Head of North American Equities, Aberdeen Standard Investments

    Ralph Bassett is Deputy Head of North American Equities and Head of US Small and Mid Caps at Aberdeen Standard Investments. Ralph oversees the region’s research effort in addition to portfolio construction. Ralph joined Aberdeen Asset Management in 2006 upon the relocation of the Equity team from London to Philadelphia. Ralph earned a BS in Business, Finance (Hons) from Villanova University. He is a CFA charterholder.

  • Doug Brown

    Senior Vice President and Chief Investment Officer, Exelon Corporation

    Douglas J. Brown joined Exelon Corporation as Senior Vice President and Chief Investment Officer in November 2009. As Chief Investment Officer, Doug leads a team of professionals responsible for managing all investment activities including pension funds, nuclear decommissioning trusts, defined contribution plans and other employee benefit trusts totaling $43 billion. He is a member of Exelon’s Corporate Investment Committee and the Exelon Foundation Board of Directors. In 2012, Doug was named Large Corporate Pension Manager of the Year by Institutional Investor. The award recognizes institutional investors whose innovative strategies and fiduciary savvy have resulted in impressive returns. From 2013 through 2018, he was named to Chief Investment Officer Magazine’s Power 100 list of most influential asset owners. Professional History Prior to joining Exelon, Doug was Chief Investment Officer at Chrysler LLC with responsibility for all asset management activities globally, including pension funds, defined contribution plans and other employee benefit trusts totaling $30 billion. Chrysler’s $20 billion U.S. pension fund has been consistently among the top performing funds. Doug’s career with Chrysler and its affiliates began in 1983. He was advanced to positions of increasing responsibility, including Treasurer for DaimlerChrysler Canada and Director, Corporate Finance and Capital Markets for DaimlerChrysler Corporation. He was a member of the Chrysler LLC Investment Committee and previously served on the DaimlerChrysler Investment Committees in the United States, Germany and Canada and on the Board of Directors and Investment Committee for the DaimlerChrysler Insurance Company. Doug is a member of the Economic Club of Chicago and is Chairman of the Board of Directors of The Committee on Investment of Employee Benefit Assets (CIEBA) in Washington, DC. He also serves on the Board of the Goodman Theatre in Chicago. From 2013 to 2015, Doug served on the Board of the CFA Society of Chicago. Education Doug was born in Paterson, New Jersey and holds a B.A. degree in economics from Albion College and an MBA from the University of Detroit Mercy.

  • T.J. Carlson

    Chief Investment Officer, Texas Municipal Retirement System (TMRS)

    T.J. is the Chief Investment Officer for the Texas Municipal Retirement System (TMRS) in Austin Texas. TMRS is a $29 billion statewide retirement system established in 1947 that provides retirement, disability, and death benefits for employees of participating Texas municipalities. Since joining TMRS in 2013, T.J. has built an extremely experienced professional investment team of 24 and has overseen TMRS’ diversification efforts into new investment areas including Absolute Return Strategies, Private Equity, Non-Core Fixed Income and Real Assets.Prior to joining TMRS, T.J. was the Chief Investment Officer for the Kentucky Retirement System and for the Wes Virginia Investment Management Board.  He also served as a Principal at EnnisKnupp, was the Chief Investment Officer and Treasury Director at the Marshfield Clinic and was a Sergeant in the USMC and Reserves.

  • Dan Chu

    Executive Director, Sierra Club Foundation

    Dan joined the Sierra Club Foundation as Executive Director in November 2016. Previously, he served as the National Director of the Sierra Club’s Our Wild America campaign, which protects land, waters, and wildlife; keeps dirty fuels in the ground; and connects people with nature outdoors. Dan started his environmental career in the 1980s as a door to door canvasser in Colorado. He and his wife then volunteered with the Peace Corps, assisting farmers in Panama. Upon returning to the U.S., Dan became the Executive Director of the Wyoming Wildlife Federation and then the national Vice President for regional programs at the National Wildlife Federation. Dan holds a Master’s of Science from the University of Colorado and a Bachelor’s of Science from Michigan State University. Dan currently serves on the board of the Confluence Philanthropy,  a community of foundations, donors, and investors who are committed to maximizing their social and environmental impact.

