Global ARC Boston 2018 - FULL AGENDA (2nd Sept)

16th
Annual Global ARC BostonWhere the Global Institutional Investor and Alternative Investment Communities Meet
nd th
Institutional investor speakers include:
Abu Dhabi Investment Authority (ADIA), Abu Dhabi USA Canada USA USA
USA Sweden India Portugal Brazil Canada
China
Germany
UAE
U.K.
Norway
Ireland
USA/Saudi Arabia
U.K.
U.K.
Japan
USA
Sultanate of Oman
The Netherlands
Brazil
Saudi Arabia
USA Norway
China Canada USA USA USA USA
USA Uruguay USA U.K. USA
Finland USA USA USA
Plus leading academics from:
USA USA USA USA USA USA
United Kingdom USA USA Sweden USA

2 The InterContinental Hotel Boston, October 22nd
to October 24th
Founded in 2002, Global ARC Boston convenes a network of the world’s largest
sovereign wealth funds, foundations and pension funds to discuss urgent macro-
economic, finance, geopolitical, ethical and alternative investment issues.
It is wholly owned by its founder David Stewart and is not affiliated with any media
company or individual supplier of services to the investment industry.
The InterContinental Boston hotel offers the city’s most captivating 4 Diamond AAA
rated hotel experience and has been named one of the ‘Best Hotels in the World’ by
Conde Nast Traveler magazine.
Located in the heart of Boston - surrounded by the Fort Point Channel and Rose
Kennedy Greenway - The InterContinental Boston hotel is just steps from Faneuil
Hall/Quincy Market, Boston Convention and Exhibition Center, North End, Chinatown
and a plethora of historical attractions such as the Boston Tea Party Museum and
Freedom Trail.
In addition to being flooded in natural light and overlooking the historic Fort Point
Channel, at 10,300 Square Feet, The InterContinental Boston’s Rose Kennedy
Ballroom is much more spacious than Global ARC’s previous meeting space,
ensuring a more comfortable experience for our delegates.
Tired of alternative investment gatherings where managers outnumber institutional
investors, where criticisms of alternatives products are muted and where the same
old hackneyed ideas are constantly recirculated?
For 16 years, Global ARC has been providing institutional investors and alternatives
managers with the antidote to such gatherings:
1. At Global ARC,
creating a uniquely convivial atmosphere, which puts institutional investors at
ease and, in so doing, dramatically improves the quality and number of manager
investor interactions.
2. Global ARC draws a truly global range of institutional investors: with
Global ARC exposes alternatives
managers to new investor perspectives and client opportunities, outside their
standard investor ‘gene-pool’.
3. Global ARC limiting it to
full-time employees of major, not-for-profit, sovereign wealth funds, central
banks, pension funds, endowments and foundations.
4. Global ARC provides access to the Global ARC
consistently attracts the world’s foremost academics and researchers as speakers.
5. Global ARC provides an objective forum for the discussion of alternative
investing, providing institutional investors with
products and strategies.
6. Global ARC adheres to a over the last 16 years
Global ARC has earned a hard-won reputation for ensuring that all of our
delegates and sponsors are treated equally and that our pricing is transparent.
7. Global ARC from its gatherings; enabling our
institutional investor and alternatives managers attendees to speak freely
without fear of their frank exchange of views being subsequently misrepresented
in the press.

The InterContinental Hotel Boston, October 22nd
to October 24th 3
to be addressed at Global ARC 2018 will include:
merely a transient market phenomenon
or the beginning of a dramatic long-term market realignment?
impact
upon institutional investors strategic asset allocations?
multi-faceted systems and how they can go about
achieving this.
strategies and
products?
what is the optimal asset allocation size for major institutional
investors?’
what does it really mean to
an ‘ethical’ institutional investor and how can institutional investors translate good
intentions into meaningful actions?
which strategies will thrive and which are likely to struggle under the
new monetary and market regime?
how are alternative investment credit strategies responding to
recent financial market turmoil?
and which type of alternative investment
strategies can best exploit them?
how can institutional investors differentiate best-practice direct
lending firms from the ‘also-rans’?
which sub-sectors of the infrastructure sector currently
offer institutional investors the most attractive risk-return profile?
What needs to be done to
avert them?
in the finance sector and in the wider
economy: what are the causes, consequences and potential solutions to this crucial
ongoing issue?

to October 24th
Institutional Investor Speakers
Additional Global ARC 2018 institutional investor speakers are being conﬁrmed every month, so
please visit our website www.garc2018.com for the updated institutional investor speaker list.
* = Subject to ﬁnalised October calendar or formal board approval.
Christof Rühl, Head of Research
Abu Dhabi Investment Authority (ADIA) - United Arab Emirates
Abu Dhabi Investment Authority is a sovereign wealth fund owned by the Emirate of Abu
Dhabi and founded for the purpose of investing funds on behalf of the Government of
the Emirate of Abu Dhabi. Prior to joining the Abu Dhabi Investment Authority in 2014,
Christof served as Group Chief Economist of BP plc. Prior to BP, he was at the World Bank where he
served as the Bank’s Chief Economist in Russia and in Brazil and a Professor of Economics at UCLA.
Rob Roy, Chief Investment Officer
- USA
The Adventist Health System consists of forty six hospital campuses and hundreds of care
sites located in nine states. Rob Roy is the Chief Investment Officer for Adventist Health
System. Prior to joining Adventist Health System as its Chief Investment Officer, he held
the position of Chief Investment Officer for Cain Brothers Asset Management. Rob earned a master’s
degree in financial markets and trading from the Illinois Institute of Technology.
John Patin, Chief Investment Officer
- USA
John is Chief Investment Officer with Allied World Assurance. He is responsible for the
oversight of Allied World’s investment portfolio, including portfolio strategy, tactical
asset allocation, performance and risk monitoring and day-to-day involvement with the
company’s investment advisors. Prior to this, John was VP of Investments at Alterra, Bermuda. John
graduated with a B.S. in Economics from the University of Wisconsin-Madison.
Anurag Pandit, Chief Investment Officer
- USA
The mission of St. Jude Children’s Research Hospital is to advance cures, and means of
prevention, for pediatric catastrophic diseases through research and treatment. Prior to
joining St Jude Childrens Research Hospital as Chief Investment Officer, Anurag Pandit
served as Director of Investments at Boston Childrens Hospital. Anurag Pandit holds a M.Sc. in Business
and Finance from Massachusetts Institute of Technology.
Ingrid Albinsson, Chief Investment Officer
- Sweden
AP7 (the Seventh National Pension Fund) acts within the DC system in Sweden which is
part of the national government pension plan. Its default product “Såfa” has approximately
SEK 430 billion (USD 54 billion) under management and is a global diversified life cycle
product. Ingrid Albinsson is the Chief Investment Officer and Executive Vice President of AP7. Ingrid
joined AP7 in 2011 as Head of Strategy. Prior to joining AP7 she spent 10 years with Swedbank Robur.
Lan Kollengode, Chief Endowment Officer
- India
Lan Kollengode is the Chief Endowment Officer of the Azim Premji Endowment Fund,
a multi-billion USD fund set up by businessman Azim Premji for philanthropy focused
on improving India’s education system. The Azim Premji Endowment Fund is the first
professional investment vehicle set up in India with a mandate to manage investments on behalf of a
foundation. The Azim Premji Endowment Fund is one of the world’s largest foundations.
Francisco Carneiro, Managing Director and Head of Alternative Investments
- Portugal
Founded in 1981, Banco Português de Investimento (Portuguese Investment Bank) is
a major privately owned bank in Portugal. The bank’s shares are listed in the Euronext
Lisbon’s PSI-20 stock index. It is the third largest private Portuguese financial group with
assets of over €120 billion (USD 140 billion). The bank is headquartered in Porto. Francisco Carneiro
serves as Managing Director and Head of Alternative Investments at Banco Português de Investimento.
Ricardo da Costa Martinelli, Head of Investment Division
- Brazil
Banco Central do Brasil (The Central Bank of Brazil) operates as a federal agency that
integrates the national financial system in Brazil. It performs various functions of the
government bank, including controlling foreign trade operations; receiving deposits from
commercial banks; executing foreign exchange trades; and acting on behalf of public enterprises and
the National Treasury. It was founded in 1964 and is headquartered in Brasília.
Eric Pedde, Director, External Fund Management
– Canada
Alberta Investment Management Corporation (AIMCo) manages an investment portfolio
of approximately CAD 100 billion (USD 75 billion) on behalf of pension, endowment
and government funds in the Province of Alberta. Eric Pedde leads the External Fund
Management team at AIMCo, which manages CAD 7 billion of long-only equity mandates and CAD 10
billion of hedge funds and alternatives Eric holds a CFA designation and an MBA from McGill University.
Scott Anderson - Managing Director of Asset and Risk Allocation
- USA
Founded 85-years ago, American Family Insurance is one of the United States’ largest
insurance companies and offers a full range of property, casualty, auto life and health
insurance as well as investment and retirement-planning products. Prior to joining American
Family Insurance, Scott Anderson served as Managing Director of Asset and Risk Allocation at State of
Wisconsin Investment Board. Scott holds an MBA from University of Wisconsin Madison and is a CFA.
Paul Benjamin, Director of Pension Investments
- USA
Paul Benjamin is the Director of Pension Investments at Alcoa Corp. and is responsible
for portfolio implementation, asset allocation, manager selection and risk management
of Alcoa’s USD 7.5 billion global pension and foundation assets. Prior to joining Alcoa,
Paul held positions at Brookfield Investment Management and General Motors Asset Management.
Paul has an MBA from Cornell University. Paul is a CFA Charterholder.

