President & Chief Executive Officer, Steben & Company, Inc.
Ken Steben is President and Chief Executive Officer of Steben & Company. A pioneer in the managed futures fund business, Ken founded Steben & Company in 1989. Since that time, he has introduced hundreds of financial advisory firms to managed futures. Steben & Company serves over 23,000 investors with assets in excess of $2 Billion. Steben & Company is registered with the CFTC and SEC, and is a member of the NFA and FINRA.
Vice President & Portfolio Manager
GCIC US Ltd.
Jennifer Stevenson joined GCIC in 2010. She brings more than 20 years of experience in the energy sector. In addition, Jennifer has a wealth of energy investment banking experience. A well respected oil and gas professional, she began her career with positions at leading Canadian oil and gas producers as well as suppliers Amoco Canada and Petro-Canada.
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.
Chief Research Officer & Portfolio Strategist, Envestnet | Prima
Mr. Stanton is the Chief Research Officer & Portfolio Strategist for Envestnet | Prima. In this role, Mr. Stanton directs all investment research and manager due diligence efforts, covering both traditional and alternative strategies. In addition, Mr. Stanton serves on the investment committee responsible for developing capital market assumptions and asset allocation strategies, and he is directly responsible for formulating and implementing various multi-asset class, multi-manager portfolios.
Prior to joining Envestnet | Prima, Mr. Stanton was a Principal, Consultant and Director of Research for Innovest Portfolio Solutions, LLC, where he consulted to endowments and foundations, retirement plans and high net worth families. Previously, Mr. Stanton held positions as Senior Analyst with INVESCO Private Capital, Inc. and Director of Research with Portfolio Management Consultants, Inc.
Senior Vice President and Director of National Sales for Jefferson National. Prior to joining Jefferson National in January of 2012 Kevin was a Senior Vice President at Northern Trust. During his 12 years at Northern Trust Kevin had various roles and responsibilities including the development and management of a portfolio construction desk focused on Northern Trust's high net worth clients, management of the third party sales and distribution teams, key account management and strategic planning for distribution efforts. Prior to joining Northern Trust Kevin spent time at both Stein Roe & Farnham and Calamos Investments.
Kevin is a graduate of DePaul University and holds his Series 24, 7 and 63.
Founder & Managing Partner
Red Rocks Capital
Mark Sunderhuse is a Founder and Managing Director of Red Rocks Capital. Prior to forming Red Rocks Capital in 2003 he was a Partner and Portfolio Manager at Berger Financial Group (now Janus Capital Group). Prior to Berger, Mr. Sunderhuse co-founded Crestone Capital where he managed institutional small cap growth equity products and headed the investment committee at United Banks of Colorado (now Wells Fargo). Mr. Sunderhuse is a governing board member of the Fire and Police Pension Association of Colorado with assets in excess of $4 billion and sits on various other boards, including Energy Outreach Colorado. Mr. Sunderhuse has over 30 years of professional investment experience.
Founder & Chief investment officer at Capital Innovations, LLC.
He is author of the Handbook of Infrastructure Investing (recommended by the CFA Institute), a professor at EDHEC University teaching Infrastructure Investing and remains one of the world's most provocative, respected financial analysts and an award winning real assets portfolio manager.
Brian serves as Portfolio Manager, Director of Research and as a member of the Investment Committee for SteelPath. Mr. Watson was previously a portfolio manager and led the MLP research effort at Swank Capital LLC. Brian also covered the MLP and Diversified Energy sectors for RBC Capital Markets and worked for Prudential Capital Group, helping to analyze, structure, and invest in debt private placements issued primarily by companies involved in the energy industry.
President & Chief Operating Officer, American Realty Capital
Weil was appointed President of American Realty Capital in February 2012, upholding the company's industry best practice standards and basic principles of risk diversification specific to net lease strategies, which targets real estate triple net leased, long-term, to primarily investment grade and credit worthy tenants. Prior to assuming the helm of RCS, Weil served as Executive Vice President of American Realty Capital.
Managing Director, RI A, Strategic Partnership Group, Variable Annuity
Allen Williamson is a 30-year veteran in the asset and wealth management industry and joined the firm in March 2009.
Prior to Guggenheim Investments, Mr. Williamson served as president of Nuveen
Investments' managed asset group, where he developed and led a consultativebased,
multi-disciplined product and services platform and built the industry's
first advanced wealth management training team for advisors. He also served
as a key player in the execution of Merrill Lynch's fee-based wealth management
strategy-he was responsible for sales and marketing of all Managed Solutions
Group products at the firm. Mr. Williamson earned a B.A. in international studies
from the University of South Carolina and a Certified Investment Management
Analyst (CIMA®) certificate from The Wharton School at the University of
Pennsylvania. He is series 7, 24 and 66 registered.
President, Hatteras Funds
Mr. Worthington is responsible for day-to-day management and oversight of Portfolio Management and Risk Management, including investment products, personnel, and joint venture partner relationships. Through his investment management experience, his strong relationships in the investment advisor community, and his understanding of alternative investment structuring, Mr. Worthington will also drive new product development and management. Additionally, Mr. Worthington serves as a member on the investment committee for several Hatteras funds. Prior to joining Hatteras, Mr. Worthington was a Managing Director at JPMorgan Asset Management in the Firm's Institutional Advisory business. Mr. Worthington joined JPMorgan Asset Management in 2004 after its purchase of Undiscovered Managers, LLC, where he had been President from 2001 and a Managing Director for the three years prior.