  • Clint Coghill

    CEO, Backstop Solutions Group

    Clint Coghill co-founded Backstop Solutions Group in 2003 as the Founding Chairman and has helped guide the company as Chairman of the Board for the last 15 years. Clint now leads the Backstop Executive Team as CEO. Prior to joining Backstop in an executive role, Clint was CIO of Coghill Capital Management, a successful Chicago-based hedge fund management company he started in 1995. Among his other professional pursuits, Clint was the Founding Chairman of NFTE Chicago’s Regional Advisory Board, which provides entrepreneurship programs to young people from low-income communities and reaches more than 2,000 youth per year. He is also the founder of two charitable Organizations, the Coghill Family Foundation and the Environmental Impact Initiative.
    Clint received his Bachelor’s Degree in Business Administration from the University of Arizona, and his Master’s Degree in Business Administration from the London Business School.

  • Adam S. Cohen

    Managing Partner and Co-Portfolio Manager , Caspian Capital LP

    Mr. Cohen is the Managing Partner and co-Portfolio Manager of  Caspian.  Prior to joining Caspian, he was a Vice President in a proprietary distressed investing group at Goldman Sachs & Co.  He was responsible for committing the firm’s capital to positions in numerous sectors throughout the distressed and stressed market and taught distressed investing to other areas of the firm.  Prior to joining Goldman Sachs, Mr. Cohen worked as an attorney in the business, finance and restructuring group of Weil, Gotshal & Manges LLP.  Mr. Cohen graduated cum laude from New York University School of Law and summa cum laude from the University of Pennsylvania. Caspian Capital LP is an $3B institutional alternative asset manager whose business was founded in 1997.  Caspian focuses on fundamental corporate credit opportunities primarily in the middle market stressed and distressed universe and seeks to create risk-adjusted returns that achieve capital appreciation over the long term through opportunistic investments in all levels of the capital structure.

  • Anne Dinneen

    Chief Investment Officer, Hamilton College

    Anne joined Hamilton College as Chief Investment Officer in 2015 and is responsible for managing the $1 billion endowment.

    Dinneen previously was Director of Investments at the James Irvine Foundation, where she worked for 10 years. She was responsible for the sourcing, evaluation, recommendation and monitoring of the foundation’s investment managers and investment opportunities. Before arriving at Irvine, Dinneen worked at Barclays Global Investors as a quantitative portfolio manager on the Advanced Active Equities team. She also held equity research positions with Thomas Weisel Partners and Bank of America Securities. Dinneen has a bachelor’s degree in economics from Princeton University and an MBA from the Wharton School. She is a member of the Investment Committees of The Hotchkiss School, The Wallace Foundation, The Hillman Foundation and the Global Capital Markets Advisory Committee for The Milken Institute.

  • John Emerson

    Vice Chairman, Capital Group International, Inc.

    John Emerson works in global distribution as vice chairman of Capital Group International, Inc. He has 18 years of industry experience, all with Capital Group. He most recently served as the United States ambassador to the Federal Republic of Germany. In 2015, John was awarded the State Department’s Susan M. Cobb Award for Exemplary Diplomatic Service, which is given annually to one non-career ambassador, and in 2017 he was awarded the CIA Medal and the U.S. Navy’s Distinguished Public Service award. Prior to accepting the ambassadorial posting, John was president of Private Client Services for the Capital Group Companies. Before joining Capital, he was deputy assistant to President Clinton where he coordinated his economic conferences, served as the president’s liaison to the nation’s governors, and led the administration’s efforts to obtain congressional approval of the GATT Uruguay Round Agreement and the extension of China’s MFN trading status. Before that, John served as Los Angeles Chief Deputy City Attorney, and was a partner in the law firm of Manatt, Phelps, Rothenberg, and Phillips. Additionally, he was appointed by President Obama to serve on his Advisory Committee for Trade Policy and Negotiations. John holds an honorary doctor of laws degree from Hamilton College, a juris doctorate degree from the University of Chicago and a bachelor’s degree in philosophy from Hamilton College. John is based in Los Angeles

  • Olivia Engel

    Senior Managing Director and CIO of Active Quantitative Equity, State Street Global Advisors

    Olivia is a Senior Managing Director of State Street Global Advisors and CIO of Active Quantitative Equities. She has global oversight of the broader AQE research agenda, investment process, portfolio management, and product innovation. Prior to serving as Deputy CIO for AQE in 2017, Olivia led the Active Quantitative Equities team in Asia Pacific, and was

    responsible for all benchmark unaware strategies globally for the team. Olivia joined State Street Global Advisors in 2011, after eight years at GMO, as a Senior Portfolio Manager in the Australian Equities group, responsible for portfolio management across all Australian strategies. She has been working in the investment industry since 1997 in roles including research, portfolio management, and trading. Olivia has a Bachelor of Economics and a Bachelor of Commerce from the Australian National University. She has earned the Chartered Financial Analyst designation, is a member of the CFA Institute and is a Past President of the CFA Society of Sydney.

