Hyphen Network invites you to:

The 27th Annual
National Pension & Institutional Investor Summit

Dallas, Texas
November 8-9, 2022

Join us in Dallas,
on November 8 – 9
for a day of knowledge & sharing

– Register today

A summit of trainings, sessions, keynotes in Dallas, Texas. Connect with members of Pension & Institutional Investor community to collaborate, share knowledge and network with leaders.

Sponsor the 27th Annual
National Pension & Institutional Investor Summit

– Sponsorship opportunities available
Email info@hyphennetwork.us for details

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

Of Counsel

Marianne Scott Dwight

Michael Best & Friedrich LLP

Prior to joining Michael Best, Marianne served as General Counsel to the Texas Treasury Safekeeping Trust Company for more than 13 years. In that capacity she was responsible for analyzing, reviewing, negotiating, and managing investments and other agreements for investing state funds. She also served as a voting member of the investment committee. The Trust Company has an AUM greater than $65B and invests in all asset classes including private equity, real estate, hedged equity, and fixed
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.
Joanne Yee
Principal, Product Specialist at Apollo Global Management

Joanne Yee

Greater New York City Area

Ms. Joanne Yee, CFA, joined Apollo in 2016 as a Product Specialist on the Client and Product Solutions team and is responsible for helping to grow the liquid end of Apollo's credit platform by introducing new products, supporting their growth, keeping the sales force informed and presenting opportunities externally to prospective investors, consultants and other parties. Prior to that, Joanne was a Director in the Credit Product Strategy Group at BlackRock from August 2011 to August 2016. Prior to that, Joanne worked in the
Institutional Client Business Group at BlackRock from August 2003 to July 2011.
John Thompson
Investment Committee Chair

John Thompson

Circle Ten Boy Scout Foundation

John Thompson has been the President of the National Society of Institutional Investment Professionals since founding the organization in 2006. In July 2012, he was named Executive Director with responsibilities that include coordinating the organization’s annual Summit. He retired, June 2012, after 38 years with Energy Future Holdings, including more than 25 years of pension investment experience. He was responsible for managing all the company's external trust funds including defined benefit
plans, defined contribution plans, various non-qualified plans, and nuclear decommissioning trusts totaling $4.5 billion in assets.
Collin Geninatti
Manager - Asset Management

Collin Geninatti, CFA

American Airlines

Collin Geninatti is the Manager of Asset Management at American Airlines. In this role, Collin has investment oversight for all of the company’s investment plans including $12.5 billion in defined benefit plans and over $20 billion in defined contribution plans which includes asset allocation and manager selection across all asset classes. Prior to joining American Airlines, Collin worked in home office research for both First Command and Edward Jones constructing model portfolios for these firms’ discretionary advisory programs. Collin earned his MBA from Texas Christian University and B.S. in Finance and Economics from Illinois State University. Collin is a CFA Charterholder and member of the CFA Society of Dallas Fort Worth.
Robert Hulme
Deputy Director Investments & Operations

Robert Hulme

Fort Worth Employees Retirement Fund

Mr. Robert Hulme is the Deputy Director of Investment and Operations at Fort Worth Employees' Retirement Fund. Mr. Hulme is responsible for management and oversight of investment portfolio, benefit programs, professional advisors, and legal counsel at the system. He previously served as the system's Interim Executive Director and Chief Investment Officer.
Ryan Fitzpatrick

Ryan Fitzpatrick

Baillie Gifford

Ryan graduated with a BA in Economics from Bucknell University in 1996. He has 20 years' experience in the financial industry, most recently serving as Director, Institutional Marketing at The Boston Company. He joined Baillie Gifford as a Director in 2017 and is responsible for the Institutional business and is based in New York. Ryan holds FINRA series 7 & 63 licenses and carries the CAIA designation.
Rick Funston
Chief Executive Officer

Rick Funston

Funston Advisory Services/Board Smart

Rick is the Chief Executive Officer of Funston Advisory Services LLC (FAS). Since 2010, Funston Advisory Services has performed numerous reviews of public retirement systems' governance, strategy, risk, operations, compliance and control. FAS also provides related fiduciary consulting services and board and executive education. Since founding Funston Advisory Services in 2010, Rick has led a series of assignments with
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).
Bryan Hedrick
Director of Pension Fund Investments