5The InterContinental Hotel Boston, October 22nd
to October 24th
Gregoire Haenni Ph.D., Chief Investment Officer
- Switzerland
Grégoire Haenni has served as the CIO of the CHF. 13 billion (USD 13 billion) Caisse de
Prévoyance de l’Etat de Genève, the pension fund of the State of Geneva, since 2014.
Prior to that, he was the CIO of the pension fund of CERN, the European Organization
for Nuclear Research. Grégoire Haenni holds a PhD in Mathematical Statistics of the Econometrics
Department of the University of Geneva where he specialized in multi-dimensional statistics.
John Callen, Chief Investment Officer
- USA
Established 150 years ago, Catholic Financial Life has grown to become the second
largest Catholic not-for-profit financial services organization in the United States. As Chief
Investment Officer, John Callen is responsible for Catholic Financial Life’s asset allocation,
asset/liability management, investment policy and enterprise risk management. John holds an MBA if
Finance from University of Michigan.
Cristina Brizido, Head of Investments
– Portugal *
Cristina Brizido is responsible for the investments of Caixagest, the asset manager of
Portugal’s state-owned investment bank Caixa Geral de Depositos, in which a USD 3.3 billion
pension fund is included. Cristina Brizido also leads the fund selection team that serves the
broadly diversified client base of Caixa Geral de Depositos. Cristina graduated with an Economics degree
from Nova School of Business and Economics (Nova SBE) and is a Chartered Financial Analyst.
Elena Manola-Bonthond, Chief Investment Officer
- Switzerland
Dr. Elena Manola-Bonthond is Chief Investment Officer, at the 4.75 billion CHF (USD 4.75
Billion) pension fund of CERN, the European Organization for Nuclear Research. Elena
played an instrumental role in creating the investment governance framework optimized
for dynamic risk management, now popularly known as the ‘CERN model’. Elena holds a PhD in particle
physics from University of Savoie and CERN, and an MBA from University of Geneva.
Christine Tessier, Vice-President, Investments and Treasury
- Canada
The Canadian Automobile Association, the CAA, is a non-profit Canadian federation. Founded in
1913, the CAA Club Group provides its over 6.2 million Canadian members with comprehensive
insurance services, emergency roadside service and a full range of automotive and travel
services via over 100 offices located across Canada. Prior to joining the CAA Club Group as its Vice-President,
Investments and Treasury, Christine Tessier served as Principal, Manager Research at Mercer Investments.
Yiqing Wan, Chief Executive Officer
- China
China Life is the largest insurer in Mainland China with over USD 382 billion in assets.
Yiqing Wan is the Deputy CEO of China Life Investment Holding Company Limited and
also the CEO of China Life Private Equity Investment Company, the alternative investment
arms. Mr. Wan received his M.A. degree in International Economics from Nankai University in 1997 and
an M.S. degree in Computer Science in 2000 from West Virginia University, USA.
Roy Kuo, Head of Alternative Strategies
- United Kingdom
The Church Commissioners for England, which manages the Church of England’s
endowment, possesses approximately GBP 8 billion (USD 11 billion) assets under
management. Roy Kuo is responsible for managing and growing the endowment’s
allocations in the alternatives sector. Prior to joining Church Commissioners for England, he was head
of research at Dexion Capital. Roy holds an MBA from Said Business School, Oxford University.
David Veal, Chief Investment Officer
- USA
City of Austin ERS is a multi-billion dollar pension fund for employees of the city of Austin.
David Veal joined City of Austin ERS in 2016. Before which he served as CIO of EF Capital,
a major single family office and as Director of Strategic Partnerships and Research at
Teacher Retirement System of Texas where he oversaw USD 6 billion of private equity, real assets,
distressed credit, and other illiquid strategies. David holds an MBA from University of Michigan.
Dale Spencer, Chief Investment Officer
- USA
The Columbian Financial Group of companies, headquartered in Binghamton, New York,
has been providing life insurance services to its members for over one hundred and thirty
years. Dale Spencer has served as Columbian Financial Group’s Chief Investment Officer
since 2016. Prior to joining Columbian Financial Group in 2008, Dale served as Portfolio Manager for
Fixed Income at the hedge fund Aladdin Capital Management.
Sajal Heda, Chief Investment Officer
- United Arab Emirates
Sajal Heda is Chief Investment Officer of DAMAC Investment Company, a United Arab
Emirates based major single-family office. Before DAMAC Investment Company, Sajal
served as Head of Investments at a major Saudi Arabian single family office. Sajal holds a
Master’s in Business Administration from London Business school and is a Chartered Financial Analyst
and Chartered Alternative Investment Analyst charterholder.
Jonathan Glidden, Managing Director - Pensions
– USA
Jonathan Glidden has served as Delta Airlines Managing Director of Pensions since 2011. In
this role he oversees approximately USD 40 billion of Delta Airlines defined contribution
and defined benefits pension assets. Prior to joining Delta Airlines, Jonathan served as a
Director of investment analysis at Emory University’s multi-billion dollar endowment. Jonathan holds
an MS in Financial Mathematics from University of Chicago and an MBA from Duke University.
Erin Archer, Treasurer
- USA
DePaul University is the largest Catholic university and one of the fifteen largest private
universities in the US (by enrolment). Erin Archer was appointed Treasurer of DePaul in
January 2018, with responsibility for the treasury operations and liquidity management
functions of the university, its endowment and other investment holdings, capital finance strategy and
debt portfolio. She holds an MBA from The University of Chicago and is a CFA charterholder.

Audrey Soh, Head of Fixed Income Research
- Malaysia
Audrey Soh is Head of Fixed Income Research for Etiqa and manages a USD 5 billion
fixed income investment portfolio. Etiqa is one of the largest insurers in Malaysia and is
the insurance subsidiary of Maybank, whch has over USD 150 bn AUM. Prior to Etiqa, she
worked at OCBC Bank (Malaysia) Berhad, monitoring the bank’s fixed income investments. She holds
a Masters of Business Administration degree from Victoria University, Australia.
to October 24th
Michael Dittrich, Chief Financial Officer
- Germany
Deutsche Bundesstiftung Umwelt (German Federal Environmental Foundation) was
established in 1990 and is one of Europe’s largest foundations. Deutsche Bundesstiftung
Umwelt’s promotional and philanthropic activities concentrate on funding and supporting
innovative environmental technology, education and cultural assets. Since 1991, approximately nine
thousand projects have received financial backing from Deutsche Bundesstiftung Umwelt.
Valerie Sill, President and Chief Executive Officer
- USA
Valerie Sill is President and Chief Executive Officer of DuPont Capital Management and
serves as its Chief Investment Officer. She is responsible for overseeing the investment
of approximately USD 25 billion in assets held by DuPont Company plans and external
clients. Prior to joining DuPont Valerie was Executive Vice President at The Boston Company Asset
Management. Valerie holds a Master’s in Business Administration from Harvard Business School.
Kris Kowal, Managing Director, Fixed Income Investments
- USA
DuPont Capital Management currently manages approximately USD 25 billion in pension
assets across a wide spectrum of capitalization, geography, and asset classes on behalf
of employees of DuPont. Kris Kowal joined DuPont Capital Management in 1996 and is
responsible for all of DuPont Capital Management’s global fixed income portfolios. Kris holds a Ph.D. in
Material Sciences and Engineering from the University of Pennsylvania.
Biswajit Dasgupta, Chief Investment Officer, Treasury
- U.A.E.
Biswajit Dasgupta is Chief Investment Officer - Treasury, at Emirates Investment Bank,
overseeing all of the Emirates Investment Bank’s proprietary investments. Prior to this,
Biswajit Dasgupta was Executive Director at the Abu Dhabi Investment Council-owned
Invest AD, where he led Invest AD’s treasury and capital market activities and before that served as a
senior executive in the Treasury department at Al Khalij Commercial Bank in Doha, Qatar.
Tom Tull, Chief Investment Officer
- USA
The Employees Retirement System of Texas is an agency of the Texas State government,
which oversees retirement benefits on behalf of Texan state employees. Employees
Retirement System currently manages over USD 26 billion in assets. Prior to joining
Employees Retirement System of Texas, Tom Tull founded the investment adviser company,
Gulfstream Global Investors, which he sold to West LB in 2001.
Howard Hodel, Acting Chief Investment Officer
- USA
Employees’ Retirement System of the State of Hawaii is a public pension fund with
approximately USD 17 billion in assets under management. Employees’ Retirement System
of the State of Hawaii engages in a range of alternative investment strategies including
buyouts, distressed debt, real estate, timber and venture capital. Howard Hodel currently serves as the
Acting CIO of the Employees’ Retirement System of the State of Hawaii.
6
Anne Fossemalle, Director and Head of Private Equity
- United Kingdom
The European Bank for Reconstruction and Development is an international financial
institution founded in 1991. As a multilateral developmental investment bank, the
European Bank for Reconstruction and Development uses investment as a tool to build
market economies. It currently has approximately USD 60 billion of AUM. Anne Fossemalle has worked
at EBRD since 1999 and holds an MBA in Finance from Stanford University.
Cheryl Alston, Executive Director and Chief Investment Officer
- USA
Cheryl D. Alston is the Executive Director of the Employees’ Retirement Fund of the City of
Dallas, Texas, the pension plan for the City of Dallas’s civilian employees. Cheryl provides
leadership for the Employees’ Retirement Fund of the City of Dallas’s staff in implementing
the programs necessary to achieve the mission, goals and objectives established by the Board of
Trustees. Cheryl has an M.B.A. in Finance from the Stern School at New York University.
Catherine Ulozas, Chief Investment Officer
- USA
Founded in 1891, Drexel University is a private research university with three campuses in
Philadelphia, Pennsylvania and one in Sacramento, California. Catherine Ulozas manages
Drexel University’s USD 700 Million endowment. Prior to Drexel University Catherine
worked for ING Direct and Arizona State Retirement System. Catherine holds an MBA in international
business from The George Washington University School of Business.
James O’Loughlin, Group Pensions Manager
- Ireland
James O’Loughlin has overall responsibility for managing all aspects of both the Electricity
Supply Board’s Defined Benefit Pension Scheme and the Electricity Supply Board’s
Defined Contribution Scheme (RetireSmart). Prior to taking up the role at the start of
2015, James held many senior roles in ESB including Property and Finance. James is a Fellow of the
Chartered Certified Accountants (FCCA)
Susan Ridlen, Chief Investment Officer
- USA
Susan M. Ridlen is the Chief Investment Officer for Lilly’s Eli Lilly and Company USD 18
billion U.S. retirement plan assets and also serves as Eli Lilly’s Assistant Treasurer. Susan
also provides investment guidance to Lilly’s international benefit plans; manages affiliate
contribution strategies; and provides evaluations of global benefit design projects/changes. She received
an MBA in Corporate Finance and a B.S. in Accountancy from The University of Illinois and holds a CPA.