  • Julie A. Glynn

    Senior Director of Pension Investments, United Technologies Corporation

    Julie Glynn is Senior Director of Pension Investments at United Technologies Corporation.  She joined United Technologies in 2007 and is primarily responsible for the global public equity, multi-asset class and portable alpha investments held in the US defined benefit retirement plan.  Prior to joining United Technologies, Julie worked in the investment management group at Aetna and was a Senior Quantitative Analyst with ING Investment Management.  Julie holds the Chartered Financial Analyst designation and is a member of the Hartford CFA Society.  She has a B.S. in Mathematics from Southern Connecticut State University. 

  • Rens Goetz

    Head of Asset Management , ABB, Ltd.

    Rens leads the process of asset allocation for ABB’s pension plans globally, from strategic and dynamic allocation, down to manager selection. He guided the digitalization of the process, which was vital in facilitating scalability and consistency, improving local decision making using a shared risk managed framework. The investment process has resulted in ABB’s pension plans outperforming local peers and international asset managers. Over the past years, he and the ABB pensions team have received multiple awards for their work in digitization and institutional investing. Last year, Rens was selected for CIO’s NextGen list for highly promising asset owners.

  • Jonathan Grabel

    Chief Investment Officer, Los Angeles County Employees Retirement Association (LACERA)

    Jonathan Grabel is the chief investment officer for the Los Angeles County Employees Retirement Association.  Mr. Grabel manages a $55 billion defined benefit pension fund on behalf of LACERA’s 165,000 active and retired members. In addition, he oversees the investments for the LACERA-administered $700 million healthcare benefits program. Prior to his appointment with LACERA, Mr. Grabel was the chief investment officer for the Public Employees Retirement Association of New Mexico.  In this role, he had responsibility for the NM PERA defined benefit and defined contribution plans.  Mr. Grabel also served as chief investment officer for Montgomery County Public Schools in Maryland. Previously, he was a general partner at Baker Capital, a New York-based private equity firm.  Earlier in his career, Mr. Grabel was an investment banker at SBC Warburg and with Nomura Securities. He also worked in public accounting at Arthur Andersen. Mr. Grabel received his BS in economics from the University of Pennsylvania Wharton School of Business and his MBA from the University of Chicago Booth School of Business.  He is a CPA.

  • Peter Grant

    Principal, Mercer

    Peter Grant, CFA is a Principal and senior investment consultant. His primary role is serving sophisticated institutional investment clients of Mercer. Other responsibilities include: U.S. national leader for client satisfaction and quality reviews, member of the U.S. Equity Strategic Research Team, author of papers on target date strategies and retirement readiness, and business leader for several offices. He has more than 24 years of experience in the investment consulting industry working with clients to create custom solutions that address investment strategy, manager research, market analysis, policies, governance, operational and risk-related processes. His clients include multi-billion wealth management platforms, sovereign wealth funds, corporate defined benefit and defined contribution plans, hospital programs, and not-for-profit endowments and foundations. He periodically presents at conferences focused on investment strategy analysis and design. Peter received his Chartered Financial Analyst designation in 1996. He graduated from Columbia University with an MBA and Cornell University with a BS in Applied Economics and Business Management.

  • Roz Hewsenian

    Chief Investment Officer, Helmsley Charitable Trust

    Roz Hewsenian currently serves as the Chief Investment Officer of the $6B Leona M. and Harry B. Helmsley Charitable Trust.  The Trust is dedicated to healthcare and medical research. Ms. Hewsenian has had a more than 40-year investment and business career and prior to her work at Helmsley, was CEO and a member of the Board of Clay Finlay LLC, a $2B global equity investment firm based in New York.  Earlier, she was a Principal at Wilshire Associates in Santa Monica, CA for 21 years, where she served as a Managing Director, Senior Investment Consultant and was a member of the Board.  She was also lead consultant to CalPERS and was instrumental in the strategic direction of its investment program, which achieved full funding on a market value basis during her work with the System.  She also held investment and operating positions at PepsiCo and Kraft General Foods, where in 1982 she successfully installed one of the first 401K plans in the country. Ms. Hewsenian currently serves on The Board of Directors of Partners Capital in the U.K., The Foundation Financial Officers Group Board of Directors, and on the Investment Advisory Committee of Los Angeles Capital Management. In 2012 Ms. Hewsenian received the MacArthur Award for outstanding contributions to the investment consulting industry from the Investment Management Consultants Association.  Ms. Hewsenian is the first woman to receive this award, which has previously been won by two Nobel Prize-winning economists.  She is a frequent commentator on pension and investment issues and in 2006 spoke at the United Nations on investing in Emerging Markets.  Roz has an MBA in Finance, awarded with Distinction, from the Lubin School of Business at Pace University, where she also served as President of the Graduate Students Association. She earned a B.S. degree from the State University of New York at Oneonta and was awarded a Doctorate of Human Letters in May 2017 by SUNY for her life’s work and service to the State University.

