December 3, 2018
11:00 am to 5:00 pm
Convene, New York City
(PLEASE NOTE: Convene’s actual location is 466 Lexington Avenue between 45th & 46th Streets. The building’s sign, however, reads as “237 Park Avenue”.)
December 3, 2018
11:00 am to 5:00 pm
Convene, New York City
(PLEASE NOTE: Convene’s actual location is 466 Lexington Avenue between 45th & 46th Streets. The building’s sign, however, reads as “237 Park Avenue”.)
Beth is a Senior Investment Consultant at Mercer. She currently services 6 endowment, foundation and family office clients with over $6 billion in aggregate assets under advisement. For these clients, Beth focuses on projects relating to asset allocation, investment manager selection, performance evaluation, and fund operations and governance. In addition, Beth is a voting member of Mercer’s Endowment and Foundation Investment Committee. Beth’s prior professional experience includes work as an Investment Director for Vanderbilt University’s then $2.2 billion endowment, where she was responsible for investments across traditional equities and bonds, marketable alternatives, oil and gas and private equity. She started her investment career as an Investment Analyst at Duke Management Company, managing investment projects across all asset classes for Duke University’s then $4 billion endowment office. Beth attended the University of North Carolina – Chapel Hill where she completed the coursework and exams of the Ph.D. program in Economics. She holds a BA in Economics, Mathematics, Computer Science, and German from Transylvania University in Lexington, Kentucky. Beth has also earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. She is a member of the CFA Institute and a past board member of the CFA Society of St. Louis and the Nashville Society of Financial Analysts. Throughout her career, Beth has remained active in her community, sitting on several not-for-profit boards of directors, previously serving as the Investment Committee Chair and then Chair of the Board for the Missouri Foundation for Health, a $1 billion healthcare foundation in St. Louis. In 2008, she received the Foundation and Endowment Money Management’s Non-Profit Consultant of the Year Award.
As KPMG’s Chief Economist, Constance Hunter heads macroeconomic research for the firm. She is known for identifying economic inflection points and providing actionable economic insights to C-suite clients and KPMG leadership. In addition to forecasting U.S. economic indicators, Constance also monitors the global economy and identifies paradigm shifts brought about by disruptive technologies. Constance is a recognized economic thought leader, who was recently named vice president of the National Association for Business Economics (NABE), from which she holds the Certified Business Economist designation. She is a regular speaker at conferences on a wide variety of macroeconomic topics and a frequent guest on all major financial media channels. With 20 years of experience in asset management before joining KPMG in 2013, Constance understands how economic data translates into financial market prices and capital flows. During her tenure in asset management she was Chief Investment Officer or Chief Economist for the majority of that time. Constance graduated with a BA in Economics and Sociology from New York University, and a Master’s of International Affairs with a concentration in international economics from Columbia University’s School of International and Public Affairs (SIPA). In addition to NABE, she is actively involved with a several economic and financial market associations including the New York Association for Business Economics, Money Marketeers, National Committee for U.S.-China Relations, and 100 Women in Finance. She is also on the board of the GallopNYC, an organization that changes lives of disabled New Yorkers by offering therapeutic horsemanship programs in six locations.
Cathleen M. Rittereiser leads Commonfund’s educational, market research and professional development activities as Executive Director of Commonfund Institute. She is the co-author of the books Foundation and Endowment Investing and Top Hedge Fund Investors: Stories, Strategies, and Advice. Prior to joining Commonfund, Cathleen was the Founder and Chief Executive Officer of Uncorrelated, LLC, a conference and thought leadership publishing platform for endowment, foundation and pension investors, and a frequent speaker and writer on the endowment model and Outsourced CIO (OCIO). Prior to Uncorrelated, she held investor relations and marketing roles with leading financial services firms and hedge funds. She received an A.B. from Franklin & Marshall College, where she served on the investment committee, and an M.B.A. from NYU Stern School of Business.
