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The National Pension
& Institutional Investor Summit Series
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National Pension & Institutional Investor Summit
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The Annual National Pension & Institutional Investor Summit in Dallas has always been an event intended to grow and support the investor community. Now that mission has become more important than ever. In these uncertain times, it is imperative to come together and support the managers and investors that have made this summit what it is today.
2019 Speaker Faculty
income. Marianne led the Trust Company’s legal team for its investments in more than 300 funds located in the U.S. and throughout Europe and Asia, including providing legal analysis of more than 90 venture capital, biotech, and life science companies in the Emerging Technology Fund where she assisted in devising new strategies to maximize the state’s return. Marianne participated on the management team and was involved in making the appropriate decisions for the portfolios including redeeming from funds and repositioning as needed. Marianne also collaborated with members of the Texas State Legislature to draft key legislation to structure financing alternatives for public welfare and economic development projects.
Marianne has served in a number of other high-profile positions in Texas state government, including roles as General Counsel for the Commissioner of Insurance, General Counsel to the Senate Committee on Health and Human Services, and Assistant Attorney General for tax, financial, and related cases.
Institutional Client Business Group at BlackRock from August 2003 to July 2011.
plans, defined contribution plans, various non-qualified plans, and nuclear decommissioning trusts totaling $4.5 billion in assets.
major public retirement systems, including the New York City Bureau of Asset Management (BAM), the South Carolina Public Employee Benefit Authority (PEBA), the South Carolina Retirement System Investment Commission (RSIC), the School Employees Retirement System (SERS) of Ohio, the New York State Common Retirement Fund (NYS CRF), the Oregon Investment Council, and the California Public Employees' Retirement System (CalPERS).
Oklahoma City, OK. Bryan is a CFA Charterholder and CAIA Charterholder. He is a member of the CFA Institute, the CFA Society of Dallas/Fort Worth, the CAIA Association, the Texas Hedge Fund Association, and the National Society of Institutional Investment Professionals. He is also an Adjunct Professor of Finance at the TCU Neeley School of Business. He received his BS in Finance from Oklahoma State University and his MBA from Texas Christian University. In his spare time, he enjoys reading, teaching, and spending time with his family. Bryan and his wife Sunny have two children and live in Fort Worth.
roles at Mesirow Financial, China Agribusiness Development Trust and Investment Corporation, and Vanke. She is a member of the CFA Institute and the CFA Society of Chicago. She is also the founder and chairman of the board of the Chinese Finance Association of America, a 501(c) nonprofit organization. Education: B.A., Sociology, Peking University; M.A., Sociology and M.S., Finance, University of Illinois Urbana-Champaign.
such as International Economic Review, Review of Economic Dynamics and Journal of Economic Dynamics & Control.
Dolmas holds a PhD in economics from the University of Rochester and a bachelor’s degree with honors in economics from the University of Chicago. Prior to joining the Dallas Fed in June 2000, he taught economics at the undergraduate and graduate level at Southern Methodist University. He has also taught at the University of Rochester and the University of Texas in Austin.
Dolmas developed and maintains the Dallas Fed’s Trimmed Mean PCE inflation rate. In addition to briefing the Bank’s president on national economic conditions, Dolmas writes monthly analyses of inflation data for the Bank’s website.
Office for Orange County, California, and worked as a Deputy Sheriff with the Los Angeles County Sheriff’s Department. Jim has received his Bachelor’s degree in Criminal Justice and his Master’s degree in Political Science from California State University, Fullerton.
include foundations, healthcare organizations, family offices, and corporations. In addition to lead consultant responsibilities, Larry conducts capital market and asset class research, investment manager due diligence, and special topical studies. Previously, Larry was Senior Vice President at Segal Marco Advisors (formerly Segal Rogerscasey and Rogerscasey). His responsibilities included consulting, client relationship management, and new business development. Before that, he was a Senior Consultant at SEI Investments and a Consultant with The Watson Wyatt Company (now Willis Towers Watson). Larry is a CFA charterholder. He is an active member of the CFA Institute and CFA Society of Atlanta. Larry earned an M.B.A. in Finance from Florida International University. He graduated from the University of Tennessee with a B.A. in Commercial Design.