  • David Holmgren

    Chief Investment Officer, Hartford HealthCare

    David joined Hartford HealthCare as its Chief Investment Officer to build a comprehensive, sustainable best-in-class structure for Hartford HealthCare members to efficiently pool their endowment, pension and insurance assets. Prior to joining HHC in May of 2010, David was Principal Investment Officer for the Connecticut State Treasury for 4 years and Executive Vice President and Senior Portfolio Manager at DSI/UBS Asset Management for 13 years. Prior work experience includes three years in London doing brokerage and securities research. David is widely recognized for his long-term, top quartile performance record and often referenced as an industry expert on institutional manager selection, asset allocation and risk function design. David earned his MBA at Columbia University, BA in Economics at Denison University and studied French at Yale University.

  • Dr. Maximilian Horster

    Managing Director, Head of ISS-climate, Institutional Shareholder Services

    In 2006, Max started his career in investment management with Capital Group. In 2010, Max left Capital Group to found a company in Zurich/ Switzerland that pioneered climate change analysis for investors: An early ESG service specialist. In 2017, he sold the company to ISS and is now as Managing Director in the ESG business leadership of ISS. 

  • Robert M. Hunkeler

    Vice President, Investments, International Paper

    Bob joined International Paper in 1997 as Vice President – Investments. In this position, he is responsible for the investment direction of IP’s $14 billion in pension, savings and other plan assets. Prior to joining International Paper, he was Associate Director – Funds Management and Financing at Sandoz Corporation where he was responsible for pensions, cash management and other finance activities. Before that he held numerous finance positions at Ciba-Geigy Corporation. He began his career as a chemical lab technician at Ciba-Geigy’s central research facility in Basel, Switzerland. Bob holds a bachelor’s degree in chemistry and an MBA from the University of Maryland. He is a past Chairman, and current board member, of the Committee on Investment of Employee Benefit Assets (CIEBA), a former trustee of the Greenwich Roundtable and former member of the NYSE Pension Managers Advisory Committee.

  • Jason Klein

    Senior Vice President & Chief Investment Officer, Investment Office, Memorial Sloan Kettering Cancer Center

    Jason Klein is Senior Vice President and Chief Investment Officer for Memorial Sloan Kettering Cancer Center, which he joined in 2008 to create the Investments Office. Jason oversees $5+ billion in long term global investment assets and leads asset allocation, manager selection and risk management efforts. The MSK investments team has achieved peer-based recognitions for innovation, portfolio construction and investment achievement. An active member of the endowment and foundation investment community, Jason is a member of the investment committees of Oxford University and The College Board and a member of the Investment Advisory Group of The Council on Foreign Relations; he is a current member of the Global Capital Markets Advisory Council for The Milken Institute and a former member of the investment committee of Wesleyan University. Jason is a member of The Council on Foreign Relations and The Economic Club of New York. Previously, Jason was the CIO for The Museum of Modern Art and a Vice President and Principal in the private equity division of Lehman Brothers. Jason earned an MBA from Wharton, a JD from The University of Pennsylvania Law School and a BA from Wesleyan University.

  • Walter Kress

    Chief Investment Officer and Treasurer, Americas at Ernst & Young, LLP

    Walter is the Chief Investment Officer and Treasurer for EY Americas based in Secaucus, New Jersey and has 33 years of investment experience. Prior to joining EY in 2016, Walter spent 10 years as member of the JPMorgan Retirement Plan Investment Group, the investment manager of the JPMorgan Retirement Plan.  He was COO responsible for the investment operations of the JPMorgan’s Retirement and 401(k) Savings Plans, Portfolio Manager for private equity, real estate and real assets and a designated advisor to the firm’s largest international retirement plans’ investment committees. From 1999-2006, Walter worked for Mellon and its Dreyfus subsidiary in roles including National Sales Manager of Retail at Dreyfus, President of Mellon Advisors, and Executive Vice President of Defined Contribution Distribution at Mellon Institutional Asset Management. Before joining Mellon, he spent 14 years at Prudential Securities in various roles including Branch Manager and Associate Regional Director and began focusing on the qualified retirement plan market in 1990.

