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2011 Speaker Bios
KEYNOTE SPEAKERS
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Mark W. Yusko, CEO, CIO
CEO and CIO, Morgan Creek Capital Management and CIO of the Hatteras Multi-Strategy Funds
Mark W. Yusko is the CEO and CIO of Morgan Creek Capital Management, LLC, a registered investment adviser formed in July 2004 to provide investment management and advisory services based on the University Endowment Model of investing to wealthy families, individuals and institutional investors. Morgan Creek currently has $ 10.1 billion in assets under advisement in non-discretionary accounts, discretionary funds and joint ventures.
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Lunch General Session
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Mark Green, CFA
Oxford Financial Group, Ltd.
Mark has spent over 20 years developing traditional and nontraditional investment strategies, including hedge funds, private equity, real estate and illiquid investments. His expertise includes econometric modeling, market analysis, strategic and tactical asset allocation, development of investment policy and guidelines, risk management and manager evaluation and selection.
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W. Bradford McMillan, CFA, CAIA, MAI, AIF
Vice President, Chief Investment Officer
Commonwealth Financial Network
In this role, Brad leads Commonwealth’s investment research, advisory services, asset management and investment consulting teams. He is a frequent guest speaker at industry conferences.
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Joseph J. Patracuollo, CFA, Vice President/Director of Portfolio Research
Budros, Ruhlin & Roe, Inc.
Joe joined Budros, Ruhlin & Roe, Inc. in 2009. He provides leadership in manager due diligence, portfolio construction, and investment research services for the firm. Prior to joining, Joe was employed with Nationwide Financial, where he acted as Investment Research Manager, leading research in asset allocation, portfolio construction, and investment oversight.
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SPEAKERS
361° Capital
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Tom Florence
Tom Florence is the CEO and Portfolio Manager of 361° Capital. He brings over 26 years of experience with some of the leading companies in the financial services industry. Tom holds a Bachelors Degree in Economics from Pennsylvania State University and is a graduate of Northwestern University’s Kellogg Management Institute.
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AQR Capital Management
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Ronen Israel
Principal - AQR Capital Management
Portfolio Manager - ASAIX/ASANX
Prior to joining AQR in September 1999, Ronen was a Senior Analyst at Quantitative Financial Strategies, Inc., a quantitative investment management firm, specializing in currencies and global macro strategies, with $2.5 billion under management. Before that, he worked as a management consultant, specializing in building out financial systems for financial services firms.
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Aston Asset Management, LP
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Crosswind Investments
Andrew Morey, CFA
Partner
Andrew Morey, CFA is a Partner with Crosswind Investments, LLC and the portfolio manager for the Aston/Crosswind Small Cap Fund. Andrew has 19 years of investment management experience and prior to joining Crosswind, Mr. Morey was the founder and lead portfolio manager of Tartan Partners, LLC. Prior to Tartan Partners, Mr. Morey worked at State Street Research & Management from 1995-2005..
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DoubleLine
Gregory A. Uythoven, CFA
Fixed Income Asset Allocation
Mr. Uythoven joined DoubleLine in 2009 and is a member of the Executive Management Committee. He is a Fixed Income Generalist and member of the Fixed Income Asset Allocation Committee that manages the Aston/DoubleLine Core Plus Fixed Income Fund.
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Herndon Capital
Randell A. Cain Jr., CFA
Principal and Portfolio Manager
Randell A Cain, CFA is the portfolio manager of the Aston/Herndon Large Cap Value Fund. Mr. Cain has 20 years of investment industry experience. Prior to joining Herndon Capital Management, LLC, in 2002, Randy spent five years at NCM Capital managing large cap value equities while also analyzing the Financial, Basic Material, Energy, and Utility sectors.
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Cole Real Estate Investments
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Jeff Holland
Jeff Holland serves as Executive Vice President and Head of Capital Markets at Cole Real Estate Investments. In this role, he provides strategic direction and oversees all aspects of Cole Capital Markets including product development, external and internal sales, marketing, broker-dealer relations, due diligence and securities operations.
