List of Attendees INSTITUTIONAL INVESTORS AND CONSULTANTS. Jane Ambachtsheer Chair, Responsible Investment and Partner, Mercer

Size: px
Start display at page:

Download "List of Attendees INSTITUTIONAL INVESTORS AND CONSULTANTS. Jane Ambachtsheer Chair, Responsible Investment and Partner, Mercer"

Transcription

1 List of Attendees INSTITUTIONAL INVESTORS AND CONSULTANTS Jane Ambachtsheer Chair, Responsible Investment and Partner, Mercer Nikos Assanis President, AGC Equity Frederick Bailey Trustee, City of Savannah Employee Retirement Fund Candice Beaumont Chief Investment Officer, L Investments Scott Birnbaum CEO, Ayman LLC (Hariri Family Office) Adam Blumenthal Chairman, Investment Committee, UAW Retiree Medical Benefits Dana Bourland Director of ESG Investing, JPB Foundation Wendy Craft COO, Favara (Bennardo Family Office) Xander den Uyl Board Member, Stichting Pensioenfonds ABP Saahil Desai CIO, DS Family Office Patrick Doherty Director of Corporate Governance, New York State Common Retirement Fund Mariёtte Doornekamp Board Member, Stichting Pensioenfonds ABP Mike Elio Partner, StepStone Group Scott Evans CIO/Deputy Comptroller of Asset Management, Office of the NYC Comptroller Julie Anne Fane Board Member, Fane Family Office Cliff Friedman Managing Director, Raptor Group Holdings and Chairman, Private Equity Sub- Committee, Northwell Health System Vicki Fuller CIO, New York State Common Retirement Fund

2 Jamie Gray-Donald Vice President of Sustainability, QuadReal Property Group Elizabeth Greenwood Trustee, LACERS Mary Grigsby Operations Analyst, Trinity Wall Street Alejandro Grimaldi Senior Investment Officer, AGC Equity Joe Habbouba CFO, Cohen Capital Helena Hasselmann Impact Investing Consultant, Stardust Fund Christopher Ingram Senior Analyst, University System of Maryland Foundation G. Stephen Kennedy Partner, Albourne America Audrey Kent Investment Strategist, National Grid Pension Georgia Keohane Executive Director, Pershing Square Foundation David Klassen CIO, United Church of Christ Pension Geraldine Leegwater Board Member, Stichting Pensioenfonds ABP Brendan MacMillan CIO, Akkad Capital Partners Laurie Martin Interim CIO, State of Connecticut Gianna McCarthy Director of Corporate Governance, New York State Common Retirement Fund Thomas McGrath Senior Investment Officer, New York State Common Retirement Fund Vijay Mehta Head of Private Equity, Ziff Brothers Family Office José Meijer Board Vice Chair, Stichting Pensioenfonds ABP Gabriel Morrow Senior Investment Officer, NYC Comptroller's Office Will Nelligan Managing Director, Jain Family Institute Max Owen-Dunow Special Assistant to the Comptroller, Office of the NYC Comptroller 2

3 Poorvi Parekh Director of Outsourced Investments, Canterbury Consulting Scott Pittman CIO, Mount Sinai Health System Anna Pot Manager, Responsible Investment, APG Asset Management William Relle Analyst, Responsible Investment, Mercer Michael Resnick Managing Director, Tallwoods Partners David Salem Managing Partner, Windhorse Capital Management Matthew Salloway CEO, GSI Ventures Carolina San Martin Director, ESG Research, Wellington Management Jeroen Schreur Head of Investments, Stichting Pensioenfonds ABP Ferdinand Seibert Managing Director, Zurich Alternative Asset Management Neil Shah Director of Private Equity and Investments, Abacus & Associates Molly Shannon Partner and Director, Americas Institutional Group, Wellington Management Andrew Snow Director of Multi-Asset Product Management, Wellington Management Rendel Solomon Principal, Muller & Monroe Asset Management Beth Steinberg Managing Director, Chelsea Venture Partners Neil St. Clair President & COO, Karma Scott Stringer Comptroller, New York City Lisa Thors Managing Director, Wellington Management Jeff Wechsler CIO, Wechsler Family Office Ashbel Williams CIO, Florida State Board of Administration Kyle Wright CEO, Stardust Fund 3

4 GENERAL PARTNERS Pavlos Alexandrakis Consulting CPM, Ariel Investments Margaret Anadu Managing Director, Goldman Sachs Asset Management Vaughn Blake Managing Partner, Telescopic Ventures Michele Browne Director, Institutional Sales, Jarislowsky Fraser Jeff Calhoun Partner, Tailwind Capital José Claxton Managing Director, Blue Harbour Group Josh Cromer Managing Director and Co-Head of Investment Management - Credit Investments, Rialto Capital Management Jennifer DiGrazia SVP Investor Relations, Ariel Investments Andrew Dym Founding Partner, Innovatus Capital Partners Scott W. Edwards Managing Director, Sun Capital Partners Timothy Fidler Senior Vice President, Director of Research & Co-Portfolio Manager, Ariel Investments Kathleen Forte Senior Associate, SVB Capital Scott Gelley Director Investor Relations & Fund Management, Rialto Capital Management John Goldstein Managing Director, Goldman Sachs Asset Management Charles Gottdiener Managing Director and COO, Providence Equity Partners Ed Hannon COO, Castle Lanterra Properties Dan Hanson Head of US Equities, Jarislowsky Fraser Kelly Hardeman Vice President, Insight Venture Partners Oliver Iselin Director, Guggenheim Partners 4