  • Gretchen Lam

    Senior Portfolio Manager, Octagon Credit Investors, LLC

    Ms. Lam is a member of Octagon’s Investment Committee and serves as the Portfolio Manager of 7 CLOs, 5 Separately Managed Accounts, and 2 Commingled Funds. Ms. Lam oversees the Firm’s Structured Credit (CLO debt & equity) investment strategies. Prior to becoming a Portfolio Manager, Ms. Lam oversaw Octagon’s investments in the software, business services, finance & insurance, paper & packaging, gaming & lodging, homebuilding and real estate industries. She was also responsible for the structured credit exposure held in Octagon’s CLOs. Prior to joining Octagon in 1999, Ms. Lam attended Babson College where she graduated Summa Cum Laude with a B.S. in Investments. She received her CFA Charter in 2006.

  • Kevin Leonard

    Partner, NEPC, LLC

    Kevin joined NEPC in 2007 and his career in the financial services industry began in 1991 and the investment consulting industry in 1994.  His consulting responsibilities and background include servicing public pension plans, Taft-Hartley pension funds, hospital, endowments, and foundations.  Kevin is the team leader for the NEPC Public Fund Consulting Practice and is also a member of NEPC’s Due Diligence Committee and Large Cap Equity Research Advisory Committee. Prior to joining NEPC, Kevin was a Vice President/Partner at Segal Advisors.  Prior to working at Segal Advisors, he was a Consultant at The Hannah Consulting Group, and worked at State Street Bank and Trust Company. Kevin received his B.A. in Business Management from Assumption College.  He served on the Board of Directors for the Massachusetts Public Pension Forum and is a frequent speaker at educational conferences and association seminars.  Kevin was recognized as the 2012 Public Plan Consultant of the Year by Money Management Intelligence.  Kevin was also a nominee for the same award in 2011. 

  • Christopher Lyon

    Principal, Rocaton

    Christopher Lyon, Principal. In addition to serving as a senior consultant on a variety of client relationships, Chris leads Rocaton’s defined contribution initiatives. Chris is currently a member of the Executive Committee and the Operating Committee of the Defined Contribution Institutional Investment Association. Chris joined Rocaton in 2002 after six years at Barra RogersCasey where he served as Director, Investment Consulting and also led Barra RogersCasey’s defined contribution research effort. Chris is a holder of the CFA designation and a member of the CFA Institute and the New York Society of Security Analysts. Chris earned an M.B.A. in Finance and Marketing from New York University’s Stern School of Business and an A.B. in Economics from Muhlenberg College, where he graduated summa cum laude and was a member of Phi Beta Kappa.

  • Hadley Peer Marshall

    Managing Director, Infrastructure, Brookfield Asset Management

    Hadley Peer Marshall is a Managing Director in Brookfield’s Infrastructure Group. In this role, Ms. Peer Marshall oversees the origination, execution and asset management of the Firm’s infrastructure credit investments in the Americas. Prior to joining Brookfield in 2015, Ms. Peer Marshall was Co-Head of the project finance and infrastructure group at Goldman Sachs, where she was responsible for originating, structuring, executing and advising on infrastructure and project financings for clients. Ms. Peer Marshall holds a B.A. degree in economics and an MBA from the University of North Carolina at Chapel Hill.

  • Bertrand Millot

    Head of Investment Stewardship, CDPQ

    Bertrand Millot has headed CDPQ’s Stewardship Investing team since December 2018. He is responsible for developing CDPQ’s stewardship practices and positioning, thereby reinforcing the institution’s leadership in this area on the world stage. Mr. Millot is one of the architects of CDPQ’s climate change strategy and a seasoned investor in infrastructure and emerging markets companies, fields where ESG considerations have historically been at the forefront.  At CDPQ since 2015, he previously held the position of Vice-President, Infrastructure and Cross-sectoral Risk Management. In that role, he was responsible for identifying cross-sectoral risk, including geopolitical and emerging risks. He was also business unit risk manager for the Infrastructure portfolio. Before joining CDPQ, Mr. Millot was CEO and CIO at Cordiant Capital, an emerging market debt fund manager with investments totalling around USD2.5 billion in 50 countries across a wide array of sectors from infrastructure to agribusiness. Earlier in his career, he was active in infrastructure project finance with the European Bank for Reconstruction and Development in London, U.K. as Portfolio Manager with responsibility for 180 investments and with BNP Paribas in Paris, France. Mr. Millot holds an MBA from McGill University, a MSc in Engineering from École Nationale Supérieure d’Arts et Métiers and is a member of the Institute of Corporate Directors (ICD.D designation).