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Indraneel Karlekar
Indraneel Karlekar, serves as Executive Vice President and Chief Investment Strategist at Cole Real Estate Investments. In this role, he is responsible for leading the firm’s real estate investment strategy and enhancing the firm’s offerings. He also serves as the firm’s economist, providing views and insight on the overall economy. |
DundeeWealth
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Oscar Belaiche FICB, CFA
Vice President & Portfolio Manager
Goodman & Company NY, Ltd.
Oscar Belaiche joined Goodman & Company in 1997. Oscar graduated in 1980 with an Honors B.A. in Business Administration from the University of Western Ontario. He has his Chartered Financial Analyst designation and is a Fellow of the Institute of Canadian Bankers
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Robert Cohen CFA
Vice President & Portfolio Manager
Goodman & Company NY, Ltd.
Robert joined Goodman & Company in 1998 as a member of the global equities team. Robert completed his Bachelor of Applied Sciences in Mineral Process Engineering at the University of British Columbia in 1992. In 1998, he received his Master of Business Administration and, in 2003, Robert received his CFA designation.
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Nudgem Richyal CFA
Senior Fund Manager
JO Hambro Capital Management Ltd.
Nudgem Richyal is a Fund Manager for Global and EAFE strategies. Prior to joining JOHCM, Nudgem was an Investment Director within the Global Equity Group of Baring Asset Management. Mr. Richyal is a CFA charterholder and holds a First Class BSc Honours Degree from the University of Manchester.
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Timothy J. Rudderow
Portfolio Manager & CIO
Mount Lucas Management LP
Mr. Rudderow was a co-founder of Mount Lucas in 1986 and is also the firm’s Chief Investment Officer, overseeing all of its investment activities. Mr. Rudderow holds a B.A. in Mathematics from Rutgers University and an M.B.A. in Management Analysis from Drexel University
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Jennifer Stevenson
Vice President & Portfolio Manager
Goodman & Company NY, Ltd.
Jennifer Stevenson joined Goodman & Company in 2010. She brings more than 20 years of experience in the energy sector. Jennifer has an Advanced Certificate in Petroleum Land Contract Administration, a Masters in Business Administration in Finance from the University of Alberta and a Bachelor of Commerce degree in Marketing & Finance from the University of Calgary.
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Chuk Wong CFA
Vice President & Portfolio Manager
Goodman & Company NY, Ltd.
Chuk Wong has been a member of the global equities team at Goodman & Company since 1996. Chuk began his investment career in 1989 at Daiwa Securities Canada Ltd. Mr. Wong received a BBA from the Chinese University of Hong Kong and an MSc. from the University of British Columbia. He also holds Certified General Accountant and Chartered Financial Analyst designations.
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Eaton Vance
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John Baur
John Baur is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance’s global fixed-income team.
John joined Eaton Vance in 2005 as an analyst covering Latin America before becoming a portfolio manager in 2008. From 1995-2002, John was affiliated with Applied Materials in an engineering capacity, spending five of his seven years there in Asia.
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Michael Cirami
Michael Cirami is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance’s global fixed-income team.
Michael joined Eaton Vance’s global fixed income department in 2003. Previously, he was employed at State Street Bank in Boston, Luxemburg and Munich, and with BT&T Asset Management in Zurich.
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Eric Stein, CFA
Eric Stein is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance’s global fixed-income team, focusing on Asia, Western Europe and the Dollar Bloc. He also covers the policies and actions of the Federal Reserve and Treasury.
Eric originally joined Eaton Vance in 2002 and rejoined the company in 2008. He previously worked on the Markets Desk of the Federal Reserve Bank of New York. In addition, he has experience at Citigroup Alternative Investments. |
FolioInvesting
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Geoff Considine
leads the quantitative analysis group at FolioInvesting and has worked with Folio for four years. Geoff has provided professional services in the area of portfolio analysis, risk management, and asset allocation to a diverse client base for more than twelve years. He has published widely on topics relating to the quantitative aspects of portfolio management.
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Forward Management
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Ricardo L. Cortez, CIMA
President, Global Distribution and Senior Portfolio Specialist
Mr. Cortez managed the open architecture programs at Prudential and Goldman Sachs and was a portfolio manager at Liberty Capital. He graduated from Queens College CUNY and has been a guest lecturer at the University of Pennsylvania, CUNY, and Harvard University.