Prior to joining the firm in 2013, he served as managing director and head of customized strategies at Cutwater Asset Management, where he executed over $100 billion of customized fixed income mandates. His background also includes structuring and managing customized liabilitydriven investment strategies, derivative overlays,
hedging programs and outcome-oriented multi-asset strategies. He is an accomplished speaker and writer, regularly communicating his views on important investment topics for investors. David began working in the financial services industry in 1998.
David graduated with a B.A. in Economics from the University of Albany and an M.B.A. in Finance from Fordham University. He holds the CFA designation and is a member of the New York Society of Security Analysts.
frequency/quant and similar strategies. John also manages the firm’s institutional LP and regulatory relationships and works with large global pension funds and global regulators to share information and determine industry best practices.
Prior to joining DMS, John was a Managing Director of Alkeon Capital, a large New York based investment advisor. His responsibilities included fundamental investment research across industry sectors; global compliance and regulatory management; operations; risk management and marketing. John also led the build out and hiring of a quant/HFT desk.
John previously worked with KPMG Consulting, where he was part of the firm’s global leadership for the Finance and Hedge Fund consulting groups. While at KPMG, he provided operational and strategic advisory services across a variety of industries, including: financial services, capital markets, derivatives risk and pricing, commodities (physical and derivatives, technology, ecommerce and retailers.
John began his career as Vice President and Head of Strategy with the New York Mercantile Exchange, where he helped transition the floor to electronic trading and was part of the leadership team building out the core systems to accommodate co-location, quant and HFT volumes. He also led the effort to develop the first Middle East energy derivatives exchange in partnership e Dubaernment.
A cum laude graduate of Williams College, John received a Master’s degree in Business Administration from Harvard Business School, he also studied Politics, Philosophy and Economics at Oxford University. He has lectured at INSEAD University, guests lectures at MIT Sloan Business School and develops research notes with the MIT Media Lab around next generation, technology enabled trading strategies. John has been featured in two New York Times bestselling business titles, multiple periodicals and participated in numerous industry speaking engagements. John leads an asset management working group on Brexit at request of the UK Consul General in NY.
Prior to joining Glenmede, Mr. Daly served as a senior portfolio manager for U.S. and global fixed income strategies at BlackRock in New York. In this role, he was instrumental in establishing and managing a team responsible for asset allocation development, portfolio construction, risk budgeting and formulating investment process. Previously, Daly managed multi- sector and investment grade credit fixed income portfolios for institutional clients.
Mr. Daly earned a Master of Business Administration in finance and accounting from Columbia University and his Bachelor of Arts in government from Dartmouth College.
Prior to joining Trive Capital, Kathryn was VP of Business Development for Silver Oak Services Partners, a Chicago-based private equity fund focused on lower middle market services companies. Prior to Silver Oak, Kathryn was Director of Investor Relations and Business Development at Black Maple Capital, an event-driven hedge
fund, and Stark Investments, a global multi-strategy hedge fund, both based in Milwaukee, Wisconsin. Kathryn began her career as the Director of U.S. Operations for UJAM, Inc., a cloud-based music technology start-up company, in San Francisco, California.
Kathryn received a Master’s degree in International Relations from Cambridge University. She also holds a Bachelor’s degree, Summa Cum Laude, in Music Composition and East Asian Studies from Vanderbilt University.
Prior to assuming his duties with HFRRF in the fall of 2000, Mr. Needle was Associate General Counsel and then Deputy General Counsel for Texas Association of Counties (TAC) for nearly ten years, acting as counsel on both internal corporate and statewide legal, political and planning issues. At TAC, Mr. Needle also gained experience in management of statewide self-insurance pools, in claims, insurance coverage and liability issues concerning local government and in counseling boards of trustees and administrators. Before his employment with TAC, Mr. Needle practiced law with a private law firm in Austin, Texas, representing cities and other local governments in a variety of state agency - related matters and in the courts. Mr. Needle's first job as a licensed attorney was with the Texas Fourth Court of Appeals in San Antonio, Texas. Mr. Needle holds Bachelor's (magna cum laude) and Master's of Arts degrees from Wesleyan University, Middletown, Connecticut. He is a graduate of the University of Texas at Austin School of Law. Mr. Needle is licensed to practice in the Texas courts, the United States District Courts for the Southern, Northern and Western Districts of Texas, the United States Court of Appeals for the Fifth Circuit and the United States Supreme Court. Mr. Needle is a fellow of the College of the State Bar of Texas, a member of the Houston Bar Association, the American Bar Association, the National Association of Public Pension Attorneys, the Texas Association of Public Pension Attorneys and the Texas Exes.