to October 24th
Alexander Neszvecsko, Portfolio Manager
- Germany
The Reserve Funds of the European Patent Office (EPO) is the second-largest
intergovernmental organisation in Europe. The European Patent Office currently employs
approximately seven thousand staff from over thirty countries. The EPO Reserve Funds has
approximately EUR 8 billion of asset under management (USD 9.5 billion) Alex Neszvecsko graduated in
Business Administration from Friedrich-Alexander University and is a CFA charterholder.
Omeir Jilani, Executive Director, Head of Alternatives
- United Arab Emirates
The merger of First Gulf Bank (FGB) and National Bank of Abu Dhabi (NBAD) into First Abu
Dhabi Bank in December 2007 created the biggest bank in the United Arab Emirates with
approximately USD 182 billion of assets. Managing the alternative investments portfolio
of the bank, in his role as Executive Director, Omeir Jilani has been an integral part in establishing the
Alternative Investments desk since 2008.
Michael Winchester, Head of Investment Strategy
- Australia
First State Super manages a combined asset pool of over AUD 90 billion (USD 67 billion) on
behalf of our 850,000 members. Michael Winchester serves as Head of Investment Strategy
for First State Super. Before joining First State Super, Michael was Head of Strategy at
StatePlus. Michael also served as Head of Research and Portfolio Manager at Select Asset Management
Australia. He holds a Master’s degree in Funds Management from University of New South Wales.
7
Sanjay Chawla, Senior Vice President, Investments and Chief Investment Officer
- USA
Sanjay is SVP and CIO at FM Global, one of the world’s largest commercial and industrial
property insurers. Assets managed include general account and pension assets, combined
total in excess of US$20bn. He was previously VP and CIO at Raytheon Company (AUM
USD $38bn). He received an MBA from Virginia Polytechnic Institute and State University and a
bachelor’s degree in commerce (honors) from Shri Ram College of Commerce, Delhi University, India.
Olivier Rousseau, Executive Director
- France
FRR is France’s largest pension fund, with assets totaling Euro 35 billion (USD 40 billion.)
FRR was established in 1999 by the French government, to smooth-out the impact of
demographic changes on the country’s pay-as-you-go pension system. Olivier Rousseau
was appointed Executive Director of the FRR in November 2011. Prior to which Oliver worked for eleven
years in senior positions at BNP Paribas in international banking and finance.
Srikanya Yathip, Deputy Secretary General
- Thailand
Dr. Srikanya Yathip joined the USD 22 billion Government Pension Fund of Thailand in
2010. Prior to joining the Government Pension Fund of Thailand, she spent more than
ten years studying and working first in Japan and later in the United Kingdom. Her
responsibilities at the Government Pension Fund of Thailand include assessing investment choices,
pension research and making pension policy reform recommendations.
Erik Ranberg, Chief Investment Officer
– Norway *
Gjensidige Forsikring is a leading Nordic insurance group and can trace its roots over 200
years, providing insurance products in Norway, Denmark, Sweden and the Baltic states. In
Norway, Gjensidige Forsikring also offer banking, pension and savings services. Gjensidige
Forsikring has total assets of NOK 149 billion (USD 19 billion,) three thousand eight hundred employees,
one hundred and seventy-six branches and approximately one and a half million customers.
Luke Webster, Chief Investment Officer
- United Kingdom
Luke Webster is the Chief Investment Officer of the Greater London Authority Group
Treasury which helps manage the GLA pension funds for London’s Fire Commissioner and
the Metropolitan Police, together with other Local Authorities. Luke read mathematics at
Cambridge and Applied Statistics and Stochastic Modelling at Birkbeck, London. He is a member of the
Bank of England’s Money Markets Committee.
Jake Xia PhD, Managing Director and Chief Risk Officer
- USA
Harvard University’s USD 37 billion endowment is the largest academic endowment in
the world and is managed by Harvard Management Company. Prior to joining Harvard
Management Company as its Chief Risk Officer, Jake Xia held several senior roles at
Morgan Stanley around the world, including head of global structured rates trading, and head of global
fixed incoming trading risk. Jake Xia earned a PhD degree from MIT.
Marinos Gialeli, Chief Executive Officer
- Cyprus
With thirteen thousand members, the Hotel Employees Provident Fund is the largest
pension fund in Cyprus. As Chief Executive Officer, Marinos Gialeli is responsible for the
general management of the Hotel Employees Provident Fund and for overseeing Hotel
Employees Provident Fund’s investment portfolio. Marinos Gialeli holds a B.A. in Management and an
MBA from the Fairleigh Dickinson University.
Jean-François Pépin, General Manager, Pension Fund
- Canada
Hydro-Québec manages the generation, transmission and distribution of electricity in
the Province of Quebec. Hydro-Québec Pension Fund manages the multi-billion dollar
retirement assets of Hydro-Québec’s nineteen thousand employees. Jean-François Pépin
is General Manager of the pension fund and holds a bachelor’s and master’s degree in business
administration – finance from the Université de Sherbrooke.
A.K. Sridhar, Chief Investment Officer
- India
IndiaFirst Life Insurance has over six thousand partner bank branches across India and
provides life insurance to nearly three million clients. Prior to joining India First Life
Insurance, A.K. Sridhar was the Chief Executive Officer of UTI International, a Singapore
based investment management company and before that was the Executive Director and Chief
Investment Officer of UTI AMC, managing USD 10 billion of equity and debt funds.

8
Andrien Meyers, Head of Treasury and Pensions
- United Kingdom
The London Borough of Lambeth Pension Fund is a defined benefit scheme, administered
in accordance with the Local Government Pension Scheme Regulations. Andrien Meyers
is responsible for directing and overseeing the administration and investments of London
Borough of Lambeth Pension Fund. Andrien Meyers holds a first class double honours degree in
accounting and is a qualified member of the Association of Chartered Certified Accountants.
to October 24th
Bridget Uku, Group Investment Manager
- United Kingdom
Bridget Uku is Group Investments Manager at the United Kingdom Local Government
Pension Scheme. She holds a law degree and is a Chartered PF Accountant with seventeen
years of experience managing Treasury and Pension Fund investments within the United
Kingdom’s Local Government sector. Bridget Uku also currently serves as a member of the FTSE
Europe, Middle East and Africa advisory committee.
Trevor Castledine, Investment Director
- United Kingdom
Trevor Castledine is Investment Director and Head of Credit at Local Pensions Partnership,
which manages approximately GBP 13 billion (USD 17 billion) of pension fund assets for
the Lancashire and London Local Authorities. Prior to joining LPP, Trevor was Deputy
Chief Investment Officer at the GBP 6 billion (USD 8 billion) Lancashire County Pension Fund. He is a
qualified Chartered Accountant and holds a Masters degree from the University of Cambridge.
Gregory Doyle, Vice President, Pension Fund Investments
- Canada
Greg Doyle is the Vice President of Pension Fund Investments at Kruger Inc. in charge
of all pension investment related activity. Prior to Kruger, Greg was at Caisse de Dépôt
et Placement du Québec. He began his career in the UK where he worked at various
investment banks. He is a graduate of City University, London and holds a Diplome International de
Management from the Institut commercial de Nancy, France.
Gaurav Singh, Head of International Investments
- Kuwait
Kuwait International Bank (KIB) is an islamic bank located in Kuwait City, founded in 1973.
It offers various banking and finance services for individuals and corporate customers.
Gaurav Singh is head of KIB’s international investment unit. Prior to joining KIB Gaurav
spent a number of years in corporate finance across Asia and the Middle East. He has a degree from the
University of Allahabad and an MBA from NIILM, India. He also holds the CFA and CAIA designations.
Raivo Vanags, Head of Market Operations Dept, Member of the Board
- Latvia
Raivo Vanags is a Member of the Board and the Head of Market Operations Department
at Latvijas Banka, the central bank of Latvia. In this role Raivo Vanags is responsible for
the management of Latvijas Banka’s foreign reserves. He also serves as Latvijas Banka’s
representative on the European Central Bank’s Market Operations Committee. Raivo Vanags holds a
B.Sc. from the Stockholm School of Economics and an M.Sc. from the University of Latvia.
Joshua Rabuck, Chief Investment Officer
- USA
Josh Rabuck was appointed Executive Director at Indiana University Health (IU Health) in
mid-2011. IU Health has USD 3.5 billion in assets in the long-term pool; USD 1.6 billion in
defined benefit and defined contribution retirement plans; and a USD 100 million captive
insurance pool. Before this, Josh served as Director of Absolute Return and Deputy Chief Investment
Officer at the USD 30 billion Indiana Public Retirement System for six years.
Jerry Moriarty, Chief Executive Officer and Director of Policy
- Ireland
The Irish Association of Pension Funds is the peak Irish body for Irish pension funds.
Its members provide retirement security to over quarter of a million people and are
responsible for over EUR 108 billion (USD 122 billion) in pension assets. Before joining
the Irish Association of Pension Funds as its Chief Executive Officer, Jerry Moriarty was Head of
Compliance with the Pensions Board, the government regulator of the Irish pension fund industry.
Glenn Hubert, Managing Director, Private Debt
– Canada
In July 2016, the Province of Ontario created IMCO through the Investment Management
Corporation of Ontario Act. IMCO currently manages approximately CAD 60 billion (USD
50 billion) of assets on behalf of clients such as the Ontario Pension Board and the
Workplace Safety and Insurance Board. Glenn Hubert serves Managing Director responsible for private
debt at IMCO. Prior to this, he headed private debt investments at Ontario Pension Board.
Rafael Andreata, Associate Director of Absolute Return
– USA/Saudi Arabia
KAUST (King Abdullah University of Science and Technology) is an international
graduate research university dedicated to advancing science and technology through
interdisciplinary research, education and innovation. Rafael Andreata joined KAUST in
2014 and his responsibilities include sourcing, underwriting and monitoring the Endowment’s hedge
fund portfolio. He holds an M.B.A. in Finance from Duke University’s Fuqua School of Business.
Stuart Odell, Assistant Treasurer, Retirement Investments
- USA
Stuart Odell, Assistant Treasurer, Retirement Investments at Intel Corporation. In this
role he oversee all investment related aspects of Intel’s USD 20 billion in ERISA qualified
retirement plan assets, USD 2 billion in non-qualified plan assets, and serve as adviser on
approximately USD 2.5 billion of Intel pension assets and liabilities outside the US. Stuart holds an MBA
from NYU Stern School of Business.
James Clarke, Treasurer and Senior Vice President, Investments
- USA
James Clarke serves as the Treasurer and Senior Vice President of Investments for the
USD 2 billion KU Endowment. In this role, he oversees investments on behalf of the oldest
foundation for a public university in the US. Before this, he was a partner and head of
private equity with Fiduciary Research and Consulting, and director of private investments for the USD
2 billion Kauffman Foundation. James holds an MBA from the University of Kansas and is a CFA.