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Ian Goltra, Portfolio Manager
Mr. Goltra joined Forward Management as a Senior Analyst on June 2009 and has been a portfolio manager for Forward Management since March 2010. Since May 2010, Mr. Goltra has primary responsibility for the day-to-day management of the Forward Real Estate Long/Short Fund and co-primary responsibility for the day-to-day management of the Forward Real Estate Fund.
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Nathan Rowader
Director of Investments & Sr. Market Strategist
Mr. Rowader has been with Forward Management since September 1, 2008 as the Director of Investments. Mr. Rowader has primary responsibility for the investment decisions and day-today management for the Allocation Funds and the Strategic Alternatives Fund, and co-primary responsibility for the investment decisions and day-to-day management for the Frontier Markets Fund and the U.S. Government Money Fund.
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Hatteras
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Robert J. Murphy, CFA, FRM, CAIA
Director, Portfolio Management
Mr. Murphy is a portfolio manager for the Hatteras Alternative Mutual Funds. His primary responsibilities include asset allocation, portfolio construction and risk management. Previously with Ivy Asset Management Corp. LLC , where he served as a Managing Director in the Investments Group. Prior to joining Ivy in 2008, Mr. Murphy was a Partner and Director of Risk Management at Meridian Capital Partners, Mr. Murphy has earned his designation as a Chartered Financial Analyst (CFA), Financial Risk Manager (FRM) and Chartered Alternative Investment Analyst (CAIA).
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Harbor Funds
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Shenkman Capital
Raymond F. Condon
Senior Vice President and Portfolio Manager
Prior to joining Shenkman Capital in 2003, Mr. Condon held
management positions focusing on research, origination, and sales &
trading at ABN AMRO Rothschild, ING-Barings, Alex Brown, Tucker
Anthony, Smith Barney, and Lehman Brothers. Mr. Condon earned his BA
at St. John’s University and his MBA from Fordham University.
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Stone Harbor
David A. Oliver
Senior Portfolio Manager, Emerging Markets Debt
Mr. Oliver has 24 years of industry experience. Prior to Stone
Harbor, Mr. Oliver served as Managing Director for Sales and Trading in
Emerging Markets Debt at Citigroup Global Markets. He is a member of
the CFA Institute and the New York Society of Securities Analysts. |
Hotchkis and Wiley
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Stan Majcher, CFA
Portfolio Manager and Principal, Mr. Majcher joined HWCM in 1996 as an equity analyst, became portfolio manager in 1999 and Principal in 2001. In his role as portfolio manager, Mr. Majcher plays an integral part in the investment research review and decision-making process. He coordinates the day-to-day management of Mid-Cap Value portfolios, represents the strategy to current and prospective clients, as well as provides expertise and insight into the energy/commodities, consumer and financials sectors.
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Informa
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Liza Litzow
Senior Vice President, Strategic Client Solutions
Liza Litzow joined Informa Investment Solutions in 2011. As Senior Vice President of Strategic Client Solutions, she helps lead a growing team of senior enterprise sales specialists focused on delivering IIS’s newly-integrated product offerings, spanning wealth management, data collection and manager research, performance measurement and client communications.
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Jensen Investment Management
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Eric Schoenstein
Eric Schoenstein, Principal – Director of Business Analysis, joined the firm in 2002. Eric heads the fundamental research conducted across the investment team. Eric spent nearly fourteen years with Arthur Andersen LLP, as a Senior Audit Manager, providing a wide variety of services to clients of all sizes in both the public and private sectors.
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Merk Funds
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Axel Merk
Axel Merk, Manager of the Merk Funds, is an authority on currencies and a pioneer in the use of strategic currency investing to seek diversification and down-side protection. Merk is a sought after speaker and author on topics ranging from the global economy, gold and currencies to sustainable wealth and personal finance.
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Morningstar Inc.
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Josh Charlson
Senior Mutual Fund Analyst
Josh Charlson is a senior mutual fund analyst for Morningstar. He helps lead Morningstar's research efforts covering the target-date and 529 savings plan industries, among other responsibilities. Previously, Charlson served as a hedge fund analyst for Morningstar for two years. Prior to that, he was a senior editor for Morningstar Associates, LLC for seven years, where he focused on retirement planning and advice solutions.