  • Jack Murphy

    Chief Investment Officer, Lead Portfolio Manager, Levin Easterly

    Jack Murphy is the Vice-Chairman, CIO, a Lead Portfolio Manager for Levin Easterly Partners, and has over 31 years of industry experience.  He also oversees the 8-person Levin investment team.  In addition, Jack also has specific sector focuses on Industrial and Consumer companies.  Jack joined Levin in 1995 as an analyst, and became a PM in 2001. He also worked at Prudential Securities (1991-1995) and began his investment career at Bain & Co. (1988-1991).  Jack earned a BS from Bryant College and an MBA from Northeastern University.  Levin Easterly manages $6.5B for large institutional clients across the world in large-cap, mid-cap, and all-cap value portfolios.

  • Rich Nuzum

    President, Wealth, Mercer

    Rich is President of Mercer’s Wealth Business, and a member of Mercer’s Executive Leadership team. Rich is responsible for Mercer’s delivery of investment consulting, open architecture manager-of-managers investment management, and retirement actuarial consulting services and solutions globally.  During the past 25 years Rich has provided investment advice to clients in more than 20 countries, including many of the world’s largest institutional investors. In prior roles, Rich was the President and Global Business Leader for Mercer’s investment management business, global Chief Investment Officer for Mercer’s investment management business, and held a variety of other leadership roles while based in Tokyo, Singapore and later New York. Rich holds an MBA with High Honors in Analytic Finance and Accounting from the University of Chicago, and a BA with Honors in Mathematical Sciences and Mathematical Economic Analysis from Rice University. Rich also did graduate work in international economics at Tokyo University. Rich is a Chartered Financial Analyst and a member of the CFA Institute. Rich has repeatedly been named to CIO Magazine’s annual list of the world’s most influential investment consultants, and received CIO Magazine’s 2017 Industry Innovation Award as “Consultant of the Year”.

  • Tim O'Donnell

    Senior Vice President and Committee Chair for Responsive Investments, Fund Evaluation Group (FEG)

    Tim O’Donnell joined FEG in June 1999 working as a research analyst in traditional equity strategies.  In 2002 he moved to client service at FEG where he assists in overseeing approximately $1b in investment portfolios for institutional non-profit organizations.  For the past ten years O’Donnell has provided guidance and messaging for the ESG/Responsive Investing effort at FEG.  Prior to joining FEG, O’Donnell conducted SRI manager research for Robert W. Baird & Co. O’Donnell has a BA in History and Political Science from Miami University and holds his Chartered Alternative Investment Analyst designation since 2013.

  • Brian Pellegrino

    Chief Investment Officer, Georgia Tech Foundation

    Brian Pellegrino joined the Georgia Tech Foundation in January of 2018 as the Chief Investment Officer. He directs the Foundation’s $1.8 billion portfolio and will be responsible for developing the endowment’s long term strategy, building out the investment organization and overseeing policy implementation. He also serves as a member of the Foundation’s Executive Team. Prior to the Georgia Tech Foundation, Mr. Pellegrino was at United Parcel Service of America, Inc. (UPS) for 37 years, where he held senior positions in Mergers & Acquisitions as well as Treasury & Corporate Finance. He was the Chief Investment officer from 2005 to 2017. In that role Mr. Pellegrino maintained investment oversight for $37+ billion of actively managed defined benefit assets, including decisions related to strategic direction, asset allocation, risk management and portfolio construction. During his tenure, he improved efficiencies and reduced costs by transitioning the portfolio to a master trust structure and secured a material increase in the portfolios alternative allocation by enhancing its governance structure. Mr. Pellegrino earned his master of Business Administration in Finance from Rutgers University and a Bachelor of Science in accounting from Montclair State College. Mr. Pellegrino’s professional credentials include the chartered financial analyst (CFA) designation and a certified public accountant (CPA) license in the state of New Jersey.