9
Andrew Sawyer, Chief Investment Officer
- USA
Andrew Sawyer is the Chief Investment Officer of the Maine Public Employees Retirement
System a USD 14 billion state-wide pension fund. Prior to working at Maine Public
Employees Retirement System, Andrew worked for TD Bank, Raytheon Company, Prime
Buchholz & Associates, and Fuji Bank. He earned a BA from the University of Maine and a MBA from
Pace University. Andrew is a CFA and a CAIA charterholder.
Simon Lee, Chief Investment Officer
- United Kingdom
Marks & Spencer (‘M&S’) is one of the UK’s leading retailers. The M&S Pension Trust
manages GBP 11 billion (USD 14 billion) in retirement assets for the 115,000 members of
the Scheme, which was closed to future accrual from April 2017. Simon Lee joined M&S in
July 2015. Previously he was Head of Investments at Lloyds Banking Group’s pension schemes. Simon
is a Fellow of the Institute of Chartered Accountants.
Omar Bassal, Head of Asset Management
- Saudi Arabia
Omar Bassal, is the head of asset management at MASIC, a major single-family office
based in Saudi Arabia, where he oversees investments in traditional and alternative assets
that are consistent with Shariah principles. Prior to MASIC, he worked as head of Asset
Management at NBK Capital, the investment arm of the largest and highest rated bank in the Middle
East. He holds an holds an MBA with honors from the Wharton School of Business.
Peter Martin, Head of Investments
- United Kingdom
The MDU is the largest medical defence organisation in the UK. Before joining the MDU
Peter Martin was Head of Manager Research at the pension consultancy JLT Employee
Benefits. Peter has been a member of the Society of Pension Professionals Investment
Committee He has also been the SPP representative to Debt Management Office quarterly consultation
with regard to gilt issuance and End Year consultation with the Commercial Secretary to the Treasury.
Elizabeth Jourdan, Deputy Chief Investment Officer
- USA
Elizabeth Jourdan has served as Deputy Chief Investment Officer of Mercy Health (St.
Louis) since September 2015. Prior to joining Mercy Health (St. Louis), Elizabeth Jourdan
helped manage the investment portfolio of Allied World Insurance, a property and
casualty insurance company based in New York. Elizabeth holds a degree in finance from Babson
College and is a Chartered Financial Analyst charter-holder.
Clark Cheng, Chief Investment Officer
- USA
Merrimac is a large single family office with investments in hedge funds, private equity,
real estate and mutual funds. Prior to Merrimac, Clark was responsible for managing the
hedge fund due diligence process in the Americas for HSBC’s Alternative Investment
Group which had USD 39 billion in hedge fund investments He holds an MBA from Duke University and
a Bachelors of Arts Degree from UCLA. Clark holds the CFA, FRM and CAIA designations.
to October 24th
Larissa Benbow, Head of Fixed Income
- United Kingdom
London CIV is the first fully authorised and regulated investment management company
set up by local government, for local government the UK. Its founding members are London
boroughs and the City of London Corporation and London CIV has been established as a
collective investment vehicle for their Local Government Pension Scheme funds. London CIV aims to
grow its current aum of GBP 3 billion (USD 4 billion) to GBP 25 billion (USD 31 billion) by 2020.
Mark Laidlaw, Chief Capital Officer and Chief Investment Officer
- United Kingdom
LV= (formerly known as Liverpool Victoria Insurance) is one of the United Kingdom’s
largest insurance companies, employing five thousand seven hundred people and
servicing a client base of over five million customers. Prior to joining LV= Mark Laidlaw
served as Chief Financial Officer of AEGON UK, the British subsidiary of Aegon N.V. the multi-national
Dutch life insurance, asset management and pension company.
Eric Nierenberg Ph.D., Chief Strategy Officer
- USA
Eric Nierenberg has worked at the USD 60 billion Massachusetts Pension Reserves
Investment Management (‘MassPRIM’) since 2013. In addition to his work at MassPRIM,
Eric also teaches graduate courses in investments and international portfolio management
at Brandeis University. Prior to joining MassPRIM in 2013, he was a Vice President at Independence
Investments. Eric Nierenberg holds a Ph.D. in Business Economics from Harvard University.
Grant Harslett, General Manager Investment and Finance
– Australia
Grant has been General Manager Investment and Finance of Maritime Super since 2004.
Maritime Super AUM is AUD 6 billion (USD 5 billion). Grant has over 40 years’ experience in the
Australian superannuation industry, having worked in a range of management and consulting
roles covering actuarial, investments and finance areas. He is a member of the AIST working group on
operational due diligence of investment managers and the ISA working group on retirement incomes.
Sean Anthonisz Ph.D., Head of Asset Allocation
- Australia
Mine Super is a superannuation fund dedicated to serving the retirement needs of
members working in the Australian mining and related industries. Mine Super has
approximately AUD 10 billion (USD 7.5 billion) assets under management and over
sixty-six thousand members. Sean Anthonisz is head of asset allocation at Mine Super. Sean holds a
Ph.D. in Applied Finance from Macquarie University.
Yuji Hirokoshi, Chief Investment Officer
- Japan
Yuji Horikoshi has worked for Mitsubishi’s Finance Department and Capital and Money
Markets Group for 30 years. He was CIO of Mitsubishi Corporation Capital in Tokyo from
2004 to 2006, Co-CEO of Minerva Alternative Strategies in New York from 2006 to 2009
and Managing Director of Minerva Capital in London from 2009 to 2010. He is now responsible for
managing the Corporation’s pension fund’s assets.

to October 24th10
Hisae Sato, Chief Investment Officer
- Japan
Nissan Motor Company’s current pension fund assets under management amount to
approximately USD 7 billion. Hisae Sato serves as Nissan Motor Company Pension Plan’s
Chief Investment Officer. Prior to working at Nissan Motor Company, Hisae Sato was
Deputy General Manager at AIG Global Investment Group and worked for Watson Wyatt consulting,
where she advised a number of Japanese pension funds on a range of investment related issues.
Luiz Claudio Levy Cardoso, Chief Investment Officer
- Brazil
Luiz Claudio Levy Cardoso is the Chief Investment Officer of Nucleos Instituto de
Seguridade Social. Nucleos Instituto de Seguridade Social is the multi-billion USD pension
fund for employees of the Brazilian nuclear industry. Before joining Nucleos Instituto de
Seguridade Social he served as commercial manager of INB, the Brazilian nuclear fuel cycle company
and before that as head of equities and fixed income of Aerus pension fund.
Fabio Scacciavillani Ph.D., Chief Strategy Officer
- Oman
Oman Investment Fund is a USD 8 billion sovereign wealth fund that seeks to diversify
Oman’s asset base. Fabio Scacciavillani, holds a Ph.D. in Economics from the University
of Chicago and is member of the Oman Investment Fund Investment Committee. Prior to
the Oman Investment Fund, Fabio was an Executive Director at Goldman Sachs. He is the author of the
book ‘The New Economics of Sovereign Wealth Funds’.
Monte Tarbox, Executive Director, Investments
- USA
NEBF has approximately USD 14 billion in asset and is the third largest Taft-Hartley
Pension Plan in the United States. It serves over half a million participating individuals, with
over one hundred and thirty thousand of those individuals receiving either a retirement or
surviving spouse benefit. Monte Tarbox has served as Executive Director, Investments at NEBF since
2013. He holds an MBA from University of Chicago’s Booth School of Business.
Ken Stemme, Director, Investments
- USA
In the thirty-two years since being chartered by Congress, the National Fish and Wildlife
Foundation has grown to become the country’s largest conservation grant-maker. The
National Fish and Wildlife Foundation-funded projects have generated a cumulative
conservation impact of more than USD 3.5 billion. Ken Stemme currently serves as Director of
Investments at the National Fish and Wildlife Foundation.
John St. Hill, Deputy Chief Investment Officer
- United Kingdom
National Employment Savings Trust (NEST) is a defined contribution workplace
pension scheme set up by the British government to facilitate automatic enrollment as
part of the government’s workplace pension reforms. John is Deputy Chief Investment
Officer of the NEST . He previously worked at the PPF and SEI Investments. John has an MBA from the
University of Chicago and holds the CFA and FRM designations.
Gilles Horrobin, Chief Investment Officer
- Canada
Gilles Horrobin joined the multi-billion dollar Societe de Transport de Montreal – Regime
de Retraite (Montreal Transit Society Pension Funds) in 2000 as portfolio manager U.S.
equities. From 2007 to 2012, he also supervised the management of all other equities
portfolios. In 2012, he took over the role of Chief Investment Officer. Gilles graduated from the
University of Montreal Business School (HEC) in Finance and also holds the CFA designation.
John Adler, Director and Chief Pension Investment Advisor
– USA
The Mayor’s Office of Pensions and Investments (MOPI) is the administration’s full-time,
central advisor to the Mayor’s trustees on the five New York City retirement system boards
and on the New York City DC Plan Board which hold combined assets valued at over USD
150 billion, covering over 350,000 active employees and 275,000 retirees and beneficiaries. John Adler
was most recently the Director of the Retirement Security Campaign at SEIU.
Leo Svoboda, Managing Director
– USA
Nationwide is one of the largest insurance companies in the world, with more than USD
158 billion in statutory assets. As Managing Director for Liquid Alternative Investments at
Nationwide, Leo Svoboda’s remit includes Nationwide’s hedge fund strategies, equities, and
emerging market debt investments. Prior to this, Leo worked at Penso Advisors and at UPS Group Trust,
a USD 30 billion Trust for employees of UPS. Leo holds an MBA from the Wharton School.
Craig Grenier, Director of Investments
- USA
Craig Grenier is the Director of Investments for Northeastern University, where he
provides strategic direction for the management of over USD 1.5 billion in endowment
and operating assets across both public and private markets. Prior to NE , Craig worked at
Blue Cross Blue Shield of Massachusetts and GMO. Craig holds an MBA and a BS in Management from
Northeastern University, and has both the CFA and CAIA designations.
Enrique Cuyegkeng, Director of Public Markets
- Canada
Ontario Power Generation oversees the USD 13 billion Ontario Power Generation Pension
Fund and the USD 18 billion Ontario Nuclear Funds. Prior to joining Ontario Power, Enrique
Cuyegkeng was Managing Director, Public Market Investments at OP Trust, where he
oversaw the Trust’s USD 11 Billion plus investments in externally-managed publicly-traded assets.
Enrique holds an MBA in Finance from Columbia Business School.
Kenichi Ota, Chief Investment Officer
- Japan
Ken Ota was appointed CIO for Mitsui & Co. Pension Fund in 2014. He joined Mitsui & Co. in
1987. He was the head of Trading Dept. with nearly 20 years’ experience of currency, fixed
income, equity, and derivatives trading at Mitsui’s Tokyo HQ and London office. After that,
he assumed the position of CFO for Mitsui & Co. Australia as well as Auditor for the several subsidiaries
of Mitsui. Prior to this, he was the portfolio manager at the investment company affiliated with Mitsui.