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Karen Dolan, CFA
Director, Mutual Fund Analysis
Karen Dolan, CFA is director of mutual fund analysis for Morningstar, managing Morningstar’s team of fund analysts and directing its coverage of mutual funds.
Prior to assuming her current role in February 2008, Dolan was a senior mutual fund analyst. She joined Morningstar in 2002 and the fund analyst team in 2004.
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Northern Lights
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Altegris
Kirk Strawn, CIMA, CFA
Senior Vice President, National Director, Strategic Relationships, Altegris Investments
Kirk Strawn has over 21 years of experience and is currently the National Director of Strategic Relationships for Altegris Investments. Previously, Kirk was responsible for the design, development and servicing of Man Investments national intermediary network, a position he held for more than eight years.
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Bishop Bishop Asset Management
Robert Steele Co-Founder and President Mr. Steele has over 25 years of financial market experience, including direct practice in founding asset management organizations. Throughout his career, he has managed product development and sales and marketing functions. In addition, Mr. Steele has held positions in futures and options sales and trading. Through his senior roles at The Boston Company and Rydex Investments, he developed significant knowledge about the capital markets and the needs of both retail and institutional investors.
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Copeland Capital Management
Eric Brown
Founder, CEO, Portfolio Manager
Mr. Brown is a member of the firm’s investment policy and management committees. He is Chief Executive Officer of Copeland, a partner at the firm and the lead Portfolio Manager for the Dividend Growth Strategy. Mr. Brown also serves as Co-Portfolio Manager for the Copeland Risk Managed Dividend Growth mutual fund and is responsible for research coverage of the Utility sector. While founding Copeland, he developed a proprietary fundamental model to best evaluate dividend growth stocks. Prior to forming Copeland Capital Management, Eric was a Senior Portfolio Manager with The Colony Group in Boston, MA. He previously served as a Portfolio Manager with Bingham Legg Advisors in Boston, MA. Earlier in his career, Mr. Brown worked in municipal bond sales and trading at Bear Stearns & Company. Eric received his BA from Trinity College in Hartford, CT. and holds the Chartered Financial Analyst (CFA) designation. He is a member of the CFA Institute, the Boston Security Analysts Society and the American Mensa Society.
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Critical Math Advisors, LLC
Lew Arno
Lew Arno began his career in financial services in 1967. In 2003, he was named one of the top ten managers of the year by Roger Schreiner's Select Advisors, BTS Asset Management, S&P Investment Advisory, and Rydex Global Advisors. In 2006, he co-founded Critical Math Advisors, serving as President and Managing Member.
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Derek Bilcik
For the past 15 years, Derek Bilcik has worked with Lew Arno to provide clients with innovative investment strategies. In 2006, he co-founded Critical Math Advisors, serving as Senior Vice-President and CCO. Prior to joining Lew, Derek worked for the hedge fund company, Caxton Associates.
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Nuveen Investments
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Doug Baker, CFA
Portfolio Manager, Nuveen Asset Management, LLC
Doug Baker, CFA, is a portfolio manager for the Nuveen Inflation Protected Municipal Bond Fund, and the Nuveen Preferred Securities Fund. Mr. Baker received his BS in Finance with honors from the University of Illinois, and his MBA in Finance and Economics with honors from The University of Chicago Booth School of Business.
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John A. Gomez
Managing Director, Client Portfolio Manager
Mr. Gomez joined SBAM in 2006. Mr. Gomez was most recently a Relationship Manager with ING Investment Management’s Institutional Group. Prior to that, Mr. Gomez held positions with Oppenheimer & Co., Alliance Bernstein, and John Nuveen & Company. He is a member of the Investment Management Consultants Association. Mr. Gomez holds a B.A. in Finance, and earned an MBA in Financial Derivatives from Loyola University Chicago.