5 Yusef Kassim Managing Director, Blue Harbour Group Mike Kim Vice President, Castle Lanterra Properties Kristin Koch Director, Investor Relations, Jonathan Rose Companies Theodore Koenig President & CEO, Monroe Capital Jeff Krasnoff CEO, Rialto Capital Management Prachi Lakhani Vice President, Goldman Sachs Asset Management Emily Lawrence Vice President, Northern Trust Hugh Lawson Managing Director, Goldman Sachs Asset Management Lisa Lee Managing Director, Providence Equity Partners Gerrit Nicholas Managing Director, Orion Energy Partners Jon Olstein Managing Director, Monroe Capital Bonnie Orlowski Senior Vice President, Ariel Investments John Oxtoby Vice President, Ariel Investments Deven Parekh Managing Director, Insight Venture Partners Jordan Peer Managing Director, H.I.G. Capital Leigh Poggio Managing Director, Guggenheim Partners Elie Rieder Founder & CEO, Castle Lanterra Properties Cliff Robbins Founder & CEO, Blue Harbour Group Marvin S. Rosen Shareholder, Greenberg Traurig Lisa Rotenberg Managing Director, Goldman Sachs Asset Management David Schiff Founding Partner, Innovatus Capital Partners 5

6 David Silverman Managing Director, Blue Harbour Group David Z. Solomon Managing Director, Goldman Sachs Asset Management Frode Strand-Nielsen Managing Partner, FSN Capital Adrian Walker Managing Partner, Telescopic Ventures Morten Welo Partner and Chief Operating Officer, FSN Capital OTHERS (ACADEMIC, GOVERNMENT, NGO, RFKHR STAFF) Reena Agarwal Chief Operating Officer, Center for Active Design Kamal Ahmad Founder, Asian University for Women Andrea Armeni Executive Director, Transform Finance Vineet Bedi Senior Advisor, Robert F. Kennedy Human Rights and CEO, KRV Capital William Burckart President & COO, The Investment Integration Project (TIIP) Max Burns Director of Communications, Robert F. Kennedy Human Rights Hernando Cortina Senior Analyst, JUST Capital Sancia Dalley Senior Vice President, Strategic Partnerships, Robert F. Kennedy Human Rights Michele Demers Founder & CEO, Boundless Impact Investing Kai Erlenbusch Program Analyst, RFK Compass Chris Fowle Associate Director, UN Principles for Responsible Investing Valrie Fowler Chief of Staff, JUSTLeadershipUSA Joanna Frank President & CEO, Center for Active Design Sheldon Himelfarb CEO, PeaceTech Lab 6

7 Mae Hsieh Associate Director, MMC Carol Jeppesen Senior US Network Manager, UN Principles for Responsible Investing Megan Loeb Development Manager, Robert F. Kennedy Human Rights Ben Kahane Director of Strategic Relationships and Portfolio Solutions, Ethic Kerry Kennedy President, Robert F. Kennedy Human Rights JR Kerr CEO, Handshake Glenn E. Martin President and Founder, JustLeadershipUSA (JLUSA) Sari Miller CEO, Sarjayjay Rico Oyola Corporate Social Responsibility Manager, Service Employees International Union Nisa Patel Manager, Stakeholder Engagement, Robert F. Kennedy Human Rights Michael Posner Co-Director and Professor of Business and Society, Center for Business and Human Rights, NYU Stern School of Business Curtis Ravenel Director of Sustainability, Bloomberg David Schilling Senior Program Director, Interfaith Center on Corporate Responsibility Michael Schreiber COO, Robert F. Kennedy Human Rights Jennifer Sireklove Director of Responsible Investing, Parametric Lauren Thomas Database Administrator, Robert F. Kennedy Human Rights Tara Wadhwa Associate Director, NYU Stern School of Business Adrienne Wong Research Analyst, Supply Chain Impact, JUST Capital 7

CONFERENCE AGENDA. 12:30 PM Conference Registration Opens Lobby of JFK Ballroom, Cape Codder Resort & Spa. Buffet lunch will be served.

CONFERENCE AGENDA. 12:30 PM Conference Registration Opens Lobby of JFK Ballroom, Cape Codder Resort & Spa. Buffet lunch will be served. CONFERENCE AGENDA Monday, June 25 12:30 PM Conference Registration Opens Lobby of JFK Ballroom, Cape Codder Resort & Spa. Buffet lunch will be served. 1:30 PM Welcome Remarks Remarks by Kerry Kennedy,

More information

RFKennedy Compass 2017 Hyannis Port Conference List of Attendees

RFKennedy Compass 2017 Hyannis Port Conference List of Attendees RFKennedy Compass 2017 Hyannis Port Conference List of Attendees Ejim Achi Shareholder, Greenberg Traurig Austin Alexander Managing Director, Castle Lanterra Puja Arora Chief Operating Officer, AFL-CIO

More information

Report to Board of Administration

Report to Board of Administration Report to Board of Administration Agenda of: FEBRUARY 11, 2014 From: Thomas Moutes, General Manager ITEM: II-A-3 SUBJECT: ROBERT F. KENNEDY CENTER FOR JUSTICE AND HUMAN RIGHTS RFK COMPASS WEST COAST 2014

More information

CAPITAL MARKETS IN REAL ESTATE

CAPITAL MARKETS IN REAL ESTATE 44th Annual Conference on CAPITAL MARKETS IN REAL ESTATE The Velocity of Reward and Risk in the Age of Social Networking: The Express Lane to a Recovery in the Global Real Estate Capital Markets THURSDAY,

More information

MORNING SESSIONS WEST LOUNGE 1 ST FLOOR

MORNING SESSIONS WEST LOUNGE 1 ST FLOOR 7:30 AM 7:55 AM REGISTRATION MORNING SESSIONS WEST LOUNGE 1 ST FLOOR 7:55 AM 8:00 AM Welcome Remarks Nicolas Bornozis, President & CEO Capital Link, Inc. Mariana Bush, CFA, Senior Analyst Wells Fargo Advisors

More information

Supplement to Form ADV Part 2 Form ADV Part 2B

Supplement to Form ADV Part 2 Form ADV Part 2B Item 1- Cover Page Supplement to Form ADV Part 2 Form ADV Part 2B (for each of the Supervised Persons Listed in Item 2 below) Lazard Wealth Management LLC 30 Rockefeller Plaza New York, New York 10112

More information

SPEAKERS A S H A B A N G A L O R E

SPEAKERS A S H A B A N G A L O R E SPEAKERS ASHA BANGALORE Vice President Economist Asha has been an economist with Northern Trust since 1994. Prior to joining Northern Trust, she was a consultant to savings and loan institutions and commercial