Bryan Hedrick, CFA CAIA


In his current position as Director of Pension Fund Investments for the Dallas Fort Worth International Airport, Bryan is responsible for oversight of the $625 million pension portfolio. Prior to DFW, Bryan was part of the investment team responsible for the $2 billion portfolio of the Fort Worth Employees Retirement Fund. Prior to Fort Worth, he spent six years as a private wealth manager with several bulge-bracket investment firms including Morgan Stanley, TD Waterhouse, and JP Morgan Chase in
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.
Elizabeth Reich
Chief Financial Officer

Elizabeth Reich

City of Dallas, TX

Elizabeth Reich began her service as the City of Dallas’ Chief Financial Officer in September 2016. In this role, Elizabeth is accountable for the financial policy and operations of the nation’s 9th largest city, with an annual budget of over $3 billion. Elizabeth provides executive leadership for budget, procurement, communication & information services, risk management, equipment & fleet management, accounting, investments, and managing some Federal grant funds. In addition, Elizabeth was instrumental in brokering a pension compromise that saved the Dallas Police and Fire Pension after years of mismanagement, risky investments, and expansions of already generous features.
Vivian Lin Thurston
Partner, Portfolio Manager

Vivian Lin Thurston

William Blair

Vivian Lin Thurston is a portfolio manager for William Blair’s China A-Shares Growth strategy and a global research analyst covering Chinese equities. Previously, she was a global research analyst covering large-cap consumer stocks. Before joining William Blair, Vivian was vice president and consumer sector head at Calamos Investments. Before that, she was an executive director and senior investment analyst at UBS Global Asset Management/Brinson Partners, where she was responsible for stock selection and research for consumer sectors in the United States and emerging markets. Vivian also held
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.
Jim Dolmas
Senior Research Economist and Advisor

Jim Dolmas

Federal Reserve Bank of Dallas

Jim Dolmas is a senior research economist and advisor at the Federal Reserve Bank of Dallas. His main research interests are in the field of macroeconomics, where he has worked on such topics as the costs associated with business cycles, the effectiveness of stabilization policy, inflation measurement, and the politico-economic determinants of inflation, taxation and immigration policy. His research has appeared in scholarly journals
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.
Senior Investigator

James Stringham

Department of Labor

Jim Stringham is a Senior Investigator in the Dallas Regional Office for the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA). He has conducted numerous complex investigations involving multiemployer plans, employee stock ownership plans, alternative investments, and fiduciary misconduct. Jim began his career at EBSA in the Los Angeles Regional Office before transferring to Dallas in 2016. Prior to joining EBSA, Jim administered decedent trusts and estates with the Public Administrator’s
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.
Larry Eckman
Vice President Senior Consultant

Larry Eckman

LCG Associates

Mr. Eckman joined LCG in 2017 and is Vice President, Senior Consultant. His client relationships
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.
Stephen D Corr

Stephen D Corr

Baillie Gifford

Stephen joined Baillie Gifford in 2016 and is a Client Service Director within the International Alpha Team. He previously spent 16 years as a Global, International and EAFE portfolio manager with Blackrock, Scottish Widows Investment Partnership and, most recently, Nikko Asset Management. Stephen graduated Bachelor of Business Studies (BBS) from Dublin City University in 1998 and became a CFA Charterholder in 2003.
David Wilson
Managing Director

David Wilson


David oversees taxable fixed income client portfolio management at Nuveen Asset Management. He is responsible for delivering the firm’s broad fixed income capabilities to institutions and individuals globally.
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.
John D’Agostino
Managing Director

John D’Agostino

DMS Governance

John D’Agostino is one of the firm’s Fund Governance practice leaders and is based in the New York office. He provides guidance and independent oversight to boards to ensure adherence to governance, regulatory and compliance requirements. John also serves as Partnership Representative or Designated Individual in connection with US tax filings and audits. His expertise is sophisticated private investment vehicles characterized by complex strategies and asset classes, notably derivatives, structured credit, direct lending, high
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.
Robert Daly
Director of Fixed Income