management senior consultant for FactSet Research Systems. Mr. Campbell earned a BA from Franklin and Marshall College and an MBA from the Cox School of Business at Southern Methodist University.Tim Barrett, Associate Vice Chancellor & CIO, Texas Tech University System.
Most recently, Jamil worked at GuideStone Financial Resources as the primary Senior Investment Analyst over private market investments. He was responsible for building out the private equity investments pipeline for institutional client and corporate asset portfolios. Jamil’s main activities included sourcing, due diligence, investment selection, and comprehensive quantitative and qualitative analysis on private market opportunities. He also spent time as an analyst overseeing trading and assisting with portfolio construction for Guidestone’s mutual fund strategies.
Jamil began his career at Wells Fargo where he worked as a Senior Structured Products Analyst modeling RMBS and CDO bond issues and as a division-wide trainer for new hire analysts. Jamil also worked several years for JPMorgan in their mutual fund pricing group as an Investment Data Associate.
Jamil holds a Bachelor of Arts degree in American Government from the University of Virginia and a Master of Business Administration degree from the Keller Business School of Management. He is a CFA® charter holder and a member of the Chartered Alternative Investment Analyst Association®.
Jamil likes to stay active and learn new things. He particularly enjoys playing basketball, reading, and watching movies with his wife and two daughters.
distribution and spending policy, asset class strategy, manager research and selection, portfolio construction, risk management, performance measurement and attribution, and oversight of the firm’s consulting and custody relationships.
Before joining HighGround Advisors in 2001, Joe worked for J.C. Penney Company, Inc., where he led the company’s investment activities for its qualified defined benefit, defined contribution 401(k) and health and welfare benefit plans totaling more than $7.5 billion.
Joe holds an MBA from the University of Texas at Dallas and a BBA from Baylor University. Joe has served on the Investment Committee of the Circle Ten Boy Scout Council’s Foundation since 1996 and is a founding member of the National Society of Institutional Investment Professionals,
Analysts and Financial Analysts Seminar. The CFA Institute awarded him with the Alfred C. Morley Distinguished Service Award and the C. Stewart Sheppard Leadership Award. The CFA Institute Research Foundation inducted him into the Leadership Circle. He is a former trustee emeritus of the CFA Institute Research Foundation. He has been an adjunct faculty member in the Graduate School of Business at the University of St. Thomas and the University of Minnesota. He holds a B.B.A. from Ohio University, an M.B.A. from Western Michigan University and is a CFA Charterholder and member of the CFA Society of Minnesota. Fred frequently speaks on investing at CFA Institute conferences and local analyst societies around the country.