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Oppenheimer
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Emanuele Bergagnini, CFA
Emanuele Bergagnini CFA, serves as a senior quantitative analyst for the Growth Equity Investment team. Emanuele is responsible for quantitative research, technical analysis, derivatives and portfolio risk analysis. Previously, he was a senior vice president of Windham Capital Management. Prior to that, Emanuele was a senior vice president at Northern Trust Global Advisors in Canada.
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John Corcoran
John Corcoran works with OppenheimerFunds Commodities, Gold and Precious Metals, Currency and Real Estate teams articulating their investment policy and strategies. Prior to joining the firm, Mr. Corcoran was a Portfolio Manager with Noble Partners’ Long/Short Fund. Previously, Mr. Corcoran was a Portfolio Manager for Brevan Howard Asset Management.
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Mitch Williams
Mitch Williams is a Vice President and Portfolio Manager of Oppenheimer Select Value Fund and Oppenheimer Value Fund. Prior to joining OppenheimerFunds in 2002, Mr. Williams was a vice president and equity research analyst for Evergreen Funds. Previously, he held equity research positions with Deutsche Bank and Credit Suisse First Boston.
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PineBridge Investments
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Michael J. Kelly, CFA
Managing Director, Global Head of Asset Allocation & Structured Equities
PineBridge Investments, New York
Mr. Kelly joined PineBridge Investments in 1999 as Head of U.S.
Equities. He is now Global Head of Asset Allocation and Structured
Equities responsible for the development and management of our
structured equity products worldwide. This includes expanding our
capabilities for institutional pension fund advisory and retail
orientated asset allocation vehicles throughout PineBridge Investments
with respect to our approaches to both asset allocation and manager
selection. Under Mr. Kelly's leadership, the Structured Equity group has
developed and manages products that span the continuum of index,
enhanced index (research enhanced), insured index plus, dividend roll,
and merger arbitrage. |
Rydex|SGI
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Anthony D. Davidow, CIMA®
As managing director and portfolio strategist, Tony’s primary focus is to provide strategic viewpoints on financial markets for the firm’s ETF and alternative investment business lines. In this role, he is also responsible for developing, marketing and positioning the firm’s ETF and alternative investment strategies and training key sales personnel on the use of these products. He is also a frequent speaker at industry conferences on ETFs, alternative investment strategies, asset allocation and hedge fund strategies.
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Ryan Harder, CFA
Ryan joined Rydex|SGI in 2004 as an assistant portfolio manager. He was promoted to portfolio manager in 2005. In his current role of senior portfolio manager, he leads the team of portfolio managers and analysts responsible for managing the firm’s leveraged and inverse funds, as well as managing various alternative funds. He sits on Rydex|SGI’s Credit Review Committee and is a member of the Investment Leadership Team.
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SCS Financial
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Ken Minklei, CFA
As co-CIO, Ken sets the firm's overall investment direction, strategic portfolio asset allocation, and risk management. He serves as the Co-Chair of the Investment Committee. Prior to SCS, Ken was a Managing Director and Hedge Fund Specialist at Cambridge Associates, where he constructed and managed customized fund of hedge fund portfolios for leading institutional investors.
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Steve Oristaglio
-Chief Investment Officer - SCS Financial
Steve joined SCS in 2011 as co-CIO, setting the firm’s overall investment direction, strategic portfolio asset allocation, and risk management. He spent his 30 years of investment experience leading trading and investment efforts at Bridgewater Associates, TRI Asset Management, Putnam, Swiss Bank Corp. (now UBS), and was a senior fixed income trader for Salomon Brothers. |
Sierra Core Retirement Fund
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Frank Barbera, CMT
Frank Barbera, CMT, is an Executive Vice President at Sierra Investment Management and also Co-Portfolio Manager at Sierra Core Retirement Fund. For the past decade, Mr. Barbera was a Senior Portfolio Manager for Caruso USA Affiliated LLC, a subsidiary of Caruso Affiliated, a multi-billion dollar real estate development company headquartered in Los Angeles, where he ultimately managed $1.5 billion and consistently earned double digit returns. |
Touchstone Investments
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Alexander Graham
Alexander Graham joined Longfellow Investment Management in 1997 where he is a Senior Analyst, Trader, and Portfolio Manager He is responsible for overseeing the Merger Arbitrage strategy. Prior to joining Longfellow, Mr. Graham was employed by Boston Safe Deposit & Trust and Pioneer Group.