Robert Daly


Robert Daly is Director of Fixed Income for The Glenmede Trust Company, N.A. (GTC) and Glenmede Investment Management LP (GIM). He is responsible for the management of over $4 billion of tax-exempt and taxable fixed income strategies for institutions, consultants and private clients. Daly works closely with a team of traders, portfolio managers, credit analysts and other professionals to broaden exposure to GIM’s fixed income suite. He also serves as a member of GTC’s Investment Policy Committee.
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.
Kathryn Pothier
Head of Investor Relations

Kathryn Pothier

Trive Capital

Kathryn is the Head of Investor Relations for Trive Capital. She is responsible for maintaining and enhancing relationships with Trive investors, strategically evaluating the institutional landscape, and cultivating relationships with potential future investors.
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.
Jonathan Needle
Chief Legal Officer

Jonathan Needle

Houston Firefighters’ Relief Fund

Mr. Needle's duties as Chief Legal Officer at HFRRF include legal issues involved in every part of the Fund's structure and operations. These duties range from advising the HFRRF board on benefits eligibility determinations to analyzing and negotiating complex investment arrangements such as HFRRF involvement in private equity partnerships, drafting and advancing legislation and performing many of the varied duties a chief legal officer or general counsel for a small corporation would perform. Mr. Needle is also in charge of assigning and managing outside counsel when needed.
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.
Michael Malchenko
ESG Investment Committee

Michael Malchenko


Michael joined NEPC in 2014 and is responsible for supporting the firm’s public fund clients with ESG integration, investment structure and modeling, market reviews, manager searches, asset allocation, and technical projects. Michael sits on the firm’s Impact/ESG Investment Committee and is responsible for contributing to the firm’s efforts in ESG integration across the research and consulting practice groups. Prior to NEPC, Michael worked at State Street as an Assistant Vice President in the firm’s investment analytics department. Michael earned a H.B.A. from the University of Toronto.
Ross Campbell

Ross Campbell

Responsible Investing, Barrow, Hanley, Mewhinney & Strauss

Mr. Campbell joined BHMS in 2017 from SRI Research Group, where he was the president of the consulting firm, focused on assisting companies with their corporate disclosures and corporate sustainability reports. Before founding the SRI Research Group, Mr. Campbell managed the sustainability and investor relations efforts for AECOM and Denbury Resources Inc. His investment career includes serving as a senior analyst/sector PM for Wells Capital Management and as an investment
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.
Jamil McNeal
Senior Investment Analyst

Jamil McNeal, CFA, CAIA

True North Advisors

Jamil joined True North Advisors in 2019. As a Senior Investment Analyst, his duties include manager research and due diligence across multiple asset classes with a focus on alternatives and private equity investments. In addition, Jamil assists with portfolio construction, client portfolio management and communicating investment ideas to clients.
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.
Joe Wright
Senior Vice President and Chief Investment Officer

Joe Wright

HighGround Advisors

Joe is Senior Vice President, Chief Investment Officer with HighGround Advisors. Joe has over 23 years of institutional investment experience, with over 18 years managing endowment and planned giving assets for charitable nonprofit institutions. He leads a ten-member investment team responsible for managing HighGround Advisors’ $2 billion in assets under management. His background includes strategic asset allocation policy,
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,
Fred Speece

Fred H Speece, Jr, CFA

Speece Thorson Capital Group

Fred Speece is a founder of Speece Thorson Capital Group, Inc., a long-term, fundamental investment management firm focused on companies that it deems to be well managed, financially powerful and at attractive valuations in the mid and small capitalization area of the equity market. He is past chair of the Board of Governors of the CFA Institute, Board of Trustees of the CFA Institute Research Foundation, Institute of Chartered Financial
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.
Dory Wiley
President & CEO

Dory Wiley

Commerce Street Holdings

Dory A. Wiley CFA CPA CVA is President & CEO of Commerce Street Holdings, LLC, and the holding company for Commerce Street Capital, LLC (CSC), a FINRA- regulated broker/dealer and Commerce Street Investment Management, LLC (CSIM), an SEC-registered investment advisor. Since co-founding the firm in 2007, his primary focus has been the management and growth of the broker dealer and the creation of investment funds that specialize in financial institutions and related products. Mr. Wiley is frequently quoted in the media, and regularly speaks regarding corporate finance,
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.
Janet Handley