Ricardo Nogueira, Chief Investment Officer
- Brazil
Real Grandeza Pension Fund is one of the largest pension funds in Brazil with AUM of over
USD 4 Billion. It runs the pension fund for employees of Eletrobras Furnas, the state-owned
electrical power industry company. Ricardo has been the CIO of Real Grandeza since May
2018. He spent the previous 32 years in various senior management positions in the finance industry.
Ricardo has an academic background in business administration (MBA), finance and marketing.
to October 24th 11
Satya Prasad, Executive Director
- India
Established by the Government of India in 2003, the PFRDA is mandated to promote old
age income security and to act as the regulator of India’s pension sector. Satya Ranjan
Prasad was appointed Executive Director of PFRDA in 2015. Prior to this he served as
Chief General Manager in the Securities and Exchange Board of India. He has more than 30 years of
experience in the Financial Sector and holds a degree in law and an MBA in Finance.
Arjen Pasma,Chief Risk Officer Investments
- The Netherlands
PGGM Investments manages approximately EUR 190 billion (USD 210 billion) in assets
from five Dutch Pension Funds in a worldwide diversified portfolio of both public and
private investments. Arjen Pasma is the Chief Risk Officer at PGGM Investments and a
board member of the investment committee, allocation committee, ALM committee and investment
policy committees of PGGM Investments.
Mauricio Guzman, Chief Investment Officer
- Colombia
Mauricio Guzmán is Chief Investment Officer at Pontificia Universidad Javeriana, one
Colombia’s largest private universities, primarily responsible for the investment and
risk management process, across local and global equity and fixed income assets, as
well as alternative investments in hedge funds, private equity and real state. He holds an MBA from
Universidad de Los Andes and is a Chartered Financial Analyst charter holder.
Molly Murphy, Chief Investment Officer
- USA
Molly Murphy currently oversees the investments of the USD 15 billion Orange County
Employees Retirement System. She joined OCERS in 2017 after many years as CIO
of a non-profit US health system. Previous to that role, with a background in trading
and portfolio management, she was the co-founder and CIO of a boutique investment firm serving
the bespoke needs of institutional fixed income investors.
Michael Nicks, Director of Investments
– USA
Pepperdine University is an independent, medium-sized university enrolling approximately
seven thousand, three hundred students in five colleges and schools. The University is
located on 830-acre campus overlooking the Pacific Ocean in Malibu. Michael Nicks has
served as Director of Investments at Pepperdine University since 2008. Michael holds an MBA from
Pepperdine University’s Graziadio School of Business and Management.
Brandon Gill New, Portfolio Manager, Office of the CIO
- Canada
With net assets of over CAD 20 billion (USD 16 billion), OPTrust invests and manages one of
Canada’s largest pension funds and administers the OPSEU Pension Plan, a defined benefit
plan with over 92,000 members and retirees. Before joining OPTrust, Brandon Gill New
was a Director at BMO Capital and a Portfolio Manager for equities and alternatives at Ontario Teachers’
Pension Plan. Brandon holds an MBA from London Business School.
Chad Myhre, Portfolio Manager
- USA
Chad Myhre is a Portfolio Manager covering hedge fund and public equity investments
at the USD 44 billion Public School Retirement System of Missouri. Prior to joining Public
School Retirement System of Missouri, he oversaw the USD 2 billion active hedge fund
portfolio for the Missouri State Employees’ Retirement System. Chad holds the Chartered Financial
Analyst and Chartered Alternative Investment Analyst designations.
Timour Zilberchteine, Director, External Manager Search and Monitoring
- Canada
Timour Zilberchteine is Director, External Manager Search and Monitoring at PSP
Investments, one of Canada’s largest pension investment managers with USD 116 billion in
assets. PSP Investments manages a diversified global portfolio composed of investments
in public financial markets, private equity, real estate, infrastructure, natural resources and private
debt. Timour holds an MBA from Wilfried Laurier University in Waterloo and the CFA designation.
Tomasz Mrowczyk, Head of Structured Investments
- Poland
PZU Insurance Group is Poland’s largest insurance group. Tomasz Mrowczyk works as
PZU Insurance Group’s Head of Structured Investments. Tomasz Mrowczyk specializes in
investments in illiquid structured private debt, occasionally with some equity components.
He started his career in Ernst & Young Corporate Finance. Tomasz Mrowczyk is both a Chartered
Financial Analyst and CAIA charter holder.
Steve Davis, Chief Investment Officer
- USA
The Sacramento County Employees’ Retirement System (SCERS) is a USD 9 billion
public pension plan. Steve Davis has been with SCERS since 2010, and as Chief Investment
Officer is responsible for the oversight and implementation of SCERS’ investment
program. Steve holds a BA from the University of Arizona and an MBA from the University of Southern
California, and is a CFA and CAIA charterholder.
Ignacio Noguez, Senior Investment Strategist
- Uruguay
Republica AFAP is a Uruguayan state-owned pension fund company, based in Montevideo.
Ignacio is the senior investment strategist at Republica AFAP and responsible for
managing the pension investments. Ignacio is concurrently a lecturer in economics and
capital markets at the ORT University Uruguay, Uruguay’s largest private university. He holds degrees
in both statistics and economics from Universidad de la República, and is a CFA charterholder.

to October 24th12
David Lawson, Head of Investments
- Canada
Telus Corporation is a Canadian, national telecommunication company that provides a
wide range of telecommunications products and services to Canadian businesses and
consumers. Telus Corporations pension fund manages approximately CAD 11 Billion
(approximately USD 9 billion) on behalf of Telus’s 47,000 employees. Prior to Telus, David Lawson
spent eleven years as the Chief Investment Officer at the Workers Compensation Board of Alberta.
Dominic Blais, Senior Risk Manager
- Canada
Since 2004, Dominic has been with the CMPA, a not-for-profit, mutual defence association that
provides medical-legal assistance for Canadian physicians and contributes to safe medical care.
He currently leads the performance measurement and risk management functions, and has
oversight of the internal trading activities and the internal systems development and support efforts. Dominic
holds a bachelor of business administration from Bishop’s University and is a CFA and CAIA charterholder.
Christopher Brockmeyer, Director of Employee Benefit Funds
- USA
Christopher Brockmeyer has been the Director of Employee Benefit Funds for the
Broadway League, the national trade association for the Broadway theatre industry, since
2007. This includes 11 multi-employer pension funds, 7 health funds and 4 annuity/401(k)
funds with nearly USD 6 Billion in assets, covering 120,000 current or future retirees and providing
health care coverage for 24,000 employees (plus their dependents) in the entertainment industry.
Ellen Hung, Deputy Chief Investment Officer
- USA
Ellen Hung is the Deputy Chief Investment Officer for the State Universities Retirement System.
She has over 25 years of experience managing pension funds, trust funds and government
assets. Her career achievements include Assistant Chief Executive Officer for Santa Barbara
County Employees’ Retirement System and Treasurer and Investment Officer for City of Spokane. Ellen is
a CFA Charterholder and holds MBA and BS degrees from Rensselaer Polytechnic Institute.
Dr. Olin Liu, Managing Director and Chief Economist
- China
Dr. Olin Liu is Managing Director of the asset management arm of the Sunshine Insurance
Group, responsible for Sunshine Insurance Group’s strategic investment asset allocation
overseas and macro thematic research. Previously Olin Liu was a director of CICC, China’s
first joint venture investment bank, and Mission Chief for the International Monetary Fund’s Asia Pacific
Department. Olin Liu holds a PhD in Economics from Boston College.
Hasan AlJabri, Chief Executive Officer
- Saudi Arabia
Hasan is the CEO of SEDCO Holding Group. He joined the Group in 2010 as the CEO of
SEDCO Capital and has over 33 years of banking experience in the GCC region. He is also
currently serving as a member of boards and executive committees of several companies
in the Kingdom of Saudi Arabia. He holds a B.Sc. in Engineering from the American University of Beirut
and is a graduate of the Executive Management Program at Columbia University.
Clemens Quast, Head of Treasury
- Germany
The Sparda banks are a group of twelve regional German cooperative banks serving
a total of almost 3.4 million members in Germany. Between them the Sparda banks
have roughly six thousand employees spread across more than four hundred branches
throughout Germany. Founded in 1930 and headquartered in Munich, Sparda-Bank München eG is the
largest cooperative bank in Bavaria, with over quarter of a million members.
Michael Malewicz, Chief Investment Officer
- USA
SSM Healthcare is a Catholic, not-for-profit US health care system with more than one
thousand six hundred employed physicians and thirty three thousand other employees
spread across four states. Michael Malewicz oversees SSM Healthcare’s USD 4 billion
investment portfolio, over USD 600 million of which are allocated to alternative assets. He holds an
MBA in Finance from University of San Francisco.
Mamraj Chahar, Chief Investment Officer
- Saudi Arabia
Headquartered in Riyadh, the Saudi Reinsurance Company is the first reinsurance
company established in Saudi Arabia. It is listed on the Saudi Exchange Market. The Saudi
Reinsurance Company has strong underwriting expertise in engineering, property, marine,
casualty, commercial, automobile, and retro reinsurance products. Mamraj Chahar has served as Saudi
Reinsurance Company’s CIO since 2014 and is a Chartered Financial Analyst charterholder.
Farouki Majeed, Chief Investment Officer
- USA
Founded in 1937, the Ohio School Employees Retirement System currently manages USD
14 billion in assets on behalf of 121,000 active, contributing members and 72,000 benefit
recipients. Farouki Majeed has served as Chief Investment Officer of the Ohio School
Employees Retirement System since 2012. Prior to this he worked as Senior Investment Officer at
CalPERS. Farouki holds an MBA from Rutgers University and is a Chartered Financial Analyst.
Georg Lund Skare, Head of External Manager Selection
- Norway
The Storebrand Group is a leading player in the Nordic market for long-term savings and
insurance, managing more than NOK 700 billion (USD 85 billion.) Georg Lund Skare is
responsible for manager selection in listed equity and fixed income strategies on behalf of the
Storebrand Group. He holds an M.Sc. in International Management (CEMS) from HEC, Paris and Norges
Handelshøyskole (NHH), Bergen. He earned a CEFA in 2005 and a MBA in Finance from NHH in 2008.
Richard Stensrud, Executive Director
- USA
The USD 14 Billion School Employees Retirement System of Ohio is a public pension fund
for non-teaching school employees of the State of Ohio. As Executive Director, Richard
Stensrud heads SERS and is tasked with the accountability for SERS’ overall affairs, as well
as investment, operational and financial performance. Before taking over SERS, Richard served as CEO
of the USD 8 Billion Sacramento County Employees’ Retirement System.