John Hoover is the President and Chief Executive Officer of Chasbro Investments, an international single-family office with offices in New York, Palm Beach and Montreal. A ‘‘roll up the sleeves” leader with the ability to distill ambiguity into actionable items. John oversees and provides leadership in cash management, tax strategy, investments, prioritization and execution of projects, financial reporting, philanthropy, trust & estate projects related to the family office. He is a founder of several charities, technological, real estate and financial firms and is a member of several boards, investment, endowment and fiscal committees. John previously served as Senior Vice President and Chief Financial Officer of The Andrea and Charles Bronfman Philanthropies and was a member of its Executive Committee. With foundations in Montreal, Jerusalem and New York, ACBP operated and supported programs in Canada, Israel and the United States until its spenddown plans were realized in 2016. The foundations’ missions were to strengthen the unity of the Jewish people, to improve the quality of life in Israel and to promote Canadian heritage. The foundation operated in a framework of continual innovation and risk management with an emphasis on quality, value creation and sustainability. Prior to joining ACBP and Chasbro, John was the Senior Vice President of the Jewish Communal Fund, one of the nation’s largest and revered public foundations with over $1 billion in assets. John has a Master in Business Administration from Fairleigh Dickenson University and a Bachelor of Science in Accounting and Economics from the State University of New York.
Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. Prior to forming Morgan Creek, Mr. Yusko was President, Chief Investment Officer and Founder of UNC Management Company, the Endowment investment office for the University of North Carolina at Chapel Hill, from 1998 to 2004. Throughout his tenure, he directly oversaw strategic and tactical asset allocation recommendations to the Investment Fund Board, investment manager selection, manager performance evaluation, spending policy management and performance reporting. Total assets under management were $1.5 billion ($1.2 billion in endowment assets and $300 million in working capital). Until 1998, Mr. Yusko was the Senior Investment Director for the University of Notre Dame Investment Office where he joined as the Assistant Investment Officer in October of 1993. He worked with the Chief Investment Officer in all aspects of Endowment Management. Mr. Yusko received his Bachelor of Science Degree, with Honors, in Biology and Chemistry from the University of Notre Dame and a Master of Business Administration in Accounting and Finance from the University of Chicago. Mr. Yusko is an Advisory Board member of a number of private capital partnerships and alternative investment programs and has served as a consultant on alternative investments to a select group of institutions. Mr. Yusko is an Investment Committee member of the MCNC Endowment, a member of the DukeEngage National Advisory Board at Duke University, President and Chairman of the Investment Committee of The Hesburgh-Yusko Scholars Foundation at the University of Notre Dame, and President and Head of Investment Committee of the Morgan Creek Foundation.
Emily serves as the Senior Investment Manager for Gilder Office for Growth where she provides oversight and guidance in managing and coordinating all aspects of the family office’s investment activities and strategies. Prior to joining Gilder Office for Growth, Emily served as an Investment Officer for Oklahoma State University’s Foundation where she worked to lead the efforts in building the private equity portfolio for the Foundation. Prior to her role as an Investment Officer, she was a Vice President at Hatteras Funds within the investment management group focusing on alternative investments in hedge funds and private equity funds. Emily received her Bachelor of Arts degree from Randolph Macon College with majors in both Business/Economics and Accounting. Emily also obtained her Master of Business Administration degree with a concentration in finance from the University of North Carolina, Kenan-Flagler Business School. Emily has also earned her designation as a chartered alternatives investment analysist (CAIA) and as a chartered financial analyst (CFA).
As the Corporation’s director of investments, Mr. Lee co-leads its portfolio strategy for marketable investments, which include long-only, absolute return, and fixed income asset classes. As part of this role, Mr. Lee serves as the primary lead on the Corporation’s developed markets mandates. Mr. Lee also manages the Corporation’s venture capital and growth equity activities in private markets. Prior to joining the Corporation, Mr. Lee served as a senior investment analyst in New York and London at Fauchier Partners, a hedge fund-of-funds that managed money on behalf of pensions, insurance companies, foundations, and endowments outside the United States. Previously, Mr. Lee worked as an investment associate at Horsley Bridge Partners, a private equity fund-of-funds manager, in San Francisco and London. Mr. Lee began his career as an investment banking analyst in the San Francisco office of Robertson Stephens, a boutique investment bank focused on growth companies. Mr. Lee holds an MBA from the Wharton School at the University of Pennsylvania, and a BA from Yale College, where he studied Economics, and East Asian Studies, with a focus on the History of Art.