More information

MINUTES OF THE BOARD OF RETIREMENT RETREAT March 16, 2016 Riviera Ballroom, The Canary 5650 Calle Real Goleta, California

MINUTES OF THE BOARD OF RETIREMENT RETREAT March 16, 2016 Riviera Ballroom, The Canary 5650 Calle Real Goleta, California SANTA BARBARA COUNTY EMPLOYEES RETIREMENT SYSTEM 3916 State Street Suite 100 Santa Barbara, CA 93105 Phone (805) 568-2940 Fax (805) 560-1086 Chief Executive Officer BOARD OF RETIREMENT Chair-Jennifer Christensen

More information

RAYMOND JAMES INVESTMENT STRATEGY COMMITTEE

RAYMOND JAMES INVESTMENT STRATEGY COMMITTEE RAYMOND JAMES INVESTMENT STRATEGY COMMITTEE Providing Raymond James financial advisors and their clients with actionable market commentary and investment guidance. PUBLICATIONS The advice and recommendations

More information

Dean A. Connor. President & Chief Executive Officer, Sun Life Financial

Dean A. Connor. President & Chief Executive Officer, Sun Life Financial Dean A. Connor President & Chief Executive Officer, Sun Life Financial Dean A. Connor was appointed President & Chief Executive Officer, Sun Life Financial on December 1, 2011, and is a member of the company

More information

Wednesday, October 19, :00 p.m. 9:00 p.m. Opening Reception Hudson Room Registration

Wednesday, October 19, :00 p.m. 9:00 p.m. Opening Reception Hudson Room Registration Wednesday, October 19, 2011 7:00 p.m. 9:00 p.m. Opening Reception Hudson Room Registration Welcome Remarks by: Horatio H. Sparkes President, NASP - New York Principal, The Yucaipa Companies The Honorable

More information

MINUTES OF THE REGULAR MEETING OF THE BOARD OF INVESTMENTS LOS ANGELES COUNTY EMPLOYEES RETIREMENT ASSOCIATION

MINUTES OF THE REGULAR MEETING OF THE BOARD OF INVESTMENTS LOS ANGELES COUNTY EMPLOYEES RETIREMENT ASSOCIATION MINUTES OF THE REGULAR MEETING OF THE BOARD OF INVESTMENTS LOS ANGELES COUNTY EMPLOYEES RETIREMENT ASSOCIATION 300 N. LAKE AVENUE, SUITE 810, PASADENA, CALIFORNIA 91101 9:00 A.M., WEDNESDAY, FEBRUARY 14,

More information

Energy Recapitalization and Restructuring Fund, L.P. IPAA Presentation. January 2012

Energy Recapitalization and Restructuring Fund, L.P. IPAA Presentation. January 2012 Energy Recapitalization and Restructuring Fund, L.P. IPAA Presentation January 2012 Disclaimer 1 All figures are preliminary estimates and are subject to revision without notice. This confidential report

More information

Peter B. Loring, CFA. Gilbert M. Roddy, Jr., CFA

Peter B. Loring, CFA. Gilbert M. Roddy, Jr., CFA Peter B. Loring, CFA Prior to joining the office in 1973, Peter Loring had six years of experience managing investment portfolios for a securities brokerage firm. He is a graduate of the Darden School

More information

REGISTER OF RELEVANT INTERESTS

REGISTER OF RELEVANT INTERESTS OF RELEVANT INTERESTS DATE ADDED TO DIRECTORS 28 March 2014 Joe de Bruyn Director Joe is a member of Rest Industry Super. 29 May 2015 Joe de Bruyn Director Joe is a member of Rest Pension. Joe s wife,

More information

THE GOLDMAN SACHS GROUP, INC.

THE GOLDMAN SACHS GROUP, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event

More information

WISE Networking Lunch

WISE Networking Lunch WISE Networking Lunch learn more about our table leaders Ali Adler Director of Partnerships Sealed Sealed guarantees, insures, and finances residential EE savings. In her role, Ali has a unique vantage

More information

23RD ANNUAL REIT SYMPOSIUM

23RD ANNUAL REIT SYMPOSIUM 23RD ANNUAL REIT SYMPOSIUM OPPORTUNITIES IN THE AGE OF #DISRUPTION TUESDAY, MARCH 20, 2018 8:30 AM TO 4:40 PM THE PIERRE NEW YORK CITY KEYNOTE SPEAKER TIMOTHY J. NAUGHTON, Chairman and Chief Executive

More information

Michael Klump Chairman and Co-founder

Michael Klump Chairman and Co-founder TEAM EXPERIENCE At RCG Ventures, our highly skilled senior management team has over 165 years of combined retail real estate experience. As a fully-integrated real estate company, our team is comprised

More information

Personnel. Internal Staff. Scott MacKillop CHIEF EXECUTIVE OFFICER. First Ascent Asset Management

Personnel. Internal Staff. Scott MacKillop CHIEF EXECUTIVE OFFICER. First Ascent Asset Management First Ascent Asset Management Personnel Internal Staff Scott MacKillop CHIEF EXECUTIVE OFFICER Scott has worked in the financial services industry for 40 years. He began his career in 1976 as a lawyer

More information

Event on Measuring the Effectiveness of System-level and SDG Investing February 8, 2018

Event on Measuring the Effectiveness of System-level and SDG Investing February 8, 2018 Event on Measuring the Effectiveness of System-level and SDG Investing February 8, 2018 Hosted in Partnership with Sponsored By On February 8, 2018, TIIP and Morningstar will co-host an event that explores

More information

AGIA Insurance Services, Vice President, Marketing AIG, Assistant Vice President Allegiant Partners, Global Head of Digital Marketing, Personal

AGIA Insurance Services, Vice President, Marketing AIG, Assistant Vice President Allegiant Partners, Global Head of Digital Marketing, Personal Past Attendees AGIA Insurance Services, Vice President, Marketing AIG, Assistant Vice President Allegiant Partners, Global Head of Digital Marketing, Personal Insurance Allegiant Partners Inc., VP, Marketing

More information

MINUTES APPROVAL OF MINUTES. Chairman Tom Cross presented the minutes from the board meeting of February 3, 2017, March 9, 2017 and March 10, 2017.