asset allocation and alternative investments. Mr. Wiley serves on the Boards and Investment Committees of CSIM's investment funds. Those funds have included SBICs (Independent Bankers Capital Fund), Bank Hedge and Private Equity funds (Keefe Managers, Keefe Partners, Keefe Rainbow Partners, Service Equity Partners, Genesis Partners, and Commerce Street Financial Partners) and debt funds (Commerce Street Income Partners I and II). He formerly served as a member of the Board of Trustees of the Teacher Retirement System of Texas, an approximately $100 billion pension fund where he was Chairman of the Investment Committee, Chaired the Alternative Assets Committee and served on Compensation, CIO recruiting, Audit, and Government Committees. While there, TRS went from a bottom quartile performer to the number one ranked public pension fund in the country in its asset size group. Mr. Wiley has over 25 years of experience in commercial and investment banking and investment management. Prior to his current position with Commerce Street, Mr. Wiley was President of SAMCO Capital Markets, LLC, which he joined in August, 1996. Prior to SAMCO, he was Vice President and Manager of the Financial Institutions Group at Rauscher Pierce Refsnes, now RBC Capital Markets. Mr. Wiley often lectures on bank-related topics for universities, seminars and conferences. He has testified as an expert witness on bank and securities valuations, and has written articles for various periodicals. He has also been an advisory board member to numerous small banks throughout the country. He is a member of the AICPA, Texas Society of CPAs, the Dallas Society of Financial Analysts, the National Association of Certified Valuation Analysts, and the CFA Institute. He holds Securities licenses 24, 7, 63, 66 and 65 and is currently serving on a FINRA regulatory committee. He is a member of the National Association of Corporate Directors and also serves or has served on several charitable boards/advisory boards including the Liberty Institute, the Cotton Bowl Committee, Texas Tech Red Raider Club, the Texas Tech Rawls School of Business, the Texas Tech Foundation Board, the Baylor Health Care Systems Foundation, the SMU Cox School of Business mentor board, and the Lee Park & Arlington Hall Conservancy Board. Mr. Wiley received a BBA in Finance and Accounting from Texas Tech University, and an MBA from Southern Methodist University.
She began working for the Shell Pension Trust in 1993, and directed the Equities
portfolio at the time she left in 2001. She was appointed the first Investment Director for the Texas A&M Foundation in April 2001 and Vice President for Investments in 2010. The Texas A&M Foundation has long-term assets of over $1 billion. They are invested in alternative as well as traditional assets and use all external investment managers. Janet is also a member of the Investment Committee for the Society of Petroleum Engineers and has served on the Venture Capital Advisory Board for Common fund Capital.
joining ERS, she spent 15 years in the venture and technology industry working in financial, legal, operational and management roles.
Shar holds a bachelor's degree in Accounting (with honors) and a J.D. degree, both from The University of Texas. She is a licensed Certified Public Accountant in Texas and licensed to practice law in California and Texas. She was the 2018 Institutional Investor NextGen CIO Finalist.
She is a nationally recognized leader in the pension industry and sought out globally as a speaker. Shar is a Senior Fellow for the Center for Financial Markets with the Milken Institute, is a member of the CAIA Allocator Advisory Council, and is an ILPA Policy Advisor and Instructor.
Teacher Retirement System of Texas. Courtney holds a Bachelor of Business Administration (BBA) in Finance from The University of Texas at San Antonio. Courtney is a CFA Charterholder and has earned her Chartered Alternative Investment Analyst (CAIA) designation. Outside of work, Courtney is a CFA Austin Society board member and an active member of the Junior League of Austin.
Investment Analyst at A.G. Edwards. Mr. Custer started his career as a submarine officer in the United States Navy. He received his BA from Southern Illinois University and his MBA from Washington University in St. Louis. He holds the Chartered Financial Analyst designation.
Richard’s portfolio of work includes senior portfolio management positions at Halbis Capital Management, Calyon Bank, Credit Suisse Asset Management (the result of the sale of a small, successful partnership called Brundage, Story and Rose, Investment Management),
and Lazard Freres Asset Management.
Rich holds a B.A. from Hofstra University and a M.B.A. from Fordham University. He is a CFA Charterholder and is a member of the New York CFA society.
Familetti is Chief Investment Officer, U.S. Total Return Fixed Income at SLC Management. Richard joined Ryan Labs Asset Management, which now operates under SLC Management, in 2009. Richard has over 25 years of industry experience, and he most recently served as Ryan Labs Asset Management’s President and CIO. In his current role, he leads the portfolio management team.
Mr. Paulson began his career in the financial services industry in 1999. Before joining Lord Abbett, Mr. Paulson worked for Goldman Sachs as a Vice President of Institutional Sales, where he was responsible for communicating timely market information and insights, and developed customized solutions in mortgages and interest rate products. Prior to that role, he ran several books on the Mortgage Trading desk at Goldman,
Sachs as a Vice President. Mr. Paulson earned a BA in English from Haverford College and an MBA from Northwestern University.
from The University of Texas at Austin.