to October 24th 13
Mateo Fernández, Head of Investments
- Uruguay
Mateo Fernandez is Head of Investments at UnionCapital AFAP. UnionCapital AFAP is one
of the four pension funds in Uruguay, UnionCapital AFAP has over two hundred thousand
members. Mateo Fernandez has more than 10 years of experience in financial markets.
He graduated with a degree in economics from Universidad de Montevideo, Uruguay and has been
a CFA charterholder since 2015.
Richard Chau, Managing Director
- USA
Richard Chau is Managing Director of Tulane University’s USD 1.2 Billion endowment. He
joined the Tulane University Investment Management Office in 2013. From 2011 to August
2013, Richard was a Vice President in Bessemer Trust’s Private Equity Funds Group in New
York, where he helped manage a multi-billion dollar global private equity portfolio. Richard holds an
MBA from Columbia Business School.
Elmer Huh, Chief Investment Officer
- USA
The M.J. Murdock Charitable Trust is a private, non-profit foundation based in Vancouver,
Washington. The trust funds projects that serve four primary areas: scientific research, arts
and culture, education and health and human services. Elmer Huh has more than 20 years’
experience in public/private equity and alternative investing , most recently at Ernst & Young Capital
Advisors, as senior vice president of investment banking and alternative asset managers.
David Hughes, Managing Director
- USA
The J. Paul Getty Trust is the world’s wealthiest art institution with an endowment of
approximately USD 7 billion. Based in Los Angeles, it operates the J. Paul Getty Museum.
David Hughes is responsible for managing the trust’s fixed income and public equities
investments. Prior to this, David Hughes was Investment Officer for Public Equity at University of
California endowment and pension fund. David holds an MBA in Finance from UC Berkeley.
Ian Prideaux, Chief Investment Officer
- United Kingdom
The Grosvenor Estate is a multi-billion dollar single-family office. Ian Prideaux manages
the Grosvenor Estate’s non-property investment portfolio. This includes long equity and
bond portfolios, commodity, hedge fund and private equity investments. He is responsible
for asset allocation and manager selection, investments being managed externally. Ian has been with
The Grosvenor Estate since 2006, and was previously at HSBC, SG Warburg and Price Waterhouse.
Meena Lakshman, Director of Investments
– USA
Meena Lakshman is involved in the overall investment management, macro research and
asset allocation for the USD 6 Billion Trust portfolio. Prior to joining the Trust, Meena
was a portfolio specialist at Morgan Stanley Investment Management. She conducted
Macroeconomic research as a member of the investment committee, pitched relative value trade ideas,
managed Investor relations and evaluated managers for addition to the portfolio.
Susan Chen, Managing Director
- USA
University of Texas Investment Management Co (UTIMCO) oversees USD 40 billion in
assets on behalf of the University of Texas. Susan Chen leads UTIMCO’s investments in
public equities in developed and emerging markets and technology-related venture capital.
Prior to which she was a Managing Director at Highbridge Capital., focused on distressed debt, private
loans and event-driven equity. Susan holds a JD and MBA from Harvard.
Mirko Cardinale Ph.D., Head of Multi-Asset Allocation
– United Kingdom
The Universities Superannuation Scheme (USS) manages over GBP 80 billion (USD 90
billion) on behalf of its 390,000 members, who are drawn from the academic and academic-
related staff of 350 UK universities. Prior to joining USS in 2015, Mirko Cardinale was Head of
Investment Allocation at Russell Investments and Head of Strategic Asset Allocations at Aviva. He holds
a Ph.D. in Finance, focused on pension funding and long-term investing, from Imperial College, London.
Jason Josephiac, Senior Manager, Pension Investments
– USA
JasonJosephiacisaSeniorManagerfortheUnitedTechnologies’PensionPlan,andisprimarily
responsibleforglobalpublicequities,portablealpha/hedgefundsandriskparity.Priortojoining
United Technologies, he was a Senior Associate at The Boston Company Asset Management,
LLC.JasongraduatedmagnacumlaudefromBentleyUniversitywithadegreeinFinanceaswellasminors
in Economics and International Studies. Jason is a CFA charterholder and a CAIA charterholder.
Travis Shore, Managing Director, Public Markets
- USA
Totaling over USD 4 billion, Vanderbilt University has one of the 25 largest endowments in
the United States. Travis Shore serves as a managing director for the public investments
team at Vanderbilt University. Travis joined Vanderbilt University in 2014 after serving
as an investment director at the Alfred Sloan Foundation. Prior to that, Travis served as a director of
investments at New York University’s endowment.
Sami Lahtinen, Head of Position Management and Diversified Investments
– Finland
Valtion Eläkerahasto is a Euro 20 billion (USD 23 billion) pension fund that manages
the pension investments of Finnish State employees. Sami Lahtinen heads the Position
Management department at Valtion Eläkerahasto, which focuses on limiting the market
risks affecting the entire portfolio via the use of derivatives and hedge funds – amongst other methods
- to improve the diversification of investments and risk management.
Steve Blundin, Director - Liquid Alternatives and Strategic Partnerships
- USA
Stephen Blundin, CFA, is the Director of Global Equity and Alternatives for Verizon
Investment Management Corporation. In this role, Stephen is responsible for managing
the global equity, hedge fund, risk parity, active currency, commodities and strategic
partnership portfolios across the Defined Benefit, Defined Contribution and affiliated plans. In total, he
oversees approximately USD 25 billion of the US 54 billion managed by VIMCO.

to October 24th
Matthew Mordus, Head of Hedge Fund Portfolio Management
– USA
Matthew Mordus serves as Chairman of the Hedge Fund Investment Committee within the
Investment Group at XL Catlin. XL Catlin is a global P&C insurance and reinsurance company.
The firm manages a USD 35 billion investment portfolio, of which approximately USD 1.5
billion is invested in hedge funds. Matthew is primarily responsible for the firm’s Hedge Fund Portfolio,
though he also serves on the firm’s House View Committee as well as the firm’s Private Credit Team.

Tony Gannon, Chief Executive Officer and Chief Investment Officer
- Ireland
TonyGannonfoundedAbbeyCapitalin2000withavisiontocreateanalternativeinvestment
business providing multi-manager funds in the managed futures, Foreign Exchange and
global macro sectors of the hedge fund industry. Tony has more than 25 years’ investment
experience in the managed futures industry and prior to founding Abbey Capital he was co-founder of
Allied Irish Capital Management which grew to became one of the largest European CTAs.
Chris Hentemann, Managing Partner and Chief Investment Officer
- USA
400 Capital Management (‘400CM’) is a structured credit asset management firm offering
qualified investors access to a broad range of investment opportunities and innovative
solutions across global structured credit markets. Chris Hentemann organized and
launched 400CM in 2008 and is its CIO and Chairs the Firm’s Operating and Investment Committees.
Prior to 400CM, Chris was the Head of Global Structured Products at Banc of America Securities.
Thomas Dobler, Ph.D., Vice President, Multi-Asset Class Strategies
- USA
Thomas Dobler joined Acadian’s Multi-Asset Class Strategies Investment team in 2017.
Prior to Acadian, he held portfolio management, trading and research roles at BlackRock
and Goldman Sachs and a quantitative research role at Saloman Brothers Asset
Management. Thomas holds a Ph.D. in mathematics from Columbia University, an M.S. in mathematics
from the University of Illinois, and a B.S. from the University of Vienna, Austria.
Martin Lueck, Co-Founder and Research Director
- United Kingdom
Martin Lueck co-founded Aspect in 1997 and oversees the Research team responsible
for generating and analysing fundamental research hypotheses for development of all
Aspect’s investment programmes. He chairs the Investment Management Committee and
is a member of the Risk Management Committee. Previously, he co-founded Adam, Harding and Lueck
Ltd in 1987. He currently serves on the Board of the National Futures Association.
Clayton DeGiacinto, Founder and Managing Partner
- USA
Mr. DeGiacinto is the Founder and Managing Partner of Axonic Capital LLC. He serves as
Chief Investment Officer for the firm’s investment funds and commercial lending business.
Prior to founding Axonic, Mr. DeGiacinto ran the adjustable rate mortgage credit business
at Goldman Sachs. He earned an MBA from Wharton, and BS from West Point. He served as an Army
Ranger in the 25th Infantry Division from 1995 until 2000.
Jonathan Rotolo, Head of Private Equity and Real Assets
– USA
Jonathan Rotolo is a member of Barings Alternative Investments team. He is Head of
Private Equity / Real Assets and serves as chairman of the group’s investment committee.
Prior to joining the firm in 2005, Jon worked at State Street Corporation in their Strategic
Alliances business. Jon holds a Master of Science in Investment Management from Boston University
and has an M.B.A. from the Tuck School of Business at Dartmouth.
to October 24th
Gordon Bajnai, Chairman, Global Advisory Board
- USA
Gordon Bajnai is Chairman of the Global Advisory Board at Campbell Lutyens. He served
as Prime Minister of the Republic of Hungary from April 2009 until May 2010. Prior to
this, he was Minister of Economy and National Development and Minister of Regional
Development. In the private sector, he served as Group COO of Meridiam Infrastructure between 2014
and 2017 and Chief Executive Officer of the Wallis Group from 2000 to 2006.
Michael Rosen, Chief Investment Officer
- USA
Angeles Investment Advisors advises on USD 47 billion across customized portfolios
for many highly respected educational institutions, charitable foundations, non-profit
organizations, governments and corporations. Michael Rosen has more than 30 years’
experience as an institutional portfolio manager, investment strategist, and investment consultant and
served as Adjunct Professor of Finance at Pepperdine University.
Russ Ivinjack, Senior Partner
- USA
Russ Ivinjack is a Senior Partner at Aon Hewitt Investment Consulting and chairs the firm’s
U.S. Investment Committee. Russ previously led the development of Aon’s alternatives
investment capabilities and global equity manager research teams. He has written
research papers on defined contribution pension plan issues and what fiduciaries need to know when
selecting asset allocation and fund selection models for participant-directed plans.
Richard (Jerry) Haworth, Chief Executive Officer and Chief Investment Officer
– United Kingdom
36 South was established in 2001 and specialises in finding cheap convexity, principally in
longdated options, across all asset classes. Its global volatility strategies are designed to
perform well in various market environments, but substantially outperform in periods of
extreme market movement and volatility. Jerry Haworth has over 28 years of investment experience
and co-founded 36 South. He is the CIO, CEO and chairs the Investment Management Committee.
Bill Kelly, Chief Executive Officer
– USA
William (Bill) J. Kelly is the Chief Executive Officer of the CAIA Association and a frequent
writer, and commentator on alternative investment topics globally since taking the
leadership role in 2014. Previously, Bill was CEO of Boston Partners and one of seven
founding partners of the predecessor firm, Boston Partners Asset Management. His career in the
institutional asset management space spans over 30 years in successive CFO, COO and CEO roles.
Additional Global ARC 2018 speakers are being conﬁrmed every month. Please visit our website
www.garc2018.com for the latest speaker list.