MINUTES APPROVAL OF MINUTES. Chairman Tom Cross presented the minutes from the board meeting of February 3, 2017, March 9, 2017 and March 10, 2017. MINUTES Meeting of the Board of Trustees of the State Universities Retirement System Thursday, April 20, 2017, 2:00 p.m. Northern Trust Global Conference Center 1 st Floor 50 S. LaSalle St., The following

More information

WE PROMOTE GROWTH. WE ARE A FINANCIAL SERVICES VALUE ADVOCATE.

WE PROMOTE GROWTH. WE ARE A FINANCIAL SERVICES VALUE ADVOCATE. WE PROMOTE GROWTH. WE ARE A FINANCIAL SERVICES VALUE ADVOCATE. ABOUT US BayBoston is a minority-owned private equity firm that provides sophisticated strategic advice and capital to community banks and

More information

National Board. Ron Lowy CEO and Managing director The RAL Group, LLC

National Board. Ron Lowy CEO and Managing director The RAL Group, LLC National Board Ron Lowy CEO and Managing director The RAL Group, LLC ronalowy@gmail.com David Perez President & CEO Terumo BCT david.perez@terumobct.com James Pérez Foster Bainbridge Advisor, LLC jamesperezfoster@gmail.com

More information

Avoiding the Hidden Cliff: Succession Planning for Sustainability and Success

Avoiding the Hidden Cliff: Succession Planning for Sustainability and Success Avoiding the Hidden Cliff: Succession Planning for Sustainability and Success Moderator: James Reinhardsen, Heartland LLC Panelists: Molly Ryan Carson, Ryan Companies US, Inc. Pat Duncan, USAA Real Estate

More information

Stellar Capital Management, LLC

Stellar Capital Management, LLC Stellar Capital Management, LLC 2200 East Camelback Road, Suite 130 Phoenix, Arizona 85016 602.778.0307 Form ADV Part 2B The Brochure Supplement March 30, 2017 This Brochure Supplement provides information

More information

Visa Inc Investor Day Speaker Biographies

Visa Inc Investor Day Speaker Biographies Visa Inc. 2017 Investor Day Speaker Biographies Alfred F. Kelly, Jr. Chief Executive Officer Al Kelly is Chief Executive Officer of Visa Inc. Prior to joining Visa, Mr. Kelly was President and Chief Executive

More information

Commercial Real Estate Finance Veterans Launch 3650 REIT

Commercial Real Estate Finance Veterans Launch 3650 REIT Commercial Real Estate Finance Veterans Launch 3650 REIT New, national commercial real estate lending, investment and services platform providing both long-term lending commitments and shorterterm bridge

More information

David R. Bell. Edward C. Bernard. Barbara Bittick. Jerome A. Clark, CFA

David R. Bell. Edward C. Bernard. Barbara Bittick. Jerome A. Clark, CFA David R. Bell Dave Bell is a vice president of T. Rowe Price Group, Inc., and a vice president and senior retirement sales executive for T. Rowe Price Retirement Plan Services, Inc. Dave is responsible

More information

wise women in sustainability and energy women in power: networking lunch

wise women in sustainability and energy women in power: networking lunch wise women in sustainability and energy women in power: networking lunch November 1, 2018 about WISE women in sustainability & energy The Building Energy Exchange (BE-Ex) founded the Women in Sustainability

More information

DePauw University Conflict of Interest Questionnaire

DePauw University Conflict of Interest Questionnaire Conflict of Interest Questionnaire 1) Other than an employment relationship, do you or a family member conduct business with this organization? Business transactions include, but are not limited to contracts

More information

Additional information about Turner Investments, L.P. is available on the SEC s website at

Additional information about Turner Investments, L.P. is available on the SEC s website at Form ADV Part 2B Brochure Supplement John P. Fraunces, Jr. Christopher K. McHugh Peter J. Niedland, CFA Jason D. Schrotberger, CFA Scott C. Swickard, CFA Mark D. Turner Robert E. Turner, CFA Turner Investments,

More information

CAPITAL MARKETS IN REAL ESTATE

CAPITAL MARKETS IN REAL ESTATE 50TH ANNUAL CONFERENCE ON CAPITAL MARKETS IN REAL ESTATE INFRASTRUCTURE INVESTMENT AND REAL ESTATE FOR THE 21ST CENTURY THURSDAY, NOVEMBER 16, 2017 THE PIERRE NEW YORK CITY KEYNOTE ADDRESS THE HONORABLE

More information

SPEAKER BIOGRAPHIES KEYNOTE SPEAKERS. Nicholas Epley

SPEAKER BIOGRAPHIES KEYNOTE SPEAKERS. Nicholas Epley SPEAKER BIOGRAPHIES The Alternatives Investor Conference provides participants with the opportunity to hear directly from underlying fund managers in our Alternatives program. KEYNOTE SPEAKERS Nicholas

More information

Inclusion Women at the Forefront of STEM

Inclusion Women at the Forefront of STEM Innovation and Inclusion Women at the Forefront of STEM Hosted by the Association for Women in Science SPONSORSHIP Innovation and Inclusion: Women at the Forefront of STEM The Association for Women in

More information

Steve Hamilton, J.D., CLU, ChFC Director, Advanced Consulting Group Nationwide

Steve Hamilton, J.D., CLU, ChFC Director, Advanced Consulting Group Nationwide Steve Hamilton, J.D., CLU, ChFC Director, Advanced Consulting Group Nationwide Email: hamils25@nationwide.com Direct: 614.249.0935 Steve has over 30 years of experience in the financial services industry.

More information

Company structure. Royal Mail Group. Operations and Modernisation The heart of the business leading operational transformation.