  • Anton Pil

    Managing Director, Global Head of Alternatives, J. P. Morgan Asset Management

    Anton Pil is Global Head of Alternatives. With over $100 billion in alternative assets under management, this newly formed group manages assets across real estate, private equity, hedge funds, and liquid alternatives. Anton has held a variety of leadership roles at J.P. Morgan over the last two decades. He was most recently head of the Private Bank’s Global Investment Opportunities Group (GIO), a niche group working with some of the firm’s most sophisticated clients interested in opportunistic absolute return investing across public and private markets. Prior to becoming Head of GIO in 2008, Anton was Head of Fixed Income, Currencies, and Commodities for J.P. Morgan Wealth Management, where he was responsible for investment ideas and the development of portfolio management, brokerage and funds. He also led the development and expansion of the Private Bank’s real estate lending business. Prior to this, he was head trader for Investment Management’s Global Fixed Income group and has managed European equity, emerging market debt and global high yield funds. Anton began his career at J.P. Morgan in Asset Management’s Capital Markets Research team, where he specialized in modeling public and private real estate mortgages and providing complex fixed income securities analytics. Anton holds B.S., M.S. and Ph.D. degrees in Mechanical Engineering, specializing in Control Theory, from Massachusetts Institute of Technology.

  • Anik Sen

    Managing Director, Global Head of Equities, PineBridge Investments

    Mr. Sen is Global Head of Equities and a Portfolio Manager. He leads the firm’s equities business, overseeing fundamental and quantitative strategies that are highly active with stock selection driving excess returns at similar risk to benchmark. Mr. Sen joined PineBridge in 2008, and is a member of the firm’s Management, Global Risk and Proxy Committees. He has over 30 years of investment experience which includes leading successful investment teams in a number of leading financial institutions and was a ranked equity analyst. Prior to joining the firm, Mr. Sen was a Portfolio Manager at Brevan Howard, a Managing Director and Business Unit Leader at Goldman Sachs and a Managing Director at UBS Warburg. Earlier, he was an analyst at Fidelity Investments and began his career at Lloyds Bank International, serving in four countries. Mr. Sen holds an MBA from INSEAD.

  • Robert “Vince” Smith

    Chief Investment Officer and Deputy State Investment Officer, New Mexico State Investment Council

    Robert “Vince” Smith, CFA is among the country’s longest-serving public fund investment officers. Over the past three decades, Mr. Smith has provided investment leadership and portfolio management to both pension and sovereign wealth investment programs across four state-level public funds in Montana, Texas, Kansas and New Mexico. In the latter two states, he served as chief investment officer, presently serving as CIO for the New Mexico State Investment Council and based in Santa Fe. Vince and his investment teams implement a top-down investment process, driven by macroeconomic analysis, long term strategy, and strategic asset allocation. Vince was educated in Finance and Economics in his home state of Montana, and he is presently a board member and chairs the investment committee of the Santa Fe Community Foundation.

  • Phillip Titolo

    Portfolio Manager, Managing Director, MassMutual

    Phillip Titolo is currently a Portfolio Manager/Managing Director of Investments for the MassMutual Insurance Co. general account portfolio, focusing on strategic investments and external investment relationships across asset classes. He serves on several advisory boards in private equity and insurance as well as a member on the Investment Committee for the upstate Connecticut Boy Scouts affiliate’s endowment. Mr. Titolo was previously at Hartford Investment Management (The Hartford) and was jointly responsible for managing $2.3B in hedge fund/alternative investments on behalf of the insurance general account and The Hartford’s corporate defined benefit plan. He has also held alternative asset positions at Credit Suisse Asset Management in New York and at United Technologies Corporation in Hartford, CT. Mr. Titolo graduated from the University of Connecticut with a Juris Doctorate and Masters of Business Administration and earned his Bachelor of Science in Business Administration from Boston College. He is a CFA® charter holder, and also holds series 3, 7 and 65 licenses.

  • Charles Van Vleet

    Assistant Treasure and Chief Investment Officer, Textron Inc.