Janet Handley

Greater Texas Foundation

Janet graduated Summa Cum Laude from Texas A&M University in 1975 with a Bachelor of Science in Applied Mathematics. She began work for Shell Oil in Houston and spent the first 17 years of her career there in the Information Systems/Information Technology parts of Shell, focusing primarily on proprietary applications created for the scientific client community.
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.
Sharmila Kassam
Senior Consultant

Sharmila Kassam

Hounston Advisory Services

Sharmila (Shar) Chatterjee Kassam is a proven business professional and institutional investor who most recently co-managed the $30 billion Employees Retirement System (ERS) of Texas. During her tenure at ERS. Shar has spent over a decade studying asset allocation processes, global retirement programs and risk management. She has spent time promoting leading practices in the industry through the Institutional Limited Partners Association (ILPA), Alignment of Interest (AOI), and the CFA Institute. Before
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.
Investment Associate Hedge Funds


Employees Retirement System of Texas

Courtney Dunn is an Investment Associate of Hedge Funds at the Employees Retirement System of Texas, a $29 billion retirement plan, located in Austin, Texas. Her responsibilities include sourcing, analyzing and evaluating potential hedge fund managers, process and performance assessment, and maintaining due diligence efforts. Courtney started her career in the investment industry as an Analyst at the
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.
Kent Custer
Chief Investment Officer

Kent Custer

Dallas Police and Fire Pension System

Kent Custer joined the Dallas Police and Fire Pension System (DPFP) as Chief Investment Officer in July 2018. He has over 15 years of experience in investment management. Prior to DPFP Mr. Custer was Chief Investment Officer of the Illinois Prepaid Tuition Trust Fund from December 2011 through June 2018. Earlier roles include Senior Investment Officer at the Illinois Teachers’ Retirement System and
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.
Tony Harvey

Tony Harvey

Irving Fireman’s Relief & Retirement Fund

A 26-year veteran of the Irving Fire Department, Tony E. Harvey is the Assistant Chief of the Special Services Division. Promoted in 2013, he is currently over the Training Division and Communications Division. He oversees the Health, Wellness & Safety programs of the Irving Fire Department.
Steven Thieme
Vice President Hedging Strategies

Steve Thieme

Fund Evaluation Group

Steve Thieme is an investment professional with over a decade of institutional investing experience. He is a Vice President at FEG Investment Advisors, a leading institutional consultant and OCIO advisor, where he currently leads FEG’s hedged and specialty equity research. Prior to joining FEG, Steve was an investment officer for a single- family office in Cincinnati, Ohio. Steve graduated summa cum laude from Morehead State University and has an MBA from the Farmer School of Business at Miami University. He is a member of the CFA Institute and CAIA Association.
Richard Familetti
Chief Investment Officer

Richard Familetti

SLC Management

Richard who invest on behalf of SLC Management’s U.S. pension asset management clients. Richard and his team have extensive experience specializing in corporate credit and fixed income asset allocation. They cover all sectors of the fixed income markets employing a combination of fundamental and technical analysis.
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.
Tim Paulson
Investment Strategist

Tim Paulson

Lord Abbett

Tim Paulson is responsible for providing the portfolio management teams with investment insight and relevant market information for Lord Abbett’s fixed income strategies. In this role, he also communicates with institutional clients and prospects regarding current portfolio positioning and the firm’s market outlook. Mr. Paulson also collaborates with the consultant relations, product development, and relationship management teams as appropriate.
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.

Zach Petrone
Founder, Managing Partner

Zach Petrone

Highside Global Management

Zach Petrone is the Founder and Managing Partner of Highside Global Management, a long/short equity firm based in Dallas, TX. Prior to founding Highside Global, Zach spent over 6 years with Highside Capital Management, a multi-billion dollar long/short equity fund that transitioned to a family office investment vehicle in 2013. Prior to Highside, Zach was an Associate with Providence Equity Partners, a $40 billion media and telecom focused private equity firm. He began his career as an M&A and Restructuring Analyst with Greenhill & Co. in New York. Zach earned a BBA in Finance
from The University of Texas at Austin.

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