Company structure. Royal Mail Group. Operations and Modernisation The heart of the business leading operational transformation. Royal Mail Group Company structure Operations and Modernisation The heart of the business leading operational transformation. Consumer and Network Access Bringing together our USO products, now focused

More information

Our Mission. About Morgan Stanley Wealth Management

Our Mission. About Morgan Stanley Wealth Management Our Mission Our Approach About Morgan Stanley Wealth Management As an affluent investor, you seek greater simplicity, customized strategies and a high level of service. As your committed financial advisors,

More information

Michael Klump Chairman and Co-founder

Michael Klump Chairman and Co-founder TEAM EXPERIENCE At RCG Ventures, our highly skilled senior management team has over 165 years of combined retail real estate experience. As a fully-integrated real estate company, our team is comprised

More information

An Experienced Approach to Private Equity

An Experienced Approach to Private Equity An Experienced Approach to Private Equity Monument MicroCap Partners, LLC (MMP) is an independent private investment firm comprised of highly experienced and accomplished private equity and operational

More information

Join us for many exciting events coming up at The City Club...

Join us for many exciting events coming up at The City Club... Page 1 of 5 March 31st, 2014 Join us for many exciting events coming up at The City Club... April 9th, Elizabeth Allen, Federal Express, Company Update April 16th, Joe Miskel, F-Squared April 23rd, Joe

More information

The Cannabis Industry Growth Opportunities for Professionals, Operators and Investors

The Cannabis Industry Growth Opportunities for Professionals, Operators and Investors The Cannabis Industry Growth Opportunities for Professionals, Operators and Investors Conference Program Tuesday October 17, 2017 Hilton Boston Dedham TABLE OF CONTENTS SECTION PAGE OUR PARTNERS Thank

More information

Alternative Spring Break. American Medical Association. American Medical Women's Association. Association of Women Surgeons

Alternative Spring Break. American Medical Association. American Medical Women's Association. Association of Women Surgeons Position Coordinator Coordinator Dalton Sherwood Taylor Glenn dsherwood@augusta.edu TAGLENN@augusta.edu Position Co-President Co-President VP of Community Service VP of Events VP of Finance VP of Membership

More information

ORANGE COUNTY EMPLOYEES RETIREMENT SYSTEM MEMORANDUM

ORANGE COUNTY EMPLOYEES RETIREMENT SYSTEM MEMORANDUM ORANGE COUNTY EMPLOYEES RETIREMENT SYSTEM MEMORANDUM DATE: July 8, 2015 TO: Members, Board of Retirement FROM: Steve Delaney, Chief Executive Officer SUBJECT: STRATEGIC PLANNING WORKSHOP AGENDA FISCAL

More information

1280 CENTRE STREET, SUITE 2, NEWTON CENTER, MA BAYBOSTON.COM

1280 CENTRE STREET, SUITE 2, NEWTON CENTER, MA BAYBOSTON.COM BAYBOSTON IS A PRIVATE EQUITY FIRM THAT INVESTS IN: Community Banks Financial Services Companies WE PROMOTE GROWTH. WE ARE A COMMUNITY BANKING VALUE ADVOCATE. ABOUT US BayBoston is a minority-owned private

More information

Doug Cheung Doug Cheung works as an analyst at Horizons Ventures covering biotechnology and healthcare investments. Doug received a master s degree in

Doug Cheung Doug Cheung works as an analyst at Horizons Ventures covering biotechnology and healthcare investments. Doug received a master s degree in Jonathan Tam Jon is a part of the investment team at Horizons Ventures, based in Hong Kong. He is mainly involved with investments in artificial intelligence, immersive technologies, transportation and

More information

CAPITAL MARKETS IN REAL ESTATE

CAPITAL MARKETS IN REAL ESTATE 51ST ANNUAL CONFERENCE ON CAPITAL MARKETS IN REAL ESTATE UPSTARTS AND STALWARTS: THE NEW RULES OF REAL ESTATE CAPITAL THURSDAY, NOVEMBER 15, 2018 8:00 AM TO 4:30 PM THE PIERRE NEW YORK CITY SPECIAL WORKSHOP

More information

The Complexities of Mixed Use

The Complexities of Mixed Use The Complexities of Mixed Use 2:30 pm 5:00 pm Thursday, October 15, 2015 Piper Auditorium, Gund Hall MDes Real Estate & the Built Environment Harvard University Graduate School of Design 48 Quincy Street,

More information

Rebecca L. Burke VICE PRESIDENT, NATIONAL ETF SALES

Rebecca L. Burke VICE PRESIDENT, NATIONAL ETF SALES Rebecca L. Burke VICE PRESIDENT, NATIONAL ETF SALES Rebecca L. Burke joined American Beacon Advisors in November 2016 as a vice president, National ETF Sales. Ms. Burke works in partnership with the American

More information

MEETING AGENDA QUEBEC CITY CONFERENCE APRIL 27, 2017

MEETING AGENDA QUEBEC CITY CONFERENCE APRIL 27, 2017 MEETING AGENDA QUEBEC CITY CONFERENCE APRIL 27, 2017 Venue & Accomodation: Fairmont Le Château Frontenac, 1 Rue des Carrières, Quebec City, G1R 4P5 Attire: business casual The Quebec City Conference was

More information

MINUTES OF THE FINANCE COMMITTEE University of Kentucky Board of Trustees June 16, :00 PM Patterson Office Tower

MINUTES OF THE FINANCE COMMITTEE University of Kentucky Board of Trustees June 16, :00 PM Patterson Office Tower Committee Members Present MINUTES OF THE FINANCE COMMITTEE University of Kentucky Board of Trustees June 16, 2017 1:00 PM Patterson Office Tower Jennifer Barber, James Booth, Mike Christian, Kelly Holland,

More information

2014 FOCUS RESEARCH ANNUAL CONFERENCE

2014 FOCUS RESEARCH ANNUAL CONFERENCE 2014 FOCUS RESEARCH ANNUAL CONFERENCE October 8 9, 2014 Hosted by Asset Management 50 South La Salle Street 6th Floor Chicago WEDNESDAY, OCTOBER 8th 7:30 am 8:00 am Breakfast 8:00 am 8:15 am Welcome and

More information

Webinar: Perspectives on Board Evaluation Best Practices. March 1, 2018

Webinar: Perspectives on Board Evaluation Best Practices. March 1, 2018 Webinar: Perspectives on Board Evaluation Best Practices March 1, 2018 Webinar Housekeeping To ask a question during the webinar, please click the chat button. Questions submitted will be answered throughout