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Barbara J. McKenna
Touchstone Merger Arbitrage Fund
Barbara J. McKenna, CFA is Managing Principal and Portfolio Manager at Longfellow. She has been active in the investment industry since 1985. Prior to joining Longfellow in 2005, Barbara was a Director and Senior Portfolio Manager at State Street Research (SSR) from 2001-2005. She was responsible for managing $14 billion of institutional fixed income accounts. As Director of Corporate Bond Strategy, she was responsible for developing and leading the implementation of corporate bond strategy across all mandates.
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Gina Moore
Gina Moore, CFA joined Aronson Johnson Ortiz in 1998. She began her career at Price Waterhouse and then joined Scott Paper as a pension analyst. She became involved in institutional investment management, first at Brandywine Asset Management and then at Glenmede Trust. Ms. Moore is a CFA charterholder and a licensed CPA.
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Will Muggia
Will Muggia is President, Chief Executive Officer, and Chief Investment Officer of Westfield Capital Management and oversees all U.S. equity and hedge fund strategies. He joined the firm in April 1994, and since then, he and his team have successfully grown assets under management from $2 billion to $15 billion.
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Brendan M. White, CFA
Brendan M. White, CFA, is responsible for all high yield investing at Fort Washington Investment Advisors. Prior to joining Fort Washington in 1993, Mr. White was employed by Ohio Casualty. Mr. White earned a BS in Finance from The Ohio State University and an MBA in Economics from Xavier University.
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Westcore Funds
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John C. Fenley, CFA
John C. Fenley, CFA is a portfolio manager for the Westcore International Small-Cap Fund. He is also the Director of International Research, and a portfolio manager and analyst at Denver Investments. John is a partner at the firm. He received a BA from Vanderbilt University and MBA from Duke University.
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William Blair & Company
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John Abunassar
Mr. Abunassar is a member of the William Blair Fund of Funds Investment Committee and is responsible for providing strategic and tactical guidance on manager research, strategy, and portfolio construction. Prior to joining Guidance Capital, now the William Blair Fund of Funds Team, as a principal, he was president and CEO of Allegiant Asset Management, an institutional asset manager with roughly $30 billion in assets under management.
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David S. Mitchell, Principal, CFA
Dave Mitchell is a Portfolio Manager on the Small, Small-Mid and Mid Cap Value teams. He joined William Blair & Company in his current role in 1996. Previously, he was a Partner in the U.S. Equity Group at Brinson Partners, Inc., and a member of the Post-Venture Portfolio management team.
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David Ricci, CFA, Principal
David Ricci is a Portfolio Manager on the Mid Cap Growth team. He joined the team in 2005 and previously was the Group Head for the Consumer sector, focusing on Specialty Retail and E-commerce companies, in William Blair’s sell-side research group. David joined William Blair & Company in 1994. Prior to joining the investment industry, he had extensive experience with Procter & Gamble, Melville, and Bain & Company.
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Brian D. Singer – Head of Global Macro Strategies Team
Brian Singer, CFA, is the Head of the Global Macro Strategies Team. Prior to joining William Blair and Company in 2011, he was the Head of Investment Strategies of Singer Partners, LLC. Mr. Singer was the former head of Global Investment Solutions and Americas Chief Investment Officer for UBS Global Asset Management.
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Christopher Vincent, Principal, CFA
Christopher Vincent joined William Blair & Company’s Investment Management division as head of the Fixed Income Group in June 2002. He also manages the Bond Fund, Income Fund, Low Duration Fund and Ready Reserves Fund. A 27-year veteran of fund management, Chris was previously a managing director/senior fixed income portfolio manager with Zurich Scudder Investments for fourteen years.
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Brian Ziv, CFA
Mr. Ziv is a member of the William Blair Fund of Funds Investment Committee and is responsible for manager research and portfolio construction. In 2001 Brian co-founded Guidance Capital, now the William Blair Fund of Funds Team. Earlier, he was chief investment officer of Graystone Wealth Management Services, a division of Morgan Stanley.
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