David Gilmore joined The Harry and Jeanette Weinberg Foundation in 2014 to help build the investment office. The Foundation has $2.2 billion in assets and makes over $100 million in grants each year. David is responsible for the design and implementation of the Foundation’s asset allocation, investment manager selection and risk management. Prior to joining the Foundation, David served in several senior roles at The Ohio State University investment office which managed $3.5 billion. David was previously a partner at Gerber/Taylor Capital Advisors. David earned his BBA from Baylor University and an MBA with a concentration in Finance from the University of Memphis. David holds the Certified Financial Planner™ professional (CFP®) designation and the Chartered Alternative Investment Analyst (CAIA) designation.
Peter Zeihan is a geopolitical strategist, which is a fancy way of saying he helps people understand how the world works. Peter combines an expert understanding of demography, economics, energy, politics, technology, and security to help clients best prepare for an uncertain future. Over the course of his career, Peter has worked for the US State Department in Australia, the DC think tank community, and helped develop the analytical models for Stratfor, one of the world’s premier private intelligence companies. Peter founded his own firm — Zeihan on Geopolitics — in 2012 in order to provide a select group of clients with direct, custom analytical products. Today those clients represent a vast array of sectors including energy majors, financial institutions, business associations, agricultural interests, universities and the U.S. military. Peter is a critically acclaimed author whose books — The Accidental Superpower and The Absent Superpower — have been recommended by Mitt Romney, Fareed Zakaria and Ian Bremmer. Peter is also a highly sought after public speaker. With a keen eye toward what will drive tomorrow’s headlines, his irreverent approach transforms topics that are normally dense and heavy into accessible, relevant takeaways for audiences of all types.
Don Yaeger is a nationally acclaimed inspirational speaker, longtime Associate Editor of Sports Illustrated, and author of over 30 books, eleven of which have become New York Times Best-sellers. He began his career at the San Antonio Light in Texas, and also worked at the Dallas Morning News and the Florida Times-Union in Jacksonville before going to work for Sports Illustrated. As an author, Don has written books with, among others, Hall of Fame running back Walter Payton, UCLA basketball Coach John Wooden, baseball legends John Smoltz and Tug McGraw, and football stars Warrick Dunn and Michael Oher (featured in the movie The Blind Side). He teamed with Fox News anchor Brian Kilmeade to pen the 2013 best-seller George Washington’s Secret Six, a look at the citizen spy ring that helped win the Revolutionary War and then again in 2015 for Thomas Jefferson and the Tripoli Pirates: The Forgotten War that Changed American History,and in 2017 for Andrew Jackson and the Miracle of New Orleans: The Battle that Shaped America’s Destiny. Don left SI in 2008 to pursue a public speaking career that has allowed him to share stories learned from the greatest winners of our generation with audiences as diverse as Fortune 10 companies to cancer survivor groups, where he shares his personal story. More than a quarter-million people have heard his talks on “What Makes the Great Ones Great.” He collaborated with the Florida State University School of Business’s Continuing Education Program to build a corporate webinar program focusing on lessons building a culture of success within an organization. This naturally led to another keynote speech on “What Makes the Great Teams Great.” The release of his tenth New York Times best-seller, Teammate, was the inspiration for his newest keynote on “What Makes a Great Teammate: Becoming Invaluable Without Being Most Valuable.” Learn more at www.donyaeger.com or contact don at don@donyaeger.com.
Mr. Bass is the Founder and Chief Investment Officer of Hayman Capital Management, an investment manager of private funds focused on global event-driven opportunities. Mr. Bass has managed private funds with strategies focused on sub-prime credit, the pharmaceutical industry, and Asia. Mr. Bass is a member of the Board of Directors of the University of Texas Investment Management Company (UTIMCO), which manages approximately $40 billion, and is chair of the Risk Committee. He also is a member of the Advisory Group for the Center of Asset Management at the Darden School of Business at the University of Virginia. Mr. Bass has testified as an expert witness before the U.S. House of Representatives, U.S. Senate, and the Financial Crisis Inquiry Commission. In 2015, Bass was recognized as one of the Top 25 Most Influential People in the Global Patent Market as named by Intellectual Asset Management magazine. Mr. Bass has lectured on global economics at various universities, including Columbia, Harvard, Stanford, University of Chicago, University of Texas, and University of Virginia. Prior to forming Hayman, Mr. Bass was a Managing Director at Legg Mason and a Senior Managing Director at Bear Stearns. He graduated from Texas Christian University with a degree in finance and serves on the board of directors of the Troops First Foundation and the Texas Department of Public Safety Foundation.