More information

STATE BOARD OF ADMINISTRATION MINORITY, WOMEN AND SERVICE DISABLED VETERAN BUSINESS PLAN

STATE BOARD OF ADMINISTRATION MINORITY, WOMEN AND SERVICE DISABLED VETERAN BUSINESS PLAN STATE BOARD OF ADMINISTRATION MINORITY, WOMEN AND SERVICE DISABLED VETERAN BUSINESS PLAN FISCAL YEAR 2014-2015 TABLE OF CONTENTS I. Introduction. 3 II. Education, Marketing and Outreach. 4 III. Reporting

More information

Smith A. Brownlie III, CPA

Smith A. Brownlie III, CPA Brownlie & Braden, LLC, provides services specifically addressing the needs of individuals and families that have accumulated significant wealth. Our approach to providing these services is sensitive to

More information

Revenue of $100 million to $1 billion and EBITDA in excess of $20 million

Revenue of $100 million to $1 billion and EBITDA in excess of $20 million NEWSTONE CAPITAL PARTNERS, LLC invests in mezzanine securities of larger middle-market companies involved in leveraged buyouts, recapitalizations, and later-stage growth financings. For the last 20 years,

More information

Revenue of $100 million to $1 billion and EBITDA in excess of $20 million

Revenue of $100 million to $1 billion and EBITDA in excess of $20 million NEWSTONE CAPITAL PARTNERS, LLC invests in mezzanine securities of larger middle-market companies involved in leveraged buyouts, recapitalizations, and later-stage growth financings. For the last 20 years,

More information

CAPITAL MARKETS IN REAL ESTATE

CAPITAL MARKETS IN REAL ESTATE 49TH ANNUAL CONFERENCE ON CAPITAL MARKETS IN REAL ESTATE The Big Pivot: Real Estate Capital Markets Adapt to an Uncertain World THURSDAY, NOVEMBER 17, 2016 THE PIERRE NYC SCHACK INSTITUTE OF REAL ESTATE

More information

Thursday, December 4, Twentieth Annual LIFETIME ACHIEVEMENT AWARD

Thursday, December 4, Twentieth Annual LIFETIME ACHIEVEMENT AWARD Thursday, December 4, 2014 Twentieth Annual LIFETIME ACHIEVEMENT AWARD Mr. Bluhm is one of the founders and President of JMB Realty Corporation, and a founder and Managing Principal in Walton Street Capital,

More information

The Private Directors Association Vision

The Private Directors Association Vision Our MISSION is creating, sustaining and enhancing Private Company value through the active use of Boards of Directors and Advisory Boards. We advocate for excellent practices in board formation and governance.

More information

FORM ADV PART 2B BROCHURE SUPPLEMENT. South Texas Money Management, Ltd.

FORM ADV PART 2B BROCHURE SUPPLEMENT. South Texas Money Management, Ltd. FORM ADV PART 2B BROCHURE SUPPLEMENT South Texas Money Management, Ltd. 700 N. St. Mary s Street, Suite 100 San Antonio, Texas 78205 (210) 824-8916 (210) 824-8718 (Fax) www.stmmltd.com March 29, 2019 This

More information

David R. Bell. Adam D. Brown. Nathan M. Brown. Aaron T. Cincotta

David R. Bell. Adam D. Brown. Nathan M. Brown. Aaron T. Cincotta David R. Bell Dave Bell is a vice president of T. Rowe Price Group, Inc. and a vice president and senior retirement sales executive for T. Rowe Price Retirement Plan Services, Inc. Dave is responsible

More information

Lakeside Community Forum. September 5 3, 2016

Lakeside Community Forum. September 5 3, 2016 Lakeside Community Forum September 5 3, 2016 VISION COMMUNITY Swimming Pool & Wellness Center Campaign Target Set: $3 Million Lakeside Chautauqua Fundraising Board Randy Snow, Chair Bill Drackett Frank

More information

Form ADV Part 2B Investment Adviser Brochure Supplement Dividend Assets Capital, LLC Portfolio Management Team

Form ADV Part 2B Investment Adviser Brochure Supplement Dividend Assets Capital, LLC Portfolio Management Team Form ADV Part 2B Investment Adviser Brochure Supplement Dividend Assets Capital, LLC Portfolio Management Team Team Members: C. Troy Shaver, Jr. John C. Cheshire, III Peter G. Gerry, III James Haley, CFP

More information

Jonathan I. Arnold, Ph.D.

Jonathan I. Arnold, Ph.D. OCTOBER 2017 CURRICULUM VITAE Jonathan I. Arnold, Ph.D. jonathan.arnold@chicagoecon.com EDUCATION: Ph.D. Business Economics, Graduate School of Business, The University of Chicago M.B.A. Finance and Accounting,

More information

Industry. featuring Lawrence D. Ackman. Founder of Ackman-Ziff Real Estate Group. center for jewish of history

Industry. featuring Lawrence D. Ackman. Founder of Ackman-Ziff Real Estate Group. center for jewish of history center for jewish of history Industry featuring Lawrence D. Ackman Founder of Ackman-Ziff Real Estate Group Abraham and Dora Ackman with their children Michael, Benjamin (Bert), Herman and Rose on their

More information

Co-hosted by: GRAEME E. DAYKIN, CFA Graeme E. Daykin is global head of marketing and investor relations at Magnitude Capital, LLC.