William Murray, Co-Head of Asset Backed Securities and Portfolio Manager
- USA
William is Co-Head of ABS and jointly manages CQS’ global asset backed securities
strategies across dedicated hedge funds, long-only funds and bespoke mandates. William
is a member of the Firm’s Executive Committee, Asset Advisory Committee, and together
with his fellow Co-Head, he leads the eight-strong team of dedicated ABS portfolio managers and
analysts. Prior to joining CQS in 2008, William worked for UBS Investment Bank and Ernst & Young.
Theodore Koenig, President & Chief Executive Officer
- USA
Theodore Koenig is President, CEO & Founder of Monroe Capital, a private credit asset
management firm specializing in direct lending and opportunistic private credit investing,
established in 2004. Prior to Monroe, Koenig was President and CEO of Hilco Capital LP, a
junior secured/mezzanine debt fund. Koenig is a graduate of the Kelley School of Business at Indiana
University (B.S.) in accounting with high honors and Chicago-Kent College of Law (J.D.) with honors.
Alina Osorio, President
– Canada
Alina Osorio is a seasoned investment professional with over twenty-four years of
experience. Prior to Fiera she was the Chief Executive Officer of one of North America’s
first unlisted infrastructure funds, Macquarie Essential Assets Partnership, where she lead
OPTrust’s CAD 2.5 Billion infrastructure program; and founder and CEO of Aquila Infrastructure. Alina
holds a BEng from McGill University and an MBA from the Schulich School of Business.
Michael Levitt, Chief Executive Officer
– USA
Michael Levitt is the CEO of Kayne Anderson Capital Advisors. Prior to joining Kayne,
Michael served as a vice chairman with Apollo Global Management. At Apollo, he was a
partner in the private equity and credit businesses. In 2001, Michael founded Stone Tower
Capital where he served as chairman, CEO and CIO and grew Stone Tower to USD 17 billion in credit-
focused alternative investments until it was eventually acquired by Apollo in 2012.
Paul Hilal, Founder and Chief Executive Officer
- USA
Paul Hilal is Founder and CEO of Mantle Ridge LP and Vice Chairman of the board of
directors of CSX Corporation. He has built a strong record both as an engaged investor,
and as a passive value investor. Prior to forming Mantle Ridge, Paul was a Senior Partner
at Pershing Square Capital, where he focused on both passive and activist investing projects. Among
these successes were Canadian Pacific Railway Limited, Air Products and Chemicals, and Ceridian.
to October 24th
Tim McCusker, Chief Investment Officer and Partner
- USA
NEPC is one of the industry’s largest independent, full-service investment consulting firms,
serving over three hundred retainer clients with total assets of over USD 850 billion. Tim
McCusker is responsible for overseeing Investment Research at NEPC, a group of forty-five
professionals including dedicated teams focusing on alternative investments, traditional strategies, and
asset allocation. Tim McCusker is Fellow of the Society of Actuaries.
Erik S. Weisman PhD., Chief Economist and Portfolio Manager
– USA
Erik is the chief economist and a portfolio manager at MFS Investment Management. He
manages the firm’s US/global inflation-adjusted, global total return and global government
portfolios. Erik chairs the Fixed Income and Global Rates/Currency Strategy Groups. Erik
joined MFS in 2002. Previously, he held positions at the IMF and US Treasury Department. Erik earned a
bachelor’s degree from the University of Michigan and master’s and Ph.D degrees from Duke University.
Pete Keliuotis, Senior Managing Director
– USA
Cliffwater provides investment advisory services to institutions, such as endowments,
foundations and retirement systems. Prior to joining Cliffwater in 2014, Pete Keliuotis
was a Managing Director and CEO of Strategic Investment Solutions where he led the
consulting teams and consulted to large institutional investors. Pete holds an MBA in Analytic Finance
from the University of Chicago Booth School of Business, and holds the CFA designation.
David Stewart, Founder
- Australia
Founded by David Stewart in 2002, Global ARC convenes a network of the world’s foremost
academics, pension funds, endowments, sovereign wealth funds and asset managers to
analyze macro-economic, capital market, and alternative investment developments and their
implications for the institutional investor community. Global ARC is an independent organization wholly
owned by its founder and is not affiliated with any media company or investment industry supplier.
Christopher Holt, Senior Advisor
- Canada
Chris Holt serves as senior advisor to Global ARC. Prior to working with Global ARC,
Chris Holt served as senior advisor to the Chartered Alternative Investment Analyst
Association (‘CAIA’), and as the managing editor of AllAboutAlpha.com, CAIA’s research,
analysis and opinion portal. Chris holds an MBA from Duke University’s Fuqua School of Business
and is currently a PhD candidate at University of Toronto.
Jason M. Ruggiero, Co-Chief Investment Officer and Senior Portfolio Manager
- USA
Jason Ruggiero joined EJF at its founding in 2005 and is a member of the Executive
Committee and serves as the primary Portfolio Manager for the EJF Financial Services Fund.
Prior to joining EJF, he was an equity trader in FBR’s Alternative Asset Investment Group.
In 2004, Jason assumed co-portfolio manager responsibilities for FBR Ashton, L.P. He holds a BBA in
accounting from James Madison University and an MBA in finance from the University of Maryland.
John Liguori, Co-Founding Member and Chief Investment Officer, Direct Lending
- USA
John Liguori is a co-founding member of Jefferies Finance and the Chief Investment Officer of
the firm’s direct lending business. John has been with Jefferies Finance for 14 years and currently
manages a team responsible for investment sourcing, execution and portfolio management. He
has also worked in similar direct lending roles at GE Capital, Heller Financial, AIG Investments and Prudential
Capital Group. He holds an MBA from Duke University’s Fuqua School of Business

Dr. Maria Vassalou, Portfolio Manager
- USA
Dr. Maria Vassalou is Portfolio Manager for the PWP Global Macro Strategy. Prior to
joining PWP, Maria was at MIO Partners, a Global Macro Portfolio Manager at SAC Capital
and oversaw global quantitative research at Soros. She began her career as an Associate
Professor at Columbia Business School. Maria Vassalou earned a B.A. in Economics from the University
of Athens, and holds a Ph.D. in Financial Economics from London Business School.
George Sakoulis, PhD, Managing Director and Head of Global Multi-Asset Solutions
- USA
George Sakoulis, PhD, is Managing Director and Head of Global Multi-Asset Solutions for
QMA. Previously, he led quantitative research for the Emerging Markets Equity team at
GMO and served as the Director of European Equity Strategies for Numeric Investors.
George earned BS and BA degrees from San Francisco State University and an MA in Economics and
a PhD in Financial Econometrics from the University of Washington.
Erik Schiller, Managing Director and Head of Developed Market Interest Rates
– USA
Erik Schiller, CFA, is a Managing Director and Head of Developed Market Interest Rates for
PGIM Fixed Income’s Multi-Sector and Liquidity Team, specializing in government securities,
futures, interest rate swaps/derivatives, and agency debentures. He develops portfolio
strategy, performs quantitative analysis, and designs and implements risk positions in multiple strategies,
including the liquidity relative value strategies. Erik Schiller joined PGIM Fixed Income in 2000.
David Sherr, Founder and Managing Partner
– USA
David Sherr is responsible for overseeing One William Street Capital Management’s
investment strategy and risk management. He has more than twenty-five years of
experience investing in and managing origination businesses, fixed income markets, and
global trading across a wide range of asset types and structured credit strategies. David Sherr founded
One William Street Capital Management in 2008.
George Mussali, Chief Investment Officer and Head of Research, Equities
– USA
George Mussalli is responsible for oversight of the PanAgora’s Dynamic, Stock Selector,
and Diversified Arbitrage strategies, as well as the Equity team’s Data Infrastructure,
Portfolio Construction, and Trading teams. He is also a member of the firm’s Investment,
Operating, and Directors Committees. In his role of Head of Research, Equity, George also directs
innovative equity research used in the development of PanAgora’s equity strategy models.
Mohammed Anjarwala, Managing Director
– USA
Mohammed Anjarwala joined Advent in 2007 as a member of the private equity team and
helped start Sunley House Capital in 2014. He is a member of the Investment Oversight
Committee and has fourteen years of public and private equity investing experience.
Prior to joining Advent, Mohammed was with SFW Capital and Bain Capital. He started his career as a
consultant at Bain & Company. Mohammed holds an MBA from Harvard Business School.
Peter Gerlings, Senior Vice President, Investment Solutions
– USA
Peter Gerlings is a Senior Vice President at Segal Rogerscasey. He is also a member of the
firm’s Manager Review Committee, which evaluates both traditional and non-traditional
manager recommendations and the Editorial Board, which is charged with developing and
sharing thought leadership in the investment community. Prior to this he worked at K2 Advisors, a leading
hedge fund of funds manager. Segal Rogerscasey have total AUA of USD 400 billion.
to October 24th
Emil Dabora PhD, Senior Portfolio Manager, Event Driven
– USA
Emil Dabora joined Tudor in early 2015 from Harvard Management Company, where he
had served as Managing Director and Head of Developed Equity Markets since 2009.
At Harvard, Emil built and launched the event driven team and managed the long/short
equity and emerging markets teams. Before this, Emil Dabora served as Senior Managing Director and
Equity Partner at Caxton Associates. Emil holds a MA and PhD in Economics from Harvard University.
Wray Thorn, Chief Investment Officer
- USA
Wray Thorn is the Chief Investment Officer of Sightway Capital, LP, a Two Sigma company
focused on private equity investments that employ a principal mindset and flexible
capital approach to building business platforms with experienced operators and strategic
partners and a Venture Partner with Two Sigma Ventures, the venture investing arm of Two Sigma.
Prior to this, Wray was a senior managing director with Marathon Asset Management.
Aaron Cantrell, Director
– USA
Aaron Cantrell heads the North America office of Record, a leading currency management
firm, which currently manages £47 Billion (USD 64 Billion) in Bespoke Currency Hedging,
Currency for Return and other currency solutions on behalf of institutional clients
throughout the world. Aaron Cantrell holds an MPhil in Economics from Balliol College, Oxford and an
MA in International Relations from Johns Hopkins-Nanjing University in China.
Pete Drewienkiewicz, Chief Investment Officer, Global Assets
- United Kingdom
Redington is one of the UK’s leading pension investment advisory firms. Founded in 2006,
the company works across investment strategy, portfolio construction, manager selection,
and asset and liability management. Pete Drewienkiewicz is Managing Director and Head
of Manager Research at Redington. Pete has over fifteen years’ experience working in global markets,
in fixed income derivatives, at RBC Capital Markets, Barclays Capital and UBS.
Naveen Yalamanchi M.D., Portfolio Manager
– USA
Naveen Yalamanchi MD serves as a Portfolio Manager at RTW, and has been doing
healthcare investment research and investing for over a decade. He was previously
a Healthcare Portfolio Manager at Calamos Arista, where he managed the healthcare
strategy for its long/short equity arm. After receiving his MD from the Stanford School of Medicine,
Naveen worked as an orthopedic surgery resident at UCLA Medical Center.

Ryan Lennie, Managing Director
- USA
Wilshire Consulting, has provided custom investment consulting solutions to fund
sponsors for thirty-five years. Combined with its endowment, foundation and major
insurance company clients, Wilshire consults on combined total assets of nearly USD 1
trillion. Ryan Lennie serves as the lead consultant to health care, corporate and non-profit institutions
and is a member of the firm’s ESG and Hedge Fund of Funds Asset Class Committees.
Brian D. Singer, Partner
- USA
Brian Singer is head of William Blair’s Dynamic Allocation Strategies team. Previously,
he was head of investment strategies at Singer Partners and head of Global Investment
Solutions and the Americas chief investment officer at UBS Global Asset Management.
Brian co-wrote the seminal Determinants of Portfolio Performance II: An Update, and in 2015 was
inducted into the Performance and Risk Management Hall of Fame.
to October 24th18
Don Tunnell, Senior Managing Director and Co-Director of Quantitative Investments
– USA
As director of Quantitative Research in Wellington Management’s Quantitative Investment
Group (QIG), Don helps guide the research agenda and strategic direction of the group. He
devotes much of his time to the R&D of quantitative investment insights that are delivered
to the broader firm and that are used in QIG’s own portfolio management process. Don received his
MBA from the University of Chicago and his BA/BS in computer science from Indiana State University.