    Charles Van Vleet is Assistant Treasurer and Chief Investment Officer of Pension Investments at Textron Inc., Providence RI*. Together with an investment team of four, Charles has Trustee oversight of $10.6BN in defined benefit and defined contribution assets for Textron’s U.S., Canada and UK Plans providing retirement security for over 75,00 current and past employees. The Textron retirement Plans are well funded with broadly diversified investments including private equity, hedge funds, real estate, fixed income and public equity. In addition to investment oversight, Charles serves as a Member of Textron’s Investment Committee, Investment Management group, Employee Benefits Committee, Trustee and Board Member of Textron’s UK and Canadian Plans. Prior to Textron, Charles spent 8 years as Director, Pension Investments at United Technologies in Hartford CT. Prior to pension investment Charles spent 25 years in the asset management divisions of Credit Suisse, Putnam Investments, Alliance Capital, Brown Brothers Harriman and Nomura Securities. At different times -living and working in New York, London and Tokyo- he has had the opportunity to manage ‘40 Act mutual funds, high net worth, endowment, public pension and corporate pension funds. Charles holds bachelors’ degrees in Economics and Political Science from UC Berkeley, Berkeley CA and an MBA from the University of CT (UCONN) in Storrs, CT. Currently, Charles is a member of the Board of Directors and Chair of the Investment Subcommittee for CIEBA (Committee on Investment of Employee Benefit Assets) and serves on the investment advisory board for the Lifespan endowment, Rhode Island’s largest not-for-profit health care system. In addition, he serves on the advisory board for Rhode Island’s Local Initiatives Support Corporation (LISC), advisory committee for the Washington DC based, Managed Fund Association (MFA), Industry Affairs Committee for the Institutional Limited Partners’ Association (ILPA) and Defined Contribution Alternatives Association (DCALTA). *Textron Inc. is a multi-industry company that leverages its global network of aircraft, defense, industrial and finance businesses to provide customers with innovative solutions and services. Textron is known around the world for its powerful brands such as Bell Helicopter, Cessna Aircraft Company, Jacobsen, Kautex, Lycoming, E-Z-GO, Greenlee, and Textron Systems. Founded in 1923, we have grown into a network of businesses with total revenues of $13.4 billion, and approximately 32,000 employees with facilities and presence in 25 countries, serving a diverse and global customer base. Headquartered in Providence, Rhode Island Textron is ranked 228th on the FORTUNE 500 list of largest U.S. companies.

  • Anthony S. Waskiewicz

    Chief Investment Officer, Mercy Health (St. Louis)

    Mr. Waskiewicz has nearly 30 years of investment experience mostly advising and managing assets for institutional clients. Mr. Waskiewicz currently serves as Chief Investment Officer for Mercy Health (St. Louis, MO) managing the AA- rated health system’s short-term, long-term and pension plan assets, totaling $3B in assets under management. Mr. Waskiewicz joined Mercy in February 2010 as the system’s first chief investment officer charged with creating a top-performing in-house investment program. During his tenure, Mercy has generated strong risk-adjusted returns while receiving industry recognition as a leading healthcare investor.
    Tony was named Healthcare CIO of the Year by Institutional Investor in 2014 and by Chief Investment Officer in 2018. Mercy was named Healthcare Investor of the Year by Institutional Investor in 2015 and Mercy’s Investment Committee was named Institutional Investor’s Investment Committee of the Year in 2018.

  • Shawn Wischmeier

    Chief Investment Officer, Margaret A. Cargill Philanthropies

    Shawn Wischmeier joined Margaret A. Cargill Philanthropies in March 2012 as chief investment officer of the grantmaking entities under the Margaret A. Cargill Philanthropies umbrella. Shawn manages an internal team of eleven investment professionals responsible for the investment strategy of all portfolios. Shawn previously was chief investment officer of the North Carolina Department of State Treasurer, where he was responsible for approximately $90 billion in assets under management. Before joining NCRS, he was chief investment officer of the $17 billion Indiana Public Employees’ Retirement Fund (Indiana PERF). Prior to joining Indiana PERF, Shawn was with Eli Lilly and Company’s Global Treasury group, where he held a variety of roles focused primarily on low-duration fixed income investments, asset-liability management, global working capital management, and pension management. Shawn earned a bachelor’s degree in chemical engineering from Rose-Hulman Institute of Technology. He has an MBA degree from the Kellogg School of Management at Northwestern, where he majored in analytical finance, and a master’s degree in manufacturing management from Northwestern University’s McCormick School of Engineering. He holds the Chartered Financial Analyst designation. Shawn is a member of the Board of Directors for Camp Fire Minnesota.

  • Joy Xu

    Vice President of Strategies Asset Allocation and Fixed Income, Verizon Investment Management Corp.

    Ms. Xu is a Managing Director and Vice President at Verizon Investment Management Corp. (VIMCO). She is in charge of strategic and tactical asset allocation, risk management, and oversees external global fixed income managers. She manages the Pension, the Savings Plans, VEBA, and other retirement funds for Verizon with total assets over $56 billion. She is also the Portfolio Manager of a Global Tactical Asset Allocation (GTAA) overlay portfolio with notional amount up to $1.8 billion for the Pension Trust. Prior to joining VIMCO, she worked as a Risk Analyst in Merrill Lynch Investment Managers (MLIM), which now becomes BlackRock. Ms. Xu holds an MS in Finance from Carroll School of Management at Boston College. She is a CFA charter holder, a member of the CFA Institute, and the New York Society of Security Analysts.

Contact Information

Sponsorship Information

Katie Bacon (203) 595-3184

General Information

Carol Popkins (203) 461-0985