Co-hosted by: GRAEME E. DAYKIN, CFA Graeme E. Daykin is global head of marketing and investor relations at Magnitude Capital, LLC. GAINING CLARITY ON PENSION & ENDOWMENT ALLOCATIONS TO HEDGE FUNDS Co-hosted by: SPEAKER BIOGRAPHIES DOUGLAS M. BLAGDON Douglas M. Blagdon is global head of marketing and investor relations. Mr. Blagdon

More information

2018 International Conference of Korean Women in Finance

2018 International Conference of Korean Women in Finance 2018 International Conference of Korean Women in Finance Women Lead Economic Growth Korea Leap Forward by Embracing Gender Diversity Sponsored by : Ministry of Strategy and Finance, Financial Services

More information

Autumn Conference November Main Day 22 November YPREF. Diversity & Dynamism in our industry. Autumn Conference 2018

Autumn Conference November Main Day 22 November YPREF. Diversity & Dynamism in our industry. Autumn Conference 2018 Autumn Conference 2018 Diversity & Dynamism in our industry Autumn Conference 2018 21 November Main Day 22 November YPREF Aviva Investors, St Helens 1 Undershaft, London EC3P 3DQ Co-chair team: Sarah Watkinson,

More information

MINUTES. Ms. Christine Boardman called the meeting to order at the time and location set forth in the notice of the meeting.

MINUTES. Ms. Christine Boardman called the meeting to order at the time and location set forth in the notice of the meeting. MINUTES Meeting of the Investment Committee of the Board of Trustees of the State Universities Retirement System 2:00 p.m., Thursday, March 12, 2009 SURS Main Conference Room 1901 Fox Dr., Champaign, Illinois

More information

PRESS RELEASE FOR IMMEDIATE RELEASE

PRESS RELEASE FOR IMMEDIATE RELEASE Powering Business Results SM PRESS RELEASE FOR IMMEDIATE RELEASE MR. WILLIAM E. MAYER, HON. J. DOUGLAS HOLLADAY AND MR. RUSSELL F. PEPPET HAVE COMBINED THEIR ADVISORY PRACTICE WITH SOURCE COMPANIES, LLC

More information

Chaired by: Keith Gregg, MBA, CLP, Chairman, JRG VENTURES and Entrepreneur-in- Residence for Health Technology, NASHVILLE ENTREPRENEUR CENTER

Chaired by: Keith Gregg, MBA, CLP, Chairman, JRG VENTURES and Entrepreneur-in- Residence for Health Technology, NASHVILLE ENTREPRENEUR CENTER Wednesday, September 19, Forum: Technology and New Healthcare Business Models With the Supreme Court decision, healthcare systems must look into blossoming technology innovations to improve patient care,

More information

Integrity in Leadership

Integrity in Leadership Integrity in Leadership from 9.00am until 3.00pm on Wednesday 12th September Participants Anita Higham Chair, North Oxfordshire Patient and Public Engagement Forum of the Oxfordshire CCG Carolyn Steele

More information

JCPenney JCP Announces Appointment of CEO Marvin Ellison as Successor to Myron Ullman as Chairman

JCPenney JCP Announces Appointment of CEO Marvin Ellison as Successor to Myron Ullman as Chairman JCPenney JCP Announces Appointment of CEO Marvin Ellison as Successor to Myron Ullman as Chairman On July 21, JCPenney announced the appointment of current CEO Marvin Ellison to the additional role of

More information

Land and Buildings Sends Letter to Recently Added Associated Estates Independent Directors

Land and Buildings Sends Letter to Recently Added Associated Estates Independent Directors Land and Buildings Sends Letter to Recently Added Associated Estates Independent Directors - Calls for Re-Balancing of Associated Estates Board In Favor of Shareholders Interests - Believes Douglas Crocker

More information

Speakers. Business Week 2018

Speakers. Business Week 2018 Mr. Darryl Bonner, Vice President Strategic Initiatives, Stirling Properties Ms. Gwen L. Bolotte, CPA, Owner, Gwen L. Bolotte CPA LLC; Finance Director, Jefferson Parish (Retired) Mr. Bryan Boudreaux,

More information

Spring Conference An Olympic Challenge? 27 & 28 March. Hosted by

Spring Conference An Olympic Challenge? 27 & 28 March. Hosted by 27 & 28 March Spring Conference 2012 Conference Co-Chairs: Rawle Howard, Director Real Estate, BlackRock Paul Lloyd, Executive Director Head of Loan Servicing, CBRE Andrew Petersen, Finance Partner, K&L

More information

NASP-ATLANTA Chapter Officer Candidates

NASP-ATLANTA Chapter Officer Candidates OFFICIAL BALLOT NASP ATLANTA 2017-2019 CHAPTER OFFICERS ELECTION Voting for the NASP-Atlanta 2017-2019 Chapter Officers will be done completely on-line. Online ballot forms are due by 11:00 a.m. on November

More information

Brevitas, located in San Francisco, is a real estate collaboration and workflow platform.

Brevitas, located in San Francisco, is a real estate collaboration and workflow platform. PRESS KIT Our Story Brevitas, located in San Francisco, is a real estate collaboration and workflow platform. We originally served as a software solution for private real estate transactions. In 2016,

More information

University of Oxford Executive Finance Programmes

University of Oxford Executive Finance Programmes University of Oxford Oxford s executive education programmes in finance provide the industry leaders of today and tomorrow with an opportunity to come together with peers from across the sector and around

More information

FEBRUARY 2016 FIRM OVERVIEW

FEBRUARY 2016 FIRM OVERVIEW FEBRUARY 2016 FIRM OVERVIEW A S X : PA C Overview International multi-boutique asset management group with offices in the US, Australia and the UK 20 affiliated boutique managers focusing on a variety

More information

MAY 2017 WGI EMERGING MARKETS

MAY 2017 WGI EMERGING MARKETS MAY 2017 WGI EMERGING MARKETS THE WESTWOOD ADVANTAGE Westwood Global Investments ( WGI ) was established with the purpose of providing attractive long-term returns in emerging markets. Through patient,

More information

The Texas Diversity Council would like to thank all the sponsors, speakers and attendees for helping to make this event a success.