to October 24th
Author: and
The William R. Rhodes ’57 Professor of International Economics
– USA
Professor Mark Blyth is the The William R. Rhodes ’57 Professor of International
Economics at Brown University. As a political economist his research focuses upon
how uncertainty and randomness impact complex systems, particularly economic
systems, and why people continue to believe stupid economic ideas despite buckets
of evidence to the contrary. He is the author of several books, including ‘Great
Transformations: Economic Ideas and Institutional Change in the Twentieth Century’
(Oxford University Press,) ‘Austerity: The History of a Dangerous Idea’ (Cambridge
University Press) and co-Editor of ‘The Future of the Euro’ (Oxford University Press).
His book ‘Austerity: The History of a Dangerous Idea’ was selected as one of the Economics Books of
the Year by The Financial Times. Mark is currently working on a book that questions the political and
economic sustainability of liberal democracies, called ‘The End of the Liberal World?’ Mark is a member
of the Warwick Commission on International Financial Reform which seeks to make the case for
increased macro-prudential regulation. His research and analysis has appeared in numerous academic
journal such Foreign Affairs, Foreign Policy, American Political Science Review and on media outlets
such as NPR, BBC, The Financial Times, The Washington Post, The Guardian, National Review, Time,
Newsweek and Der Spiegel. Prior to joining Brown University, Mark Blyth taught at the Johns Hopkins
University from 1997 until 2009. Mark holds a PhD in political science from Columbia University.
Chief Economist, 2012-16
Chief Economic Adviser, 2009-12
Author:
C. Marks Professor of International Studies and Economics, – USA
In 2009, the economist Professor Kaushik Basu left the rarefied world of academic
research for the nuts and bolts of economic policymaking. Appointed by the Prime
Minister of India, Manmohan Singh, to be chief economic adviser to the Government
of India he discovered the complexity of applying economic models to the real world.
Effective policymaking, he learned, integrates technical knowledge with political
awareness. In recognition of his service he received the title Padma Bhushan which is
one of the highest civilian awards given by the President of India. In 2012 Professor
Basu transferred to Washington DC to take up the position of Chief Economist of The
World Bank, a position he held until September 2016. He has written several books including ‘Beyond
the Invisible Hand: Groundwork for a New Economics’ (Princeton University Press and Penguin) which
has been translated into Chinese, Russian, Spanish, Italian and Japanese.; and ‘An Economist in the Real
World: the Art of Policymaking in India’ (MIT Press). Professor Basu has also published widely in academic
journals, and has contributed articles to many widely read magazines and newspapers. In addition
to Cornell University, he has taught at the Delhi School of Economics, Harvard University, Princeton
University and the Massachusetts Institute of Technology. He holds a PhD in economics from the
London School of Economics. Professor Basu is currently President-Elect of the International Economic
Association and will take over as President from 2017.
Author of
and Co-Author of
Frances Perkins Professor of Industrial and Labor Relations and Professor of Economics
- USA
Professor Francine D. Blau is Frances Perkins Professor of Industrial and Labor
Relations and Professor of Economics at Cornell University and a Research
Associate of the NEBR. Francine Blau has written extensively on gender issues, wage
inequality, immigration, and international comparisons of labor market outcomes.
She is the author of ‘Equal Pay in the Office and Gender, Inequality, and Wages’,
and, with Lawrence Kahn, of ‘At Home and Abroad: U.S. Labor Market Performance
in International Perspective’, which was recipient of the Richard A. Lester Prize for
the outstanding book in labor economics and industrial relations. She is co-editor
of The Economic and Fiscal Consequences of Immigration; The Declining Significance of Gender?;
and Gender and Family Issues in the Workplace. She is also coauthor, with Anne Winkler, of ‘The
Economics of Women, Men, and Work’ currently in its 8th edition. In 2010, she received the IZA Prize
for outstanding achievement in labor economics, the first woman to receive this prestigious award,
and was awarded the 2017 Jacob Mincer Award by the Society of Labor Economists in recognition of
lifetime of contributions to the field of labor economics. She is also the 2001 recipient of the Carolyn
Shaw Bell Award from CSWEP for furthering the status of women in the economics profession. In 2017,
she was awarded the Groat Alumni Award for outstanding professional accomplishments from Cornell.
Francine Blau received her Ph.D. in Economics from Harvard University.
Author:
Mizuho Financial Group Professor of Finance
– USA
Mihir A. Desai is the Mizuho Financial Group Professor of Finance at Harvard Business
School and a Professor of Law at Harvard Law School. As a professor and award-
winning teacher at Harvard Business School and Harvard Law School, Mihir Desai
teaches finance, tax law, entrepreneurship. His latest book ‘The Wisdom of Finance:
Discovering Humanity in the World of Risk and Return’ was chosen by The Financial
Times as one of the most important business books of 2017 and was nominated for The
Financial Times and McKinsey Business Book of the Year Award 2017. ‘The Wisdom of
Finance: Discovering Humanity in the World of Risk and Return’ captures Desai’s lucid
exploration of the ideas of finance as seen through the unusual prism of the humanities. His scholarship
on corporate finance, international finance and tax policy has prompted several invitations to testify
before the U.S. Congress and serves as the basis of his advisory role to leading global companies and
organizations. His academic publications have appeared in leading economics, finance, and law journals.
He has written for and his research has been cited in The Economist, BusinessWeek, The New York
Times, The Washington Post, the Harvard Business Review and The Wall Street Journal Mihir Desai is
a Research Associate in the National Bureau of Economic Research’s Public Economics and Corporate
Finance Programs, and served as the co-director of the National Bureau of Economic Research’s India
program. He received his Ph.D. in political economy from Harvard University.
19

to October 24th
Author of
Elisha Gray II Professor Emeritus of Economics
– USA
Professor Peter Temin is an economic historian who currently serves as the Elisha Gray
II Professor Emeritus of Economics at MIT. His most recent book ‘The Vanishing Middle
Class: Prejudice and Power in a Dual Economy’ (MIT Press, 2017) was selected as a
Financial Times Best Book of 2017. In ‘The Vanishing Middle’ Peter Temin examines
the causes and consequences of the United States becoming a nation of the rich
and the poor, with increasingly few families in the middle and how this problem can
begin to be addressed. In addition to ‘The Vanishing Middle Class’ Peter Temin has
authored or co-authored fifteen further academic books, most recently ‘The World
Economy between the World Wars’ (Oxford University Press, 2008) ‘The Leaderless Economy: Why
the World Economic System Fell Apart and How to Fix It’ (Princeton University Press, 2013, with David
Vines) ‘Keynes: Useful Economics for the World Economy’ (MIT Press, 2014, with David Vines.) His book
‘Did Monetary Forces Cause the Great Depression?’ - which hypothesized that it was not primarily the
actions of the Federal Reserve which turned a recession into the most far reaching slump in the modern
economic period, but instead was an autonomous drop in demand – remains hugely influential. Peter
Temin has previously served as the Pitt Professor of American History and Institutions at Cambridge
University, Head of the Economics Department at MIT, President of the Economic History Association
and as a Guggenheim Fellow. He holds a Ph.D. in Economics from MIT.
Author,
Deputy Governor, 2009-2013
Chair,
Fellow, – USA/United Kingdom
Sir Paul Tucker is the author of the forthcoming book ‘Unelected Power: The Quest
for Legitimacy in Central Banking and the Regulatory State’ (Princeton University
Press, May 2018.) ‘Unelected Power’ examines how central bankers have emerged
from the financial crisis as the third great pillar of unelected power alongside the
judiciary and the military. It lays out the principles needed to ensure that central
bankers, technocrats, regulators, and other agents of the administrative state
remain stewards of the common good and do not become overmighty citizens.
Sir Paul joined The Systemic Risk Council as Chair in 2015, the SRC is a private
sector, non-partisan body of former government officials and financial and legal experts committed
to addressing regulatory and structural issues relating to global systemic risk. He previously served
as Deputy Governor at the Bank of England from 2009-2013 and as a member of the G20 Financial
Stability Board’s Steering Group. Sir Paul was a member and Vice-Chair of the bank’s Monetary Policy
Committee, Financial Policy Committee, Prudential Regulatory Authority Board and Court of Directors.
Internationally, he was a member of the steering committee of the G20 Financial Stability Board, and
chaired its Committee on the Resolution of Cross-Border Banks. He is a Fellow at Harvard Kennedy
School of Government. In 2014, he was granted a knighthood for his services to central banking. In
addition to his work at Harvard, he currently serves as a director at Swiss Re, a leading global re-insurer.
Co-author
Professor of Finance
– USA
Professor Nicole Boyson’s is Professor of Finance at Northeastern University’s
D’Amore-McKim School of Business. Her research and teaching interests fall in the
area of investments and corporate finance, with a particular focus on hedge fund
management, hedge fund activism and regulatory arbitrage. Her most recently
published research includes: ‘Activism Mergers’ in The Journal of Financial Economics,
‘Thawing Frozen Capital Markets and Backdoor Bailouts: Evidence from the Fed’s
Liquidity Programs’ in The Journal of Banking and Finance. ‘The Performance of
Female Hedge Fund Managers’ in The Review of Financial Economics and ‘Liquidity
Shocks and Hedge Fund Contagion’ in The Journal of Investment Management. ‘The Performance
of Female Hedge Fund Managers’ findings that despite female hedge fund managers on average
outperforming their male counterparts, that female managers struggled to raise capital received
widespread attention in the financial press; with The Financial Times, referring directly to Nicole
Boyson’s research, commenting that compared to male hedge fund managers that female hedge fund
managers “returns were two times higher in 2017, piling pressure on male-dominated sector”. Prior
to joining Northeastern University’s D’Amore-McKim School of Business, Nicole Boyson taught in the
Finance Department of Purdue University. She holds a Master’s in Business Administration, specializing
in Finance, from Case Western Reserve University and a PhD. in Finance from Ohio State University.
Author,
Former Assistant Secretary of Defense,
Douglas Dillon Professor of Government
- USA
Professor Graham Allison is a leading analyst of U.S. national security and defense policy
with a special interest in nuclear weapons, terrorism, and decision-making. He served
as Assistant Secretary of Defense in the first Clinton Administration, as Special Advisor
to the Secretary of Defense under President Reagan and has advised the Secretaries of
Defense under President George . Bush and President Barack Obama. Professor Allison
has the sole distinction of having twice been awarded the Department of Defense’s
highest civilian award, the Distinguished Public Service Medal, first by Secretary Cap
Weinberger and second by Secretary Bill Perry. His latest book, ‘Destined for War:
Can America and China Escape Thucydides’s Trap?’ was published in 2017 to wide critical acclaim and
has become a national bestseller. In it he explains why China and the US are likely heading toward a war
neither want, due to the Thucydides’s Trap, a deadly pattern of structural stress that results when a rising
power challenges a ruling one. His 2013 book, ‘Lee Kuan Yew: The Grand Master’s Insights on China, the
United States and the World’ (co-authored with Robert Blackwill), has been a bestseller in the U.S. and
abroad. Whilst ‘Nuclear Terrorism: The Ultimate Preventable Catastrophe’, now in its third printing, was
selected by the New York Times as one of the “100 most notable books of the year.” Professor Allison
currently serves on the Advisory boards of the Secretary of State, Secretary of Defense, and the Director
of the CIA. He holds a Ph.D. in Political Science from Harvard University.
20

Global ARC Boston 2018 - FULL AGENDA (2nd Sept)

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