The Texas Diversity Council would like to thank all the sponsors, speakers and attendees for helping to make this event a success. The Texas Diversity Council Hosts the 2017 Women in Leadership Symposiums in Four Locations In March 2017, the Texas Diversity Council hosted Women in Leadership Symposiums in Houston, San Antonio, Austin,

More information

Business. Wellness. Culture

Business. Wellness. Culture Business Rapid changes in technology have changed the way that we do business. Consequently, business transformation was a major focus in 2015. Wellness Georgia s Own has always placed a tremendous importance

More information

4:30-5:30 pm An Update on Chinese Domestic Politics: Implications for American Business

4:30-5:30 pm An Update on Chinese Domestic Politics: Implications for American Business Tuesday, April 26 2:30-3:00 pm Registration 3:00-3:15 pm Introductory Remarks Tami Overby, Senior Vice President for Asia, U.S. Chamber of Commerce James Zimmerman, Chairman, American Chamber of Commerce

More information

37th Annual Conference for Executive Directors And Board Staff Sant Antonio Hyatt Regency March 26 March 28, 2019 TENTATIVE AGENDA

37th Annual Conference for Executive Directors And Board Staff Sant Antonio Hyatt Regency March 26 March 28, 2019 TENTATIVE AGENDA MORNING PLENARY SESSION Tuesday, March 26, 2019 9:00 am 12:00 pm Executive Directors Committee Meeting (Committee Members Only) 9:00 am 12:00 pm State Society Relations Committee Meeting (Committee Members

More information

WORD ON THE STREET. RENTMOOLA... Recognized as BC s Next Crop of $1 Billion Anchor Tech Companies.

WORD ON THE STREET. RENTMOOLA... Recognized as BC s Next Crop of $1 Billion Anchor Tech Companies. 2016 MEDIA KIT COMPANY DESCRIPTION Solving the age-old problem that paying and collecting rent is a major hassle, RentMoola is North America s most innovative and fasting growing online rent payment service.

More information

2013 Cumbria Age Groups and County Championships

2013 Cumbria Age Groups and County Championships EVENT 159 Junior Womens 200m Medley Team 1. Cockermouth A Cockermouth 2:08.38 Lucy McKenzie 31.59 Taylor-Jade Kelsey 37.30 Ashleigh Backhouse 31.61 Anna Newlands 27.88 2. Carlisle Aquatics A Carlisle Aq

More information

PRINCIPAL FINANCIAL GROUP, INC. (Exact name of registrant as specified in its charter)

PRINCIPAL FINANCIAL GROUP, INC. (Exact name of registrant as specified in its charter) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event

More information

2014 FINANCIAL RepoRt

2014 FINANCIAL RepoRt 2014 FINANCIAL REPORT Poised for New Leadership, New Excellence One day before Marquette University s first lay president Dr. Michael R. Lovell assumed office on July 1, 2014, the university concluded

More information

Hosted By: Pre-Conference Cocktail Reception Tuesday, May 23 rd 5:30 7:00 pm Madison Club

Hosted By: Pre-Conference Cocktail Reception Tuesday, May 23 rd 5:30 7:00 pm Madison Club 7 th Annual MADISON INVESTMENT CONFERENCE MAY 24, 2017 Hosted By: Pre-Conference Cocktail Reception Tuesday, May 23 rd 5:30 7:00 pm Madison Club Conference Wednesday, May 24 th 7:30 am 6:30 pm The Monona

More information

Brookfield Investment Partners, LLC 330 South Executive Drive #307 Brookfield, WI July 29, 2011

Brookfield Investment Partners, LLC 330 South Executive Drive #307 Brookfield, WI July 29, 2011 Item 1- Cover Page Michael J. Steppe William H. Bergner Lora J. Olenchek Brookfield Investment Partners, LLC 330 South Executive Drive #307 Brookfield, WI 53005 262-785-6751 July 29, 2011 This Brochure

More information

Finance and Business Intelligence Directorate

Finance and Business Intelligence Directorate Finance and Intelligence Directorate PA to Director of Finance Tracey Moss Director of Finance Simon Worthington Personal Secretary Joanne Norris Deputy Director of Finance Andrea Bennett PMO Associate

More information

TOP INDEPENDENT WOMEN ADVISORS SUMMIT AGENDA 2016 AGENDA

TOP INDEPENDENT WOMEN ADVISORS SUMMIT AGENDA 2016 AGENDA TOP INDEPENDENT WOMEN ADVISORS SUMMIT AGENDA WEDNESDAY MAY 18 2:00 pm 8:00 pm 5:30 pm 6:30 pm 6:30 pm 8:30 pm Check In & Registration Cocktail Reception WELCOME DINNER & SPEAKER Disrupting Yourself Sarah

More information

AGENDA MEETING OF THE BOARD OF INVESTMENTS. LOS ANGELES COUNTY EMPLOYEES RETIREMENT ASSOCIATION

AGENDA MEETING OF THE BOARD OF INVESTMENTS. LOS ANGELES COUNTY EMPLOYEES RETIREMENT ASSOCIATION AGENDA MEETING OF THE BOARD OF INVESTMENTS LOS ANGELES COUNTY EMPLOYEES RETIREMENT ASSOCIATION 300 NORTH LAKE AVENUE, SUITE 810, PASADENA, CALIFORNIA 91101 WEDNESDAY, FEBRUARY 13, 2013, 9:00 A.M. I. PLEDGE

More information

January 22-24, 2019 PARK HYATT AVIARA Carlsbad, CA

January 22-24, 2019 PARK HYATT AVIARA Carlsbad, CA #2019VIPAM January 22-24, 2019 PARK HYATT AVIARA Carlsbad, CA FROM THE PUBLISHERS OF: The Education & Networking Conference for Institutional Investors CO-CHAIRS: ADVISORY BOARD: Geoffrey Dohrmann President

More information

Building Wealth and Prosperity in the Communities We Call Home

Building Wealth and Prosperity in the Communities We Call Home Building Wealth and Prosperity in the Communities We Call Home Executive Summary EDA exclusively represents the equity capital market interests for the retail and institutional operations of middle market

More information

PRESENTERS >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

PRESENTERS >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> PRESENTERS >>>>>>>>>> Paula Rosput Reynolds President and Chief Executive Officer Mike Hughes Executive Vice President Insurance Operations Paula Rosput Reynolds is president and chief executive officer

More information

STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY Minutes of The Consultant Committee Meeting of May 25, 2004

STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY Minutes of The Consultant Committee Meeting of May 25, 2004 STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY Minutes of The Consultant Committee Meeting of May 25, 2004 The Consultant Committee of the State of Connecticut Health and Educational

More information